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The Vietnam Fertiliser Association says fertiliser prices rose 25-30% recently due to higher oil and input costs, container shortages that lifted freight more than 100% on some routes, and Chinese export curbs. Two urea plants are set to resume operations, which could ease prices mid-month.
Chinese export restrictions and freight costs keep urea and DAP tight globally; resumed Vietnamese urea output may ease local prices but global supply stays constrained.
在过去 23 次中性的贸易事件之后,尿素 在 5 个交易日内中位数变动 0.0%(48% 上涨;中间一半区间为 -1.1% 至 +1.0%),20 个交易日内为 +2.8%。
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%。
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。