{"id":68965,"date":"2022-05-16T16:06:09","date_gmt":"2022-05-16T20:06:09","guid":{"rendered":"https:\/\/www.agribusinessglobal.com\/?p=68965"},"modified":"2022-05-17T11:06:21","modified_gmt":"2022-05-17T15:06:21","slug":"china-price-index-how-major-chinese-manufacturers-are-responsibly-scaling-production-for-glyphosate-other-agrochemicals","status":"publish","type":"post","link":"https:\/\/www.agribusinessglobal.com\/pt\/agrochemicals\/china-price-index-how-major-chinese-manufacturers-are-responsibly-scaling-production-for-glyphosate-other-agrochemicals\/","title":{"rendered":"\u00cdndice de pre\u00e7os da China: como os principais fabricantes chineses est\u00e3o dimensionando de forma respons\u00e1vel a produ\u00e7\u00e3o de glifosato e outros agroqu\u00edmicos"},"content":{"rendered":"<p><em>Nota do editor: O escritor colaborador David Li oferece um instant\u00e2neo das tend\u00eancias atuais de pre\u00e7os dos principais herbicidas, fungicidas e inseticidas no mercado agroqu\u00edmico chin\u00eas em seu boletim mensal\u00a0<a href=\"https:\/\/www.agribusinessglobal.com\/pt\/tag\/china-price-index\/\">\u00cdndice de pre\u00e7os da China<\/a>. Ele tamb\u00e9m fornece informa\u00e7\u00f5es sobre como os principais fabricantes da China ainda veem o glifosato como um produto lucrativo, em meio ao cen\u00e1rio de infla\u00e7\u00e3o global, crise na Europa Oriental e a epidemia em andamento na China.<\/em><\/p>\n<p>Com a divulga\u00e7\u00e3o do relat\u00f3rio financeiro do primeiro trimestre de 2022 de todos os principais fabricantes de pesticidas listados na bolsa de valores da China, a situa\u00e7\u00e3o operacional da ind\u00fastria de pesticidas da China foi revelada. No contexto da infla\u00e7\u00e3o global, crise na Europa Oriental e preven\u00e7\u00e3o e controle de epidemias na China, as empresas chinesas de pesticidas ainda <a href=\"https:\/\/www.agribusinessglobal.com\/pt\/agrochemicals\/china-price-index-downward-price-trends-for-glyphosate-glufosinate-a-tipping-point-for-key-herbicides\/\">glifosato<\/a>, o principal herbicida de queima, como o principal produto gerador de lucro.<\/p>\n<p>No primeiro trimestre, a receita de vendas dos principais produtores de glifosato, como <a href=\"https:\/\/www.xingfagroup.com\/en\/\" target=\"_blank\" rel=\"noopener\">Grupo Xingfa<\/a>, <a href=\"https:\/\/www.wynca.com\/en\/\" target=\"_blank\" rel=\"noopener\">Wynca<\/a>, Hebang Biotecnologia e <a href=\"http:\/\/en.jsac.com.cn\/\" target=\"_blank\" rel=\"noopener\">Cidade de Nantong Jiangshan<\/a>, estavam muito \u00e0 frente de toda a ind\u00fastria agroqu\u00edmica da China. O volume de vendas e os lucros l\u00edquidos para os acionistas estavam em um n\u00edvel extremamente alto. Vale a pena notar que os resultados financeiros do primeiro trimestre de muitas empresas tamb\u00e9m foram resultado do atraso dos pedidos pendentes de dezembro de 2021 para o primeiro trimestre de 2022. Al\u00e9m disso, a epidemia na regi\u00e3o do Delta do Rio Yangtze ainda \u00e9 uma preocupa\u00e7\u00e3o, e a incerteza do fornecimento de mat\u00e9ria-prima e da log\u00edstica de embarque \u00e9 um ponto para compradores estrangeiros organizarem pedidos de compra com anteced\u00eancia.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-68972 size-full\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1.jpg\" alt=\"\" width=\"896\" height=\"554\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1.jpg 896w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-300x185.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-768x475.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-18x12.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-330x204.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-116x72.jpg 116w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-582x360.jpg 582w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-16x9.jpg 16w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-85x53.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Sales-Revenue-2022-Q1-150x93.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68971\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1.jpg\" alt=\"\" width=\"896\" height=\"501\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1.jpg 896w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-300x168.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-768x429.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-18x10.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-136x77.jpg 136w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-330x185.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-128x72.jpg 128w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-640x358.jpg 640w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-16x9.jpg 16w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-32x18.jpg 32w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-64x36.jpg 64w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-325x183.jpg 325w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-85x48.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-150x84.jpg 150w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-Net-Profit-2022-Q1-318x179.jpg 318w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68973\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1.jpg\" alt=\"\" width=\"896\" height=\"542\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1.jpg 896w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-300x181.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-768x465.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-18x12.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-330x200.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-119x72.jpg 119w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-595x360.jpg 595w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-16x9.jpg 16w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-32x18.jpg 32w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-85x51.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-YOY-2021-Net-Profit-2022-Q1-150x91.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68970\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return.jpg\" alt=\"\" width=\"896\" height=\"594\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return.jpg 896w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-300x199.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-768x509.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-18x12.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-330x219.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-109x72.jpg 109w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-543x360.jpg 543w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-869x576.jpg 869w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-85x56.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/China-Agrochemical-2022-Q1-Weighted-Average-Return-150x99.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p>Para o glifosato, um produto intensivo em recursos, os fabricantes chineses continuam sendo os principais fornecedores para atender \u00e0 demanda inicial de aquisi\u00e7\u00e3o de ingredientes ativos gen\u00e9ricos (IAs). Analisando os relat\u00f3rios anuais de 2021 das empresas de pesticidas listadas, as vantagens da Xingfa e da Hebang em recursos minerais de fosfato permitem que a lucratividade da empresa continue a se mover em dire\u00e7\u00e3o ao efeito de escala e alta margem de lucro devido \u00e0 infla\u00e7\u00e3o global de 2021 e aos altos pre\u00e7os. A forte demanda por glifosato nos \u00faltimos anos levou a um aumento gradual nos ativos da Hebang. Uma empresa de glifosato semelhante, a Nantong Jiangshan, est\u00e1 estagnada devido ao crescimento limitado de ativos. O desenvolvimento futuro de Hebang e Jiangshan ser\u00e1 influenciado pela expans\u00e3o da escala de neg\u00f3cios e pelo crescimento da Hebang Bio. Devido ao seu alto lucro l\u00edquido e grande escala de neg\u00f3cios, a Wynca \u00e9 rica em dinheiro. No futuro, o investimento na ind\u00fastria de pesticidas da China e outras ind\u00fastrias relacionadas a produtos qu\u00edmicos ser\u00e1 o foco da estrat\u00e9gia de M&amp;A da Wynca, e toda a cadeia de valor da ind\u00fastria relacionada ao halog\u00eanio pode ser o foco de seu futuro layout estrat\u00e9gico.<\/p>\n<p>Embora o glifosato como um \u00fanico produto tenha trazido prosperidade para toda a ind\u00fastria. As consequ\u00eancias do alto pre\u00e7o do herbicida tamb\u00e9m s\u00e3o significativas e de longo alcance. Quando o pre\u00e7o dos insumos agr\u00edcolas aumenta substancialmente, a demanda dos agricultores por produtos de baixo n\u00edvel aumenta. Quando a infla\u00e7\u00e3o global se torna um risco importante, o h\u00e1bito de compra do consumidor de comprar portf\u00f3lios de \u201cmenor valor\u201d, como leite, ovos e farinha de trigo, aumenta. A demanda inicial e forte por glifosato de empresas multinacionais e distribuidoras em 2021 \u00e9 um exemplo disso.<\/p>\n<p>Devido ao aumento do pre\u00e7o das mat\u00e9rias-primas, o pre\u00e7o do glifosato subiu gradualmente a partir de mar\u00e7o de 2021. <a href=\"https:\/\/www.agribusinessglobal.com\/pt\/agrochemicals\/double-control-policy-a-watershed-for-chinas-agchem-industry\/\">pol\u00edtica de duplo controle<\/a> foi o gatilho para o aumento do pre\u00e7o. Isso sem d\u00favida aumentou a ansiedade dos agricultores sobre a renda futura depois que o pipeline foi abarrotado com linhas de produtos de glifosato de alto pre\u00e7o do final de 2021 ao in\u00edcio de 2022. Os altos pre\u00e7os dos alimentos provavelmente corroer\u00e3o os lucros dos agricultores devido ao maior &quot;custo total dos produtos vendidos&quot; (CPV), o que desencoraja os agricultores de investir e potencialmente leva \u00e0 redu\u00e7\u00e3o da produ\u00e7\u00e3o e talvez a uma crise no fornecimento de alimentos. Dada a potencial escassez global de alimentos causada pela guerra entre R\u00fassia e Ucr\u00e2nia, esta crise inflacion\u00e1ria secund\u00e1ria ser\u00e1 uma preocupa\u00e7\u00e3o particular para a ind\u00fastria agr\u00edcola global em 2022.<\/p>\n<div id=\"attachment_68977\" style=\"width: 936px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-68977\" class=\"wp-image-68977 size-full\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart.jpg\" alt=\"\" width=\"926\" height=\"635\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart.jpg 926w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-300x206.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-768x527.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-18x12.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-330x226.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-105x72.jpg 105w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-525x360.jpg 525w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-840x576.jpg 840w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-85x58.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Commodity-Corn-Chart-150x103.jpg 150w\" sizes=\"auto, (max-width: 926px) 100vw, 926px\" \/><p id=\"caption-attachment-68977\" class=\"wp-caption-text\">Fonte: <a href=\"https:\/\/tradingeconomics.com\/commodity\/corn\" target=\"_blank\" rel=\"noopener\">https:\/\/tradingeconomics.com\/commodity\/corn<\/a><\/p><\/div>\n<p>Em segundo lugar, o alto pre\u00e7o do glifosato, bem como o alto estoque de glifosato no canal, o tornar\u00e1 um risco potencial novamente. A \u00faltima vez que isso aconteceu foi de 2012 a 2013. As empresas multinacionais est\u00e3o ativamente incentivando os distribuidores a acumular estoque de seguran\u00e7a. A execu\u00e7\u00e3o de vendas pode dar suporte \u00e0 equipe de vendas das empresas multinacionais para atingir as metas de vendas. Por outro lado, pode ocupar o fluxo de caixa no canal e organizar os fornecedores do canal para obter produtos de outros concorrentes. A competi\u00e7\u00e3o do canal se tornar\u00e1 um campo de batalha quando a economia global enfrentar a press\u00e3o da estagfla\u00e7\u00e3o.<\/p>\n<p>Quanto ao lado da oferta da China, os altos lucros do glifosato tamb\u00e9m atra\u00edram investidores no mercado secund\u00e1rio dom\u00e9stico da China para investimentos em empresas de produ\u00e7\u00e3o de glifosato em larga escala. Para esses produtos intensivos em recursos, os recursos minerais upstream se tornam o principal ponto de suporte para as empresas atingirem o efeito de escala e melhorarem a margem de lucro. Com o lan\u00e7amento do <a href=\"https:\/\/www.agribusinessglobal.com\/pt\/agrochemicals\/china-price-index-how-industrial-upgrading-is-key-to-sustainability-in-the-14th-five-year-plan-of-the-china-agrochemical-industry\/\">14\u00ba Plano Quinquenal<\/a> da ind\u00fastria de pesticidas da China, o desempenho das empresas de pesticidas listadas na China tornou-se gradualmente polarizado sob a tend\u00eancia de consolida\u00e7\u00e3o crescente, que ir\u00e1 at\u00e9 2022. Com a flutua\u00e7\u00e3o da demanda global, empresas com grande fluxo de caixa est\u00e3o procedendo com fus\u00f5es e aquisi\u00e7\u00f5es de empresas agroqu\u00edmicas chinesas de baixo crescimento.<\/p>\n<p>O gr\u00e1fico de escopo de mercado dos principais fabricantes de pesticidas da China mostra a distribui\u00e7\u00e3o do lucro l\u00edquido atribu\u00edvel aos acionistas da empresa e o retorno m\u00e9dio ponderado sobre os ativos l\u00edquidos com base nos resultados financeiros de 2021 anunciados recentemente. O tamanho da bolha representa a receita de vendas da empresa em 2021. Quanto maior a \u00e1rea, maiores as vendas totais aparecem. As empresas na \u00e1rea superior direita do escopo de mercado t\u00eam vantagens tanto no efeito de escala quanto na alta lucratividade. As empresas de glifosato est\u00e3o concentradas nesta \u00e1rea. As empresas no canto inferior direito, embora relativamente excelentes em retorno do investimento (ROI), ainda precisam melhorar o efeito de escala e a acumula\u00e7\u00e3o de ativos, promovendo o suporte financeiro ao investimento, independentemente do controle de recursos upstream ou da expans\u00e3o da nova linha de produ\u00e7\u00e3o. As empresas no canto superior esquerdo s\u00e3o aquelas com o maior estabelecimento de ativos e maior lucratividade, sua meta \u00e9 ampliar a receita de vendas para aumentar o retorno do investimento. As empresas no canto inferior esquerdo t\u00eam certa lucratividade, elas podem estar se concentrando em nichos de mercado. O menor volume de neg\u00f3cios, mas IAs de alto lucro e intermedi\u00e1rios de contato, s\u00e3o sua estrat\u00e9gia futura.<\/p>\n<p>Al\u00e9m dos principais fabricantes de glifosato, empresas inovadoras que continuam investindo em portf\u00f3lios de nicho enfrentam v\u00e1rios desafios. <a href=\"http:\/\/www.lierchem.com\/en\/\" target=\"_blank\" rel=\"noopener\">De mentiroso<\/a> vantagem \u00e9 o desenvolvimento de novos processos. Para expandir a escala de neg\u00f3cios, eles podem estar buscando a expans\u00e3o do escopo de neg\u00f3cios. O L-glufosinato ser\u00e1 uma \u00e1rea de desenvolvimento central da Lier Chemical no futuro. Flumioxazina e clorantraniliprole ser\u00e3o o novo ponto de lucro atribu\u00edvel da Lier. A suspens\u00e3o da produ\u00e7\u00e3o da Lier em 2021 impactou seu desempenho de lucro l\u00edquido, caso contr\u00e1rio, a Lier estaria no alto crescimento, canto superior esquerdo do escopo de mercado.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68967\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers.jpg\" alt=\"\" width=\"827\" height=\"808\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers.jpg 827w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-300x293.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-768x750.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-12x12.jpg 12w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-330x322.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-74x72.jpg 74w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-368x360.jpg 368w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-590x576.jpg 590w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-737x720.jpg 737w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-85x83.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-150x147.jpg 150w\" sizes=\"auto, (max-width: 827px) 100vw, 827px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68966\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B.jpg\" alt=\"\" width=\"769\" height=\"756\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B.jpg 769w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-300x295.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-12x12.jpg 12w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-330x324.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-73x72.jpg 73w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-366x360.jpg 366w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-586x576.jpg 586w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-732x720.jpg 732w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-85x85.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/2021-FY-Market-Scope-of-Major-China-Agrochemical-Manufacturers-Part-B-150x147.jpg 150w\" sizes=\"auto, (max-width: 769px) 100vw, 769px\" \/><\/p>\n<p>Da Parte B do escopo do mercado da China, mostra o progresso da busca por produtores. A classifica\u00e7\u00e3o de vendas pode nos dizer algo sobre uma empresa, mas n\u00e3o pode explicar a ess\u00eancia do crescimento da empresa. Embora <a href=\"http:\/\/www.nutrichem.cn\/en\/index.php?optionid=978\" target=\"_blank\" rel=\"noopener\">Nutrichem<\/a> a produ\u00e7\u00e3o \u00e9 baseada na prov\u00edncia de Jiangsu, foi for\u00e7ada a interromper a produ\u00e7\u00e3o devido ao acidente na \u00e1rea de Xiangshui. Sua escala de neg\u00f3cios ainda \u00e9 consider\u00e1vel, e a coopera\u00e7\u00e3o com contas-chave \u00e9 est\u00e1vel. Ap\u00f3s apresentar a Wynca como um investidor estrat\u00e9gico, a futura coopera\u00e7\u00e3o entre as duas partes se tornar\u00e1 emocionante como um caso de vantagens complementares na ind\u00fastria de pesticidas da China. A Nutrichem construir\u00e1 novas capacidades de produ\u00e7\u00e3o com uma produ\u00e7\u00e3o anual de 4.000 Mt de mesotriona e uma produ\u00e7\u00e3o anual de 1.000 Mt de oxifluorfen, ambas com previs\u00e3o de entrada em opera\u00e7\u00e3o em 2022-2023. Ao mesmo tempo, os projetos rec\u00e9m-constru\u00eddos com produ\u00e7\u00e3o anual de 4.000 Mt de azoxistrobina e 3.000 Mt de tebuconazol devem iniciar a produ\u00e7\u00e3o em 2023-2024. Nos pr\u00f3ximos tr\u00eas anos, a Nutrichem precisa de suporte financeiro cont\u00ednuo para superar a perda de sua base de produ\u00e7\u00e3o em Yancheng South, e a constru\u00e7\u00e3o de novas capacidades ser\u00e1 fundamental para o crescimento de seus neg\u00f3cios.<\/p>\n<p>Com base na melhoria do rendimento, qualidade e custo dos intermedi\u00e1rios de dicloreto, imidacloprido, acetamiprido e outros IAs gen\u00e9ricos, <a href=\"http:\/\/www.hailir.cn\/EN\/\" target=\"_blank\" rel=\"noopener\">Ol\u00e1<\/a> entrou em produ\u00e7\u00e3o experimental da segunda gera\u00e7\u00e3o de inseticidas nicotinoides como tiametoxam e clotianidina em junho de 2020. E o protioconazol entrou em produ\u00e7\u00e3o experimental em setembro de 2020. A Hailir penetrou no mercado externo por profissionais no layout global de neg\u00f3cios agroqu\u00edmicos B2B. No campo do marketing, a Hailir gradualmente se desenvolveu de uma empresa tradicional de fabrica\u00e7\u00e3o de agroqu\u00edmicos para um neg\u00f3cio agroqu\u00edmico global. O protioconazol ser\u00e1 visto como a base do esp\u00edrito empreendedor da Hailir no futuro.<\/p>\n<p><a href=\"http:\/\/en.flagchem.com\/pherbicideus\" target=\"_blank\" rel=\"noopener\">Bandeira Qu\u00edmica<\/a> \u00e9 um fornecedor-chave que n\u00e3o pode ser ignorado para empresas, que est\u00e3o tanto no crescimento de ativos quanto na melhoria da margem de lucro. Em 2021, o lucro l\u00edquido atribu\u00edvel aos acionistas da Flag Chem aumentou em 8,88% em compara\u00e7\u00e3o com o de 2020, enquanto seu retorno m\u00e9dio ponderado sobre ativos l\u00edquidos diminuiu em 0,38% em compara\u00e7\u00e3o com o mesmo per\u00edodo de 2020.<\/p>\n<p>Em julho de 2020, a Flag Chem criou uma subsidi\u00e1ria holding, a Anhui Ningyitai Technology, localizada na Novel Coal Chemical Synthetic Material Base de Anhui (Huaibei). A Flag Chem construiu uma nova unidade de produ\u00e7\u00e3o qu\u00edmica com uma produ\u00e7\u00e3o anual de 15.500 Mt de novos IAs e intermedi\u00e1rios de suporte. O novo investimento em infraestrutura deve ser o principal motivo do baixo retorno sobre os ativos da Flag Chem. A estrutura do portf\u00f3lio da Flag Chem inclu\u00eda vendas de IAs, que eram de aproximadamente 1,197 bilh\u00e3o de CNY, formula\u00e7\u00e3o de pesticidas de 146 milh\u00f5es de CNY e intermedi\u00e1rios de pesticidas de 294 milh\u00f5es de CNY (veja os n\u00fameros abaixo). O crescimento do neg\u00f3cio de intermedi\u00e1rios de pesticidas aumentou em 63.89% ano a ano em 2020, de acordo com seu relat\u00f3rio financeiro de 2021. A coopera\u00e7\u00e3o com clientes principais, como grandes empresas multinacionais no campo de intermedi\u00e1rios, deve ser a estrat\u00e9gia de vendas da Flag Chem nos pr\u00f3ximos anos. No segmento de mercado, fluroxipir, clotianidina, lufenuron e outros produtos de nicho da Flag Chem est\u00e3o em uma posi\u00e7\u00e3o de lideran\u00e7a no mercado de fornecimento da China. No futuro, a expans\u00e3o gradual de novos portf\u00f3lios de nicho \u00e9 a principal vantagem competitiva para que tais empresas orientadas \u00e0 inova\u00e7\u00e3o tecnol\u00f3gica mantenham o crescimento a longo prazo.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68984\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021.jpg\" alt=\"\" width=\"880\" height=\"403\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021.jpg 880w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-300x137.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-768x352.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-18x8.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-330x151.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-128x59.jpg 128w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-640x293.jpg 640w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-85x39.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Structure-of-Flag-Chem-Sales-Revenue-2021-150x69.jpg 150w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/p>\n<p>Devido \u00e0 complexidade da hist\u00f3ria e da coopera\u00e7\u00e3o com empresas multinacionais e distribuidores, \u00e9 muito dif\u00edcil capturar as metas e estrat\u00e9gias de neg\u00f3cios futuras das empresas agroqu\u00edmicas da China, o que \u00e9 indubitavelmente exposto na tempestade de prote\u00e7\u00e3o ambiental e no incidente de Xiangshui. Para a an\u00e1lise das empresas chinesas, o m\u00e9todo do Perfil de Vantagem Competitiva da Empresa (CCAP) teve que ser introduzido \u00e0 equipe de compras, que foi criado pela <a href=\"https:\/\/www.spmbio.com\/\" target=\"_blank\" rel=\"noopener\">SPM <\/a>para preencher a principal fraqueza do SWOT. O SWOT n\u00e3o \u00e9 suficiente para tomar uma decis\u00e3o para as equipes de alta ger\u00eancia. Combinamos a an\u00e1lise CCAP de fornecedores com a an\u00e1lise CCAP de compradores para criar efeitos complementares e sin\u00e9rgicos que podem ajudar a entregar valor na cadeia de suprimentos.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-68978\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile.jpg\" alt=\"\" width=\"896\" height=\"624\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile.jpg 920w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-300x209.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-768x535.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-18x12.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-330x230.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-103x72.jpg 103w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-517x360.jpg 517w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-827x576.jpg 827w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-85x59.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Company-Competitive-Advantage-Profile-150x105.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p>Geralmente, tomamos a \u00e9tica profissional e os comportamentos comerciais anteriores da equipe de gest\u00e3o de um fornecedor ou da pessoa respons\u00e1vel como os crit\u00e9rios quantitativos de Reputa\u00e7\u00e3o e Conformidade. Para avalia\u00e7\u00e3o de P&amp;D, a propor\u00e7\u00e3o do investimento anual em P&amp;D da empresa na receita de vendas da empresa \u00e9 um \u00edndice importante, enquanto a alian\u00e7a de terceiros iniciada por fornecedores \u00e9 um item b\u00f4nus para sua competitividade neste campo. O GSP \u00e9 baseado principalmente no controle de qualidade de empresas no campo de produtos segmentados, como o controle das principais impurezas. O Upstream completo \u00e9 avaliado com base no investimento dos fornecedores em empresas upstream. A estrat\u00e9gia de marketing \u00e9 uma avalia\u00e7\u00e3o relativamente cautelosa, que requer uma an\u00e1lise aprofundada da maneira dos fornecedores se envolverem com o canal no exterior. Confiar muito nos canais resultar\u00e1 em uma falta de capacidade de controle de mercado em compara\u00e7\u00e3o com ter equipes independentes para operar o pipeline.<\/p>\n<p>O registro global inclui tr\u00eas partes: o n\u00famero de registros globais, o layout dos registros globais e o suporte para empresas cruzadas. Desde 2012, os fabricantes chineses de pesticidas t\u00eam realizado agressivamente seu pr\u00f3prio registro no exterior. Ao mesmo tempo em que apoiam empresas comerciais, eles tamb\u00e9m contatam ativamente os varejistas, o que \u00e9 um tipo de estrat\u00e9gia de marketing proativa para a penetra\u00e7\u00e3o no mercado downstream. A coopera\u00e7\u00e3o com empresas multinacionais, at\u00e9 certo ponto, pode provar que a qualidade do produto e a capacidade de fornecimento do fornecedor atendem ao padr\u00e3o das empresas multinacionais. No entanto, para o layout global, \u00e0s vezes o consideramos um certo fator desfavor\u00e1vel para seu desenvolvimento independente, porque a autonomia estrat\u00e9gica da empresa ser\u00e1 limitada.<\/p>\n<h2><strong>Situa\u00e7\u00e3o de mercado do glifosato e do glufosinato<\/strong><\/h2>\n<p>Em abril, o iene japon\u00eas caiu mais de 7% em rela\u00e7\u00e3o ao d\u00f3lar americano. Uma nova rodada de jogo cambial pode ter come\u00e7ado. O CNY depreciou em 3,8 % em rela\u00e7\u00e3o ao d\u00f3lar americano no m\u00eas passado, entrando em um per\u00edodo de ajuste r\u00e1pido, de acordo com <em>China Securities Times<\/em>. A guerra da R\u00fassia com a Ucr\u00e2nia abalou a economia da Europa, enfraquecendo o euro e impulsionando o d\u00f3lar. O movimento recente acima de 100 no \u00cdndice USD reflete uma tend\u00eancia de dinheiro global fluindo de volta para os EUA da Europa e mercados emergentes. Contra o pano de fundo do aperto acelerado da liquidez do d\u00f3lar americano em 2022, a possibilidade de um aumento sustentado no futuro do \u00cdndice USD \u00e9 alta. O valor total das exporta\u00e7\u00f5es de bens da China em 2021 aumentou em 26,1% em rela\u00e7\u00e3o a 2019 devido a interrup\u00e7\u00f5es na produ\u00e7\u00e3o global ap\u00f3s o surto de COVID-19 em 2020, de acordo com dados divulgados pelo <a href=\"http:\/\/www.customs.gov.cn\/customs\/xwfb34\/302330\/4124672\/index.html\" target=\"_blank\" rel=\"noopener\">Alf\u00e2ndega da China<\/a>. No entanto, devido \u00e0 recupera\u00e7\u00e3o da produ\u00e7\u00e3o no exterior em 2022 e \u00e0 pandemia de \u00d4micron na China, as exporta\u00e7\u00f5es da China podem cair ligeiramente este ano.<\/p>\n<div id=\"attachment_68976\" style=\"width: 906px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-68976\" class=\"wp-image-68976\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart.jpg\" alt=\"\" width=\"896\" height=\"457\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart.jpg 1095w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-300x153.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-1024x523.jpg 1024w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-768x392.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-18x9.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-330x168.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-128x65.jpg 128w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-640x327.jpg 640w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-16x9.jpg 16w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-85x43.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/CNY-Chart-150x77.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/a><p id=\"caption-attachment-68976\" class=\"wp-caption-text\">Fonte: <a href=\"https:\/\/finance.yahoo.com\/quote\/USDCNY=X\/\" target=\"_blank\" rel=\"noopener\">https:\/\/finance.yahoo.com\/quote\/USDCNY=X\/<\/a><\/p><\/div>\n<div id=\"attachment_68979\" style=\"width: 906px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-68979\" class=\"wp-image-68979\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart.jpg\" alt=\"\" width=\"896\" height=\"297\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart.jpg 1086w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-300x99.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-1024x339.jpg 1024w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-768x255.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-18x6.jpg 18w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-330x109.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-128x42.jpg 128w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-640x212.jpg 640w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-85x28.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2022\/05\/Dollar-Chart-150x50.jpg 150w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/a><p id=\"caption-attachment-68979\" class=\"wp-caption-text\">Fonte: <a href=\"https:\/\/www.marketwatch.com\/investing\/index\/dxy\" target=\"_blank\" rel=\"noopener\">https:\/\/www.marketwatch.com\/investing\/index\/dxy<\/a><\/p><\/div>\n<p>As expectativas para a economia global tamb\u00e9m se refletem nos pre\u00e7os do glifosato e do glufosinato. O mercado geral de fornecimento de glifosato est\u00e1 est\u00e1vel. Apesar da crise na Europa Oriental, o fornecimento de mat\u00e9rias-primas de glifosato permanece a pre\u00e7os normais, e os principais produtores est\u00e3o operando sem problemas. Devido ao impacto da pandemia da Omicron em Xangai, as preocupa\u00e7\u00f5es sobre o transporte de mat\u00e9rias-primas e produtos acabados est\u00e3o aumentando para os compradores globais. Espera-se que o transporte para o porto de Xangai em maio permane\u00e7a geralmente est\u00e1vel. E o custo do transporte terrestre das cidades nacionais para o porto de Xangai aumentar\u00e1 devido \u00e0 escassez de motoristas de caminh\u00e3o.<\/p>\n<p>Para o mercado externo, a log\u00edstica ainda est\u00e1 em est\u00e1gio de alto custo, mas o exterior gradualmente relaxar\u00e1 o controle da epidemia. Levar\u00e1 algum tempo para se recuperar ao n\u00edvel pr\u00e9-pand\u00eamico. A demanda externa deve ser cautelosamente otimista em 2022, pois as lacunas de fornecimento persistem de 2020 a 2021, e o custo total do produto vendido permanece alto. Devido \u00e0s flutua\u00e7\u00f5es da taxa de c\u00e2mbio CNY de curto prazo, a mudan\u00e7a da taxa de c\u00e2mbio compensou parte da tend\u00eancia de fortalecimento do pre\u00e7o do glifosato, resultando em mudan\u00e7as est\u00e1veis de pre\u00e7o em USD do glifosato AI. No final de abril, o pre\u00e7o EXW do 95% glifosato AI na China permaneceu entre 9 USD\/Kg e 10 USD\/Kg. Quando os clientes downstream obtiverem uma demanda futura mais confi\u00e1vel, a demanda externa por glifosato chin\u00eas, que geralmente ocorre no quarto trimestre, pode chegar antes da expectativa da China. A equipe de compras deve estabelecer um plano de compras de longo prazo com os fornecedores a tempo. Como o CNY provavelmente manter\u00e1 uma estrat\u00e9gia de deprecia\u00e7\u00e3o conservadora ap\u00f3s o Q2 de 2022 no longo prazo, o est\u00edmulo \u00e0 exporta\u00e7\u00e3o do governo chin\u00eas pode manter os pre\u00e7os do glifosato relativamente est\u00e1veis este ano. A alta infla\u00e7\u00e3o global pode dificultar que os pre\u00e7os do glifosato caiam de um penhasco em 2022.<\/p>\n<p>O final de mar\u00e7o mostrou o menor pre\u00e7o do glufosinato AI na China nos \u00faltimos meses. O aumento do pre\u00e7o do glufosinato AI se deve principalmente ao aumento da demanda no exterior, que est\u00e1 aparecendo gradualmente em 2022. No entanto, a suspens\u00e3o tempor\u00e1ria de importantes empresas de produ\u00e7\u00e3o dom\u00e9stica levou \u00e0 lacuna existente. A rela\u00e7\u00e3o entre oferta e demanda est\u00e1 mudando gradualmente para o dom\u00ednio da oferta. Alguma nova capacidade de glufosinato ser\u00e1 lan\u00e7ada principalmente no terceiro trimestre de 2022, por isso \u00e9 dif\u00edcil reconstruir o equil\u00edbrio entre oferta e demanda no curto prazo. No final de abril, o pre\u00e7o EXW do glufosinato 95% subiu para mais de 32 USD\/Kg. Devido \u00e0 linha de contratos mais longa, o pre\u00e7o do glufosinato AI ainda tem espa\u00e7o para subir. A incerteza no fornecimento de energia na Europa e nos pa\u00edses emergentes de fornecimento tamb\u00e9m deve aumentar o pre\u00e7o do glufosinato na China. Em 2022, o layout de empresas multinacionais na promo\u00e7\u00e3o de culturas resistentes ao glufosinato promover\u00e1 ainda mais a demanda no exterior. Os principais fabricantes de glufosinato com capacidade de controle de mat\u00e9ria-prima upstream ser\u00e3o os parceiros preferidos dos compradores.<\/p>","protected":false},"excerpt":{"rendered":"<p>As empresas chinesas ainda veem o glifosato como um produto lucrativo, em meio \u00e0 infla\u00e7\u00e3o global, \u00e0 crise na Europa Oriental e ao bloqueio da Covid na China.<\/p>","protected":false},"author":110,"featured_media":68987,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4,28,5],"tags":[1058,1836,54],"class_list":["post-68965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agrochemicals","category-asia","category-markets","tag-china","tag-china-price-index","tag-featured-home"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>China 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