10月14日農薬デイリー: 一時停止して待つ

October 14, 2026

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農薬市場は地政学的な不確実性にもかかわらず、安定化の兆しを見せています。下流のプレーヤーは硬直した需要に基づいて慎重に購入を進める一方で、在庫を積み増す意欲が徐々に高まっています。一部の品種における短期的な価格上昇は、コストプッシュの論理や供給の縮小によって引き起こされています。一方、中東の不安定な地政学的状況は、石油化学関連の原材料に対するコスト面の圧力を維持し続けています。国内市場では、グリホサートやグルホシネートなどの除草剤が供給が逼迫する中で安定化しており、黄リンの価格は需要の弱まりにより若干後退しています。製品間で価格の乖離が続く中、業界関係者は地政学的な変化、輸出動向、季節的な需要要因を注意深く監視しており、見通しは慎重なものとなっています。

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; high freight rates mean cost support for the petrochemical industry still cannot collapse quickly in the short term, and the cost-side premium on some varieties remains elevated. 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 13, 2026	Oct 14, 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 13, 2026	Oct 14, 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 13, 2026	Oct 14, 2026	Change
Southwest China	Sichuan	27900	27800	-100
Southwest China	Guizhou	28100	28000	-100
Southwest China	Yunnan	28000	27850	-150
North China	Shandong	29100	28950	-150
North China	Jiangsu	29100	28950	-150
Central China	Hubei	28700	28550	-150

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 saw a slight pullback; the earlier price rise to some extent dampened downstream purchasing enthusiasm, and after replenishing on demand, downstream willingness to keep buying declined; the trading atmosphere paused, and the market is in a wait-and-see posture. In the stalemate, upstream quotes loosened somewhat, but producers still have the conditions to hold prices, and the deep-decline range is temporarily limited. At present, downstream mostly follows up with moderate rigid demand; after the current round of phased replenishment is completed, chasing momentum declined, and with the market atmosphere cooling, players are mainly watching for now.

Pesticide Market Price Overview

Herbicides:

97% diuron, down 3,000 yuan, to 35,000 yuan/t.

Name	Content/Formulation	Sep 26–Oct 2 Price (yuan/t, per kL)	Oct 3–9 Price (yuan/t, per kL)	Remarks
Glyphosate	95%TC	28000	28000	Price stable, tight supply
2,4-D	98%TC	13500	13500	Price stable, stable supply
Diquat	40% mother liquor	17000	17000	Price stable, stable supply
Oxyfluorfen	96%TC	136000	136000	Price stable, tight supply
Glufosinate	95%TC	60000	60000	Price stable, tight supply
Quizalofop-p-ethyl	96%TC	135000	135000	Price stable, stable supply
Nicosulfuron	95%TC	150000	150000	Price stable, stable supply
Atrazine	97%TC	20500	20500	Price stable, stable supply
Simazine	97%TC	26000	26000	Price stable, stable supply
Clethodim	90%TC	72000	72000	Price stable, stable supply
Cyhalofop-butyl	97%TC	102000	102000	Price stable, stable supply
Clodinafop-propargyl	96%TC	160000	160000	Price stable, stable supply
Fluroxypyr	97%TC	70000	70000	Price stable, stable supply
Bispyribac-sodium	96%TC	200000	200000	Price stable, stable supply
Mesotrione	97%TC	82000	82000	Price stable, stable supply
Pretilachlor	95%TC	31000	31000	Price stable, stable supply
Metolachlor	96%TC	24000	24000	Price stable, stable supply
Fenoxaprop-p-ethyl	95%TC	145000	145000	Price stable, stable supply
Haloxyfop-p-methyl	97%TC	112000	112000	Price stable, stable supply
Bentazone	95%TC	73000	73000	Price stable, stable supply
Acetochlor	92%TC	20000	20000	Price stable, tight supply
Butachlor	92%TC	19000	19000	Price stable, tight supply
Quinclorac	95%TC	150000	150000	Price stable, stable supply
Quinclorac	85%TC	102000 (100% basis)	102000 (100% basis)	Price stable, tight supply
Trifluralin	97%TC	33000	33000	Price stable, tight supply
Fomesafen	96%TC	108000	108000	Price stable, stable supply
Diuron	97%TC	38000	35000	Price lowered, stable supply
Cycloxydim	98%TC	210000	210000	Price stable, stable supply
Bensulfuron-methyl	96%TC	148000	148000	Price stable, tight supply
Oxadiazon	95%TC	150000	150000	Price stable, stable supply
Pendimethalin	96%TC	41500	41500	Price stable, stable supply

Insecticides:

97% acetamiprid, up 3,000 yuan, to 62,000 yuan/t. 96% thiamethoxam, up 1,000 yuan, to 56,000 yuan/t. 97% pymetrozine, up 1,000 yuan, to 96,000 yuan/t.

Name	Content/Formulation	Sep 26–Oct 2 Price (yuan/t, per kL)	Oct 3–9 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	62000	Price raised, tight supply
Thiamethoxam	96%TC	55000	56000	Price raised, tight supply
Clothianidin	97%TC	68000	68000	Price stable, tight supply
Nitenpyram	97%TC	120000	120000	Price stable, stable supply
Pymetrozine	97%TC	95000	96000	Price raised, 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, stable 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:

Name	Content/Formulation	Sep 26–Oct 2 Price (yuan/t, per kL)	Oct 3–9 Price (yuan/t, per kL)	Remarks
Difenoconazole	96%TC	78000	78000	Price stable, stable supply
Propiconazole	95%TC	69000	69000	Price stable, 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, tight 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

10月14日リン酸塩デイリー：コストサポートの弱化、リン酸塩市場は弱含み

10月13日農薬デイリーレビュー：慎重に安定を維持

農業用農薬

飼料添加物

Agricultural machinery

水処理

農業用フィルム

肥料

Automated agricultural facilities

化学

Agricultural products

その他

10月14日農薬デイリー: 一時停止して待つ

農業用農薬

飼料添加物

Agricultural machinery

水処理

農業用フィルム

肥料

Automated agricultural facilities

化学

Agricultural products

その他

10月14日 農薬デイリー: 一時停止して待つ

10月14日農薬デイリー: 一時停止して待つ