Ngephanyazo nje, uNovemba udlulile, kwaye u-2023 uza kungena kwinyanga yokugqibela. Kwimarike ye-urea, imarike ye-urea itshintshile ngoNovemba. Umgaqo-nkqubo kunye neendaba zenyanga ziyaqhubeka nokuba nefuthe elikhulu kwimarike. NgoNovemba, ixabiso lilonke lenyuka laza lehla, kodwa ukunyuka okanye ukuhla kwakungekho phezulu. Njengoko sijongene nokutshintsha kwemvakalelo yemarike kunye notshintsho kwimeko yokubonelela kunye nemfuno kwixesha elizayo, ngaba i-urea ingakhokelela ekuqhekekeni kwemarike ngoDisemba, kwaye loluphi uhlobo lwemarike oluya kuphela i-urea ngo-2023?

Isibonelelo 1: Ukugcinwa kwezixhobo kwanda ngoDisemba, kwaye iNissan yehla kancinci kancinci.

Ngokugcinwa okuqhubekayo kwamashishini eentloko zegesi ngoDisemba, imveliso yemihla ngemihla ye-urea iya kuncipha kancinci kancinci, ngexesha elilindelekileyo lokugcinwa kweshishini, ixesha lokugcinwa kweshishini liqala phakathi nasekuqaleni kukaDisemba. Ngale ndlela, emva kokuphela kukaDisemba ukuya ekupheleni, imveliso yemihla ngemihla ye-urea okanye yehla kancinci kancinci ukuya kufutshane neetoni ezili-150-160,000, nto leyo ngokungathandabuzekiyo iyinkxaso entle kwimarike ye-urea. Ewe kona, ukwehla kweNissan akunakubangela ukunyuka kwemarike ngokuthe ngqo, kodwa kuxhomekeke kwinqanaba lamaxabiso kunye nemfuno yokulandela. Kufuneka kuqatshelwe ukuba ekupheleni kukaNovemba, imakethi ye-urea ibonise umkhwa obuthathaka wokukhululeka, kwaye ukugcinwa kwesi sixhobo kwagxininiswa emva komhla we-10 kuDisemba, phakathi kweveki okanye ngaphezulu, ngaba imakethi ye-urea iphantsi ithuba lokuzalisa kwakhona?

Nika ezimbini: Iimpahla zoshishino zisengaphantsi kwamanqanaba onyaka ophelileyo

Ngokwedatha kaLongzhong, ukususela nge-29 kaNovemba, uluhlu lweenkampani ze-urea zasekhaya beluziitoni ezingama-473,400, luhle ngeetoni ezingama-517,700 kwixesha elifanayo kunyaka ophelileyo, ngokucacileyo uluhlu lweenkampani ze-urea zalo nyaka lusekwinqanaba eliphakathi eliphantsi, kwaye uluhlu lucotha ixesha elide, nto leyo eya kwenza inkxaso ethile efanelekileyo kwimarike ye-urea. Sinokubona kwindlela yokujonga uluhlu lweempahla, ukususela ngoJulayi kulo nyaka, uluhlu lweenkampani ze-urea zasekhaya belukwinqanaba eliphantsi, kwaye amaxabiso e-urea ukusukela ngo-Agasti, ebekwinqanaba eliphezulu lokuguquguquka. Ke ngoko, uluhlu lweenkampani luya kuxhasa ukwehla kwemarike yexesha elifutshane kwe-urea ukuya kwinqanaba elithile.

Imfuno: Imfuno yokugcina imali iyalibaziseka, kwaye ezolimo zinokulandela emva kwesiqingatha ukuya ekupheleni kukaDisemba.

Ngokwembono yokusebenza kwemarike, ngoNovemba, uninzi lwemizi-mveliso kufuneka lunyuselwe, kwaye amanye amazwe abuthathaka kwiindawo zorhwebo ukuze agubungele izikhundla. Ngenxa yokuba amaxabiso e-urea awehlanga kakhulu ngoNovemba, ixabiso elisisiseko lefektri yaseShandong alizange liwe ngaphantsi kwe-2300 yuan/ton lexabiso, ezolimo ngenxa yokungabi namandla okuhlawula, kwaye ixabiso likwinqanaba eliphezulu lokukhwankqiswa, kangangokuba imfuno yokugcina yezolimo ilibazisekile. Ukungena ngoDisemba, nangona kungaqinisekanga ukuba ezolimo zinendlela yokulandelela ephakathi, ngokwexesha eliqikelelweyo, amathuba okugubungela ezolimo ngokufanelekileyo ukusuka phakathi ukuya ekupheleni kukaDisemba ukuya kuJanuwari aya kwanda kancinci kancinci, kwaye ukunikezelwa kwe-urea ngoDisemba kuya kuncipha, kwaye kuya kubakho utshintsho kwindlela yokuthenga embindini, kwaye imakethi iya kuphinda iphindwe.

Ixabiso: Ixabiso liphantsi kunenqanaba elifanelekileyo

Ukususela ekupheleni kukaNovemba, iShandong urea mainstream factory kwi-2390-2430 yuan/ton, ngaphantsi kwexesha elifanayo kunyaka ophelileyo malunga ne-300 yuan/ton, kwaye isandi sakutshanje sokubonelela okuphezulu, ngelixa i-inventri yeshishini kunye ne-inventri ecothayo, imarike okanye ngenxa yotshintsho kwi-inventory kunye nemfuno kunye notshintsho kwiimvakalelo, rhoqo i-flip, indawo yokuwa kwexabiso kusafuneka ilinde kwaye ibone, ayinakuba yi-bearish kakhulu.

Okwangoku, kukho ukulungiswa kwimarike ye-urea, imfuno ayikagxininiswa, kwaye ukugcinwa kwesixhobo kukwaphakathi embindini, umsantsa omfutshane embindini, okanye ukwehla xa kufikwa kwindawo efanelekileyo, kodwa kusaxhomekeke ekwehleni kwexabiso kunye nobude bokuwa.