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尽管草甘膦价格的持续下跌预示着牛市已尽,但厂商们并不这么看。据了解,国内数处待建的草甘膦新产能在如火如荼地筹备中,丝毫未受行情波动的影响。通常来说,一旦出现价格下跌、行情走弱的情况,厂商往往会谨慎开工,不会有新建产能的大动作,面对这番如此异常的反应,市场直呼是“看不懂的草甘膦”。与此同时,目前草甘膦市场呈现需求疲软、成交清淡的现状,但事实上,世界80%草甘膦原药来自中国,而下半年正处南美需求旺季,目前需求理应不成问题。因此,此番“旺季不旺”让市场不禁发问:海外需求去哪了?
Although the continuous decline in the price of glyphos indicates that the bull market has been done, manufacturers do not think so. It is understood that several new domestic glyphosate to be built in full swing in preparation, in no way affected by market fluctuations. In general, in the event of price declines and weaker prices, manufacturers often start cautiously and will not have big moves to build new production capacity. In the face of this unusual reaction, the market calls “the grass we can not read Glyphosate ”. At the same time, the current market of glyphosate shows weak demand and light volume. In fact, 80% of the world’s original glyphosate originates from China, and the second half of the year is in the peak season for South America. At present, the demand should not be a problem. Therefore, this time “not busy season ” let the market can not help but ask: where to go overseas demand?