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兴发集团:草甘膦需求有望增长
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兴发集团:草甘膦需求有望增长
8月8日,湖北兴发化工集团股份有限公司(简称"兴发集团")发布其接待投资者调研情况的公告。兴发集团在与投资者进行沟通交流时表示行业普遍认为,随着三季度南半球采购旺季到来,草甘膦需求有望增长,行业将回归到正常健康发展态势。目前行业内草甘膦库存基本见底,公司库存也处于较低水平。受行业触底复苏及三季度南半球采购旺季预期影响,公司草甘膦订单量近期明显增加。此外,兴发集团还表示其草甘膦成本控制水平优于行业平均水平。兴发集团具有草甘膦生产所需主要原料黄磷、甘氨酸的有效配套,并且具有生产基地良好的区位优势。
Glyphosate China Monthly Report (Chinese version) 202308
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