10月12日農薬日次レビュー: 安定と回復の兆し

October 14, 2026

FDD-global.com

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世界の農薬市場は安定化と改善の兆しを示しており、慎重な在庫トレンドやグリホサートやグルホシネートといった主要製品のわずかな価格上昇が見られます。コスト押し上げ要因や中東の緊張のような地政学的な不確実性が供給収縮とカテゴリー間の価格の分裂を引き起こしています。下流のバイヤーは依然として慎重で、硬直的な需要に従う一方で、コスト上昇に伴い吸収能力が試されている状況です。一方、黄リン市場ではスポットの逼迫が続く中で価格は安定しています。除草剤、殺虫剤、殺菌剤の分野での継続的な変動や輸出の勢い、季節的な需要を考慮しながら、地政学的な変化を今後も注意深く監視する必要があります。

The pesticide market as a whole is in a stabilizing and improving posture; although downstream players mostly follow up cautiously on rigid demand, overall stocking willingness has picked up somewhat. Some varieties have recently been strongly supported by the cost-push logic, and various factors have led to supply contraction, producing fairly strong price gains in the short term; however, given industrial-chain transmission issues, the expectation of downstream negative feedback from the price increases also exists, and the market is temporarily watching how far terminal demand can absorb further. Internationally, the Middle East geopolitical situation remains volatile; although the US President said he would not strike Iran before the midterm elections, he added that strikes cannot be ruled out if circumstances change, and with ongoing clashes between the Houthis and Saudi Arabia, geopolitical risk remains elevated. Realistically, the path to peace talks between the two sides is tortuous, and navigation risk through the two chokepoints — the Strait of Hormuz and the Bab-el-Mandeb Strait — remains high. Cost support for the petrochemical industry still cannot collapse quickly in the short term, and the geopolitical premium on the cost side of some varieties continues to rise. Overall, cautious sentiment persists at present; some products have risen markedly while other categories are temporarily unable to follow, price divergence is evident, and wait-and-see sentiment continues to show; going forward, watch geopolitical sentiment shifts, export momentum, and seasonal demand.

Domestic Mainstream Glyphosate Market Price:

Glyphosate Market Price (yuan/t)

Region	Company	Oct 10, 2026	Oct 12, 2026	Change
East China	Jiangsu Yangnong (97% technical)	30000	30000	0
East China	Guangxin Agrochemical (95% technical)	–	–	0
East China	Zhejiang Wynca Chemical (95% technical)	28000	28000	0
East China	Nantong Jiangshan (95% technical)	28000	28000	0
Central China	Henan Hongdongfang (95% technical)	28500	28500	0
Central China	Xingfa Chemical (95% technical)	28000	28000	0
Southwest China	Sichuan Fuhua (95% technical)	30000	30000	0
Southwest China	Sichuan Hebang (97% technical)	30000	30000	0

Domestic Mainstream Glufosinate Market Price:

Glufosinate Market Price (yuan/t)

Region	Company	Oct 10, 2026	Oct 12, 2026	Change
East China	Binnong Technology	–	–	0
East China	Yongnong Biosciences	–	–	0
East China	Jiangsu Sevencontinent	60000	60000	0
East China	Jiangsu Huifeng	60000	–	0
East China	Tiansheng Chemical	60000	60000	0
North China	Hebei Veyong	60000	60000	0
Southwest China	Lier Chemical	–	–	0

Domestic Mainstream Yellow Phosphorus Market Price

Yellow Phosphorus Market Price (yuan/t)

Region	Market	Oct 10, 2026	Oct 12, 2026	Change
Southwest China	Sichuan	27850	27900	+50
Southwest China	Guizhou	28100	28100	0
Southwest China	Yunnan	28000	28000	0
North China	Shandong	29100	29100	0
North China	Jiangsu	29100	29100	0
Central China	Hubei	28700	28700	0

Market Analysis

Herbicides: The herbicide market as a whole shows some stabilizing and recovering trend; the major products glufosinate and glyphosate have both seen supply-side recovery due to rising raw material prices. Although geopolitical news remains volatile, the cost-push problem it brings is still hard to resolve quickly, and on the demand-absorption side the market is still watching for further drivers. Recently, core categories have been affected by tight intermediate production and price hikes in raw materials and by international political issues; the market is focused on transaction conditions and sustainability, and follow-on price increases by substitutes have appeared. Overall, downstream players mostly take goods on rigid demand, and demand-side follow-through is relatively cautious.

Yellow phosphorus: Today, the yellow phosphorus market price increase slowed, holding steady for the time being; upstream early pre-sales were relatively good, enterprises' inventory-clearing pressure is gradually easing, but the spot-tightness situation has not yet fully reversed, producers still have the conditions to hold prices, and after prices stabilize they may control sales volume. Although downstream mostly follows up with moderate rigid demand, the spot-tightness phenomenon still affects downstream willingness to take goods; in the short term the market may run slightly strong, awaiting a renewed slowdown in downstream purchasing.

Pesticide Market Price Overview

Herbicides:

Name	Content/Formulation	Sep 19–25 Price (yuan/t, per kL)	Sep 26–Oct 2 Price (yuan/t, per kL)	Remarks
Glyphosate	95%TC	28,000	28,000	Price stable, tight supply
2,4-D	98%TC	13,500	13,500	Price stable, stable supply
Diquat	40% mother liquor	17,000	17,000	Price stable, stable supply
Oxyfluorfen	96%TC	136,000	136,000	Price stable, tight supply
Glufosinate	95%TC	60,000	60,000	Price stable, tight supply
Quizalofop-p-ethyl	96%TC	135,000	135,000	Price stable, stable supply
Nicosulfuron	95%TC	150,000	150,000	Price stable, stable supply
Atrazine	97%TC	20,500	20,500	Price stable, stable supply
Simazine	97%TC	26,000	26,000	Price stable, stable supply
Clethodim	90%TC	72,000	72,000	Price stable, stable supply
Cyhalofop-butyl	97%TC	102,000	102,000	Price stable, stable supply
Clodinafop-propargyl	96%TC	160,000	160,000	Price stable, stable supply
Fluroxypyr	97%TC	70,000	70,000	Price stable, stable supply
Bispyribac-sodium	96%TC	200,000	200,000	Price stable, stable supply
Mesotrione	97%TC	82,000	82,000	Price stable, stable supply
Pretilachlor	95%TC	31,000	31,000	Price stable, stable supply
Metolachlor	96%TC	24,000	24,000	Price stable, stable supply
Fenoxaprop-p-ethyl	95%TC	145,000	145,000	Price stable, stable supply
Haloxyfop-p-methyl	97%TC	112,000	112,000	Price stable, stable supply
Bentazone	95%TC	73,000	73,000	Price stable, stable supply
Acetochlor	92%TC	20,000	20,000	Price stable, tight supply
Butachlor	92%TC	19,000	19,000	Price stable, tight supply
Quinclorac	95%TC	150,000	150,000	Price stable, stable supply
Quinclorac	85%TC	102000 (100% basis)	102000 (100% basis)	Price stable, tight supply
Trifluralin	97%TC	33,000	33,000	Price stable, tight supply
Fomesafen	96%TC	108,000	108,000	Price stable, stable supply
Diuron	97%TC	38,000	38,000	Price stable, stable supply
Cycloxydim	98%TC	210,000	210,000	Price stable, stable supply
Bensulfuron-methyl	96%TC	148,000	148,000	Price stable, tight supply
Oxadiazon	95%TC	150,000	150,000	Price stable, stable supply
Pendimethalin	96%TC	41,500	41,500	Price stable, stable supply

Insecticides:

Name	Content/Formulation	Sep 19–25 Price (yuan/t, per kL)	Sep 26–Oct 2 Price (yuan/t, per kL)	Remarks
Lambda-cyhalothrin	96%TC	108000	108000	Price stable, stable supply
Bifenthrin	96%TC	128000	128000	Price stable, stable supply
Imidacloprid	97%TC	72000	72000	Price stable, tight supply
Acetamiprid	97%TC	59000	59000	Price stable, tight supply
Thiamethoxam	96%TC	55000	55000	Price stable, tight supply
Clothianidin	97%TC	68000	68000	Price stable, tight supply
Nitenpyram	97%TC	120000	120000	Price stable, stable supply
Pymetrozine	97%TC	95000	95000	Price stable, stable supply
Fipronil	95%TC	330000	330000	Price stable, stable supply
Chlorfenapyr	97%TC	116000	116000	Price stable, stable supply
Abamectin refined powder	95%TC	350000	350000	Price stable, stable supply
Emamectin benzoate	70%TC	530000	530000	Price stable, stable supply
Spirodiclofen	97%TC	125000	125000	Price stable, stable supply
Etoxazole	96%TC	140000	140000	Price stable, stable supply
Pyridaben	96%TC	120000	120000	Price stable, stable supply
Phoxim	95%TC	31000 (100% basis)	31000 (100% basis)	Price stable, stable supply
Profenofos	94%TC	48000	48000	Price stable, stable supply
Chlorpyrifos	97%TC	38000	38000	Price stable, tight supply
Acephate	97%TC	37000	37000	Price stable, stable supply
Acephate	98%TC	38000	38000	Price stable, stable supply
Malathion	95%TC	30000	30000	Price stable, stable supply
Shamingdan	98%TC	80000	80000	Price stable, stable supply
Shachongdan	95%TC	25000	25000	Price stable, stable supply
Indoxacarb	95%TC (9:1)	385000	385000	Price stable, tight supply
Propargite	90%TC	56000	56000	Price stable, stable supply
Teflubenzuron	98%TC	370000	370000	Price stable, stable supply
Carbosulfan	92%TC	98000	98000	Price stable, tight supply
Lufenuron	97%TC	112000	112000	Price stable, stable supply
Buprofezin	97%TC	58000	58000	Price stable, stable supply
Metaldehyde	99%TC	33000	33000	Price stable, stable supply
Pyriproxyfen	97%TC	102000	102000	Price stable, stable supply
Dinotefuran	97%TC	125000	125000	Price stable, tight supply
Chlorantraniliprole	96%TC	265000	265000	Price stable, tight supply

Fungicides:

95% propiconazole, up 2,000 yuan, to 69,000 yuan/t.

Name	Content/Formulation	Sep 19–25 Price (yuan/t, per kL)	Sep 26–Oct 2 Price (yuan/t, per kL)	Remarks
Difenoconazole	96%TC	78000	78000	Price stable, stable supply
Propiconazole	95%TC	67000	69000	Price raised, stable supply
Cyproconazole	95%TC	152000	152000	Price stable, stable supply
Tebuconazole	97%TC	49000	49000	Price stable, stable supply
Tricyclazole	95%TC	61000	61000	Price stable, stable supply
Hexaconazole	96%TC	86000	86000	Price stable, stable supply
Triadimefon	95%TC	56000	56000	Price stable, stable supply
Epoxiconazole	95%TC	230000	230000	Price stable, stable supply
Flusilazole	95%TC	290000	290000	Price stable, stable supply
Paclobutrazol	90%TC	63000 (100% basis)	63000 (100% basis)	Price stable, stable supply
Paclobutrazol	95%TC	65000	65000	Price stable, tight supply
Prochloraz	96%TC	48000	48000	Price stable, stable supply
Azoxystrobin	98%TC	116000	116000	Price stable, stable supply
Pyraclostrobin	97%TC	120000	120000	Price stable, stable supply
Kresoxim-methyl	96%TC	175000	175000	Price stable, stable supply
Dimethomorph	98%TC	58000	58000	Price stable, tight supply
Thiophanate-methyl	97%TC	31000	31000	Price stable, stable supply
Carbendazim	97%TC	35000	35000	Price stable, stable supply
Iprodione	97%TC	190000	190000	Price stable, tight supply
Thifluzamide	96%TC	230000	230000	Price stable, stable supply
Hymexazol	97%TC	72000	72000	Price stable, stable supply
Thiram	97%TC	17500	17500	Price stable, tight supply
Metalaxyl	98%TC	98000	98000	Price stable, stable supply
Picoxystrobin	97%TC	230000	230000	Price stable, stable supply
Trifloxystrobin	97%TC	170000	170000	Price stable, stable supply
Boscalid	98%TC	250000	250000	Price stable, stable supply
Fludioxonil	98%TC	485000	485000	Price stable, stable supply