The supply of pesticide raw materials is tight, and the inventory of preparations is digested slowly

[market analysis of chinapharma.com] how about the market of pesticide raw materials in May? The polarization of supply and demand in the domestic market is serious: the environmental protection situation is still severe, the supply end is limited, and the key chemical industry parks in Shandong, Jiangsu and other places stop production and limit production frequently, resulting in the shortage of supply of upstream intermediates and raw drugs, and the supply situation continues to deteriorate However, the domestic preparation enterprises have sufficient stock in the early stage, and the price of crops in the end market is low, which makes the preparation inventory digestion slow and the preparation manufacturers purchase cautiously With the gradual digestion of preparations and the reduction of stock of raw drugs and intermediates in the market, the tense atmosphere of supply that was originally covered by weak demand has gradually emerged (picture source: Baidu picture) in terms of pesticides, the supply of nitenpyram is tight, the raw materials of avitretinate series remain high, and the pyrethroid products and other nicotine products have some correction; affected by the tension of ethyl chloride, chlorpyrifos is first restrained and then lifted; the other varieties are relatively stable In terms of fungicides, the high level of consolidation, affected by Lianyungang's shutdown, some of the intermediate triazole products were out of stock, affecting downstream production, and the supply of other varieties was still tight In May, the supply of avermectin and avermectin crude drug series was tight, and the quotation of avermectin refined powder manufacturer was raised to 530000 yuan / ton, mainly based on collection and list arrangement; the spot supply of avermectin crude drug was tight, and the price rose to 760000 yuan / ton, which could not be relieved in the short term The production of nicotine products is limited, most manufacturers in Shandong region stop production, and the prices of upstream raw materials, such as 2-chloro-5-chloromethylpyridine, oxadiazine and imidazolidine, are still high However, the resistance to price increase in the downstream of domestic preparations is relatively large, and the supply and export of raw drugs are mainly dominated The end of the month of imidacloprid raw drugs falls back to 163000 yuan / ton, and acetamiprid raw drugs are 165000 yuan / ton, and the market circulation source is small; The supply of oxadiazine in the upstream of thiamethoxamine manufacturers is tight, but the demand in the terminal market is soft, and the market price is reported to 102000 yuan / ton; the starting rate of nitenpyram is low, the stock is in short supply, and there are few start-up manufacturers, still at a high level of 168000 yuan / ton For organophosphorus products, chlorpyrifos technical was affected by the tight supply of sodium trichloropyridol and ethyl chloride, and the price was high Although the season of drug use turned light, the market price rebounded at the beginning of the month, and the price was adjusted to 39500 yuan / ton at the end of the month The shortage of ethyl chloride also led to the rise of phoxim technical, but the market demand was general, with a quotation of 28000 yuan / ton; The market stock of propylbromophosphate technical was low, and the quotation was stable at 48000 yuan / ton; the starting rate of malathion technical was low, and the manufacturer was unwilling to accept the order, and the quotation was 19500 yuan / ton Pyrethroid technical, upstream Cardin ester and ether aldehyde maintain high level, DV pyrethroid, kongfu acid and biphenyl alcohol are in short supply, but some of them are on hand at the end of the market, with cypermethrin technical at 158000 yuan / ton, high chlorobenzene oil at 34000 yuan / ton, and bifenthrin technical at 225000 yuan / ton The price of 3-cyanopyridine, the upstream intermediate of Pymetrozine, has declined, but it is still relatively high, and the spot market is less, and the price is stable at 165000 yuan / ton Due to the influence of the manufacturer's parking in the early stage, the stock is low and the supply is tight The quotation is 350000 yuan / ton The inventory of spironolactone is low, and the market price is stable at 150000 yuan / ton; the price of bromofenitrile is relatively stable, and the spot price is about 185000 yuan / ton; the price of single insecticide is recalled, and the price is reported as 20000 yuan / ton; the manufacturer of fluorofenitrile has almost no inventory, and there are few manufacturers, and the market price is increased to 620000 yuan / ton; Restricted by the supply of upstream intermediates, the price of propargylide technical was stable at a high level of 44000 yuan / ton.