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7月以来,受草甘膦价格上涨的影响,草甘膦板块上市公司股价持续走强。江山股份、新安股份和扬农化工股价均有不小的涨幅。业内认为,沉寂了3年的萆甘膦市场正从谷底企稳回升,需求明显增加,下半年草甘膦价格将以高位震荡为主。去产能化集中度提升2012年以来,草甘膦产品价格加速上行,量价齐升,供应持续紧张,目前草甘膦原药价格接近27000元(吨价,下同),较2011年8月初21000元的价格上涨6000元,涨幅近30%。从市场反馈看,短期内草甘膦供货紧张局面尚无缓解的可能。受到草甘膦原粉供应紧张的影响,水剂价格略有上调。
Since July, affected by the price rise of glyphosate, the share price of listed companies in the glyphosate sector has continued to strengthen. Jiangshan shares, Xin’an shares and Yangnong Chemical stock prices are not small gains. The industry believes that quiet for 3 years of the market is risen from the bottom of the glyphosate stabilized, the demand increased significantly in the second half of glyphosate prices will be the main high and volatile. To focus on production capacity to enhance Since 2012, glyphosate prices accelerated upward, volume and price rise, continued tight supply, the current glyphosate price of nearly 27,000 yuan (t price, the same below), compared with early August 2011 21,000 yuan price rose 6,000 yuan, or nearly 30%. Feedback from the market, the short term supply of glyphosate tension has not yet been alleviated. Tight supply of glyphosate powder, the price of water slightly up.