尿素价格从去年下半年一路溃败,持续沉闷且持续跌破底线的尿素行情,让市场真正体会到了产能淘汰整合的必要性。多因素打击尿素刚需上半年尿素市场经历了两轮刚需行情,7月夏肥未旺,行情看空无争。首先,尿素被替代情况较多,包括高氮肥、氯化铵、碳铵在内的同质化产品更具竞争优势。从免追肥、多元素考虑,高氮复合肥当仁不让;性价比上,氯 Urea prices all the way from the second half of last year, continued boring and continued to fall below the bottom line of the urea market, so that the market really realized the need to eliminate the integration of production capacity. Multi-factorials to fight urea just need the first half of the urea market experienced two rounds of just needed market, July summer fat is not wang, the market is bearish and indisputable. First, urea is replaced in many cases, and homogenized products including high nitrogen fertilizers, ammonium chloride, and ammonium bicarbonate have a more competitive advantage. From top-free fertilizer, multi-element considerations, high-nitrogen compound fertilizers are not tolerated; cost-effective, chlorine