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China suspended fertiliser exports from October 15, 2025, after a brief May-October export window, covering urea, DAP and specialty phosphates such as TMAP. An Indian industry association expects the suspension to last five to six months and says specialty fertiliser prices could rise 10-15%.
India imports about 95% of its specialty fertilisers from China.
Removing China's export supply tightens global urea and phosphate markets just before India's rabi season peak, which pushes prices higher.
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),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。