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Chinese domestic urea prices were highly volatile in November, rising early on Egyptian gas-related production cuts and then easing as buyers resisted high prices. Export difficulties built port inventories while natural gas shortages and winter maintenance constrained output.
Export restrictions and tight enterprise supply support nitrogen prices, but off-season farm demand caps gains. Expected stabilization with slight downward pressure implies limited cost relief for feed producers.
在过去 26 次中性的政策事件之后,尿素 在 5 个交易日内中位数变动 -1.0%(27% 上涨;中间一半区间为 -4.1% 至 +0.6%),20 个交易日内为 -2.5%。
在过去 13 次看涨的政策事件之后,天然气 在 5 个交易日内中位数变动 -1.7%(46% 上涨;中间一半区间为 -2.4% 至 +4.5%),20 个交易日内为 +5.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。