The market of compound fertilizer is depressed, and the purchase intention of raw materials is not high
发表时间：2020-7-28 9:54:05 浏览：次
After the Qingming Festival holiday, the price of urea continues to rise slightly, but the rise of urea has slowed down recently. At present, the receiving price of urea in Shandong Linyi compound fertilizer plant is about 1760 yuan (ton price, the same below), and the price in the early stage is temporarily stable, mainly due to the large supply of urea in Shandong and the relatively increased demand in Heze plant of Shandong and Hubei compound hypertrophy plant, but with the gradual consumption of orders to be issued by urea manufacturers, The supply has increased slightly. Although there is still some demand in agriculture, the demand of industrial board factories is relatively reduced due to the environmental impact of public health events, and the demand for urea is also reduced. In the production stage of high nitrogen corn fertilizer and rice fertilizer in recent years, some compound fertilizer enterprises still have a demand for urea, but they have a strong mentality of buying up rather than buying down. Compound fertilizer enterprises still follow the principle of purchasing in batches according to needs and will not rush forward.
Recently, the overall operating rate of each compound fertilizer is around 60%. Most enterprises are in the stage of producing high nitrogen corn fertilizer and rice fertilizer. The pending orders of some enterprises for fertilizer in spring have been basically closed, and the market in spring is in the closing stage, with significantly less terminal demand. Although the production of summer fertilizer has begun, the market has started slowly, and the willingness to take goods downstream is limited. Compound fertilizer enterprises have great pressure on fertilizer sales in summer, and the market of raw material nitrogen, phosphorus and potassium is unstable. At present, although there is a quotation, the policy has not been specifically formulated yet. Compound fertilizer enterprises are also watching and considering the raw material market.
What about other raw materials of compound fertilizer?
The ammonium chloride market is dominated by weak operation, the transaction price is slightly lower, and the shipment pressure of the enterprise is obvious. According to the market feedback, the ex factory reference price of dry ammonium of a large factory in Sichuan is 550 yuan, and the price sent to some outside the province is about 670-680 yuan. Compound fertilizer enterprises do not pay much attention to it recently.
The monoammonium market is mainly light, and the quotation of enterprises is temporarily stable after being reduced by 50-100 yuan. Some enterprises still suspend the quotation and conclude a single transaction. It is reported that the acceptance and warehousing price of 55% powdered ammonium in Hubei has been reduced to 1900-1930 yuan in Shandong, and the warehousing price of low-end small plants is only 1850 yuan. According to the conversion, the actual outgoing price of 55% powdered ammonium in Hubei is around 1720-1800 yuan, and the actual outgoing factory of 55% powdered ammonium in Sichuan is about 1700-1750 yuan. Compound fertilizer enterprises have reserved an appropriate amount of raw material monoammonium in the early stage, and there are still some orders to be issued, which can be implemented until the end of April. It is expected that compound fertilizer enterprises will not have many new procurement plans for monoammonium in the short term, and the procurement demand near the end of the month or the beginning of the next month is expected to pick up.
Potassium chloride and potassium sulfate enter the downstream channel. The arrival price of 60% crystalline potassium chloride in Salt Lake is RMB 2000-2050, which is lower than that in the early stage, and the large order can guarantee the bottom. Recently, the industry pays more attention to the signing of large contracts for importing potassium chloride, but there is still no clear news. The asking price in China should not be higher than USD 220 CIF. As the price of potassium chloride decreases, the market of potassium sulfate is also affected to a certain extent. The attention of compound fertilizer enterprises to potash fertilizer is temporarily focused on large contracts, and there are not many new procurement plans for the time being.
To sum up, the fertilizer market is relatively light. Although the recent fluctuation of urea has brought some market attention, it has not greatly boosted the negative mentality of the fertilizer market. It is expected that the fertilizer market will be temporarily depressed in the short term, and the intention of compound fertilizer to purchase raw materials is not high.
Recently, the overall operating rate of each compound fertilizer is around 60%. Most enterprises are in the stage of producing high nitrogen corn fertilizer and rice fertilizer. The pending orders of some enterprises for fertilizer in spring have been basically closed, and the market in spring is in the closing stage, with significantly less terminal demand. Although the production of summer fertilizer has begun, the market has started slowly, and the willingness to take goods downstream is limited. Compound fertilizer enterprises have great pressure on fertilizer sales in summer, and the market of raw material nitrogen, phosphorus and potassium is unstable. At present, although there is a quotation, the policy has not been specifically formulated yet. Compound fertilizer enterprises are also watching and considering the raw material market.
What about other raw materials of compound fertilizer?
The ammonium chloride market is dominated by weak operation, the transaction price is slightly lower, and the shipment pressure of the enterprise is obvious. According to the market feedback, the ex factory reference price of dry ammonium of a large factory in Sichuan is 550 yuan, and the price sent to some outside the province is about 670-680 yuan. Compound fertilizer enterprises do not pay much attention to it recently.
The monoammonium market is mainly light, and the quotation of enterprises is temporarily stable after being reduced by 50-100 yuan. Some enterprises still suspend the quotation and conclude a single transaction. It is reported that the acceptance and warehousing price of 55% powdered ammonium in Hubei has been reduced to 1900-1930 yuan in Shandong, and the warehousing price of low-end small plants is only 1850 yuan. According to the conversion, the actual outgoing price of 55% powdered ammonium in Hubei is around 1720-1800 yuan, and the actual outgoing factory of 55% powdered ammonium in Sichuan is about 1700-1750 yuan. Compound fertilizer enterprises have reserved an appropriate amount of raw material monoammonium in the early stage, and there are still some orders to be issued, which can be implemented until the end of April. It is expected that compound fertilizer enterprises will not have many new procurement plans for monoammonium in the short term, and the procurement demand near the end of the month or the beginning of the next month is expected to pick up.
Potassium chloride and potassium sulfate enter the downstream channel. The arrival price of 60% crystalline potassium chloride in Salt Lake is RMB 2000-2050, which is lower than that in the early stage, and the large order can guarantee the bottom. Recently, the industry pays more attention to the signing of large contracts for importing potassium chloride, but there is still no clear news. The asking price in China should not be higher than USD 220 CIF. As the price of potassium chloride decreases, the market of potassium sulfate is also affected to a certain extent. The attention of compound fertilizer enterprises to potash fertilizer is temporarily focused on large contracts, and there are not many new procurement plans for the time being.
To sum up, the fertilizer market is relatively light. Although the recent fluctuation of urea has brought some market attention, it has not greatly boosted the negative mentality of the fertilizer market. It is expected that the fertilizer market will be temporarily depressed in the short term, and the intention of compound fertilizer to purchase raw materials is not high.