推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 8月5日上午，離岸人民幣兌美元匯率跌破“7”整數(shù)關(guān)口，隨后在岸人民幣也跌破7元，對(duì)此央行發(fā)文表示，匯率波動(dòng)屬于常態(tài)，有波動(dòng)價(jià)格機(jī)制才能發(fā)揮資源配置和自動(dòng)調(diào)節(jié)作用。
一般來(lái)說(shuō),本幣匯率下降,即本幣對(duì)外的幣值貶低,能起促進(jìn)出囗、抑制進(jìn)囗的作用。若本幣匯率上升,即本幣對(duì)外的幣值上升,則有利于進(jìn)口,不利于出口。
單從進(jìn)出口方面來(lái)看，此次人民幣貶值將進(jìn)一步推動(dòng)中國(guó)出口貿(mào)易，而對(duì)于鉀肥行業(yè)具體將有怎樣的影響？我國(guó)是一個(gè)多氮、少磷、缺鉀的國(guó)家，到目前為止氯化鉀依然大部分需要從國(guó)外進(jìn)口，所以從理論上來(lái)講人民幣貶值氯化鉀進(jìn)口成本就會(huì)上升，也會(huì)對(duì)國(guó)產(chǎn)鉀肥起到一定的保護(hù)作用，對(duì)氯化鉀市場(chǎng)可以說(shuō)是一種利好支撐，同時(shí)也一定程度上會(huì)促進(jìn)硫酸鉀的出口。
去年氯化鉀簽訂的大合同為290美元/噸，假如今年的大合同也是290美元/噸。按照目前7.05，去年6.85的匯率來(lái)計(jì)算的話，那么人民幣貶值后進(jìn)口氯化鉀的成本將較去年高出約58元/噸，但是今年的港口庫(kù)存在300萬(wàn)噸以上，已遠(yuǎn)超去年同期。大合同也一直未傳出消息，從國(guó)內(nèi)和國(guó)際市場(chǎng)來(lái)看大合同價(jià)格下行的可能性較大。在大合同價(jià)格下降的情況下，那么對(duì)于氯化鉀而言成本方面就沒(méi)有明顯的變化了。
雖然說(shuō)人民幣貶值將會(huì)有利于商品的出口，抑制商品的進(jìn)口，對(duì)于整個(gè)化肥行業(yè)來(lái)說(shuō)是利好的。但對(duì)于目前的鉀肥市場(chǎng)來(lái)說(shuō)市場(chǎng)不確定因素太多，匯率還不夠穩(wěn)定，大合同何時(shí)簽訂還是未知數(shù)，甚至有消息稱大合同將會(huì)在明年簽訂，所以匯率可能會(huì)對(duì)鉀肥市場(chǎng)后期走勢(shì)可能會(huì)產(chǎn)生一定影響，但并不是絕對(duì)影響，建議后期還要重點(diǎn)關(guān)注港口庫(kù)存及大合同消息。
