货源偏紧支撑钾肥价格，哪些变量将决定后市？

Group 1 - The core viewpoint of the articles indicates that potassium chloride prices remain high due to tight supply, with domestic production decreasing as companies enter winter maintenance periods [1][3] - The official price for 60% potassium chloride in Qinghai is reported at 3100 yuan per ton, with market prices ranging from 3150 to 3200 yuan, reflecting a scarcity of supply [1][3] - Import potassium stock at ports is between 2.4 million to 2.45 million tons, with insufficient available supply due to national storage inspections and completion of annual tasks [1][3] Group 2 - The price of potassium sulfate remains stable, but companies are facing significant cost pressures, leading to losses [4] - The operating rate of processing potassium sulfate plants is around 45%, with reduced inventory pressure for companies [4] - The market demand for potassium fertilizer is currently weak, not due to a lack of end-user demand, but rather due to resistance to current prices and competition from other fertilizer types [4] Group 3 - The Israeli Chemicals Group (ICL) has signed a standard potassium chloride supply contract with Chinese customers for 2026 at a price of 348 USD, which is consistent with a previous contract reached with the Russian Ural Potash Company [5]