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市场快讯:出口印度可能放宽尿素期价快速拉涨
Ge Lin Qi Huo·2025-08-19 11:46

Group 1: Industry Investment Rating - Not provided Group 2: Core Viewpoints - As of the mid - session on August 19, the main urea futures rose rapidly by more than 3%. It was mainly affected by the news that China is preparing to supply fertilizers, rare - earth materials, and tunnel excavators to India, and a new round of Indian tenders for 1 million tons each on the east and west coasts is approaching the domestic export window period on October 15 [3]. - China exported 570,000 tons of urea in July, with a cumulative export of 640,000 tons from January to July. The second - batch export quota is 1.5 million tons. It is expected that the export volume will be high from July to August, and the concentrated export will be from August to September [3]. - The short - term domestic supply - demand fundamentals have limited support. The new round of Indian tenders guides the spot market sentiment. The spot trading in the mainstream areas improved yesterday. The short - term price rebounds from the bottom. Be cautious about chasing long positions unilaterally. Hold the previous long positions, and those not in the market should wait for a correction to layout long positions in distant months [3]. Group 3: Summaries by Related Catalogs - Urea Futures Market Performance: As of the mid - session on August 19, the main urea futures rose rapidly, with the increase exceeding 3% [3]. - Reasons for Price Increase: Market news about China's supply to India and the approaching new round of Indian tenders [3]. - Export Situation: China exported 570,000 tons of urea in July, 640,000 tons from January to July. The second - batch export quota is 1.5 million tons, with expected high export volume from July - August and concentrated export from August - September [3]. - Operation Suggestions: Short - term domestic fundamentals have limited support. Be cautious about chasing long positions unilaterally. Hold previous long positions and wait for a correction to layout long positions in distant months [3].