尿素数据日报-20251202

Group 1: Report Industry Investment Rating - Not provided in the report Group 2: Core View of the Report - The report views the overall situation as oscillating, with macro and cost factors being bullish and weak domestic demand being bearish [1] Group 3: Summary by Relevant Catalogs Cost - The prices of pulverized coal, anthracite small pieces, and natural gas remained unchanged at 465.00, 980.00, and 4040.00 respectively from November 28 to December 1, 2025 [1] Price - Domestic prices in regions such as Henan, Hebei, Anhui, and others increased, with the largest increase of 30.00. International prices such as China FOB, Middle East FOB, and Southeast Asia CFR decreased, with the largest decrease of 6.00. The price in Brazil CFR remained unchanged [1] Inventory - Factory inventory, port inventory, and downstream sample inventory all remained unchanged at 136.39, 10.00, and 30800.00 respectively [1] Supply - Daily production was 203380.00, and the overall开工率 was 84.10. The开工率 of coal - based and gas - based production also remained unchanged [1] Demand - The开工率 of compound fertilizer, melamine, formaldehyde, etc. remained unchanged. The待发订单 was 6.65 and also remained unchanged [1] Profit - The profits of fixed - bed, water - coal slurry, and natural gas - based production remained unchanged. The prices of liquid ammonia and compound fertilizer increased by 50.00 and 30.00 respectively [1] Associated Products - The prices of melamine remained unchanged, while the prices of liquid ammonia, compound fertilizer, and methanol increased by 50.00, 30.00, and 30.00 respectively [1] Futures - The结算价 decreased by 4.00, the基差 increased by 22.00, the成交量 decreased by 64477.00, the持仓量 decreased by 4195.00, and the仓 - car quantity increased by 350.00 [1]