开得越多亏得越多！西南气头化企难挺寒冬

Group 1 - The core issue facing the southwest gas-based fertilizer companies is the significant disparity between rising natural gas prices and falling urea market prices, leading to operational challenges and potential production halts [1][2] - Natural gas prices have reached 2.29 yuan per cubic meter, with expectations of further increases during the winter heating season, while urea prices have dropped to 1500 yuan per ton, below production costs [1] - The average price of natural gas for chemical use in the southwest region is projected to rise by 32% from approximately 1.75 yuan per cubic meter in 2021 to nearly 2.3 yuan per cubic meter by 2025, contrasting sharply with the decline in urea prices from 2900 yuan per ton to around 1500 yuan per ton [1] Group 2 - There are over 100 gas-based chemical enterprises in the southwest region, consuming nearly 10 billion cubic meters of gas annually, with an estimated urea production capacity of 8.3 million tons in 2024 [2] - The southwest gas-based fertilizer companies are crucial for spring agricultural supply and are considered a foundational element of the southwest industrial system, highlighting the need for government attention and optimization of natural gas pricing mechanisms for sustainable development [2]