Let's clarify the new price of Salt Lake shares first. In February and March, 60% potassium of Salt Lake Co., Ltd. was provided to the agents in the station at RMB 2,200, and there was no monthly rebate policy. The new price policy in April announced on March 29th is to increase 100 yuan, that is, 60% of potassium is available for the agent to quote 2300 yuan, but it is accompanied by a monthly rebate policy. The lowest price is to return 50% of the monthly sales task to 80 yuan, then 70% to 100 yuan, 80% to 120 yuan and 65,500 yuan. That is to say, the lowest delivery cost price of 60% potassium in April can be 2 150 yuan, which is lower than before by 50 yuan.
Some industries have been a little confused about the rebate policy of Salt Lake shares. Generally, his family has two kinds of rebates. One is a fixed rebate for completing tasks at the end of the year. This is 50 yuan, which has not changed much; One is a monthly rebate, which is mainly given temporarily for reasons such as off-season promotion, and does not often exist. Moreover, for traders, 50 yuan's year-end rebate often plays the role of profit guarantee. In fact, it should not be included in the total cost, but in recent years, the market is biased and the market is too transparent, so the phenomenon of agency price and salt lake quotation hanging upside down often occurs.
Let's take a look at the current situation of potash fertilizer market. The weak market demand in spring has temporarily turned the originally balanced supply and demand into oversupply. The price of potassium chloride did not appear in the peak season, and did not even give too much buffer time, so it turned around slightly. Compared with the previous year, the price of imported potassium chloride decreased by 50- 100 yuan. At present, the low-end price of 60% red powder at the port is 2,000 yuan, the price of 60% white potassium is mostly within 2 150 yuan, and the price of 60% red powder at the border trade is as low as 1750 yuan.
In contrast, the price of salt lake is 2300 yuan, and nothing needs to be discussed. We only say the price of 2 150 yuan. First, compared with 50- 100 yuan in 50 yuan, the decline of imported potassium itself is greater than that of domestic potassium, but in fact, the sales volume of domestic potassium in the early stage is not ideal, which is not as good as imported potassium; Compared with the price of imported potassium, the delivery price of 2 150 yuan has no obvious advantage, unless the freight cost of imported potassium exceeds 100 yuan, and it is even more impossible to promote it in the northeast market of 62% white potassium 1900 yuan.
Although it is rumored that Salt Lake Co., Ltd. has some similar preferential policies for guaranteed bottom in March, if it can get the price of 2 150 yuan in April, it will be settled at a low price. It seems that the agent will get some benefits, but this is not the case, because the market in March was not good, the price of imported potassium fell, and at the same time, the agent has taken the lead in reducing the price by about 50 yuan, so this has been offset. After such comparison, the result of waiting for the agent is that it can't sell at a high price or lose money at a low price, or continue to sell upside down and continue to lose money. Anyway, everything is a loss, how can we talk about confidence and enthusiasm?
But is it really that simple? If only it were like this! Such a simple truth and speculation, salt lake shares can not be considered in advance? Can't! Therefore, the first reason why the market is entangled in the new price policy of Salt Lake shares in April is that the decline is too small, and the second reason is why it is so troublesome to go up first and then go back. The so-called "everything goes wrong, there must be a demon", so there are various statements and speculations.
Some people say that the policy of selling salt lakes for low prices is because the sales pressure is too great and helpless; However, some people say that the price reduction of Salt Lake is not large, which just shows that he has no great sales pressure. Some people say that the new policy of Salt Lake shares is not in place, and it is estimated that there will be supplementary or temporary rewards in the follow-up; However, some people say that it is meaningless to reduce the price now, so this is just a transition. If you bite the bullet, maybe you can wait until things get better. But in any case, from the 29th to now, there are only two kinds of operations in the market, one is to temporarily stop selling and wait and see, and the other is to continue selling at low prices, and there is no immediate increase. Therefore, it can be seen that most people tend to be less optimistic about the bid for Salt Lake.
I have to say that the key to the "entanglement" comes from the pending 20 18 contract. Due to the tough attitude of foreign businessmen, they clamored to raise the price of large contracts to at least $300. Combined with the news that the import volume may be greatly reduced in advance in April, it will inevitably lead to some considerations in the domestic market about the price rebound caused by the decrease in supply and the sharp increase in costs. So, in business, is the price increase of salt lake a comprehensive consideration for the future? Maybe in the near future?
Ok, let's stop here for the time being. Finally, write three more sentences: let the big family toss about the future, the small family still manages the present, but now, the market is not good; Every year, foreign businessmen either have accidents or complain bitterly. Before the big contract negotiation, they always try their best to raise the price, and we are always the "depression" of the international potash price, which is no exaggeration; Potassium is very important, and potassium resources are very important. I implore leaders to pay more attention to how to develop industries healthily and how to ensure that farmers use potassium.