[Isingeniso] Umkhuba wakamuva wemakethe ye-urea awutholakali kalula, isikhathi samanje semakethe, abantu abaningi balindele ukuthi izinto zihambe kahle, kodwa ukusebenza kwangempela kushintshile, ukuphakanyiswa kwezindaba ezinhle emkhakheni kukhulise ukuzethemba kwezohwebo, futhi kwanyusa intengo.

Okokuqala, imakethe iyasebenza, futhi intengo iphakeme futhi

Njengamanje, imakethe ye-urea yasekhaya iqhubekile nokukhula kusukela ekupheleni kukaJuni, yize intengo inokulungiswa okuncane phakathi naleso sikhathi, kodwa intengo iyonke ikhombisa ukuthambekela okukhuphukayo. Uma sibheka imakethe yaseShandong njengesibonelo, kusukela ngoJulayi 13, intengo yemakethe yaseShandong yayingu-2,400 yuan/ton, ukwanda kwama-yuan angu-170/ton kusukela esikhathini esifanayo ngesonto eledlule, ukwanda kwama-7.62%.

Kusukela ekupheleni kukaJuni kuya ekuqaleni kukaJulayi, isizini yokulungisa i-topdress kwezinye izifunda zaseNyakatho-mpumalanga yeShayina kanye ne-Inner Mongolia isiphelile, futhi kusenezidingo ezithile zezolimo kwezinye izifunda, okusekela imakethe ye-urea. Ngokusho komkhuba, ukungena ekuqaleni kukaJulayi, ukusebenza kwentengo noma ukuqeda okumangazayo, iningi labantu embonini belilindele ukuthi lizoba mfushane, noma lihle ngama-yuan angu-50-100/ton, kodwa ukusebenza kwangempela kwemakethe, imakethe yasekhaya iyaqhubeka nokukhuphuka, futhi amanye amanani esifunda angase adlule phezulu konyaka futhi.

Okwesibili, ukuthumela ngaphandle, idiski izindaba ezinhle, isimo sengqondo sihle

Ngokuncika kuphela ekudingweni kwasekhaya, amanani angase angakwazi ukukhombisa ukuthambekela okuqhubekayo kwamanje emasontweni amabili edlule. Phakathi kwazo, izici ezikhuphula amanani kuleli sonto nazo izindaba zokuthumela kwamanye amazwe, kanye nomthelela wokuqhubeka kwezinga eliphezulu lepuleti, okwenza ukuhweba phansi kube kuhle.

Ukuthunyelwa Kwamanye Amazwe: Ngokwentengo yokugcina yokuthunyelwa kwamanye amazwe esikhathini esidlule, ukwenyuka kwezinhlayiya ezinkulu kusobala kakhulu, izinhlayiya ezinkulu zaseLang zithutha ogwini lolwandle ngamadola aseMelika angu-262.01-272.01/ton, kukhuphuke ngamadola aseMelika angu-7-12/ton kusukela ngesonto eledlule; iGibhithe (Europe) ithutha lezinhlayiya ezinkulu ze-FOB 360.01-370.01/ton, kukhuphuke ngo-15-20 USD/ton; intengo ye-CFR yezinhlayiya ezinkulu zaseBrazil ingu-315.01-325.01 USD/ton, kukhuphuke ngo-10-35 USD/ton. Ngesikhathi esifanayo, amafektri asekhaya esaba ukuthi ngemva kokuphela kwesidingo sezolimo, ukugeleza kwezimpahla kunqunyelwe, futhi ingxoxo yokuthunyelwa kwamanye amazwe inhle kancane, kanti amanye amafektri asekhaya ane-oda lokugeleza kwamanye amazwe amaningi. Ukwanda kwama-oda asekhaya nakwamanye amazwe efektri, kuhlangene nokungabikho kwengcindezi ecacile yempahla, isimo sengqondo sokunikezwa siqine kakhulu.

Pan: Ngemva kokungena kuleli sonto, inkontileka eyinhloko iqinile, futhi ezinye izinkontileka zake zakhuphuka ngomkhawulo. Kusukela ekupheleni komhla ziyi-13, ukukhokhelwa kwama-yuan angu-2063/ton, okwenyuke ngama-yuan angu-30/ton kusukela ngosuku lokuhweba olwedlule, okuwukwenyuka ngo-1.46%, ukudonsa okuqhubekayo kwediski nakho kwakhulisa umuzwa wokuhweba nge-spot.

Okwesithathu, isimo sengqondo semboni sishintshile, kulandelwa ngokucophelela

Ngokwezibalo zezinkampani ezahlukahlukene ezihlanganyela emakethe, iningi lazo liyi-bullish, elibalelwa ku-58.14%, lilandelwe ngabantu abazimele abalinganiselwa ku-41.86%, kanti imakethe ye-bearish ayikakabi njalo.

Izizathu eziyinhloko ezithinta isimo sengqondo samanje semboni yilezi ezilandelayo: 1. Ngokuphathelene nezimboni, kunezinhlobo eziningi zama-oda ezilindele ukuthunyelwa, futhi inani lezinsuku ezilindele ukuthunyelwa lide njengenyanga eyodwa ngaphansi kokwanda kwama-oda amasha emafektri angaphandle; Ngesikhathi esifanayo, akukho ngcindezi yesitokwe efektri, futhi intengo isasekelwe entengo. 2. Abahwebi, yize besaba ukuthi kuzoba nokumelana nokwehla kwamanani aphezulu aqhubekayo, ngesimo samanje esihle sokuhweba phansi, iningi labo lisenamathemba okuqapha emakethe yesonto elizayo. 3. Ngokuphathelene nezinye izinhlobo zamabhizinisi, umkhuba wakamuva awulindelekile, futhi kukhona ukwesaba izici eziphuthumayo ezithinta umkhuba wemakethe, ngakho-ke kuyaqaphelwa ukubheka izinga.

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