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Imported finished DAP prices have surged above $800 per tonne for July and August deliveries, near historic highs of about $1,000, after China restricted exports and supply tightened. Domestic Indian DAP makers are taking a smaller hit because their raw material costs, such as rock phosphate, have risen much less.
India imports more than half its DAP, so tight Chinese supply and dwindling stocks keep upward pressure on finished DAP prices. Domestic producers with cheaper inputs can keep margins, which supports the case for local value addition.
在过去 193 次看涨的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -0.3% 至 +1.8%),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。