| 尿素早评20251120: 价格底部或逐步明朗 | | 变化值 | | | | | 変化值 | | --- | --- | --- | --- | --- | --- | --- | --- | | 日慶 | | 单位 11月19日 11月18日 | | | | | | | | | | | | | (絕对圓) | (相对值) | | UR01 山东 期现价格 山西 | 尿素期货价格 (收盘价) | | 元/吨 元/吨 元/吨 | 1663.00 1630.00 1500.00 | 1662.00 1610.00 1490.00 | 1.00 20.00 10.00 | 0.06% 1.24% 0.67% | | UR05 | | | 元/吨 | 1735.00 | 1736.00 | -1.00 | -0.06% | | UR09 | | | 元/吨 | 1744.00 | 1747.00 | -3.00 | -0.17% | | 河南 | 国内现货价格 | | 元/吨 | 1630.00 | 1610.00 | 20.00 | 1.24% | | 河北 | (小額粒) | | 元/吨 | 1640.00 ...

Group 1: Report Industry Investment Rating - Not provided in the report Group 2: Core View of the Report - The current bottom of urea prices may gradually become clear. Urea's low valuation is a result of market consensus on the pressure of supply - demand surplus, but from a driving perspective, prices are supported at low levels. [1] Group 3: Summary by Relevant Catalogs Price Changes - Urea futures prices: UR01 increased from 1652.00 yuan/ton to 1662.00 yuan/ton, a 0.61% increase; UR05 rose from 1727.00 yuan/ton to 1737.00 yuan/ton, a 0.58% increase; UR09 went up from 1748.00 yuan/ton to 1755.00 yuan/ton, a 0.40% increase. [1] - Domestic spot prices (small - particle): Shandong decreased from 1600.00 yuan/ton to 1590.00 yuan/ton, a - 0.63% change; Henan dropped from 1610.00 yuan/ton to 1600.00 yuan/ton, a - 0.62% change; Hebei fell from 1630.00 yuan/ton to 1610.00 yuan/ton, a - 1.23% change; Jiangsu declined from 1590.00 yuan/ton to 1580.00 yuan/ton, a - 0.63% change. [1] - Upstream costs: The prices of anthracite coal in Henan and Shanxi remained unchanged at 1030.00 yuan/ton and 930.00 yuan/ton respectively. [1] - Downstream prices: The price of compound fertilizer (45%S) in Shandong increased from 2980.00 yuan/ton to 3000.00 yuan/ton, a 0.67% increase; the price of melamine in Jiangsu rose from 5150.00 yuan/ton to 5200.00 yuan/ton, a 0.97% increase. [1] Key Information - The opening price of the urea futures main contract 2601 was 1650 yuan/ton, with a high of 1667 yuan/ton, a low of 1641 yuan/ton, a closing price of 1662 yuan/ton, and a settlement price of 1656 yuan/ton. The持仓 volume was 254752 hands. [1] Trading Strategy - Sell option profit - taking, and pay attention to long - buying opportunities on dips in the medium - to - long term. [1]