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目前草甘膦价格为36000元/吨。(95%原粉华东地区成交价),同比上涨50.6%,月均价环比上升9.4%,同比涨幅上升环比涨幅持平。草甘膦价差持续扩大,原料成本上升,下游需求复苏将继续带动企业利润上升。分析认为,草甘膦在2012年四季度至2013年仍将出现明显上涨。信达证券发布的研究报告指出,统计的国内草甘膦行业持续开工及可能复工的企业为20家,总产能58万吨。目前行业平均开工率59.8%,比上月下降10.4%。夏季检修受价格高涨影响延后,导致9月开工率明显降低,可能也反映出企业开始面临环保压力。甘氨酸法开工率下降至70.1%(-12.4%);IDA法开工率下降至42.9%(-8.2%)。企业处于盈利区间,草甘膦供给非常紧张,行业已经从3年的行业低谷中复苏,
The current glyphosate price of 36,000 yuan / ton. (95% of the original powder transaction price in East China), an increase of 50.6% over the same period, with an average monthly price increase of 9.4% qoq and an increase of qoq in the same period last year. Spread of glyphosate continued to expand, rising raw material costs, downstream demand recovery will continue to drive corporate profits. Analysis, glyphosate in the fourth quarter of 2012 to 2013 there will be a clear rise. Cinda Securities research report released that the statistics of the domestic glyphosate industry continued to start and may return to work for 20 companies, with a total capacity of 580,000 tons. The current industry average operating rate of 59.8%, down 10.4% from the previous month. Summer maintenance delayed by the impact of rising prices, resulting in significantly lower operating rates in September, may also reflect the pressure on enterprises started to face environmental protection. The glycine method operating rate dropped to 70.1% (-12.4%); the IDA method operating rate dropped to 42.9% (-8.2%). Enterprises are in the profit range, glyphosate supply is very tight, the industry has recovered from the trough of 3 years of industry,