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How about other raw materials?
Time:2021-01-26   Read:835second  

In recent years, some compound fertilizer enterprises' quotation of high nitrogen fertilizer has increased, with a range of about 100 yuan (ton price, the same below), and the quotation of general compound fertilizer of a few enterprises has also increased slightly. It is reasonable to say that the sales of compound fertilizer in recent stage is not ideal, there are not many new orders, and most of them are for low price orders in early stage. But why should the price of compound fertilizer increase? One of the main reasons is that the expected volume is still large, and the significance of collection is not great. Therefore, it's OK to raise the quotation. The other is that the rising price of raw materials increases the cost of compound fertilizer, so it's reasonable to quote a high price. So what is the specific trend of NPK? The analysis is as follows

First, urea rose too much and then returned to rationality. The price increase is mainly due to the pull of agricultural demand in Jiangsu and Anhui regions, the continuous tight supply caused by local gas restriction, the continuous rise of international prices, the approaching Spring Festival and the recurrence of epidemic situation in various regions, which makes the downstream demand for urea increase. In a short period of time, the supply and demand deviate, and the price of urea factory soared. The receiving price of Linyi compound fertilizer factory in Shandong once rose to around 2060 yuan, but the price did not rise Too fierce, the acceptance of the downstream industry and agriculture is not high, at present Linyi receiving price dropped to around 2000 yuan. Recently, compound fertilizer enterprises around the world mainly supply orders for urea. Although they do not have a large amount of reserves for urea, they have been purchasing urea in batches. At the beginning, purchasers will replenish urea appropriately. However, after the price increase continues to ferment, compound fertilizer enterprises have reduced their confidence in urea considering their own unsatisfactory sales. They believe that the price of urea will definitely increase after the Spring Festival If the price drops, the purchasing enthusiasm will not be high.

Second, after the rise of Monoammonium, it was temporarily stable, and the demand came to an end. Since January, the price of Monoammonium has gradually picked up, with a range of 50-100 yuan. At present, the mainstream ex factory quotation of 55% powdery monoammonium in Hubei Province is 2050-2100 yuan, and that of most large factories is 2100 yuan. After receiving some new orders, the enterprises have suspended quotation and receiving orders, and the orders waiting to be issued can be around the end of February. Compound fertilizer enterprises have recently added an appropriate amount of raw material monoammonium, and monoammonium enterprises have suspended receiving orders, so the purchase plan of compound fertilizer enterprises before the Spring Festival has come to an end. However, people in the industry believe that there should be a 10-15 day demand after the Spring Festival. At present, the problem of Monoammonium transportation is slightly blocked, and compound fertilizer enterprises are mostly waiting for monoammonium to arrive at the factory in the early stage.

Third, the potash market has not changed much. The potassium chloride market has not improved. Although some industries have sufficient confidence in the expectation of potassium chloride price rise, there is no sign of improvement in demand. The potassium chloride production in Qinghai continues to decline, and is expected to reach the lowest point in the near future. The salt lake potassium chloride will continue to be produced and shipped, but the quantity will be greatly reduced than usual. The potassium chloride storage in the port continues to decline recently, and the storage in the port has fallen below the level of 2.7 million tons . Although the supply of potassium chloride is slightly reduced, the demand is not strong, the cost support expectation is not strong, and the supply of goods is still sufficient in the short term. The downstream compound fertilizer enterprises have little intention to purchase and mainly replenish on demand.

To sum up, it can be seen that the market of nitrogen, phosphorus and potassium varies. Up to now, the possibility of large-scale procurement of compound fertilizer enterprises before the Spring Festival is not great. Most of them have been properly purchased in the near future. At present, the situation has come to an end. In the later stage, we still need to pay attention to the recurrence of the epidemic situation.

The last one:Urea must rise
Next:When is crazy urea?

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