Kev lag luam urea tsis ntev los no tuaj yeem piav qhia tau nce mus ntxiv, kev ua lag luam sib txawv raws li kev taw qhia ntawm cov xov xwm saum npoo av nce thiab poob sai dua, ntawm qhov pom tseeb tshaj plaws cov tshuaj tiv thaiv yog cim. Kev tsav tsheb ntawm cov ntawv luam ntawv nto tsis tsuas yog cuam tshuam ncaj qha rau tus nqi lag luam tam sim no, tab sis kuj nkag mus rau hauv cov khoom siv hauv tsev thiab kev thov qib hauv lub sijhawm tom qab. Raws li lub Yim Hli 15, Shandong Linyi kev ua lag luam tus nqi ntawm 2550 yuan / ton, urea kev lag luam tom qab muaj kev sib hloov nthwv dej, maj mam nce rov qab mus rau qib siab hauv ib nrab lub hlis, thiab qhov siab tshaj plaws nce thiab poob ntau hauv ze li ntawm ib nrab lub hlis yog txog 200. yuan / ton, qhov cuam tshuam ntawm lub siab lub ntsws txiav txim siab urea volatility tau nce kev sib tw, kev ua lag luam yuav tsum ua raws li cov huab cua hloov pauv, Cov xov xwm saum npoo ua haujlwm li cas ntawm kev ua lag luam?
Nrog rau qhov nce ntawm qhov kev ua si ntawm lub lag luam xov xwm nto, lub siab xav sab occupies ntau thiab ntau hnyav nyob rau hauv kev ua lag luam cawv, thiab lub feem ntau pom tseeb quab yuam yog kev txiav txim siab ntawm kev xav ntawm lub lag luam yav tom ntej. Thaum cov xov xwm yog maj mam fermented, lub mus ob peb vas yog optimistic rau yav tom ntej kev ua lag luam, thiab sab hauv cov tshuaj tiv thaiv ntawm cov khoom thiab xav tau sab yuav tsis muaj zog, thiab kis tau tus mob ntawm cov cim cov lus yog intuitive tshaj plaws kev ua tau zoo.
Imprint cuam tshuam:
Is Nrias teb yog ib qho tseem ceeb exporter ntawm urea nyob rau hauv Tuam Tshoj, thiab tus naj npawb ntawm exports rau Is Nrias teb suav txog li 50% ntawm domestic export ntim txhua xyoo. Raws li 2022 cov ntaub ntawv xa tawm txhua xyoo, tag nrho cov khoom xa tawm hauv 2022 yog kwv yees li 2.83 lab tons, ntawm thawj zaug tseem yog Is Nrias teb, cov khoom xa tawm yog 1.23 lab 900 tons, suav txog 43.80% ntawm tag nrho cov khoom xa tawm. Muaj ob hom kev yuav khoom hauv Is Nrias teb: kev sib tw thoob ntiaj teb thiab kev cog lus mus sij hawm ntev. Ntawm lawv, kev sib tw thoob ntiaj teb thiab kev yuav khoom yog peb qhov kev txhawj xeeb tshaj plaws. Yog vim li cas vim li cas qhov cuam tshuam ntawm kev sib tw khiav mus txog Lub Yim Hli thiab Lub Cuaj Hli yog vim muaj kev sib txuas lus ntawm kev lag luam tsis tu ncua rau kev qhib kev sib tw hauv Is Nrias teb, thiab tom qab ntawd mus rau cov xov xwm kev lag luam, thiab thaum kawg mus rau lub sijhawm kawg ntawm cov khoom xa tuaj. Tag nrho cov txheej txheem yuav tau nrog kev sib txuas ntawm cov xov xwm tsis tu ncua, thiab rau kev lag luam tawm hauv lub caij tam sim no, cov tsos ntawm cov cim hauv kev xav ntawm kev lag luam tau raug cim tias yog qhov zoo, yog li kev lag luam cov tshuaj tiv thaiv yuav ua raws cov hloov ntawm lub cim xov xwm.
Lub luag haujlwm tshwj xeeb ntawm kev luam ntawv no, ib qho yog xav txog tus nqi, Is Nrias teb IPL urea ntshuam kev sib tw, tau txais tag nrho 23 tus neeg muag khoom, tag nrho ntawm 3.382,500 tons. Tus nqi qis tshaj ntawm East Coast yog CFR396 USD / ton, thiab tus nqi qis tshaj ntawm ntug dej hiav txwv sab hnub poob yog CFR399 USD / ton. Kev tsaws ntawm tus nqi tuaj yeem cuam tshuam ncaj qha rau qhov loj ntawm qhov chaw arbitrage hauv tsev thiab txawv teb chaws, thiab tam sim no cov nqi luam ntawv docking nrog cov nqi Hoobkas hauv tsev yog muaj qhov chaw xa tawm, tab sis ua ntej tus nqi tsaws, kev lag luam rau cov nqi luam ntawv ntawm lub qhov kev cia siab tus nqi siab dhau lawm, feem ntau ntawm qhov kev xav tau mus txog 400 US las / ton FOB, yog li thaum lub khau boots tsaws, tus nqi maj mam rov qab mus rau qhov kev txiav txim siab, kev lag luam nrog kev nce ntawm kev poob qis, kev kwv yees tus nqi ntawm kev lag luam yav tom ntej tsis muaj zog. , thiab kev lag luam kev xav tau poob, thiab cov nqi urea kuj tau pom tias lub voj voog me me ntawm lub sijhawm no. Qhov thib ob yog qhov kev ua tau zoo ntawm tus lej, thiab tus nqi yog tib yam, ua ntej cov xov xwm tsaws, peb muaj lub siab zoo, thiab cov xov xwm tshaj plaws rau kev lag luam cov lus xaiv rau Tuam Tshoj cov khoom yuav ncav cuag 1.1 lab tons, cov xov xwm coj mus rau nag hmo. yav tom ntej surge lig, thiab intuitive tshaj tawm tswv yim ntawm tus xov tooj ntawm printing yog domestic mov thiab thov, rau cov tam sim no siab Nissan domestic mov, Qhov nce nyob rau hauv tus naj npawb ntawm cov cim yuav undoubtedly ncua kev hloov ntawm siab nyob rau hauv cov khoom ntawm cov tam sim no manufacturers. , thiab cov nqi hauv tsev yuav ua rau cov ntsiab lus txhawb nqa tshiab, thiab cov neeg tsim khoom tau tsa lawv qhov kev thov.
Txawm hais tias cov xov xwm kos npe ua rau kev ua lag luam muaj qee qhov kev txhawb nqa ntawm kev xav, cov kev pheej hmoo tseem tsis tuaj yeem tsis quav ntsej. Ua ntej tshaj plaws, cov khoom siv thoob ntiaj teb yuav ntsib qhov muaj peev xwm nce ntxiv tom qab qhov kawg ntawm lub sijhawm xa khoom, thiab qhov kev hloov pauv ntawm cov nqi thoob ntiaj teb tsis paub. Thib ob, lub peev xwm tsim khoom hauv tsev tshiab yuav raug teeb tsa hauv ib nrab xyoo thib ob. Rau kev lag luam hauv tsev, lub siab ntawm cov khoom siv tau maj mam tshwm sim, thiab kev txhawb nqa kev xa tawm tuaj yeem txuas nrog lub caij nplooj zeeg nplej ua liaj ua teb. Nws yog ib qho tseem ceeb uas yuav tsum tau tsom mus rau. Thib peb, qhov cuam tshuam ntawm ntau yam xws li lub teb chaws txoj cai tsis tau txiav txim siab, thiab cov xwm txheej xws li lub sijhawm tshuaj xyuas kev cai lij choj thiab cov peev txheej thauj khoom hauv tsev yuav tsum tau ceev faj.
Zuag qhia tag nrho, kev ua lag luam tau txais kev txhawb nqa los ntawm kev cuam tshuam ntawm kev luam ntawv thiab lwm yam luv luv, thiab tus nqi tseem muaj chav siab khiav, tab sis kev pheej hmoo ntawm kev ua lag luam yav tom ntej yog tas li, thiab nws yuav tsum tau ua tib zoo saib xyuas qhov kev hloov pauv ntawm cov xov xwm saum npoo. .
Post lub sij hawm: Aug-21-2023