短短一个月时间，草甘膦原药价格从$3614/MT飙升至$4066/MT，草铵膦价格从$24849/MT涨至$26355-27108U/MT。总部位于 Siembo Consulting Co. Ltd. 的公司
The increase in technical is far ahead than that of previous years; furthermore, many technical products are facing tight supply situations, Siembo stated. However, it isn’t just technical suppliers that are affected: Formulation producers are also facing supply challenges, with some companies cancelling inventory plans for winter.
“Recently, some new formulation companies issued internal notices that required salespeople to restrain customers’ inventory purchasing, once their inventory volume exceeds the company’s supply. Salespeople would then suggest customers to switch to other products. The companies mentioned in the notices that if the total volume from different customers exceeds the available volume that the company can afford, the contract date would prevail, which means the earlier contracts enjoy the priority shipments,” according to Siembo.
Most companies chose payment policy by product type instead of quantity, influenced by the rising technical products’ supply challenges, Siembo said.
北京燕化永乐生物技术有限公司分公司总经理杨龙表示，原药波动加大，企业对制剂产品定价困难。紧张的技术供应和公司搬迁使情况复杂化。燕化永乐今年调整政策，不计入冬季库存。
Siembo指出，自去年年底以来，价格一直在上涨，草甘膦和毒死蜱的技术价格比去年飙升50%或更多。自 2017 年初以来原药供应一直短缺，但随着冬季库存临近，订单正在增加。
“In September in previous years, companies got supplies prepared, while this year, upstream manufacturers’ operation rate stayed at a low position. Currently the operation rate of technical producers is only 20%, and even formulation companies can’t find supplies,” sales director Linghui Rui in Guangxi Huifeng Biotech Co., Ltd. said.
为避免这种情况发生，广西汇丰很早就汇款了，而发货量只有60%。虽然目前库存足以应对冬季库存订单，但考虑到市场变化莫测，公司在此期间不接受赊销。
青岛汉森生物科技有限公司副总裁曾先锋表示，技术公司将优先选择规模更大、更稳定的客户，与老客户保持稳固的关系。同时，他们会接到一些海外订单，以保持海外市场。
“Nowadays, so many companies are facing the same trouble,” Yannan Gui, deputy general manager of Guangdong Zhenge Biotech Co., Ltd., said. “For now, we use the ‘guarantee on goods instead of pricing,’ meaning payment goes first, and the company delivers the goods according to the status of the payment, with the price going with the market.”