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Indian data show DAP sales fell about 25% year-on-year in April-October FY25, with imports down nearly 30% to 2.78 million tonnes. Sales of NPKS complex fertilizers rose about 23.5% over the same period as farmers switched products.
Weaker Indian DAP demand and substitution toward NPKS reduce phosphate import needs, which is bearish for DAP trade volumes. The shift also suggests farmers are responding to price and availability, limiting the price impact.
在过去 35 次看跌的报告事件之后,DAP 在 5 个交易日内中位数变动 0.0%(37% 上涨;中间一半区间为 -0.7% 至 +1.5%),20 个交易日内为 +0.6%。
在过去 26 次中性的报告事件之后,尿素 在 5 个交易日内中位数变动 -0.4%(42% 上涨;中间一半区间为 -4.1% 至 +1.5%),20 个交易日内为 +0.9%。
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。