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Urea rebound ammonium chloride near water
Time:2021-03-15   Read:760second  

The price of urea rose slightly in the region, and India's bid came. Last night, India released new bidding news and concluded the bid on March 22. The valid period of the bid is before March 31 and the shipping date is before April 28. If the urea market fills in new favorable news in the near future, the price may rebound in an all-round way. If so, ammonium chloride will be a "near water first come first served month".

At present, the price of ammonium chloride has been running steadily after rising. The production enterprises have sufficient orders to be issued, and the supply and demand are tight and balanced. Some enterprises are in short supply. Some enterprises still need to control receiving orders or even stop receiving orders within this month. However, the high price transactions of some enterprises have slowed down after rising prices, which is slightly light. For example, the mainstream ex factory quotation of wet ammonium in Central China is about 650-670 yuan / ton, and the mainstream ex factory quotation of dry ammonium is 710-750 yuan/ The price of some dry ammonium in Sichuan and Chongqing is about 820-830 yuan / ton. Whether it can keep the high price needs to pay attention to the influence of urea, the start-up of ammonium chloride plants and the influence of demand factors.

First of all, there is a gap between the slight rise of urea price and the support of printing standard, so the price is expected to continue to rise, which is certainly good for ammonium chloride. In the early stage, after urea prices fell sharply, or reached the psychological expected price of the industry, there were many bottom hunters, and the price rebounded tentatively. In addition, India has issued a new bidding, and the market rumor says that the total amount may be 1.5 million tons, but it is still unknown, and the international urea price is high. Both of them support the improvement of domestic urea market, which is bound to be good for stable ammonium chloride .

Secondly, the start-up of ammonium chloride enterprises has little change, but there may be a slight recovery in the later stage. According to the statistics of China fertilizer network, up to now, the overall industry operation rate of the combined soda enterprises is about 69.9%, and the daily output is about 35000 tons. The soda enterprises receive orders and the price is high. The production center of each factory is inclined to soda, so the output of ammonium chloride will also be high. In addition, there is no maintenance plan for the combined soda enterprises, and a maintenance ammonium chloride enterprise in Yunnan has a recovery plan in the later stage The output of individual enterprises in the region also has room to increase, which means that in the short term, the start-up of alkali enterprises may be stable, but in the long term, there may be a slight upward trend.

Thirdly, all the factories of ammonium chloride have sufficient orders to be issued, and some of them are in tight supply, but the new orders are lack of support from large orders. During the spring fertilizer season, ammonium chloride enterprises have smooth delivery and sufficient advance orders, ranging from less than 1000 tons to more than 300000 tons. There is no actual inventory pressure in each factory, and the overall social inventory is at a low level. In many places, due to sufficient orders to be issued, the speed of delivery is slow, and the supply of ammonium chloride in the market is relatively tight, so some enterprises need to control the receipt of orders or not in the short term Receiving orders: the start-up of compound fertilizer enterprises is stable and small, but only at a slightly high level of 50%. Because the price of raw material fertilizer fluctuates and fluctuates greatly, the pricing and sales progress is slow, and the collection situation is not as smooth as expected. Even under the influence of high price urea, the purchase volume of ammonium chloride has increased, but due to its limited start-up enthusiasm, the current demand for ammonium chloride is low The large order purchase of ammonium chloride is not much, especially the reserves in the early stage have been sufficient, and now most of the goods are purchased or replenished as they are used; the purchase volume of ammonium chloride by some downstream traders has been reduced, and some of them are converted to appropriate or replenishment operations.

Finally, in general, the supply and demand of ammonium chloride is in a tight balance, and the enterprises have sufficient orders to be issued, coupled with the potential support of urea, but the receiving progress of new orders of ammonium chloride, especially the large orders, has slowed down. At present, the favorable factors have won a close victory. It is expected that the market of ammonium chloride will be high and stable in the near future, and the market will continue to have a good trend, and the enterprise owners will implement the advance receipt.

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