[morning review]
Both cities rose in the morning. As of the afternoon closing, the Shanghai Composite Index rose 0.82% to 3626.58 points; The Shenzhen Component Index rose 1.19% to 14828.15; The gem index rose 1.51% to 3331.39. On the disk, industries such as games, culture and media, education, aerospace, optics and Optoelectronics were active, with wind power equipment, rubber products, energy metals, shipping ports, chemical fiber industry and other sectors leading the decline. In terms of concept, the virtual digital human, cloud game, mobile game concept, radio and television, NFT concept and other sectors are strong, while the concept sectors such as low-carbon metallurgy, propylene oxide, lithium extraction from Salt Lake, heparin concept and organic silicon are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 629.95 billion yuan.
[afternoon opportunity]
According to the financial report of China Central Television, following the “urea shortage” in South Korea, there has been a shortage of vehicle urea solution in Japan recently. Since November, there has been a shortage of vehicle urea solution in Japan. The shortage intensified in December, and some gas stations have been out of stock. In December, the shortage of urea in Japan intensified and there was reselling. The reselling price of urea was about 10 times the normal price. Half of Japan’s urea was imported and its domestic supply was insufficient. The Japanese government called on domestic manufacturers to increase urea production.
Vehicle urea solution is a necessity for diesel vehicle exhaust purification. If it is not added in time, the vehicle engine will not work normally. At present, it is the peak of logistics and transportation in Japan. If the shortage is not alleviated, the whole transportation industry will be in chaos, and many fields such as logistics, transportation and construction will be affected. The shortage of automotive urea in Japan, South Korea and other countries is affected by the recent tightening of urea supply in the international market. In addition, natural gas and coal are the main raw materials for the production of chemical fertilizer. This year, they have ushered in a strong rise. Many international manufacturers can only reduce the production scale or even stop production, which makes the international urea price continue to rise, and many countries are deeply affected. At present, urea in the United States has risen to 680 US dollars / ton, up 168.2% over the same period last year. European nitrogen fertilizer was increased from 430 euros / ton to more than 1000 euros / ton. Analysts predict that the global demand for chemical fertilizer may still exceed the global supply in 2022, the global natural gas price will remain high in the next few years, and the urea price will continue to remain high. With the implementation of the national six standards, China’s demand for urea has ushered in a large amount.
