Fertilizer market shows signs of stabilizing

According to relevant data, the current fertilizer market as a whole has stabilized. Among them, urea has stabilized slightly, and ammonium monohydrate has taken a turn for the better, but the price is still at a low level. The potassium fertilizer market is stable and the price of compound fertilizers for most manufacturers' winter reserves has already come out.

Industry Overview. After Hurricane Sandy struck the northeast coast of the US in the early months of the month, U.S. crude oil and refined oil inventories have increased. In addition, the U.S. government has released an emergency reserve of heating oil to New York and New Jersey. The U.S. government has approved an exemption to allow foreign oil tankers. From the United States port to send fuel to the east coast, the market supply is abundant, Brent crude oil fell for five consecutive days. However, the situation in the Middle East is tense, speculators are absorbing on the bargain, and the fall in the exchange rate of the US dollar has also increased the attractiveness of the oil market to investors. WTI oil prices have risen for two consecutive days. After Obama won the re-election, the buoyant market turned its attention to the US fiscal problems. The European economy hardly improved. The U.S. crude oil inventories fell by more than 4% after the U.S. crude oil inventories grew. Although there was a slight rebound afterwards, the gains were affected. Suppression. Judging from the current fertilizer market, urea has stabilised slightly, and the ammonium has taken a turn for the better, but the price is still at a low level. The potassium fertilizer market is stable and the price of the winter fertilizer for most compound fertilizers has already been released. The fertilizer market as a whole has stabilized. Downstream demand for both alkali and chemical fiber products is generally insufficient, and prices are relatively stable. The overall demand for the polyurethane industry also continued to weaken, with aggregate MDI prices falling more.

The price rises and falls of major chemical products.

The top five gains last week: ** 66.67%, pure benzene 4.49%, styrene 4.34%, EDC 3.7%, coal tar 3.64%.

The top five declines last week were 9.23% of butadiene, -6.53% of natural gas, 4.39% of polymerized MDI, -4.37% of butadiene rubber, and **-4.17% of butadiene rubber. The investment proposal continues to recommend Stanley, the leader of compound fertilizer, and Dinglong, the leader in electronic chemicals. It is recommended to pay attention to the long-term development and explosive blasting of the early-stage correction.

1. Although the current price of urea in the upper reaches continues to decline, it will have an impact on compound fertilizer companies. However, considering that there are currently not many stocks in the channel, Stanley, the leading fertilizer company with clear growth this year, will continue to benefit from the industry's internal consolidation in the medium to long term. .

2. The company's color toner project has been driven and produced multiple batches of qualified products. The company's products have reached or even surpassed its main competitor, Mitsubishi Chemical, in some respects; while the company's production cost is less than 70,000 yuan, the estimated net profit can reach as much as 100,000 yuan, and the performance is highly flexible. It is expected that sales will be made per 100 tons when full production starts. The amount will increase company EPS0.07 yuan.

3. Popular explosion stocks have generally fallen in the near future and there is already a certain amount of investment space. We are optimistic about the growth of next year's growth of more than 30% of the joint development, and ** production capacity to return to work soon, blasting blasting business growth.