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New CIQ applications for DAP/MAP exports from China were halted from 1 December 2024, with grey areas remaining over which pre-approved cargoes may still ship. The halt followed sharp domestic price gains in China, driven largely by higher sulphur costs, with domestic DAP reported at CNY3,750-3,800/t.
A Chinese export halt removes a major source of global DAP and MAP supply, which tends to firm phosphate prices for importers such as India and Brazil. Export prices sit well above domestic levels, so the halt is supportive for world phosphate values.
profercy.comChris Yearsley2024年12月2日在过去 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%。
历史可比事件尚不足，暂无法给出历史解读。
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。
