農薬市場動向：安定成長と取引交渉、価格変動の行方

October 16, 2026

FDD-global.com

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殺虫剤市場は、安定化と改善の兆しを見せています。下流のプレーヤーは需要を慎重に見守りながら、全体的な在庫意欲が高まっています。コストプッシュの論理によって影響を受けた特定の品種は、供給の収縮による短期的な価格急騰を経験しましたが、下流の価格フィードバックは依然として懸念事項です。中東の緊張や原油価格の変動といった地政学的リスクが、価格の分岐の継続に寄与しています。グリホサートとグルホシネートの価格は主要供給レベルで安定している一方で、黄リンは下流の需要減少により弱含みとなっています。地政学、輸出、季節的なトレンドによって引き起こされる今後の市場の変化に注目してください。

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 improved, and the market is still gaming out winter-storage expectations. 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 15, 2026	Oct 16, 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 15, 2026	Oct 16, 2026	Change
East China	Binnong Technology	–	–	0
East China	Yongnong Biosciences	–	–	0
East China	Jiangsu Sevencontinent	60000	60000	0
East China	Jiangsu Huifeng	–	–	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 15, 2026	Oct 16, 2026	Change
Southwest China	Sichuan	27650	27650	0
Southwest China	Guizhou	27850	27800	-50
Southwest China	Yunnan	27700	27650	-50
North China	Shandong	28800	28750	-50
North China	Jiangsu	28800	28750	-50
Central China	Hubei	28400	28350	-50

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, its own relatively strong conditions still exist, but downstream mostly takes goods on rigid demand, and demand-side follow-through is relatively cautious.

Yellow phosphorus: Today the yellow phosphorus market continued its slight downward drift, although the pace of decline has slowed; the earlier price rise has to some extent dampened downstream purchasing enthusiasm, willingness to keep buying after rigid-demand restocking has declined, trading has slowed, and the market is in a wait-and-see state; under the stalemate, upstream quotes have loosened somewhat, though upstream still has the conditions to hold prices, so the depth of any decline remains limited for now. At present downstream mostly follows up with moderate rigid demand; once the current round of periodic restocking is complete, willingness to chase prices upward declines, and with the market atmosphere cooling, participants are largely standing by.

Pesticide Market Price Overview

Herbicides:

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

Name	Content/Formulation	Sep 26-Oct 02 Price (yuan/t, per kl)	Oct 03-Oct 09 Price (yuan/t, per kl)	Remarks
Glyphosate	95%TC	28000	28000	Price stable, supply tight
2,4-D	98%TC	13500	13500	Price stable, supply stable
Diquat	40% aqueous solution	17000	17000	Price stable, supply stable
Oxyfluorfen	96%TC	136000	136000	Price stable, supply tight
Glufosinate	95%TC	60000	60000	Price stable, supply tight
Quizalofop-p-ethyl	96%TC	135000	135000	Price stable, supply stable
Nicosulfuron	95%TC	150000	150000	Price stable, supply stable
Atrazine	97%TC	20500	20500	Price stable, supply stable
Simazine	97%TC	26000	26000	Price stable, supply stable
Clethodim	90%TC	72000	72000	Price stable, supply stable
Cyhalofop-butyl	97%TC	102000	102000	Price stable, supply stable
Clodinafop-propargyl	96%TC	160000	160000	Price stable, supply stable
Fluroxypyr	97%TC	70000	70000	Price stable, supply stable
Bispyribac-sodium	96%TC	200000	200000	Price stable, supply stable
Mesotrione	97%TC	82000	82000	Price stable, supply stable
Pretilachlor	95%TC	31000	31000	Price stable, supply stable
Metolachlor	96%TC	24000	24000	Price stable, supply stable
Fenoxaprop-p-ethyl	95%TC	145000	145000	Price stable, supply stable
Haloxyfop-r-methyl	97%TC	112000	112000	Price stable, supply stable
Bentazone	95%TC	73000	73000	Price stable, supply stable
Acetochlor	92%TC	20000	20000	Price stable, supply tight
Butachlor	92%TC	19000	19000	Price stable, supply tight
Quinclorac	95%TC	150000	150000	Price stable, supply stable
Quinclorac	85%TC	102000 (basis)	102000 (basis)	Price stable, supply tight
Trifluralin	97%TC	33000	33000	Price stable, supply tight
Fomesafen	96%TC	108000	108000	Price stable, supply stable
Diuron	97%TC	38000	35000	Price cut, supply stable
Tembotrione	98%TC	210000	210000	Price stable, supply stable
Bensulfuron-methyl	96%TC	148000	148000	Price stable, supply tight
Metribuzin	95%TC	150000	150000	Price stable, supply stable
Pendimethalin	96%TC	41500	41500	Price stable, supply stable

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 02 Price (yuan/t, per kl)	Oct 03-Oct 09 Price (yuan/t, per kl)	Remarks
Lambda-cyhalothrin	96%TC	108000	108000	Price stable, supply stable
Bifenthrin	96%TC	128000	128000	Price stable, supply stable
Imidacloprid	97%TC	72000	72000	Price stable, supply tight
Acetamiprid	97%TC	59000	62000	Price raised, supply tight
Thiamethoxam	96%TC	55000	56000	Price raised, supply tight
Clothianidin	97%TC	68000	68000	Price stable, supply tight
Nitenpyram	97%TC	120000	120000	Price stable, supply stable
Pymetrozine	97%TC	95000	96000	Price raised, supply stable
Fipronil	95%TC	330000	330000	Price stable, supply stable
Chlorfenapyr	97%TC	116000	116000	Price stable, supply stable
Abamectin (refined powder)	95%TC	350000	350000	Price stable, supply stable
Emamectin benzoate	70%TC	530000	530000	Price stable, supply stable
Spirodiclofen	97%TC	125000	125000	Price stable, supply stable
Etoxazole	96%TC	140000	140000	Price stable, supply stable
Pyridaben	96%TC	120000	120000	Price stable, supply stable
Phoxim	95%TC	31000 (basis)	31000 (basis)	Price stable, supply stable
Profenofos	94%TC	48000	48000	Price stable, supply stable
Chlorpyrifos	97%TC	38000	38000	Price stable, supply stable
Acephate	97%TC	37000	37000	Price stable, supply stable
Acephate	98%TC	38000	38000	Price stable, supply stable
Malathion	95%TC	30000	30000	Price stable, supply stable
Shamingdan	98%TC	80000	80000	Price stable, supply stable
Shachongdan	95%TC	25000	25000	Price stable, supply stable
Indoxacarb	95%TC	385000	385000	Price stable, supply stable
Propargite	90%TC	56000	56000	Price stable, supply stable
Teflubenzuron	98%TC	370000	370000	Price stable, supply stable
Carbosulfan	92%TC	98000	98000	Price stable, supply stable
Lufenuron	97%TC	112000	112000	Price stable, supply stable
Buprofezin	97%TC	58000	58000	Price stable, supply stable
Metaldehyde	99%TC	33000	33000	Price stable, supply stable
Pyriproxyfen	97%TC	102000	102000	Price stable, supply stable
Dinotefuran	97%TC	125000	125000	Price stable, supply tight
Chlorantraniliprole	96%TC	265000	265000	Price stable, supply tight

Fungicides:

Name	Content/Formulation	Sep 26-Oct 02 Price (yuan/t, per kl)	Oct 03-Oct 09 Price (yuan/t, per kl)	Remarks
Difenoconazole	96%TC	78000	78000	Price stable, supply stable
Propiconazole	95%TC	69000	69000	Price stable, supply stable
Cyproconazole	95%TC	152000	152000	Price stable, supply stable
Tebuconazole	97%TC	49000	49000	Price stable, supply stable
Tricyclazole	95%TC	61000	61000	Price stable, supply stable
Hexaconazole	96%TC	86000	86000	Price stable, supply stable
Triadimefon	95%TC	56000	56000	Price stable, supply tight
Epoxiconazole	95%TC	230000	230000	Price stable, supply stable
Flusilazole	95%TC	290000	290000	Price stable, supply stable
Paclobutrazol	90%TC	63000 (basis)	63000 (basis)	Price stable, supply tight
Paclobutrazol	95%TC	65000	65000	Price stable, supply tight
Prochloraz	96%TC	48000	48000	Price stable, supply stable
Azoxystrobin	98%TC	116000	116000	Price stable, supply stable
Pyraclostrobin	97%TC	120000	120000	Price stable, supply stable
Kresoxim-methyl	96%TC	175000	175000	Price stable, supply stable
Dimethomorph	98%TC	58000	58000	Price stable, supply tight
Thiophanate-methyl	97%TC	31000	31000	Price stable, supply stable
Carbendazim	97%TC	35000	35000	Price stable, supply stable
Iprodione	97%TC	190000	190000	Price stable, supply stable
Thifluzamide	98%TC	230000	230000	Price stable, supply stable
Hymexazol	97%TC	72000	72000	Price stable, supply stable
Thiram	97%TC	17500	17500	Price stable, supply tight
Metalaxyl	98%TC	98000	98000	Price stable, supply stable
Picoxystrobin	97%TC	230000	230000	Price stable, supply stable
Trifloxystrobin	97%TC	170000	170000	Price stable, supply stable
Boscalid	98%TC	250000	250000	Price stable, supply stable
Fludioxonil	98%TC	485000	485000	Price stable, supply stable