[Isingeniso] Ukuthambekela kwakamuva kwemakethe ye-urea akulula, isikhathi samanje semakethe, abantu abaningi balindelwe yi-bearish, kodwa ukusebenza kwangempela kushintshile, ukuphakama kwezindaba ezinhle emkhakheni kukhuphule ukuzethemba kwezohwebo, futhi kwenyuse intengo. .
Okokuqala, imakethe iyasebenza, futhi intengo iphakeme futhi
Njengamanje, imakethe ye-urea yasekhaya iqhubekile nokukhula kusukela ekupheleni kukaJuni, nakuba intengo inokulungiswa okuncane phakathi nenkathi, kodwa intengo iyonke ibonisa ukuthambekela okukhuphukayo. Uma sithatha imakethe yaseShandong njengesibonelo, kusukela ngomhlaka-13 Julayi, intengo yemakethe yaseShandong yayingu-2,400 yuan/ton, okuwukunyuka kwama-yuan/ton angu-170 kusukela esikhathini esifanayo ngesonto eledlule, okukhuphuke ngo-7.62%.
Kusukela ekupheleni kukaJuni kuya ekuqaleni kukaJulayi, inkathi yokugqoka phezulu kwezinye izifunda zaseNyakatho-mpumalanga yeChina kanye ne-Inner Mongolia isingaphezu kokuqedwa, futhi kusenezidingo zezolimo kwezinye izifunda, ezisekela imakethe ye-urea. Ngokusho komkhuba, ukungena ekuqaleni kukaJulayi, intengo noma umsebenzi wokuqeda ukushaqeka, abantu abaningi embonini kulindeleke ukuthi babe mfushane, noma 50-100 yuan / ton phansi, kodwa ukusebenza kwemakethe kwangempela, imakethe yasekhaya iyaqhubeka nokukhuphuka, kanti abanye izintengo zesifunda zingase zikhuphuke futhi ngonyaka.
Okwesibili, ukuthekelisa, idiski izindaba ezinhle superposition, imizwa muhle
Ngokuthembela kuphela esidingweni sasekhaya, izintengo zingase zingakwazi ukukhombisa inkambiso yamanje eqhubekayo ekhuphukayo emasontweni amabili edlule. Phakathi kwazo, izici ezinyusa amanani kuleli sonto futhi yizindaba zokuthekelisa, kanye nomthelela wezinga eliphezulu eliqhubekayo lepuleti, okwenza ukuhweba phansi kube kuhle.
Ukuthunyelwa kwamanye amazwe: Ngokwentengo yokuvala yokuthunyelwa kwamanye amazwe esikhathini esidlule, ukukhuphuka kwezinhlayiya ezinkulu kubonakala kakhulu, izinhlayiya ezinkulu ze-Lang port offshore 262.01-272.01 US dollars/ton, up 7-12 US dollars/ton kusukela ngesonto eledlule; I-Egypt (iYurophu) ichweba elikhulu lezinhlayiyana FOB 360.01-370.01 USD/ton, phezulu 15-20 USD/ton; I-Brazil yezinhlayiyana ezinkulu intengo ye-CFR 315.01-325.01 USD/ton, ikhuphuke ngo-10-35 USD/ton. Ngesikhathi esifanayo, izimboni zasekhaya ziyesaba ukuthi ngemva kokuphela kwesidingo sezolimo, ukugeleza kwezimpahla kunqunyelwe, futhi ukuxoxisana kokuthumela ngaphandle kuhle kancane, kanti ezinye izimboni zasekhaya zinemiyalo eminingi yokugeleza kwamachweba. Ukwanda kwama-oda asekhaya nakwamanye amazwe efekthri, kuhambisana nokucindezelwa kokusungula okusobala, umbono wokunikezwayo unamandla.
I-Pan: Ngemva kokungena kuleli sonto, inkontileka eyinhloko iqinile, futhi ezinye izinkontileka zike zenyuka ngomkhawulo. Ekupheleni komhlaka-13, ukukhokhwa kwe-yuan/ton ka-2063, ukukhuphuka kwamayuan/ton angu-30 kusukela osukwini lwangaphambili lokuhweba, ukukhuphuka ngo-1.46%, ukudonsa okuqhubekayo kwediski nakho kwakhulisa umuzwa wokuhweba wendawo.
Okwesithathu, isimo sengqondo sembonini sishintshile ngokuqhathaniswa, ukulandelwa okucophelelayo
Ngokusho kwezibalo zezinhlobonhlobo zezinkampani zesampula ezibamba iqhaza emakethe, iningi lazo liyi-bullish, libalelwa ku-58.14%, lilandelwa ngabantu abaphansi ababalelwa ku-41.86%, kanti imakethe ye-bearish ayikakafiki.
Izizathu eziyinhloko ezithinta isimo sengqondo semboni yamanje yilezi ezilandelayo: 1. Ngokwezimboni, maningi ama-oda alindele ukuthunyelwa, futhi inani lezinsuku ezilindele ukuthunyelwa lide njengenyanga eyodwa ngaphansi kokwenyuka kwama-oda amasha. ama-oda kumafekthri aseduze; Ngesikhathi esifanayo, ayikho ingcindezi yokusungula efektri, futhi intengo isasekelwe entengo. 2. Abahwebi, nakuba besaba ukuthi kuzoba nokumelana nokwehla kwamanani aphakeme aqhubekayo, ngenxa yesimo samanje esihle sokuhweba phansi, iningi labo lisenokulindela okuqaphile kwe-bullish emakethe yesonto elizayo. 3. Ngokuphathelene nezinye izinhlobo zamabhizinisi, inkambiso yakamuva ayilindelekile kakhulu, futhi kunokwesaba izinto ezingazelelwe ezithinta ukuthambekela kwemakethe, ngakho-ke kuyaqapha ukubheka izinga.
Joyce
I-MIT-IVY INDUSTRY Co., Ltd.
E-Xuzhou, Jiangsu, China
Ucingo/WhatsApp : + 86 19961957599
Email : joyce@mit-ivy.com http://www.mit-ivy.com
Isikhathi sokuthumela: Jul-18-2023