尿素数据日报-20251028

Group 1: Report Industry Investment Rating - No information provided in the given content Group 2: Core View of the Report - The report views the urea market as overall volatile, with macro and cost factors being positive, while weak domestic demand is negative [1] Group 3: Summary by Related Catalog Cost - The price of anthracite small pieces is 920.00, with a change of 30.00; natural gas price is 4300.00, up 200.00 from the previous value [1] Price - In domestic regions, the price in Hebei is 1620.00 (up 30.00), Henan is 1580.00 (up 20.00), Shandong is 1610.00 (up 40.00), Anhui is 1580.00 (up 20.00), and Shanxi is 1500.00 (unchanged). The China FOB price is 380.00 (down 10.00), the Middle - East FOB price is 335.00 (down 2.00), the Southeast Asia CFR price is 419.00 (down 1.00), and the Brazil CFR price is 410.00 (down 12.50) [1] Supply and Demand - The industrial compound fertilizer start - up rate is gradually increasing this week, but agricultural demand has decreased significantly. Urea supply remains high, with few maintenance enterprises and less urea flow, leading to an increase in enterprise inventory [1] Inventory - Factory inventory is 163.02 (unchanged), port inventory is 21.00 (up 21.00), and downstream sample inventory is 12000.00 (unchanged) [1] Start - up Rate - The overall urea start - up rate is 79.06 (unchanged), coal - based start - up rate is 80.67 (unchanged), gas - based start - up rate is 67.56 (unchanged), compound fertilizer start - up rate is 27.71 (unchanged), melamine start - up rate is 48.30 (unchanged), and formaldehyde start - up rate is 39.30 (unchanged) [1] Profit - The profit of fixed - bed is - 347.00 (unchanged), water - coal slurry is 58.00 (unchanged), and natural gas is - 291.00 (unchanged) [1] Associated Products - The price of liquid ammonia is 2000.00 (unchanged), compound fertilizer is 2450.00 (unchanged), melamine is 5050.00 (unchanged), and methanol is 2120.00 (unchanged) [1] Futures - The settlement price is 1641.00 (up 1.00), the basis is - 50.00 (down 72.00), the futures volume is 105069.00 (down 45897.00), and the open interest is 281954.00 (down 4384.00) [1]