Ukususela oko yasungulwa yiBayer ngo-1971, i-glyphosate idlule kukhuphiswano olujolise kwimarike lwesiqingatha senkulungwane kunye notshintsho kwisakhiwo seshishini. Emva kokuphonononga utshintsho lwamaxabiso e-glyphosate kangangeminyaka engama-50, iHuaan Securities ikholelwa ukuba i-glyphosate kulindeleke ukuba iphume kancinci kancinci kwinqanaba elisezantsi ize ingenise umjikelo omtsha womjikelo weshishini.
I-Glyphosate yi-herbicide engakhethiyo, efunxwa ngaphakathi, kwaye ine-wide-spectrum herbicide, kwaye ikwayeyona ntlobo inkulu ye-herbicide esetyenziswa kwihlabathi liphela. I-China yinkampani ehamba phambili kwihlabathi umvelisi kunye nokuthumela ngaphandle i-glyphosate. Ichatshazelwe yimpahla eninzi, ukususwa kwezitokhwe kwamanye amazwe bekuqhubeka ixesha elingaphezu konyaka.
Okwangoku, imfuno yehlabathi ye-glyphosate ibonisa iimpawu zokubuyela kwimeko yesiqhelo. Siqikelela ukuba ukuphinda kuthengiswe kwakhona kwamanye amazwe kuya kuyeka kancinci kancinci kwaye kungene kwixesha lokuphinda kuthengiswe kwakhona kwikota yesine, kwaye imfuno yokuphinda kuthengiswe kwakhona iya kukhawulezisa ukubuyela kwimeko yesiqhelo, inyuse amaxabiso e-glyphosate.
Isiseko sesigwebo silandelayo:
1. Kwidatha yokuthumela ngaphandle yezithethe zaseTshayina, kubonakala ukuba iBrazil yayeka ukususa izitokhwe yaza yangena kwixesha lokugcwalisa ngoJuni. Imfuno yokugcwalisa kwakhona ye-United States ne-Argentina ibisoloko itshintsha kumanqanaba aphantsi kangangeenyanga ezininzi zilandelelana kwaye ibonisa umkhwa onyukayo;
2. Kwikota yesine, amazwe aseMelika aza kungena kancinci kancinci kwixesha lokutyala okanye lokuvuna izityalo ezifunekayo ze-glyphosate, kwaye ukusetyenziswa kwe-glyphosate kuya kungena kwixesha eliphezulu. Kulindeleke ukuba uluhlu lwe-glyphosate lwaphesheya luza kudla ngokukhawuleza;
3. Ngokwedatha evela kwiBaichuan Yingfu, ixabiso le-glyphosate ngeveki kaSeptemba 22, 2023 yayiyi-29000 yuan/ton, eye yehla yaya kutsho kwinqanaba elisezantsi lembali. Phantsi koxinzelelo lweendleko ezikhulayo, inzuzo epheleleyo yangoku ngetoni nganye ye-glyphosate iphantsi njenge-3350 yuan/ton, nayo eye yehla yaya kutsho ezantsi kwiminyaka emithathu edlulileyo.
Xa sijonga oku, akukho ndawo ingako yokuba ixabiso le-glyphosate lehle. Phantsi kwezinto ezintathu zexabiso, imfuno, kunye noluhlu lwezinto ezisetyenzisiweyo, silindele ukuba imfuno yaphesheya ikhawulezise ukubuyiselwa kwimeko yesiqhelo kwikota yesine kwaye iqhubele phambili imarike ye-glyphosate ukuba ibuyele umva kwaye inyuke.
Ithathwe kwinqaku le-Hua'an Securities
Ixesha lokuthumela: Sep-27-2023