Kubva payakaitwa maindasitiri neBayer muna 1971, glyphosate yapfuura nehafu yezana yemakwikwi emusika uye shanduko mune indasitiri chimiro.Mushure mekuongorora shanduko yemitengo yeglyphosate kwemakore makumi mashanu, Huaan Securities anotenda kuti glyphosate inotarisirwa kubuda zvishoma nezvishoma kubva pasi uye kuunza kutenderera kutsva kwebhizinesi.
Glyphosate mushonga wesora usingasarudze, unonyura mukati, uye wakakura-siyana, uye ndiwo mushonga mukuru wesora mukushandiswa pasi rose.China ndiyo inotungamira pasi rose kugadzira uye kutengesa glyphosate kunze.Kukanganiswa nepamusoro pekuverenga, mhiri kwemakungwa destocking yave ichienderera kweinopfuura gore.
Parizvino, kudiwa kwepasi rose kweglyphosate kuri kuratidza zviratidzo zvekupora.Isu tinofungidzira kuti kudzoreredza kwemhiri kwemakungwa kuchamira zvishoma nezvishoma uye kupinda munguva yekuzadzazve mukota yechina, uye kudiwa kwekuzadza kuchawedzera kupora, kuwedzera mitengo yeglyphosate.
Hwaro hwekutonga ndeiyi inotevera:
1. Kubva kune data rekutumira kunze kwetsika dzeChinese, zvinogona kuonekwa kuti Brazil yakamira kubvisa uye yakapinda munguva yekudzorera munaJune.Kuwedzerwa kudiwa kweUnited States neArgentina kwave kuchinjika pamazinga akaderera kwemwedzi yakati wandei yakatevedzana uye kuratidza kukwira kumusoro;
2. Muchikamu chechina, nyika dziri muAmerica zvishoma nezvishoma dzichapinda mumwaka wekudyara kana kukohwa mbesa inoda glyphosate, uye kushandisa glyphosate kuchapinda munguva yepamusoro.Zvinotarisirwa kuti mhiri kwemakungwa glyphosate inventory ichakurumidza kupedza;
3. Maererano nedheta kubva kuBaichuan Yingfu, mutengo weglyphosate wevhiki yaSeptember 22, 2023 yaiva 29000 yuan / ton, iyo yakawira pasi pasi pezvakaitika kare.Pasi pekumanikidzwa kwekukwira kwemitengo, purofiti iripo patani yeglyphosate yakaderera se3350 yuan/ton, iyo yakawirawo pasi pemakore matatu apfuura.
Tichitarisa kubva pane izvi, hapana nzvimbo yakawanda yekuti mutengo weglyphosate udzike.Pasi pezvinhu zvitatu zvemutengo, kudiwa, uye hesiti, isu tinotarisira kudiwa kwemhiri kwemakungwa kukurumidzira kupora mukota yechina uye kutyaira musika weglyphosate kudzosera kumashure uye kumusoro.
Zvakatorwa kubva muchinyorwa cheHua'an Securities
Nguva yekutumira: Sep-27-2023