Recently, many media reported that the price of glyphosate rebounded in stages. The listed company stocks that produce glyphosate were favored. The reporter asked a number of industry insiders that this may be an act that some companies raise the market price. At present, the price of the goods received by the trader from the manufacturer does not change much, and the operating rate of the main manufacturer is not obvious. increase. In the event that the chronic problem of serious overcapacity cannot be eradicated for the time being, the days of business are hard to say.
According to relevant media analysis, this round of glyphosate price rise was caused by rising raw material prices. Wang Yijun, technical director of Zhejiang Jema Chemical Co., Ltd., agreed with this statement.
So, does the market price of the main raw material for producing glyphosate greatly change? According to a survey by the reporter and industry sources, the average net ex-factory prices of yellow phosphorus for the week from November 22 to 26 were around 15,000 yuan/ton. Before the yellow phosphorus was constrained by the national energy-saving emission reduction policy, the operating rate was once only about 20%. Has reached 50%, but due to shortage of diesel fuel, insufficient capacity, and rising freight rates may cause a slight increase in the market price; ** The average factory price is 1,800 yuan/ton, and the factories are operating stably, the prices are normal fluctuations; the methanol ex-factory price is 3100 Yuan ~ 3200 yuan / ton. The industry believes that the products of the three chemical raw materials have little fluctuations in recent days, but the increase is not obvious.
Affected by the stable price of raw materials, the price of domestic glyphosate drugs has been steadily falling. Lehua City, Sichuan Province, Fuhua Pesticide Technology Co., Ltd. quoted at 22,500 yuan / ton, Nantong Jiangshan Pesticide Chemical Co., Ltd. quoted at 22,800 yuan / ton, Xin'an's offer price is RMB 24,500/ton (the high price is the focus of various media's hot topics). The average market price is about RMB 22,500/ton, and some small manufacturers offer below the market average price. The price of traders has already dropped to 22,000 yuan/ton, and some traders dare to export 21,000 yuan per ton. This is mostly the stock with the lowest price of glyphosate in July and August.
At present, Shandong Runfeng Chemical Co., Ltd. and Zhejiang Jinfanda Biochemical Co., Ltd. do not have a quotation, and Nanjing Jiuxianglong Chemical Co., Ltd. 95% glyphosate production line (Nissan 36 tons) is parked. The specific date of operation is not determined. Hubei Xianlong Chemical Co., Ltd. 95% glyphosate plant parking, specific driving date is uncertain, inventory is limited, sales are stable.
Nantong Jiangshan Pesticide Chemical Co., Ltd. told reporters that the relevant sales staff, and now the company's offer glyphosate between 22,500 ~ 23,000 yuan, in recent months the price has never been volatile, of course, the price rise can not be said.
According to Cao Chengyu, deputy secretary-general of the China Pesticide Industry Association, the slightest increase in glyphosate prices is a temporary phenomenon. The reason for the increase may be that the inventory of major manufacturers is almost digested, because some temporary domestic and foreign demand inventory cannot keep up. There is a temporary increase, and the price of raw materials for glyphosate is also rising and falling. After all, it cannot have a great impact on the market of glyphosate. According to data from the China Pesticide Industry Association, the domestic operating rate of glyphosate companies is now around 20%. This year's output will be slightly higher than last year, but it will not be much improved.