In late July, the progress of autumn fertilizer collection in the compound fertilizer enterprises in the Central Plains and parts of the south was blocked. Most enterprises reported that the recent collection was very slow. Compared with the beginning of July, the price of autumn fertilizer was significantly reduced. Fat collection has encountered a roadblock? After the first round of autumn fertilizer collection, what is the progress of the collection of most companies? According to a survey conducted by Xiaobian’s autumn fertilizer collection and inventory situation, most enterprises’ annual fertilizer collection progress is only about 2-3 percent of last year, and very few can reach 4-5 percent. Most enterprises have stocks in the range of 2 – 2. About 30,000 tons, the inventory of a very small number of enterprises exceeded the warning value to reach about 80,000 tons. There is still a certain demand space in the late autumn, but the industry competition will be more intense.

 

 

First of all, at the beginning of the month, the explosives frequently appeared, and the autumn high price suffered from ice. At the beginning of July each year, most compound fertilizer companies began to brew the price and policy of autumn fertilizer. Most enterprises are also actively holding dealer meetings this year to formulate the price and policy of wheat fertilizer. However, due to the high price of raw materials in the early stage, most enterprises have wheat. The price of fertilizer has rebounded compared with last year. The mainstream price of 45% chlorine-based high-nitrogen wheat fertilizer is around 2150-2260 yuan/ton, while the mainstream price of 45% chlorine-based high-phosphorus wheat fertilizer is around 2050-2150 yuan/ton. Some high nitrogen quotations have certain preferential policies. According to the raw material market in the previous period, this price did not exceed the market expectation, but in the second week of July, most enterprises in Hubei Province issued explosive products, mainly based on sulfur-based fertilizers, and the price was higher than the price of chlorine-based wheat fertilizer. To be low, the leader of a certain company will be out of control, the market situation is very chaotic, the new price of autumn fertilizer has become very passive, and the collection effect is not satisfactory. As of the end of the month, some enterprises still follow the explosive form, local areas The price of explosive products is still being blasted out, and the first round of collection in the autumn fertilizer market has become a farce.

 

 

Secondly, the urea price has fallen sharply, and the autumn fertilizer collection has been worse. At the beginning of July, the compound fertilizer enterprises began to produce wheat fertilizer, which had a certain demand for urea. At that time, the mainstream price of small particles in Shandong was around 1960-2030 yuan/ton, but the demand for agricultural demand was nearing completion, and the urea in some areas showed a price drop. The trend, followed by the urea in the Xinjiang area outside the middle of July fell below 1,500 yuan, the mainstream urea price in Inner Mongolia fell back to 1700-1720 yuan, urea in other regions encountered the impact of low-cost supply in Xinjiang and Inner Mongolia, urea prices showed a comprehensive decline Now, the price of individual urea in Shandong has dropped to 1,790 yuan / ton, a drop of up to 200 yuan / ton. The continued decline in urea prices has severely hampered the confidence in the fertilizer market in the autumn fertilizer market, and the downstream wait-and-see waits, and corporate collections have become very rare.

 

 

Finally, the start-up of compound fertilizer companies is slow, and the company’s autumn fertilizer collection is not much. Although the collection of autumn fertilizer has been fully carried out, demand will gradually enter the peak season after August, but according to the incomplete survey of China’s fertilizer network, most of the compound fertilizer companies have low operating rates or are affected by environmental protection; The reserve is accompanied by the problem of funds, or the impact of light demand in the fall. In general, the operating rate of most large-scale compound fertilizer enterprises is only about 44%, and even some large factories cannot resume normal production due to funding problems.