尿素日度数据图表-20251114
Guan Tong Qi Huo·2025-11-14 12:28

Report Summary 1) Report Industry Investment Rating - No information provided in the given content. 2) Report's Core View - No clear core view is presented. The report mainly provides urea - related data including prices, basis, spreads, and inventory. 3) Summary by Related Catalogs Spot Prices - In the domestic market, the price in Hebei decreased from 1640 yuan/ton to 1630 yuan/ton, a drop of 10 yuan/ton; prices in Henan, Shandong, Shanxi, Jiangsu, Anhui, Heilongjiang, and Inner Mongolia remained unchanged at 1610, 1600, 1480, 1590, 1590, 1670, and 1650 yuan/ton respectively. Among factories, Hebei Dongguang and Shandong Hualu's prices dropped by 10 yuan/ton to 1620 yuan/ton, while Jiangsu Linggu and Anhui Haoyuan remained at 1670 and 1600 yuan/ton respectively [2]. - Internationally, the FOB prices in the Middle East, US Gulf, Egypt, and the Baltic remained at 378, 389.5, 486, and 380 dollars/ton respectively, and the CFR price in Brazil remained at 425 dollars/ton [2]. Basis - Shandong 05 basis decreased from - 107 yuan/ton to - 128 yuan/ton, a drop of 21 yuan/ton; Shandong 01 basis decreased from - 128 yuan/ton to - 148 yuan/ton, a drop of 20 yuan/ton; Hebei 05 basis decreased from - 87 yuan/ton to - 98 yuan/ton, a drop of 11 yuan/ton; Hebei 01 basis decreased from - 108 yuan/ton to - 118 yuan/ton, a drop of 10 yuan/ton [2]. Spread - The 1 - 5 spread decreased from 77 yuan/ton to 73 yuan/ton, a drop of 4 yuan/ton; the 5 - 9 spread increased from - 21 yuan/ton to - 20 yuan/ton, an increase of 1 yuan/ton [2]. Warehouse Receipts - The total number of warehouse receipts increased from 6958 to 7183, an increase of 225 [2].