尿素数据日报-20251230

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View The overall situation of the urea market is viewed as oscillating. The positive factors are mainly from the macro - level and cost side, while the negative factor is the weak domestic demand. Although urea exports are advancing, the domestic supply - demand situation remains loose, and the market still has a downward trend in the near term [1]. 3. Summary by Related Catalogs Cost - The price of pulverized coal and anthracite small pieces remained unchanged at 500.00 and 940.00 respectively. The price of natural gas increased by 100.00 to 3550.00 [1]. Price - Domestic prices in regions such as Henan, Hebei, Anhui, Shandong, and Shanxi decreased, with drops ranging from 10.00 to 20.00. International prices including China FOB, Middle East FOB, Southeast Asia CFR, and Brazil CFR remained unchanged [1]. Inventory - Factory inventory, port inventory, and downstream sample inventory all remained unchanged at 106.89, 17.70, and 16700.00 respectively [1]. Supply - The 5 - day production, overall开工率, coal - based开工率, and gas - based开工率 remained unchanged. The待发订单 also remained the same [1]. Demand - The开工率 of compound fertilizer, melamine, and formaldehyde remained unchanged at 37.75, 58.07, and 42.38 respectively [1]. Profit - The profit of fixed - bed remained at - 217.00, water - coal slurry at 184.00, and natural gas at - 238.00 [1]. Associated Products - The prices of liquid ammonia, melamine, and methanol increased by 30.00, 30.00, and 10.00 respectively, while the price of compound fertilizer remained unchanged at 2620.00 [1]. Futures - The结算价 remained unchanged at 1735.00, the基差 decreased by 10.00 to - 35.00. The成交量 increased by 11454.00 to 8114679.00, and the持仓量 increased by 1149.00 to 194803.00. The仓車量 remained unchanged at 10750.00 [1].