尿素数据日报-20251015

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report views the urea market as oscillating, with macro and cost factors being positive, while weak domestic demand is negative. The current supply - demand situation in the domestic market remains loose, and the recent market trend is still downward [1] 3. Summary by Relevant Catalogs Cost - The prices of coking coal, anthracite small pieces, and natural gas on October 14, 2025, remained unchanged from the previous day at $465.00, $920.00, and $3680.00 respectively [1] Price - On October 14, 2025, prices in regions like Henan, Hebei, Anhui, Shandong, and Shanxi increased by $30.00, $10.00, $10.00, $30.00, and $10.00 respectively compared to the previous day. The FOB prices in China and the Middle East, as well as CFR prices in Southeast Asia and Brazil, remained unchanged [1] Inventory - On October 14, 2025, factory inventory, port inventory, and downstream sample inventory remained unchanged at 144.39, 41.50, and 4050.00 respectively [1] Supply - On October 14, 2025, the 5 - day output, overall开工率, coal - based开工率, and gas - based开工率 remained unchanged. The 5 - day output was 199400.00, the overall开工率 was 85.24, the coal - based开工率 was 89.41, and the gas - based开工率 was 73.39 [1] Demand - On October 14, 2025, the开工 rates of compound fertilizer, melamine, and formaldehyde remained unchanged at 25.50, 65.47, and 34.49 respectively [1] Profit - On October 14, 2025, the profits of fixed - bed, water - coal slurry, and natural gas remained unchanged at - 327.00, 142.00, and - 225.00 respectively. The price of compound fertilizer decreased by $50.00 to $2050.00 [1] Related Products - On October 14, 2025, the prices of melamine and compound fertilizer remained unchanged at $5050.00 and $2450.00 respectively. The price of methanol increased by $10.00 to $2170.00 [1] Futures - On October 14, 2025, the settlement price decreased by $3.00 to $1602.00, the basis increased by $33.00 to - 57.00, the price change rate decreased by 0.44 to - 0.19, the trading volume decreased by 49382.00 to 614111.00, the open interest decreased by 4162.00 to 321992.00, and the number of warehouse receipts decreased by 347.00 to 6570.00 [1]