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CRU Group forecasts that Chinese NPK exports, which rose nearly fivefold in 2019 after export taxes were removed, will keep growing in 2020 but at a slower pace. Growth into Myanmar and the Philippines is expected to ease as Yara and other producers compete harder.
Slower Chinese NPK export growth reduces supply pressure on the phosphate complex, which limits downside for DAP prices.
在过去 38 次中性的报告事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(61% 上涨;中间一半区间为 -0.5% 至 +1.6%),20 个交易日内为 +3.9%。
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。