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前期干旱导致南方地区农产品产量受到较大影响,农的收入降低,这将在一定程度影响农民对化肥的购买力。化肥作为生产资料,具有一定刚性需求,预计干旱对后期化的需求量影响不会太大。随秋季销售季节的开始,华中各企业的开工率较第二季度有提升。目前,国内各港口磷铵库存量很大,国际市场价格低,出口价格低于目前的国内场价格,出口受阻,但迫于库压力,各生产企业仍在积极寻出口机会,以抓住最后的窗期。
In the early drought, the output of agricultural products in the southern region was greatly affected, and the income of farmers decreased. This will to a certain extent affect farmers’ purchasing power of chemical fertilizers. Fertilizer as a means of production, with a certain rigid demand is expected to postpone the impact of drought will not be much. With the beginning of the autumn sales season, the operating rates of various enterprises in Central China have risen over the second quarter. At present, there are a large amount of ammonium phosphate inventories in various ports in the country, the prices in the international market are low, the export prices are lower than the current domestic market prices, and the exports are hindered. However, due to the pressure from the banks, the manufacturing enterprises are still actively searching export opportunities to seize the last The window period