Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Report's Core View - The urea market is considered to be in an overall oscillating state, with macro and cost factors being positive, while weak domestic demand is negative [1] Group 3: Summary by Relevant Catalogs Cost - The price of coking coal on August 12, 2025, was 470.00, unchanged from the previous day; the price of anthracite small pieces was 890.00, also unchanged; the price of natural gas decreased by 50.00 to 4050.00 [1] Price - Mainstream urea enterprise prices in key regions continued to decline, with low - end factory prices of 1660 - 1670 yuan/ton seeing increased transactions. The short - term market is expected to stabilize and the low - end prices may rise slightly. The market needs more positive factors such as export news or macro - sentiment boost [1] Inventory - Factory inventory, port inventory, and downstream sample inventory remained unchanged at 88.76, 48.30, and 1700.00 respectively on August 12, 2025 [1] Supply - Urea daily production was 192,100.00, and the overall start - up rate was 82.98%, with coal - based at 83.66% and gas - based at 76.52%, all remaining unchanged [1] Demand - The start - up rates of compound fertilizer, melamine, and formaldehyde remained unchanged at 41.50, 61.10, and 41.53 respectively [1] Profit - The profit of fixed - bed was - 167.00, water - coal slurry was 282.00, and natural gas was - 185.00, all unchanged. The price of liquid ammonia decreased by 20.00 to 2180.00 [1] Associated Products - The price of compound fertilizer was 2500.00, unchanged; melamine increased by 30.00 to 5180.00; and something (the text seems incomplete here) increased by 20.00 to 2250.00 [1] Futures - The settlement price increased by 8.00 to 1726.00, the basis decreased by 15.00 to 3.00, the increase rate was 1.67%. The trading volume decreased by 10,414.00 to 91,194.00, the open interest decreased by 17,264.00 to 91,810.00, and the warehouse receipt volume increased by 200.00 to 3823.00 [1]
尿素数据日报-20250813
Guo Mao Qi Huo·2025-08-13 03:29