| | 尿素早评20250826: 出口预期影响市场 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 日慶 | 変化值 変化值 | 单位 | 8月25日 | 8月22日 | | | | | | | | | (绝对值) | (相对值) | | UR01 UR05 房素期货价格 (收盘价) 山东 山西 | | 元/吨 元/吨 元/吨 元/吨 | 1745.00 1789.00 1700.00 1610.00 | 1739.00 1782.00 1740.00 1630.00 | 6.00 7.00 -40.00 -20.00 | 0.35% 0.39% -2.30% -1.23% | | UR09 | | 元/吨 | 1714.00 | 1715.00 | -1.00 | -0.06% | | 期现价格 | | | | | | | | 河南 国内现货价格 | | 元/吨 | 1710.00 | 1750.00 | -40.00 | -2.29% | | (小顆粒) 河北 | | 元/吨 | 1730.00 | 1770.00 | -40.00 | ...

| | | | | 尿素早评20250822: 出口预期影响市场 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日度 | | 变化值 | 单位 | 8月21日 | 8月20日 | (绝对值) | 英化值 (相对值) | | UR01 UR09 山东 山西 | 民素期货价格 (收盘价) | | 元/吨 元/吨 元/吨 元/吨 | 1764.00 1737.00 1760.00 1630.00 | 1776.00 1751.00 1770.00 1630.00 | -12.00 -14.00 -10.00 0.00 | -0.56% | | UR05 | | | 元/吨 | 1797.00 | 1810.00 | -13.00 | -0.68% -0.72% | | | | | | | | | -0.80% | | 期现价格 | | | | | | | 0.00% | | 河南 | | | 元/吨 | 1760.00 | 1780.00 | -20.00 | -1.12% | | 国内现货价格 | | | | | | | | | 河北 | ...

| | | | | 尿素早评20250811: 基本面仍有压力 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日慶 | | | 单位 | 8月8日 | 8月7日 | 变化值 | 変化值 | | | | | | | | (绝对值) | (相对值) | | UR01 UR05 山东 期现价格 | 尿素期货价格 (收盘价) | | 元/吨 元/吨 元/吨 | 1751.00 1784.00 1760.00 | 1757.00 1793.00 1780.00 | -6.00 -9.00 -20.00 | -0.34% -0.50% -1.12% | | UR09 | | | 元/吨 | 1728.00 | 1737.00 | -9.00 | -0.52% | | 山西 | | | 元/吨 | 1650.00 | 1650.00 | 0.00 | 0.00% | | 河南 | 国内现货价格 | | 元/吨 | 1780.00 | 1790.00 | -10.00 | -0.56% | | 河北 | (小顆粒) | | 元/吨 | 1760.00 ...

| | | | | 尿素早评20250807:印标提振情绪,基本面仍有压力 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日慶 | | | 单位 | 8月6日 | 8月5日 | 变化值 | 変化值 | | | | | | | | (矩对值) | (相对值) | | 期现价格 | 尿素期货价格 (收盘价) | UR01 山东 山西 | 元/吨 元/吨 元/吨 | 1767.00 1790.00 1660.00 | 1782.00 1780.00 1650.00 | -15.00 10.00 10.00 | -0.84% 0.56% 0.61% | | UR05 | | | 元/吨 | 1802.00 | 1810.00 | -8.00 | -0.44% | | UR09 | | | 元/吨 | 1750.00 | 1772.00 | -22.00 | -1.24% | | 河南 | 国内现货价格 | | 元/吨 | 1790.00 | 1780.00 | 10.00 | 0.56% | | (小颗粒) | | 河北 | 元/吨 | 177 ...

Report Title - Urea Industry Chain Weekly Report [1][2] Report Date - June 29, 2025 [2] Industry Investment Rating - Not provided Core Viewpoint - The loosening of export policies provides short - term support, but the high domestic inventory, scattered agricultural top - dressing, and weak industrial demand mean that the loose supply - demand situation has not been substantially reversed [5] Summary by Relevant Catalogs Fundamental and Viewpoints - Market rumors suggest that China's urea export quota has increased by about 2 million tons. The relief of international supply shortages and the boost from Indian tenders support domestic prices [4] - Shanxi enterprises plan to conduct maintenance, reducing the national daily production to 197,400 tons, a 1.2% week - on - week decrease, and inventory has decreased by 6.9% week - on - week, alleviating pressure [4] - The operating rate of compound fertilizer enterprises has dropped to a low level. The end of summer fertilizer has led to a decline in industrial demand, and end - users have strong resistance to high prices [4] - International crude oil prices have dropped by 7.2% in a week, breaking through $70 per barrel. The sentiment in the energy and chemical sector has weakened, and the weak operation of coal has weakened cost support [4] Urea Fundamental Data - Multiple data charts are presented, including China's weekly urea enterprise inventory, urea inventory in Guangdong and Guangxi, urea futures main contract positions and trading volume, urea warehouse receipt quantity and effective forecasts, market prices and basis of small - sized urea in Henan and Shandong, price differences between large and small - sized urea, seasonal price differences between different urea contracts, production costs and profits of different urea production methods, production enterprise's pending order days, capacity utilization rates of urea and compound fertilizer, compound fertilizer inventory, production costs and profits of compound fertilizer in Shandong, FOB prices of urea in the Middle East and China, spot prices of thermal coal, and thermal coal port inventory [7][10][17][28][38][43][47]