Ngokuphazima kweso, uNovemba udlulile, futhi u-2023 uzongena enyangeni yokugcina. Emakethe ye-urea, imakethe ye-urea ishintshile ngoNovemba. Inqubomgomo kanye nezindaba zenyanga ziyaqhubeka nokuba nomthelela omkhulu emakethe. NgoNovemba, intengo iyonke yaphakama yabe isiwa, kodwa ukuphakama noma ukuwa kwakungephezulu. Ibhekene nokushintsha kwemizwelo yemakethe kanye nezinguquko esimweni esizayo sokuhlinzekwa nokufunwa, ingabe i-urea ingangenisa ikhefu lemakethe ngoDisemba, futhi hlobo luni lwemakethe oluzophela i-urea ngo-2023?

I-Supply 1: Ukugcinwa kwemishini kukhuphuke ngo-December, futhi kancane kancane iNissan yehla.

Ngokulungiswa okuqhubekayo kwamabhizinisi amakhulu egesi ngoDisemba, ukukhiqizwa kwansuku zonke kwe-urea kuzokwehla kancane kancane, ngesikhathi esilindelwe sokugcinwa kwebhizinisi, isikhathi sokugcinwa kwebhizinisi siqala kusukela maphakathi nasekuqaleni kukaDisemba. Ngale ndlela, ngemva maphakathi no-December, ukukhiqizwa kwansuku zonke kwe-urea noma kwehla kancane kancane kuze kube ngamathani ayi-150-160,000, okungangabazeki ukusekelwa okuhle kwemakethe ye-urea. Yiqiniso, ukwehla kwe-Nissan akukwazi ukushayela ngokuqondile ukukhuphuka kwemakethe, kodwa futhi kuncike ezingeni lamanani kanye nesidingo sokulandela. Kufanele kuqashelwe ukuthi ekupheleni kukaNovemba, imakethe ye-urea yabonisa ukuthambekela okubuthakathaka okuxekethile, futhi ukugcinwa kwedivayisi kwagxilwa ngemva kukaDisemba 10, phakathi nesonto noma ngaphezulu, ingabe imakethe ye-urea yehla ithuba lokubuyisela kabusha?

Ukunikezela okubili: Uhlu lwamagama lwebhizinisi luhlala lungaphansi kwamazinga onyaka odlule

Ngokusho kwedatha ye-Longzhong ikhombisa ukuthi kusukela ngoNovemba 29, ukusungulwa kwamabhizinisi asekhaya e-urea bekungamathani angama-473,400, phansi amathani angama-517,700 ukusuka esikhathini esifanayo ngonyaka owedlule, kusobala ukuthi iqoqo le-urea lalo nyaka lisesezingeni eliphansi eliphakathi, futhi ukusungula kuhamba kancane isikhathi eside, okuzokwakha ukusekelwa okuthile okuhle kwemakethe ye-urea. Singabona kumkhuba wokusungula, kusukela ngoJulayi kulo nyaka, i-inventory yebhizinisi le-urea yasekhaya ibe sezingeni eliphansi, futhi amanani e-urea kusukela ngo-Agasti, abe sezingeni eliphezulu lokuguquguquka. Ngakho-ke, i-inventory yebhizinisi izosekela imakethe yesikhathi esifushane ephansi ye-urea ngokwezinga elithile.

Isidingo: Isidingo sokulondoloza sibambezelekile, futhi ezolimo zingalandela ngemva maphakathi no-December.

Ngokombono wokusebenza kwemakethe, ngoNovemba, izimboni eziningi zidinga nje ukuthuthukiswa, kanye nezindawo ezibuthakathaka zezohwebo zamanye amazwe ukumboza izikhundla. Ngenxa yokuthi amanani e-urea awazange ehle kakhulu ngoNovemba, intengo yefekthri yaseShandong eyisisekelo yehlulekile ukwehla ngaphansi kwezinga lentengo lama-yuan/ton angu-2300, ezolimo ngenxa yokungabi bikho kwemali kahle, futhi intengo isezingeni eliphezulu lokushaqeka, kangangokuthi isidingo sokugcinwa kwezolimo. ibambezelekile. Ukungena kuZibandlela, nakuba kungaqinisekiswanga ukuthi ezolimo zinomkhuba wokulandelela okuphakathi, ngokusho kwezilinganiso zesikhathi, amathuba okuba nekhava yezolimo efanele kusukela maphakathi noDisemba kuya ekupheleni kukaJanuwari azokhula kancane kancane, futhi ukuhlinzekwa kwe-urea ngoDisemba kuzokwehla, futhi kuzoba nezinguquko ekuthengeni umuzwa phakathi, futhi imakethe izophindwa.

Inani: Intengo iphansi kuneleveli ehambisanayo

Kusukela ekupheleni kukaNovemba, i-Shandong urea imboni evamile ngo-2390-2430 yuan/ton, ephansi kunesikhathi esifanayo ngonyaka odlule mayelana nama-yuan angu-300/ton, kanye nomsindo wakamuva wokuhlinzekwa okuphezulu, kuyilapho i-inventory yebhizinisi kanye nokusungula okuhamba kancane, imakethe. noma ngenxa yezinguquko ekuhlinzekeni nasekufuneni kanye nezinguquko emizweni, ukuphenduka njalo, isikhala sokuwa kwentengo sisadinga ukulinda futhi sibone, asikwazi ukuba yi-bearish ngokweqile.

Njengamanje, kukhona ukulungiswa emakethe ye-urea, isidingo asikakagxiliswa, futhi ukugcinwa kwedivayisi nakho kuphakathi nendawo, igebe elifushane phakathi, noma phansi komfula lapho ikhava efanelekile, kodwa kusancike ekwehleni kwentengo kanye nesikhathi sokuwa.