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3月,俄乌局势进一步紧张,国内新冠疫情严峻,叠加环保督察的展开,草甘膦原药生产企业未能置之度外。一方面,承受着冷清的下游需求。另一方面,担着未来原材料价格上涨的风险。同时,也有不少来自于当地政府环保、安全生产等各方面的压力。 在此大环境下,无论是草甘膦原药的供应商还是采购商,都处于观望状态。由于外部存在过多的不确定因素,供需双方都尽量将库存降到最低。对于供应商而言,基本有订单才生产。对于采购商而言,基本刚需才下单。 在2021年,兴发集团、和邦生物等不少草甘膦原药生产企业由于草甘膦原药价格的利好...
Glyphosate China Monthly Report (Chinese version) 202203
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