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Coronavirus lockdown in Hubei province has halted transport and may limit phosphate movement. MAP 11-52 rose to $310/t cfr Brazil from $278/t at end-December, though still well below a year earlier.
Hubei is a major phosphate and NPK production hub, so logistics halts could tighten global supply and support Brazilian phosphate prices, though high Brazilian inventories cap gains.
argusmedia.com2020年1月31日在过去 11 次看涨的疫病事件之后，DAP 在 5 个交易日内中位数变动 +0.9%（64% 上涨；中间一半区间为 0.0% 至 +3.3%），20 个交易日内为 +2.9%。
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。
Hubei lockdown halting transport and limiting phosphate movement lifted MAP cfr Brazil from $278/t to $310/t, a direct phosphate supply-disruption price signal consistent with DAP's jump.
Hubei lockdown halting transport may limit Chinese phosphate movement, and MAP prices into Brazil are already rising, which supports DAP via supply and trade-flow tightness.
Hubei lockdown halting phosphate transport lifted MAP cfr Brazil from $278 to $310/t, directly showing phosphate price strength in the same period.
