Spring ploughing is busy. On April 1, the reporter of Securities Daily saw the busy scene of villagers planting blue and white flowers and corn in the field in Zhangjia village, Zhongping Town, Lvquan, Yunnan. The fertilizer dissolved in water had been mixed in advance and then sprayed into these crops. During the spring ploughing period, there is a strong demand for agricultural materials Yunnan Yuntianhua Co.Ltd(600096) relevant person in charge said: "the supply guarantee of spring ploughing chemical fertilizer is that chemical fertilizer can not only be quickly transported to provinces and cities and agricultural materials distribution stores, but also be finally delivered to the fields of small villages."
In line with the national fertilizer reserve and release measures, including Yunnan Yuntianhua Co.Ltd(600096) including, a number of listed fertilizer enterprises have started production at full capacity to ensure stable supply and price without mistaking spring ploughing; At the same time, various logistics channels also speed up transportation and send spring ploughing fertilizer to all parts of the country.
"green channel" to ensure fertilizer for spring ploughing
"The annual consumption of urea in Yunnan is about 2 million tons, of which about 1 million tons are provided by Yunnan Yuntianhua Co.Ltd(600096) ." Yunnan Yuntianhua Co.Ltd(600096) relevant person in charge told the reporter of Securities Daily, "it is China's winter and spring fertilizer preparation season from October to April next year. During this period, the actual demand of diammonium phosphate products is about 5.8 million tons, of which about 1.4 million tons are directly provided by Yunnan Yuntianhua Co.Ltd(600096) directly."
Since March this year, the first batch of spring ploughing fertilizer reserves of more than 3 million tons in 2022 has been put on the market. With the advance of spring ploughing from south to north, a large number of reserve chemical fertilizers will be put on the market one after another.
In the field, the villagers of Zhangjia village planted, fertilized and covered the film in an orderly manner. In the transportation chain, Tianchi logistics, a logistics company under Yunnan Yuntianhua Co.Ltd(600096) banner, is also carrying, storing, loading and unloading chemical fertilizers to all parts of the country. According to Tianchi logistics, the company is improving the loading and unloading level and speeding up the vehicle transportation cycle; It has opened up a "green channel" for fertilizer for spring ploughing in the links of transportation and delivery.
Yunnan Yuntianhua Co.Ltd(600096) said: "despite the impact of the epidemic, the transportation of spring ploughing fertilizer is still at a normal speed." Yunnan Yuntianhua Co.Ltd(600096) , Hubei Yihua Chemical Industry Co.Ltd(000422) , Hubei Xingfa Chemicals Group Co.Ltd(600141) and other chemical fertilizer enterprises have gradually increased their orders, and a large number of them are transported to the north. All stations give special treatment to agricultural vehicles to improve loading and unloading efficiency Hubei Yihua Chemical Industry Co.Ltd(000422) said that the company sends more than 700 tons of chemical fertilizer products to all parts of the country through Zhicheng station every day.
several companies stepped up production, stabilized price and guaranteed supply
In late December 2021, the national development and Reform Commission first proposed the bidding plan for the temporary reserve project of summer management fertilizer in 2022, which continued the supply of chemical fertilizer during the spring ploughing period. The collection and storage plan will also be implemented this summer. The growth of chemical fertilizer supply will gradually stabilize the price of agricultural materials. The spring ploughing fertilizer reserve measure implemented by the state is to collect and store in the off-season and put it in the case of concentrated demand, so as to alleviate the shortage of fertilizer supply for downstream enterprises. "Since this year, due to the guarantee of the production capacity of chemical fertilizer enterprises and the inclusion of exported chemical fertilizers in the scope of legal inspection, the prices of various chemical fertilizers in China have been relatively stable." Yunnan Yuntianhua Co.Ltd(600096) means.
For chemical fertilizer enterprises, how to deal with the rise in the price of raw materials has also become a major issue Yunnan Yuntianhua Co.Ltd(600096) on the one hand, it gives full play to its complete advantages of the whole industrial chain of "mineralization integration", realizing a high degree of self-sufficiency of important production raw materials such as phosphate rock, phosphoric acid and synthetic ammonia. On the other hand, it gives full play to the advantages of centralized procurement platform, accurately controls the procurement rhythm of large raw materials such as sulfur and coal, and effectively alleviates the impact of rising prices of bulk raw materials.
A number of listed chemical fertilizer enterprises quickly returned to work and production after, stabilizing prices and ensuring supply without mistaking spring ploughing Yunnan Yuntianhua Co.Ltd(600096) said: "the company gave full play to the scale advantages of large-scale nitrogen and phosphorus fertilizer plants and formulated the detailed rules of 'ensuring supply and stabilizing price' through many industry meetings." Zangger mining also said that the company will also produce as much as possible to meet the needs of customers of downstream compound fertilizer plants for potassium fertilizer Hubei Yihua Chemical Industry Co.Ltd(000422) also said that the chemical fertilizer production plant has operated stably under high load.
According to the business economic data, the price of urea is mainly fluctuated in a narrow range: from 2647 yuan / ton in early March to 2980 yuan / ton at the end of the month, with a small increase and a downward trend at the end of the month. Wei chaoming, an analyst of Founder's medium-term futures, believes that with the continuous strengthening of urea production and supply guarantee and the recovery of the operating rate of air head device after the heating season, the trend of urea output returning to positive growth is expected to continue.
