農薬市場動向: 安定化と監視
The pesticide market as a whole is in a stabilizing and improving posture. Although downstream mostly follows up cautiously on rigid demand, overall restocking willingness has improved, and the market is still playing out winter-storage expectations. Some varieties have recently been strongly supported by cost-increase logic, and supply contraction affected by various factors has produced strong short-term rallies; however, due to value-chain transmission issues, expectations of downstream negative feedback from price increases also exist, and the market is temporarily watching whether terminal demand can further absorb the increases. 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 a strike cannot be ruled out if the situation changes, compounded by the continuing conflict between the Houthi forces and Saudi Arabia, so geopolitical risk remains elevated. In reality, the path to peace talks between the two sides is tortuous, and the navigation risks at the two chokepoints of the Strait of Hormuz and the Bab-el-Mandeb remain high; high freight rates mean petrochemical industry cost support still cannot collapse rapidly in the short term, and cost-end premiums for some varieties remain elevated; however, with no new drivers for the time being, there are some signs of a geopolitical peak exerting sentiment suppression. Overall, cautious sentiment persists in the current market; some products have risen markedly, but other categories are temporarily struggling to follow through, the divergence in market performance is evident, and the wait-and-see atmosphere continues to show; going forward, attention should be paid to changes in geopolitical sentiment, export strength, and seasonal demand.
Domestic Glyphosate Mainstream Market Prices:
|
Region |
Enterprise |
Oct 22, 2026 |
Oct 23, 2026 |
Change |
|
East China |
Jiangsu Yangnong (97% TC) |
30000 |
30000 |
0 |
|
East China |
Guangxin Agrochemical (95% TC) |
- |
- |
0 |
|
East China |
Zhejiang Wynca (95% TC) |
29000 |
29000 |
0 |
|
East China |
Nantong Jiangshan (95% TC) |
29500 |
29500 |
0 |
|
Central China |
Henan Hongdongfang (95% TC) |
29500 |
29500 |
0 |
|
Central China |
Xingfa Chemical (95% TC) |
29000 |
29000 |
0 |
|
Southwest China |
Sichuan Fuhua (95% TC) |
30000 |
30000 |
0 |
|
Southwest China |
Sichuan Hebang (97% TC) |
30000 |
30000 |
0 |
Domestic Glufosinate Mainstream Market Prices:
|
Region |
Enterprise |
Oct 22, 2026 |
Oct 23, 2026 |
Change |
|
East China |
Binnong Technology |
- |
- |
0 |
|
East China |
Yongnong Biosciences |
- |
- |
0 |
|
East China |
Jiangsu Qizhou |
70000 |
70000 |
0 |
|
East China |
Jiangsu Huifeng |
- |
- |
0 |
|
East China |
Tiansheng Chemical |
70000 |
70000 |
0 |
|
North China |
Hebei Weiyuan |
70000 |
70000 |
0 |
|
Southwest China |
Lier Chemical |
- |
- |
0 |
Domestic Yellow Phosphorus Mainstream Market Prices
|
Region |
Market |
Oct 22, 2026 |
Oct 23, 2026 |
Change |
|
Southwest China |
Sichuan |
27500 |
27500 |
0 |
|
Southwest China |
Guizhou |
27700 |
27700 |
0 |
|
Southwest China |
Yunnan |
27600 |
27600 |
0 |
|
North China |
Shandong |
28700 |
28700 |
0 |
|
North China |
Jiangsu |
28700 |
28700 |
0 |
|
Central China |
Hubei |
28300 |
28300 |
0 |
Market Analysis
Herbicides: The current herbicide market as a whole shows a stabilizing and recovering trend; the major products glufosinate and glyphosate are both leading the rally driven by the supply side due to rising raw-material prices. Although the geopolitical issue sees fluctuating news, the cost-increase problem it brings is still hard to resolve quickly, but on the demand-absorption side the market is still watching for further drivers. Recently, core categories have been affected by tight production of raw-material intermediates and price increases as well as international political issues; the market is mostly concerned about deal conditions and sustainability, and substitution-following rallies have already appeared. Overall, self-strengthening conditions persist, but downstream mostly maintains rigid-demand uptake, demand-side follow-through is relatively cautious, yet seasonal momentum is still anticipated.
Yellow phosphorus: Today the yellow phosphorus market price is temporarily stable; an overall cautious mindset persists and the market is mainly waiting and watching. Currently, upstream self-price-supporting conditions persist, and tight supply in some regions remains; the room for deep declines is inherently limited, providing support to price and sentiment. However, downstream mostly maintains appropriate rigid-demand follow-up; in the short term the market's phased restocking demand is repairing, and the market is temporarily holding steady while watching the sustainability of demand follow-through.
Pesticide Market Price Overview
Herbicides:
95% glyphosate, up 500 yuan to 28,500 yuan/t. 95% glufosinate, up 10,000 yuan to 70,000 yuan/t. 92% acetochlor, up 1,000 yuan to 21,000 yuan/t. 92% butachlor, up 1,000 yuan to 20,000 yuan/t. 97% trifluralin, up 3,000 yuan to 36,000 yuan/t.
|
Product |
Content·Formulation |
Oct 3-9 Price (yuan/t, kL) |
Oct 10-16 Price (yuan/t, kL) |
Remarks |
|
Glyphosate |
95% TC |
28,000 |
28,500 |
Price up, supply tight |
|
2,4-D |
98% TC |
13,500 |
13,500 |
Price stable, supply stable |
|
Diquat |
40% mother liquor |
17,000 |
17,000 |
Price stable, supply stable |
|
Oxyfluorfen |
96% TC |
136,000 |
136,000 |
Price stable, supply stable |
|
Glufosinate |
95% TC |
60,000 |
70,000 |
Price up, supply tight |
|
Quizalofop-P-ethyl |
96% TC |
135,000 |
135,000 |
Price stable, supply stable |
|
Nicosulfuron |
95% TC |
150,000 |
150,000 |
Price stable, supply stable |
|
Atrazine |
97% TC |
20,500 |
20,500 |
Price stable, supply stable |
|
Simazine |
97% TC |
26,000 |
26,000 |
Price stable, supply stable |
|
Clethodim |
90% TC |
72,000 |
72,000 |
Price stable, supply stable |
|
Fluazifop-butyl |
97% TC |
102,000 |
102,000 |
Price stable, supply stable |
|
Clodinafop-propargyl |
96% TC |
160,000 |
160,000 |
Price stable, supply stable |
|
Fluroxypyr |
97% TC |
70,000 |
70,000 |
Price stable, supply stable |
|
Bispyribac-sodium |
96% TC |
200,000 |
200,000 |
Price stable, supply stable |
|
Mesotrione |
97% TC |
82,000 |
82,000 |
Price stable, supply stable |
|
Pretilachlor |
95% TC |
31,000 |
31,000 |
Price stable, supply stable |
|
Metolachlor |
96% TC |
24,000 |
24,000 |
Price stable, supply stable |
|
Fenoxaprop-P-ethyl |
95% TC |
145,000 |
145,000 |
Price stable, supply stable |
|
Haloxyfop-P-methyl |
97% TC |
112,000 |
112,000 |
Price stable, supply stable |
|
Bentazone |
95% TC |
73,000 |
73,000 |
Price stable, supply stable |
|
Acetochlor |
92% TC |
20,000 |
21,000 |
Price up, supply tight |
|
Butachlor |
92% TC |
19,000 |
20,000 |
Price up, supply tight |
|
Quinclorac |
95% TC |
150,000 |
150,000 |
Price stable, supply stable |
|
Quinclorac |
85% TC |
102,000 (a.i. basis) |
102,000 (a.i. basis) |
Price stable, supply tight |
|
Trifluralin |
97% TC |
33,000 |
36,000 |
Price up, supply tight |
|
Fomesafen |
96% TC |
108,000 |
108,000 |
Price stable, supply stable |
|
Diuron |
97% TC |
35,000 |
35,000 |
Price stable, supply stable |
|
Tembotrione |
98% TC |
210,000 |
210,000 |
Price stable, supply stable |
|
Bensulfuron-methyl |
96% TC |
148,000 |
148,000 |
Price stable, supply tight |
|
Oxadiazon |
95% TC |
150,000 |
150,000 |
Price stable, supply stable |
|
Pendimethalin |
96% TC |
41,500 |
41,500 |
Price stable, supply stable |
Insecticides:
97% imidacloprid, up 6,000 yuan to 78,000 yuan/t. 97% acetamiprid, up 3,000 yuan to 65,000 yuan/t. 97% clothianidin, up 3,000 yuan to 71,000 yuan/t. 97% chlorfenapyr, down 4,000 yuan to 112,000 yuan/t.
|
Product |
Content·Formulation |
Oct 3-9 Price (yuan/t, kL) |
Oct 10-16 Price (yuan/t, kL) |
Remarks |
|
Lambda-cyhalothrin |
96% TC |
108,000 |
108,000 |
Price stable, supply stable |
|
Bifenthrin |
96% TC |
128,000 |
128,000 |
Price stable, supply stable |
|
Imidacloprid |
97% TC |
72,000 |
78,000 |
Price up, supply tight |
|
Acetamiprid |
97% TC |
62,000 |
65,000 |
Price up, supply tight |
|
Thiamethoxam |
96% TC |
56,000 |
56,000 |
Price stable, supply tight |
|
Clothianidin |
97% TC |
68,000 |
71,000 |
Price up, supply tight |
|
Nitenpyram |
97% TC |
120,000 |
120,000 |
Price stable, supply stable |
|
Pymetrozine |
97% TC |
96,000 |
96,000 |
Price stable, supply stable |
|
Fipronil |
95% TC |
330,000 |
330,000 |
Price stable, supply stable |
|
Chlorfenapyr |
97% TC |
116,000 |
112,000 |
Price down, supply stable |
|
Abamectin |
95% TC |
350,000 |
350,000 |
Price stable, supply stable |
|
Emamectin benzoate |
70% TC |
530,000 |
530,000 |
Price stable, supply stable |
|
Spirodiclofen |
97% TC |
125,000 |
125,000 |
Price stable, supply stable |
|
Etoxazole |
96% TC |
140,000 |
140,000 |
Price stable, supply stable |
|
Pyridaben |
96% TC |
120,000 |
120,000 |
Price stable, supply stable |
|
Phoxim |
95% TC |
31,000 (a.i. price) |
31,000 (a.i. price) |
Price stable, supply stable |
|
Profenofos |
94% TC |
48,000 |
48,000 |
Price stable, supply stable |
|
Chlorpyrifos |
97% TC |
38,000 |
38,000 |
Price stable, supply tight |
|
Acephate |
97% TC |
37,000 |
37,000 |
Price stable, supply stable |
|
Acephate |
98% TC |
38,000 |
38,000 |
Price stable, supply stable |
|
Malathion |
95% TC |
30,000 |
30,000 |
Price stable, supply stable |
|
Shamingdan |
98% TC |
80,000 |
80,000 |
Price stable, supply stable |
|
Shachongdan |
95% TC |
25,000 |
25,000 |
Price stable, supply stable |
|
Indoxacarb |
95% TC (9:1) |
385,000 |
385,000 |
Price stable, supply stable |
|
Propargite |
90% TC |
56,000 |
56,000 |
Price stable, supply stable |
|
Teflubenzuron |
98% TC |
370,000 |
370,000 |
Price stable, supply stable |
|
Carbosulfan |
92% TC |
98,000 |
98,000 |
Price stable, supply tight |
|
Lufenuron |
97% TC |
112,000 |
112,000 |
Price stable, supply stable |
|
Buprofezin |
97% TC |
58,000 |
58,000 |
Price stable, supply stable |
|
Metaldehyde |
99% TC |
33,000 |
33,000 |
Price stable, supply stable |
|
Pyriproxyfen |
97% TC |
102,000 |
102,000 |
Price stable, supply tight |
|
Dinotefuran |
97% TC |
125,000 |
125,000 |
Price stable, supply tight |
|
Chlorantraniliprole |
96% TC |
265,000 |
265,000 |
Price stable, supply tight |
Fungicides:
95% propiconazole, up 2,000 yuan to 71,000 yuan/t. 97% iprodione, up 3,000 yuan to 193,000 yuan/t.
|
Product |
Content·Formulation |
Oct 3-9 Price (yuan/t, kL) |
Oct 10-16 Price (yuan/t, kL) |
Remarks |
|
Difenoconazole |
96% TC |
78,000 |
78,000 |
Price stable, supply stable |
|
Propiconazole |
95% TC |
69,000 |
71,000 |
Price up, supply tight |
|
Cyproconazole |
95% TC |
152,000 |
152,000 |
Price stable, supply stable |
|
Tebuconazole |
97% TC |
49,000 |
49,000 |
Price stable, supply stable |
|
Tricyclazole |
95% TC |
61,000 |
61,000 |
Price stable, supply stable |
|
Hexaconazole |
96% TC |
86,000 |
86,000 |
Price stable, supply stable |
|
Triadimefon |
95% TC |
56,000 |
56,000 |
Price stable, supply tight |
|
Epoxiconazole |
95% TC |
230,000 |
230,000 |
Price stable, supply stable |
|
Flusilazole |
95% TC |
290,000 |
290,000 |
Price stable, supply stable |
|
Paclobutrazol |
90% TC |
63,000 (a.i. basis) |
63,000 (a.i. basis) |
Price stable, supply tight |
|
Paclobutrazol |
95% TC |
65,000 |
65,000 |
Price stable, supply tight |
|
Prochloraz |
96% TC |
48,000 |
48,000 |
Price stable, supply stable |
|
Azoxystrobin |
98% TC |
116,000 |
116,000 |
Price stable, supply stable |
|
Pyraclostrobin |
97% TC |
120,000 |
120,000 |
Price stable, supply stable |
|
Kresoxim-methyl |
96% TC |
175,000 |
175,000 |
Price stable, supply stable |
|
Dimethomorph |
98% TC |
58,000 |
58,000 |
Price stable, supply tight |
|
Thiophanate-methyl |
97% TC |
31,000 |
31,000 |
Price stable, supply stable |
|
Carbendazim |
97% TC |
35,000 |
35,000 |
Price stable, supply stable |
|
Iprodione |
97% TC |
190,000 |
193,000 |
Price up, supply tight |
|
Thifluzamide |
96% TC |
230,000 |
230,000 |
Price stable, supply stable |
|
Pyrimethanil |
97% TC |
72,000 |
72,000 |
Price stable, supply stable |
|
Thiram |
97% TC |
17,500 |
17,500 |
Price stable, supply tight |
|
Metalaxyl |
98% TC |
98,000 |
98,000 |
Price stable, supply stable |
|
Picoxystrobin |
97% TC |
230,000 |
230,000 |
Price stable, supply stable |
|
Trifloxystrobin |
97% TC |
170,000 |
170,000 |
Price stable, supply stable |
|
Boscalid |
98% TC |
250,000 |
250,000 |
Price stable, supply stable |
|
Fludioxonil |
98% TC |
485,000 |
485,000 |
Price stable, supply stable |
