Report Overview - The report focuses on the urea market, analyzing the reasons for the rapid increase in urea futures prices and providing trading suggestions [3] Key Points Market Performance - As of the mid - session on August 19, 2025, the main urea futures rose rapidly, with a gain of more than 3% [3] Influencing Factors - According to the latest market news, China is preparing to supply fertilizers, rare - earth materials, and tunnel excavators to India [3] - A new round of Indian tenders requires 1 million tons each for the east and west coasts, and the time is tight, approaching China's export window period on October 15. 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 occur from August to September [3] Operational Suggestions - In the short term, the domestic supply - demand fundamentals provide limited support. The new round of Indian tenders guides the sentiment of the spot market. The spot trading in the mainstream areas improved yesterday. The short - term price rebounds from the bottom. For unilateral trading, be cautious about chasing up. Hold the previous long positions, and for those not yet entered the market, wait for the price to pull back and then layout long positions for distant contracts [3]
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 12:32