尿素数据日报-20260127

Report Industry Investment Rating - Not provided in the given content Core Viewpoint - The domestic supply - demand situation of urea remains loose. Although urea exports are advancing, the recent market still has a downward trend. The main factors are the significant decline in agricultural demand, high - level urea supply, few maintenance enterprises, and the impact of production - limit notices in some areas [1] Summary by Relevant Catalogs Cost - The price of coking coal is 500.00, unchanged from the previous period; the price of anthracite small pieces is 920.00, unchanged; the price of natural gas is 3870.00, an increase of 20.00 compared to the previous period [1] Price - In different regions, the prices in Henan, Anhui, and Shanxi remained unchanged at 1740.00, 1750.00, and 1610.00 respectively. The price in Hebei increased by 10.00 to 1760.00, and the price in Shandong remained at 1750.00. The China FOB price increased by 10.00 to 420.00, the Middle East FOB price increased by 5.00 to 402.00, the Southeast Asia CFR price increased by 25.00 to 460.00, and the Brazil CFR price increased by 5.00 to 432.50 [1] Inventory - Factory inventory, port inventory, and downstream sample inventory remained unchanged at 94.60, 13.40, and 11830.00 respectively [1] Supply - The 10 - day production volume remained at 205090.00, the overall start - up rate remained at 87.10, the coal - based start - up rate remained at 95.30, and the gas - based start - up rate remained at 54.07 [1] Demand - The pending orders remained at 5.88, the compound fertilizer start - up rate remained at 42.96, the melamine start - up rate remained at 63.65, and the formaldehyde start - up rate remained at 35.68 [1] Profit - The profit of fixed - bed remained at - 181.00, the profit of coal - water slurry remained at 244.00, and the profit of natural gas remained at - 238.00. The price of liquid ammonia decreased by 10.00 to 2090.00 [1] Related Products - The price of compound fertilizer remained at 2630.00, the price of melamine remained at 5250.00, and the price of methanol decreased by 5.00 to 2015.00 [1] Futures - The settlement price increased by 6.00 to 1793.00, the basis decreased by 3.00 to - 51.00, the trading volume decreased by 845.00 to 6114231.00, the open interest increased by 106.00 to 246466.00, and the warehouse receipt volume remained at 13274.00 [1]