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Krungsri Research:2023-2025年泰国化肥行业展望报告(中译版)(19页).pdf

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1、 2566THAILAND INDUSTRY OUTLOOK 2023-25CHEMICAL FERTILIZERKrungsri ResearchMarch 2023Subscribe UsAuthorNarin TunpaiboonSenior A+662 296 2943All material presented in this report,unless specifically indicated otherwise,is under copyright to Krungsri Research.None of the material,nor its content,nor an

2、y copy of it,may be altered in anyway,or copied to any other party,without the prior express written permission of Krungsri Research.This document is based on public information believed to be reliable.Nevertheless,Krungsri Research would not affirm the accuracy and completeness of this information.

3、We accept no liability whatsoever for any direct or consequential loss arising from any use of this document or its content.Information,opinions and estimates contained in this report are our own,which are not necessarily the opinions of Bank of Ayudhya Public Company Limited and its affiliates.It r

4、eflects a judgment at its original date of publication by Krungsri Research and are subject to change without notice.DisclaimerFor research subscription,EXECUTIVE SUMMARYKrungsri Research sees the fertilizer industry facing moderate growth over the period 2023 to 2025.Fertilizer prices will tend to

5、drift downwards,though more expensive energy will keep the cost of imported materials elevated,and this will maintain domestic prices above their pre-Covid level.At the same time,domestic demand for fertilizer should grow at an average annual rate of 2.0-3.0%on:(i)continuing growth in the Thai econo

6、my,which will add to demand for some foodstuffs;(ii)high farmgate prices that will incentivize farmers to expand the area under cultivation for the major crops of rice,rubber,and oil palm;and(iii)weather that is likely to be favorable over the short term.However,demand for fertilizer will soften thr

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根据报告的内容,本文主要讨论了泰国化肥行业在2023-2025年的发展前景。主要观点如下: 1. 化肥行业将面临适度增长,化肥价格将呈下降趋势,但能源价格上涨将使进口原材料成本保持高位,导致国内价格高于疫情前水平。 2. 国内化肥需求预计将以每年2-3%的速度增长,主要受泰国经济增长、农产品价格上涨和有利天气的推动。 3. 生产商和分销商将开发多种营销渠道,以拓宽收入来源,包括开发定制肥料、扩大在线渠道和出口增长。 4. 生产商收入将稳步增长,但面临能源价格上涨和农民转向有机替代品的影响。分销商面临竞争压力,需要谨慎管理库存。 5. 泰国化肥进口量较大,主要来源国包括沙特阿拉伯、马来西亚、中国、加拿大和白俄罗斯。 6. 2021年全球化肥销售额达到1947亿美元,出口价值达到851亿美元,创历史新高。 7. 泰国化肥行业下游依赖进口,主要进口产品包括尿素、硫酸铵、氯化钾和磷酸二铵。
泰国化肥行业未来三年展望如何? 泰国化肥进口主要来源国有哪些? 泰国化肥行业面临哪些挑战和机遇?
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