基礎化工原料黃磷的價格自7月下旬突破1.4萬元后(噸價,下同),至9月持續上漲,已快速升至1.65萬元,導致農藥原材(cai)料成(cheng)本隨之上(shang)升(sheng),部分(fen)農藥產品價格在原材(cai)料漲價因素助推下也呈攀升(sheng)態勢(shi)。
由于產能嚴重過剩,草甘膦市場難以擺脫低迷狀態,原藥價(jia)格(ge)(ge)始(shi)終在(zai)1.9萬元(yuan)左(zuo)右的(de)成本線(xian)上(shang)徘徊,受甘氨酸、多(duo)聚甲醛、二乙醇(chun)胺(an)等主要(yao)原料的(de)價(jia)格(ge)(ge)上(shang)漲影響,草甘膦(lin)原藥已漲至2萬元(yuan),10%草甘膦(lin)水劑(200升/桶)也從1800元(yuan)漲至1900元(yuan)。目前草甘膦(lin)正(zheng)值使(shi)用淡季,價(jia)格(ge)(ge)尚(shang)未越過保本線(xian),據調查(cha),國(guo)內正(zheng)常開工生(sheng)產(chan)草甘膦(lin)的(de)企業已不多(duo),產(chan)能(neng)正(zheng)在(zai)自(zi)然削減,加(jia)之(zhi)國(guo)內外庫存量偏(pian)低,今冬明春銷售旺季到來后,草甘膦(lin)價(jia)格(ge)(ge)有(you)望上(shang)揚。
殺(sha)蟲劑方面,擬(ni)除蟲菊(ju)酯(zhi)類農藥(yao)(yao)(yao)(yao)氯(lv)氰(qing)(qing)菊(ju)酯(zhi)由于原(yuan)料(liao)漲(zhang)(zhang)價(jia)(jia)(jia)(jia)和防治(zhi)棉蚜(ya)、菜青蟲以及衛生防疫需求量增大(da),原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)已從(cong)8.3萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)~8.4萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang)至(zhi)(zhi)(zhi)(zhi)目前的(de)(de)8.7萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)~8.8萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。高(gao)效氯(lv)氟氰(qing)(qing)菊(ju)酯(zhi)(功夫)原(yuan)藥(yao)(yao)(yao)(yao)雖因(yin)主要原(yuan)料(liao)功夫酸、醚醛價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang),但近期(qi)用(yong)藥(yao)(yao)(yao)(yao)季節(jie)已過和出口(kou)不(bu)暢(chang),原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)維(wei)(wei)(wei)持(chi)在15.8萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。殺(sha)蟲殺(sha)螨(man)劑聯(lian)苯菊(ju)酯(zhi)(天王星)原(yuan)料(liao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)也在上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang),但在果(guo)樹(shu)、茶樹(shu)、觀賞(shang)植物上(shang)(shang)(shang)(shang)(shang)推廣(guang)力度不(bu)大(da),需求增長緩慢,原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)從(cong)年(nian)初的(de)(de)23萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)跌落(luo)至(zhi)(zhi)(zhi)(zhi)目前的(de)(de)22萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。大(da)噸位(wei)殺(sha)蟲劑毒死蜱因(yin)原(yuan)料(liao)四氯(lv)吡(bi)(bi)啶(ding)和液堿(jian)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang),推動原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)從(cong)2.9萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang)至(zhi)(zhi)(zhi)(zhi)3.1萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。吡(bi)(bi)蟲啉在原(yuan)材料(liao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang)后,產品價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)并(bing)(bing)沒(mei)有(you)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang),原(yuan)藥(yao)(yao)(yao)(yao)為9.2萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan),10%制劑價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)在2.5萬(wan)(wan)~3萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。阿(a)維(wei)(wei)(wei)菌素在經(jing)歷了2007年(nian)、2008年(nian)井噴(pen)式的(de)(de)增長后,從(cong)2009年(nian)下(xia)半年(nian)開始,因(yin)生產企(qi)業上(shang)(shang)(shang)(shang)(shang)馬(ma)增多,產能嚴重過剩,銷售價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)迅速(su)下(xia)滑,至(zhi)(zhi)(zhi)(zhi)今未有(you)反彈跡象,原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)從(cong)高(gao)峰時的(de)(de)190萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)降(jiang)至(zhi)(zhi)(zhi)(zhi)如今的(de)(de)50萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。阿(a)維(wei)(wei)(wei)菌素衍生產品甲維(wei)(wei)(wei)鹽(yan)雖然(ran)水(shui)稻、蔬菜、果(guo)樹(shu)蟲害防治(zhi)需求量上(shang)(shang)(shang)(shang)(shang)升,但價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)并(bing)(bing)沒(mei)有(you)隨(sui)之(zhi)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang),目前1%甲維(wei)(wei)(wei)鹽(yan)乳(ru)油(100毫(hao)升)為4萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。高(gao)效低毒有(you)機磷(lin)殺(sha)蟲劑辛(xin)硫磷(lin)受原(yuan)料(liao)三氯(lv)化磷(lin)等價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang)影響(xiang),原(yuan)藥(yao)(yao)(yao)(yao)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)也從(cong)1.85萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)~1.9萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)上(shang)(shang)(shang)(shang)(shang)漲(zhang)(zhang)至(zhi)(zhi)(zhi)(zhi)現在的(de)(de)2.05萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)~2.15萬(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。
高(gao)效、低毒(du)(du)、低殘留殺(sha)菌(jun)劑(ji)多菌(jun)靈是目前國內需求量在1萬(wan)(wan)噸以(yi)上(shang)的(de)(de)熱點(dian)品(pin)種,今年內需和出(chu)口量增多。原材料(liao)漲(zhang)(zhang)(zhang)(zhang)價后,原藥價格從2.5萬(wan)(wan)元漲(zhang)(zhang)(zhang)(zhang)至3.4萬(wan)(wan)元,漲(zhang)(zhang)(zhang)(zhang)幅達36%。三(san)(san)唑(zuo)(zuo)類(lei)是殺(sha)菌(jun)劑(ji)中銷(xiao)售市(shi)場最大(da)的(de)(de)一(yi)類(lei),廣(guang)譜高(gao)效低毒(du)(du)殺(sha)菌(jun)劑(ji)三(san)(san)唑(zuo)(zuo)酮因(yin)主要(yao)原料(liao)漲(zhang)(zhang)(zhang)(zhang)幅較大(da)和節能環(huan)保使(shi)減產、停產企業增多,供需帶來(lai)較大(da)缺口。近期,三(san)(san)唑(zuo)(zuo)酮正值用藥季節,原藥價格從年初的(de)(de)5萬(wan)(wan)元漲(zhang)(zhang)(zhang)(zhang)至5.6萬(wan)(wan)元,漲(zhang)(zhang)(zhang)(zhang)幅為12%。廣(guang)譜、高(gao)效、安全殺(sha)菌(jun)劑(ji)戊唑(zuo)(zuo)醇(chun)在原料(liao)價格上(shang)漲(zhang)(zhang)(zhang)(zhang)和防治(zhi)水稻紋枯病(bing)、稻曲病(bing)、稻瘟病(bing)需求增長(chang)后,原藥價格從7.3萬(wan)(wan)元漲(zhang)(zhang)(zhang)(zhang)至7.8萬(wan)(wan)元,漲(zhang)(zhang)(zhang)(zhang)幅為6.9%。其他三(san)(san)唑(zuo)(zuo)類(lei)殺(sha)菌(jun)劑(ji)多效唑(zuo)(zuo)、烯效唑(zuo)(zuo)、三(san)(san)唑(zuo)(zuo)醇(chun)、烯唑(zuo)(zuo)醇(chun)、己唑(zuo)(zuo)醇(chun)、丙環(huan)唑(zuo)(zuo)、滅菌(jun)唑(zuo)(zuo)等品(pin)種價格均(jun)有10%左(zuo)右的(de)(de)上(shang)漲(zhang)(zhang)(zhang)(zhang)。
(張為農)