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自2013年6月下旬以来,草甘膦行业环保飓风乍起,浙江、湖南等地不同规模的企业因草甘膦废液处理问题被迫停产,触发业者担忧情绪,中小企业逐步下调开工率,目前主流工厂满负荷开工,中小企业平均开工率约在5~6成左右;草甘膦工厂大规模停止报价,接单,有意挺价,待涨观望。市场出现39000-40000元/吨的高端报价,目前主流价格集中在37500-38500元/吨左右;草甘膦相关个股江山股份、新安股份和扬农化工均大涨。
Since late June 2013, the hurricane of environmental protection in the glyphosate industry has been rising. Enterprises of different scales in Zhejiang and Hunan were forced to stop production due to the problem of glyphosate waste treatment. As a result, the industry was triggered to worry about the sentiment. SMEs gradually lowered operating rates, The current mainstream factory started with full load, the average operating rate of SMEs is about 5 to 6 percent or so; large-scale glyphosate plant to stop quotation, orders, interested in very price, to be up outlook. The market appears 39000-40000 yuan / ton high-end price, the current mainstream prices concentrated in the 37500-38500 yuan / ton; glyphosate-related stocks Jiangshan shares, Xin’an shares and Yangnong Chemical rose.