Kusukela yasungulwa yiBayer ngo-1971, i-glyphosate idlule emncintiswaneni ogxile emakethe iminyaka engamashumi amahlanu kanye nezinguquko esakhiweni semboni. Ngemva kokubukeza izinguquko zentengo ye-glyphosate iminyaka engama-50, i-Huaan Securities ikholelwa ukuthi i-glyphosate kulindeleke ukuthi iphume kancane kancane ebangeni eliphansi futhi ilethe umjikelezo omusha womjikelezo webhizinisi.
I-Glyphosate iyi-herbicide engakhethi, emuncwa ngaphakathi, futhi ene-spectrum ebanzi, futhi iyinhlobo enkulu kunazo zonke yokubulala ukhula esetshenziswa emhlabeni jikelele. I-China ingumkhiqizi ohamba phambili emhlabeni kanye nomthengisi we-glyphosate. Ithintwe yimpahla eningi, ukususwa kwesitokwe kwamanye amazwe bekulokhu kuqhubeka isikhathi esingaphezu konyaka.
Njengamanje, isidingo somhlaba wonke se-glyphosate sibonisa izimpawu zokululama. Silinganisela ukuthi ukuphinda kufakwe kabusha kwamanye amazwe kuzoma kancane kancane futhi kungene esikhathini sokugcwalisa kabusha kwikota yesine, futhi isidingo sokugcwalisa kabusha sizosheshisa ukubuyiselwa, sikhulise amanani e-glyphosate.
Isisekelo sokwahlulela simi kanje:
1. Kusukela kudatha yokuthumela kwamanye amazwe yamasiko aseShayina, kungabonakala ukuthi iBrazil yayeka ukukhipha izitokwe futhi yangena esikhathini sokugcwalisa kabusha ngoJuni. Isidingo sokugcwalisa kabusha se-United States ne-Argentina besilokhu sishintshashintsha emazingeni aphansi izinyanga eziningana zilandelana futhi sibonisa ukuthambekela okukhuphukayo;
2. Kwikota yesine, amazwe aseMelika azongena kancane kancane enkathini yokutshala noma yokuvuna izitshalo ezifunwa yi-glyphosate, futhi ukusetshenziswa kwe-glyphosate kuzongena enkathini ephezulu. Kulindeleke ukuthi impahla ye-glyphosate yaphesheya kwezilwandle izodla ngokushesha;
3. Ngokusho kwedatha evela ku-Baichuan Yingfu, intengo ye-glyphosate yesonto likaSepthemba 22, 2023 yayingu-29000 yuan/ton, eyehle yafinyelela ezingeni eliphansi kakhulu emlandweni. Ngaphansi kwengcindezi yezindleko ezikhulayo, inzuzo yamanje ngethani le-glyphosate iphansi njengo-3350 yuan/ton, nayo eyehle yaya phansi eminyakeni emithathu edlule.
Uma sibheka lokhu, asikho isikhala esiningi sokuba intengo ye-glyphosate yehle. Ngaphansi kwezici ezintathu zentengo, isidingo, kanye nempahla ethengiswayo, silindele ukuthi isidingo saphesheya kwezilwandle sizosheshisa ukululama kwikota yesine futhi sishukumisele imakethe ye-glyphosate ukuthi ibuyele emuva iye phezulu.
Kuthathwe esihlokweni se-Hua'an Securities
Isikhathi sokuthunyelwe: Septhemba-27-2023