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The Indian government is shifting its fertiliser strategy to reduce reliance on imported high-analysis products such as urea, DAP and MOP. It promotes balanced fertilisation and ammonium phosphate sulphate (APS) as a lower-cost DAP alternative that uses less phosphoric acid.
A policy push toward APS and balanced use would cut India's import demand for DAP, urea and potash over time. That is mildly bearish for global prices of these products.
在过去 50 次看跌的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.9%(62% 上涨;中间一半区间为 -0.1% 至 +1.6%),20 个交易日内为 +0.9%。
在过去 34 次看跌的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.8%(38% 上涨;中间一半区间为 -3.3% 至 +1.8%),20 个交易日内为 -4.5%。
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。