上周(4月10日-4月14日),國內銷售逐步進入尾聲,新單成交不旺,出口市場表現尚可,磷酸二銨市場弱勢維穩運行(xing)。4月(yue)(yue)17日(ri),中(zhong)國磷酸二銨批(pi)發(fa)價格(ge)(ge)指數(shu)(CPPI)為(wei)(wei)2710.28點(dian)(dian)(dian)(dian),環(huan)比(bi)下跌(die)(die)(die)(die)(die)2.55點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)0.09%;同比(bi)下跌(die)(die)(die)(die)(die)56.49點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)2.04%;比(bi)基期(qi)下跌(die)(die)(die)(die)(die)511.49點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)15.88%。4月(yue)(yue)17日(ri),中(zhong)國磷酸二銨零售(shou)價格(ge)(ge)指數(shu)(CPRI)為(wei)(wei)2848.64點(dian)(dian)(dian)(dian),環(huan)比(bi)下跌(die)(die)(die)(die)(die)2.43點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)0.09%;同比(bi)下跌(die)(die)(die)(die)(die)92.37點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)3.14%;比(bi)基期(qi)下跌(die)(die)(die)(die)(die)526.28點(dian)(dian)(dian)(dian),跌(die)(die)(die)(die)(die)幅(fu)(fu)為(wei)(wei)15.59%。
供應情況:清(qing)明過后,國(guo)內市場(chang)(chang)整體進入購銷淡季,企業(ye)內銷發(fa)(fa)貨基本(ben)完(wan)成,市場(chang)(chang)新單(dan)寥寥,企業(ye)將銷售重心(xin)逐漸向出(chu)(chu)口市場(chang)(chang)轉移。出(chu)(chu)口市場(chang)(chang)方面,企業(ye)以執行前期出(chu)(chu)口訂單(dan)為主,集港(gang)、發(fa)(fa)貨正常運行。市場(chang)(chang)需求清(qing)淡,企業(ye)開工率(lv)維持平穩態(tai)勢(shi)運行。
需求情況:清明過后,東北、西北地區春耕用肥陸續展開,各地市場貨源充裕,經銷商出貨心態急切,局部拋貨現象嚴重,價格呈現下跌態勢。國際市場方面,近期印度化肥補貼(tie)政策(ce)出爐,價格(ge)小幅下(xia)降8盧比(bi)/噸,和2016-2017年差別不大(da),且近期標(biao)購力度增加(jia),但壓價態勢明顯,企業(ye)出口挺價困(kun)難。
國際市場(chang):上周(zhou),國際磷(lin)酸二銨市場(chang)整體持(chi)(chi)穩(wen),局(ju)部下(xia)滑。其中,美(mei)(mei)國坦帕港FOB(離岸價)為(wei)(wei)(wei)370美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),與前周(zhou)相比,持(chi)(chi)穩(wen);突尼斯FOB為(wei)(wei)(wei)386-391美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),持(chi)(chi)穩(wen);摩(mo)洛哥FOB為(wei)(wei)(wei)386-391美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),持(chi)(chi)穩(wen);波羅的(de)海/黑海FOB為(wei)(wei)(wei)376-381美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),持(chi)(chi)穩(wen);中國FOB為(wei)(wei)(wei)351-361美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),低端(duan)下(xia)滑5美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),高端(duan)下(xia)滑10美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun)。阿根廷CFR(到岸價)為(wei)(wei)(wei)375-385美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),與前周(zhou)相比,高低端(duan)均下(xia)滑5美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun);印度(du)CFR為(wei)(wei)(wei)365-369美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),低端(duan)下(xia)滑3美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/噸(dun),高端(duan)持(chi)(chi)穩(wen)。
國(guo)內市場(chang):據(ju)協會監測的21個省(sheng)(sheng)份數據(ju)顯示,中(zhong)國(guo)磷酸(suan)二銨批發價格(ge)(ge)漲(zhang)(zhang)跌(die)互現。其中(zhong),河北、湖北、廣東、新(xin)疆4省(sheng)(sheng)份價格(ge)(ge)呈上漲(zhang)(zhang)態勢,上漲(zhang)(zhang)幅度(du)分別在(zai)7-125元/噸;北京、山西、內蒙古、山東、甘肅(su)5省(sheng)(sheng)份價格(ge)(ge)呈下跌(die)態勢,下跌(die)幅度(du)在(zai)11-100元/噸,其他(ta)省(sheng)(sheng)份價格(ge)(ge)保(bao)持穩定。
目前,國內市場(chang)需求持(chi)續降溫,新單(dan)跟進乏(fa)力,企(qi)業內貿發貨已進入尾(wei)聲,企(qi)業已開(kai)始將銷售重心向(xiang)出口市場(chang)轉(zhuan)移,目前出口新單(dan)交投情(qing)(qing)況一(yi)般(ban),短期(qi)內在預收訂單(dan)支撐下(xia),銷售暫無壓力。綜上所述(shu),預計近(jin)期(qi)磷(lin)酸二銨(an)市場(chang)維持(chi)弱穩態勢,價格(ge)仍存下(xia)行風險(xian),后期(qi)重點(dian)關注出口博弈情(qing)(qing)況。