Group 1: Mining Operations - The Xiaogaozhai Phosphate Mine currently has a production capacity of 200,000 tons per year, with an allowable increase of up to 20% [1] - The mine's daily ore transportation capacity can reach 15,000 to 16,000 tons [2] - The mine operates four production areas and employs a fully mechanized filling mining method [1][2] Group 2: Resource and Production Details - Total reserves of A layer and B layer phosphate are approximately 40 million tons and 20 million tons, respectively, with a ratio of 2:1 [2] - The average grade of the mined phosphate is between 27% and 29% [3][4] - The company plans to produce over 300,000 tons of phosphate monthly, with a second-quarter target of 900,000 to 1 million tons [5] Group 3: Financial Aspects - The average selling price of phosphate is around 820 RMB per ton, including tax [4] - The profit margin for phosphate with a grade above 28% is approximately 400 RMB per ton [4] - The company's first-quarter direct cost of phosphate mining was about 130 RMB per ton [4] Group 4: Market and Sales Strategy - The company directly sells about 15% of its phosphate without processing, while the rest undergoes selection [4] - The company aims to leverage its unique phosphate quality to connect directly with major users [6] - The current phosphate market is characterized by a significant supply gap, particularly in Hubei, with a shortfall of around 10 million tons [6]

Agricultural Products Market - The national market price of edible agricultural products decreased by 0.5% from the previous week [1] - Wholesale prices of poultry products slightly declined, with eggs and white-cut chicken decreasing by 2.6% and 0.5% respectively [1] - Average wholesale prices of six types of fruits saw a slight decrease, with watermelon, banana, and citrus dropping by 3.1%, 2.2%, and 1.7% respectively [1] - Overall wholesale prices of meat decreased, with pork priced at 20.32 yuan per kilogram, down by 0.6%, while beef and lamb fell by 0.5% and 0.1% respectively [1] - Average wholesale price of 30 types of vegetables remained stable at 4.14 yuan per kilogram, with certain vegetables like green beans, pumpkin, and bitter melon decreasing by 6.9%, 5.3%, and 4.1% respectively [1] - Wholesale prices of aquatic products remained stable, with carp, large yellow croaker, and silver carp decreasing by 0.7%, 0.6%, and 0.2% respectively [1] - Grain and oil wholesale prices showed slight fluctuations, with rice and rapeseed oil decreasing by 0.2% and 0.1%, while soybean oil and peanut oil increased by 0.4% and 0.2% respectively [1] Production Materials Market - Rubber prices saw a slight increase, with natural rubber and synthetic rubber rising by 1.2% and 0.4% respectively [2] - Prices of basic chemical raw materials generally increased, with methanol, sulfuric acid, and polypropylene rising by 1.2%, 0.5%, and 0.1% respectively, while soda ash decreased by 0.6% [2] - Wholesale prices of finished oil slightly increased, with 0 diesel, 92 gasoline, and 95 gasoline all rising by 0.1% [2] - Prices of non-ferrous metals showed slight fluctuations, with aluminum and copper increasing by 1.1% and 0.9%, while zinc decreased by 1.9% [2] - Steel prices remained stable, with specific types like channel steel, ordinary medium plate, and welded steel pipe priced at 3585 yuan, 3722 yuan, and 3775 yuan per ton, decreasing by 0.4%, 0.2%, and 0.1% respectively [2] - Coal prices continued to decline, with coking coal, No. 2 smokeless lump coal, and thermal coal priced at 930 yuan, 1144 yuan, and 750 yuan per ton, decreasing by 0.9%, 0.1%, and 0.1% respectively [2] - Fertilizer prices generally decreased, with urea dropping by 1.2%, while compound fertilizers remained stable [2]

印度NFL尿素招标再度延期，埃及生产全停和伊朗七厂关闭，未来价格仍有上行空间？随着印度在雨季 高峰期间需求增加，预计下一次进口招标将...... 相关链接 期货盯盘神器专属文章 ...

尿素日报 | 2025-06-18 情绪向好，尿素延续上涨 市场分析 价格与基差：2025-06-17，尿素主力收盘1774元/吨（+51）；河南小颗粒出厂价报价：1790 元/吨（0）；山东地区小 颗粒报价：1810元/吨（+50）；江苏地区小颗粒报价：1830元/吨（+50）；小块无烟煤750元/吨（-50），山东基差： 36元/吨（-1）；河南基差：16元/吨（-11）；江苏基差：56元/吨（-1）；尿素生产利润280元/吨（+85），出口利润569 元/吨（-50）。 供应端：截至2025-06-17，企业产能利用率87.80%（0.08%）。样本企业总库存量为117.71 万吨（+14.17），港口样 本库存量为24.50 万吨（+4.00）。 需求端：截至2025-06-17，复合肥产能利用率33.81%（-3.32%）；三聚氰胺产能利用率为63.77%（-0.54%）；尿素企 业预收订单天数5.71日（+0.24）。 尿素盘面市场走势延续，情绪向好，价格持续上涨。以色列继续袭击伊朗并导致军事冲突升级。当前正值传统农 需旺季，全国大部分地区水稻、玉米等作物的追肥旺季，多数企业新单成交尚可，尿素企业 ...

当前正值传统农需旺季，全国大部分地区水稻、玉米等作 物的追肥旺季，多数企业新单成交尚可，尿素企业订单天数 小幅增加。与此同时，下游工业需求减弱，复合肥、三聚氰 胺等行业开工率环比走低。尿素产量持续处于高位，目未来 检修计划较少，供应端压力较大，市场呈现供大于求格局， 导致厂内库存处于高位。在出口方面，尿素通过法检后有序 发往港口，港口库存因此呈现小幅增加趋势。 短期来看，市场情绪预计仍受以色列伊朗事件影响，尿素 报价继续走高，建议谨慎对待，关注尿素出口情况。 华泰期货 化工组 热点解读:尿素上涨点评 ◆ 2025年06月17日 15:00 今日尿素期货盘面大幅上涨，其中主力合约UR2509收盘 价涨幅3.99%。 尿素盘面延续昨日的市场走势，市场情绪向好，价格持续 上涨。以色列继续袭击伊朗并导致军事冲突升级,今日已宣 布打死伊朗最高军事指挥官，同时伊朗继续对以色列进行大 规模导弹打击,国际油气价格震荡偏强运行,持续从成本端 带动国际市场尿素价格偏强运行，国内多数尿素企业报价有 不同程度的上调。 风险提示: 地缘政治事件、尿素出口情况、下游需求情况 安泰期货化工组 梁宗泰 F3056198 Z0015616 - ...

证券研究报告 | 行业点评 中印大合同签订，钾肥价格重心上移 事件描述 据中国无机盐协会消息，2025 年 6 月 12 日，中国钾肥进口谈判小组（中化、 中农、中海化学）与食安供应链有限公司（迪拜）就 2025 年钾肥年度进口合 同价格达成一致，合同价格为 346 美元/吨 CFR。此前在 2025 年 6 月 5 日， 印度钾肥进口大合同价格确定为 349 美元/吨，该价格由俄罗斯钾肥公司 （BPC）与印度化肥进口商 IPL 达成，今年计划发货 65 万吨。 事件点评 中印 25 年钾肥大合同价格涨幅超过 25%，中国仍是全球钾肥"价格洼地"。 据中国无机盐协会消息，2025 年 6 月 12 日，中国钾肥进口谈判小组（中化、 中农、中海化学）与食安供应链有限公司（迪拜）就 2025 年钾肥年度进口合 同价格达成一致，合同价格为 346 美元/吨 CFR，较去年大合同增长 73 美元 /吨，同比上涨 26.7%。此前在 2025 年 6 月 5 日，印度钾肥大合同价格为 349 美元/吨，较去年同比上涨 25%，该价格由俄罗斯钾肥公司（BPC）与印度化 肥进口商 IPL 达成，今年计划发货 65 万吨。据 ...

Group 1 - The core point of the article is that the main contract for urea on the Zhengzhou Commodity Exchange has increased by over 2%, currently priced at 1742 yuan per ton [1]

2025 年 06 月 16 日 尿素：短期或有反弹，日内波动关注现货成交 | | 杨鈜汉 | 投资咨询从业资格号：Z0021541 | | yanghonghan025588@gtjas.com | | | --- | --- | --- | --- | --- | --- | | 【基本面跟踪】 | | | | | | | 尿素基本面数据 | | | | | | | 项 目 | | 项目名称 | 昨日数据 | 前日数据 | 变动幅度 | | 期货市场 | 尿素主力 （09合约） | 收盘价 （元/吨） | 1,661 | 1,646 | 1 5 | | | | 结算价 （元/吨） | 1,665 | 1,654 | 1 1 | | | | 成交量 （手） | 263,369 | 232,160 | 31209 | | | | 持仓量 （手） | 284,793 | 307,079 | -22286 | | | | 仓单数量 （吨） | 5,962 | 5,967 | - 5 | | | | 成交额 （万元） | 877,243 | 768,173 | 109071 | | | 差 | 山东地区基差 | 4 ...

Core Viewpoint - The company is actively promoting its biobased membrane slow-release fertilizer technology globally, emphasizing the importance of international collaboration and sharing in addressing global food security challenges [3][9]. Group 1: Internationalization Strategy - The company has adopted a "technology licensing + localized production + service output" model to expand its market presence in Europe and Southeast Asia [3]. - The establishment of the first overseas slow-release fertilizer factory in the Netherlands marks a significant step in the company's global promotion efforts [3]. - The company has formed strategic partnerships in Indonesia to further its market reach in Southeast Asia [3][4]. Group 2: Technological Innovation - The company has developed a robust innovation system through collaboration with academic institutions, resulting in significant advancements in slow-release fertilizer technology [6]. - It has achieved a leading position in the global market, with an annual production capacity exceeding 7 million tons and holding nearly half of the global patents related to slow-release fertilizers [5][6]. - The company has received multiple national science and technology awards, showcasing its commitment to innovation in the fertilizer industry [6][7]. Group 3: Market Expansion Plans - The company plans to implement a phased promotion strategy, initially focusing on nearby markets such as Southeast Asia and gradually expanding to other regions [8]. - It aims to build a global promotion network that integrates technology, promotion, and ecological considerations to enhance the adoption of slow-release fertilizer technology [8]. - The company intends to establish demonstration fields globally to provide comprehensive support to local partners and farmers [8]. Group 4: Commitment to Global Cooperation - The company emphasizes the need for international cooperation to tackle global food security challenges and aims to leverage its technological innovations to foster collaboration across the agricultural sector [9]. - It seeks to work closely with international organizations to provide training and support for agricultural professionals worldwide [9].

"十年科技路，华鹤公司相继完成了空压机组电子超速保护探头回路故障报警、可控移热变换炉等百余 项创新，运行周期从84天到269天，30万吨合成氨、52万吨大颗粒尿素装置氨综合能耗从1900千克标准 煤/吨降至1462千克标准煤/吨，尿素综合能耗降至134千克标准煤/吨，稳居行业前列。"近日，中国海油 化学华鹤公司党委书记、总经理贺广彦在华鹤公司投产十周年大会上介绍道。 镍转化炉巧除氧 2020年，一群平均年龄不足30岁的青年员工对着如鸡蛋般大的气相色谱镍转化炉发愁。分析化验部分析 管理经理魏金刚拍着桌子说："就这点氧气还能难倒我们吗!" 分析化验部的FX-A-117气相色谱仪承担着华鹤公司"3052"装置微量二氧化碳和一氧化碳的分析任务。 由于样品气中存在一定量的氧气，这会对镍转化炉中催化剂造成影响，使镍触媒中毒，失去活性，导致 分析结果出现误差。 一群青年员工坐在电脑前，笔记本上满是色谱图和实验参数。最终，他们创新性地使用双阀控制气体进 样量，增设铜管进行气体平衡及放空组件，重构六通阀连接管线，使样品中二氧化碳气体进入镍转化 炉，空气中的其他组分进入铜管后放空，进而排除氧气对镍触煤的伤害，实现脱氧的目的。该创 ...