Urea: Pay attention to short-selling opportunities after unilaterally waiting for companies to accumulate inventory

Golden Ten Futures June 6th news, supply-side enterprises started basically bottomed out, Nissan began to pick up slightly, but the recovery is relatively slow, in June there are new devices put into production, is expected to gradually appear supply pressure. Demand-side compound fertilizer started although a small decline, but still at a high level, short-term support for urea. After June into the closing stage, it is expected that the demand for raw materials will gradually weaken and enter the demand gap period. Inventory, corporate inventory this week continued to dehydrate, is still relatively low, the general inventory pressure is small, there is still some support for prices. Overall, the follow-up marginal recovery in supply, demand is at risk of decline, and it is expected that supply and demand will gradually turn into excess. Strategy, unilaterally wait for the company to accumulate inventory and pay attention to the opportunity to short on highs.