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首先,春耕即将开始,农药迎来传统需求旺季。业内人士认为,草甘膦季节性需求强劲,库存无法正常积累时价格仍将上涨。2013年草甘膦全球消费预计上升10%以上,消费上升可能超过20%,旺盛的需求足以在一季度消化可能的新产能。我国草甘膦库存较低,具备持续涨价动力,下游需求增长将在2013年继续带动企业利润上升。其次,2013年农药行业环保核查有望超出预期。原定于
First of all, the spring plowing is about to begin, and the pesticide ushers in the traditional season of demand. The industry believes that seasonal strong demand for glyphosate, the normal accumulation of inventory prices will continue to rise. The global consumption of glyphosate is expected to increase by over 10% in 2013 and the consumption increase may exceed 20% in 2013, with strong demand sufficient to absorb possible new production capacity in the first quarter. Low glyphosate inventories in our country, with sustained price hikes, downstream demand growth will continue in 2013 led to corporate profits. Second, the green inspection of the pesticide industry in 2013 is expected to exceed expectations. Originally scheduled