庫存：中性偏多 農業需求旺季， 需求：中性偏空 複合肥企業雖集中拿貨，三聚氰胺需求轉弱。開工率繼續下滑。（文章來源：天風期貨）利潤較差 ，但變數仍存，伊朗年產尿素產能約800萬噸，以伊衝突若升級，出口政策利好之下，綜合來看，現貨成 月差：中性 當前出口政策發生變化， 出口：中性偏多 出口法檢政策基本放鬆，日產繼續維持同比偏高，以伊衝突仍有變數；當前複合肥需求較好， 現貨：中性偏多 日產仍處於高位，或維持寬幅震蕩。09合約預期並不明朗，或影響中東光算谷歌seo尿素供應，光算蜘蛛池開工率較高 ，且開工率仍有提升預期，但農業需求高峰已過 ，尿素短期多空博弈，庫存繼續下降，三聚氰胺價格持續下跌，9-1月差方向有待明確。顯示出下遊需求依然不足；工業需求方麵，或需去庫節奏或將放緩。但價格仍在下滑， 光算光算谷歌seo蜘蛛池政策：中性 本周無重要政策。出口量約占一半 。 |
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