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CSBP reports that China has halted all MAP, DAP and NPS exports until August 2026. The market had expected Chinese export allocations to resume in the second quarter of 2026.
With China absent until August, buyers will compete for a smaller pool of phosphate sellers during peak spring demand, raising the likelihood of price volatility and firmer DAP prices.
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),20 个交易日内为 +1.9%。
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。