Thiourea

Recent Thiourea Market Dynamics Intelligence

1. **Price Trends**
- Domestic thiourea market prices have recently shown a slight upward fluctuation. The mainstream price for industrial-grade thiourea in major regions is around [X] CNY/ton, an increase of approximately [X]% compared to the previous week; prices for some high-end products have reached [X] CNY/ton, with an increase of [X]% - [X]%.
- In the international market, thiourea prices have also risen to some extent. Prices in major export regions have increased by [X] - [X] USD/ton, influenced by rising international logistics costs and increased demand in certain countries.

2. **Supply Situation**
- The overall operating rate of domestic thiourea production enterprises is maintained at approximately [X]%. Production output has decreased for some enterprises due to equipment maintenance or upgrades in environmental protection requirements. For example, [Enterprise Name 1] suspended production for approximately [X] days due to boiler renovation, reducing output by [X] tons; [Enterprise Name 2] limited production by [X]% due to environmental inspections, affecting output by [X] tons.
- Regarding raw material supply, prices for key raw materials such as calcium cyanamide and hydrogen sulfide remain relatively stable. However, due to transportation restrictions in some areas, local raw material supply has become tight, indirectly affecting the procurement costs and production plans of thiourea manufacturers.

3. **Demand Situation**
- Downstream industry demand has increased. In the pharmaceutical sector, thiourea serves as an important intermediate for synthesizing various drugs. With the high incidence of diseases such as influenza in winter, demand for related drugs has risen, driving thiourea demand up by approximately [X]%.
- In the pesticide industry, thiourea is used in the production of herbicides and insecticides. Recently, the agricultural inputs market has been active, with farmers showing higher enthusiasm for stocking up, leading to an increase of approximately [X]% in thiourea procurement by pesticide manufacturers.
- Additionally, thiourea is also used in industries such as electroplating and rubber, where demand is showing a stable upward trend.

4. **Import and Export Situation**
- On the export front, China's thiourea exports have recently increased, with major destinations including India, Southeast Asia, and Europe. Due to increased international market demand and domestic price advantages, export orders have grown, with export volume increasing by approximately [X]% compared to the previous month.
- On the import front, import volumes remain relatively low, primarily consisting of high-end special thiourea products to meet the needs of specific domestic industries, with little change in import volume.

Analysis and Judgment

1. **Reasons for Price Increase**
- Production cuts and restrictions by some enterprises on the supply side have reduced overall market supply, while increased demand from downstream industries has created a supply shortage, driving prices up.
- Transportation restrictions and tight supply in some areas for raw materials have increased production costs for manufacturers, which have been passed on to thiourea product prices.
- Increased international market demand and a rise in export orders have also provided support for domestic thiourea market prices.

2. **Potential Market Risks**
- As prices rise, some downstream enterprises may reduce procurement volumes or seek alternative products due to cost pressure, potentially suppressing thiourea market demand.
- If the tight supply situation for raw materials does not ease, or if transportation costs continue to rise, thiourea manufacturers may face greater cost pressure, potentially affecting normal production.
- The complex and volatile international market situation, including trade policies and exchange rate fluctuations, may impact thiourea imports and exports, thereby affecting domestic market prices.

Forecast

1. **Short-term (1 - 2 weeks)**
- Thiourea market prices are expected to continue a slight upward trend, although the rate of increase may gradually narrow. As some production-cut enterprises resume operations, market supply will increase. However, downstream industry demand will persist for a period, making it difficult to fully resolve the supply shortage in the short term.

2. **Medium-term (1 - 2 months)**
- If the tight supply situation for raw materials eases and production costs decrease, thiourea market prices may see a certain degree of correction. However, if downstream industry demand remains strong or international market prices continue to rise, the extent of the domestic price correction will be limited.

3. **Long-term (3 - 6 months)**
- In the long term, thiourea market prices are expected to stabilize. As market supply and demand gradually balance and industry competition intensifies, prices will fluctuate within a reasonable range. Meanwhile, enterprises need to monitor changes in industry policies and environmental protection requirements, adjusting production strategies promptly to address market uncertainties.