Since this year, the prices of many chemical fertilizer raw materials have risen all the way. A person in charge of an agricultural materials company said that the prices of urea, ammonium bicarbonate and other fertilizers are increasing every year. In 2020, a package was about 80-90 yuan, and now it has risen to 150160 yuan. The price rise of raw materials has driven up the price of chemical fertilizer. For example, the market sales price of potassium chloride is generally 42004300 yuan / ton, and the arrival price in some areas has reached 4400 yuan / ton, with an increase of more than 10% in recent two months.
With more land entering the spring farming season, there is a strong demand for chemical fertilizer Western Securities Co.Ltd(002673) said that the current international fertilizer prices have formed a large price difference with China’s fertilizer prices, of which the price difference of potassium chloride outside China is about 0-100 yuan / ton, the price difference of urea outside China is about 12001300 yuan / ton, and the price difference of monoammonium phosphate outside China is about 23 Guangdong Advertising Group Co.Ltd(002400) yuan / ton. The large price difference in the fertilizer market outside China gives Chinese fertilizer enterprises a certain space for price increase. Russia is one of the three largest exporters of chemical fertilizer in the world and occupies an important position in the international chemical fertilizer supply chain. Russia ranks first in nitrogen fertilizer exports, second in potassium fertilizer exports and third in phosphate fertilizer exports.
According to the theme database of financial Associated Press, among the relevant listed companies:
Qingdao East Steel Tower Stock Co.Ltd(002545) in Kaiyuan, Laos, the existing capacity of potassium chloride is 500000 tons / year. The production expansion project under implementation is the first phase of 1.5 million tons (500000 tons), and the production capacity will be increased to 1 million tons after the first phase is reached.
Tibet Urban Development And Investment Co.Ltd(600773) invested in the development of two salt lakes, Ali Longmucuo and Jieze Chaka in Tibet, with a total potassium chloride reserve of 28 million tons.
