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入夏以来,我国南方地区持续高温,部分地区害虫数量较往年有所增加。为此,中央财政日前安排5亿元资金,支持开展病虫害防控和受灾区改种补种。受此利好消息刺激,农药板块整体大幅上涨,其中草甘膦市场最为火暴,目前主流报价在42250元(吨价,下同)下,与8月初的39416元相比,上涨7.19%,较年初上涨24.26%。业内人士认为,草甘膦行业竞争虽然激烈,但刚性需求大,处于卖方市场,加之原料、出口、环保等利好因素叠加,后市价格大幅回调概率不大,仍有继续上涨的可能。
Since the beginning of summer, the temperature in the southern part of our country has been on a sustained rise, and the number of pests in some areas has increased as compared with previous years. To this end, the central government recently arranged 500 million yuan of funds to support the prevention and control of pests and diseases and replant areas affected. Affected by this good news, the pesticide sector as a whole rose sharply, of which the most violent market glyphosate, the current mainstream price of 42,250 yuan (t price, the same below), compared with 39,416 yuan in early August, up 7.19% from the beginning of the year Up 24.26%. The industry believes that the glyphosate industry, although fierce competition, but the rigid demand, in the seller’s market, coupled with raw materials, exports, environmental protection and other favorable factors superimposed, the market outlook, the possibility of a substantial correction callback price is still there may continue to rise.