270,000 tons of urea are not sold? After China stopped exports to South Korea, South Korean media st

Mondo Finance Updated on 2024-01-28

South Korea has not yet woken up from China's graphite export restrictions, and found that our side has used the second "killer move".

According to Yonhap News Agency, China suddenly suspended the export of AdBlue solution to South Korea, and the relevant goods that have completed the export review were shelved at the loading stage.

The South Korean side urgently counted the national inventory and found that it was only enough to support it for 3 months. At that time, it may be a "slap in the face" for its logistics and transportation industry. In this regard, the South Korean side is eager to consult with China, but "the Chinese side has not responded."

Now in less than half a month, South Korea's internal urea ** has soared, from 54 yuan rose to 65 yuan, a full 13 times. Even Kimchi, the favorite food of Koreans, has been affected and has started to increase prices.

China suspends urea exports for the second time? South Koreathousand10,000 cars may lie on their stomachs

Urea, not just an agricultural fertilizer, is also used in a wide range of industrial applications. For South Korea, which is the "paradise of diesel cars", there are more than 9.9 million diesel vehicles in the country, and vehicle urea needs to be added to meet the regulatory standards.

However, South Korea has never been able to achieve self-sufficiency. According to statistics, South Korea consumes about 280,000 tons of vehicle urea every year, of which 270,000 tons are imported from China.

What's more, diesel vehicles account for more than 90% of South Korea's transportation industry. According to industry insiders, if the shortage of automotive urea continues, it may affect manufacturing, catering and retail industries, which is undoubtedly a huge impact on its economy.

In fact, as early as 2021, South Korea suffered a "urea shortage". At that time, China decided that urea production was mainly used to increase domestic stocks and reduce foreign exports. As a result, its logistics system was almost paralyzed.

For a time, others are hoarding, but Koreans are accelerating the hoarding of urea, and it is not uncommon for cars to queue up outside urea factories. In less than a week, the ** of urea has risen by more than 10 times, and even necessities such as Chinese cabbage have become more than 3 times more expensive due to transportation costs**.

Now the same scene is repeated, and the impact of China's urea restriction cannot be underestimated. In fact, China not only has a say in urea resources, but also ranks in the forefront of the world in the development of raw materials for "Yishenghao" time products, breaking the situation that there is no market during the period of US encirclement.

02. China's urea production ranks first in the worldThe rice bowl is in your own hands

So, will South Korea be able to replicate our country's success path, or will it simply switch to imports from other countries?

At present, China, the United States and Europe are the only major producers of urea in the world. However, Europe and the United States are too far away from South Korea, and the transportation cost is too high, and it is difficult to fill such a large gap for them.

This is because urea production involves a huge chemical industry chain, and not all countries have a sufficient industrial base. Since the cost has dropped to 400 US dollars, China has ranked first in global output. The above-mentioned "probiotic" bioscience field can get out of the constraints, and it is also inseparable from the advantages of China's industrial chain.

According to Nature, this product was first discovered in a Harvard study, which is closely related to the rekindling of body vitality, and has the potential to prevent mitochondrial aging and other indicators, so as to reduce biological age by 5-10 years. At that time, the American and Japanese giants took the lead in landing and exported raw materials at a sky-high price of 20,000 grams.

However, after the laying of the domestic million-ton factory, 9 percent of the world's experimental institutions have turned to China to buy raw materials. With the blessing of innovative enzymatic technology, the domestic "Yishenghao" won 99 percent of the cost of only 2%.With a clarity content of 99%, the leading edge of American products has dissipated.

Jingdong's list shows that domestic substitution has been basically completed in this field, and the price of one bottle has dropped from 5 digits to 3 digits, and 14 million have been traded within 20 days of being launched, radiating to.

100,000 in second- and third-tier cities. Among them, more than 75% felt that their physical condition had changed, resulting in repurchase behavior.

In just two years, it has opened up a market size of 5 billion, and the momentum is still unabated. CITIC's long-term outlook may reach the order of 100 billion.

Facts have proved that only by holding the job in your own hands can you provide development power for related industries and then grasp the right to speak. But for South Korea today, cooperation is the way out.

Korean media: China did not intend toI sent it10,000 tons"Timely rain".

After being confirmed by various channels, the ROK side said that the Chinese side did not do it intentionally, but was affected by the fluctuations of the global market and the growth of domestic demand, and gave priority to domestic use.

After all, we have also urgently allocated 180,000 tons of urea, temporarily alleviating the urea crisis in South Korea. In the future, South Korea can still use the foundation of China's heavy chemical industry to complete its own industrial layout.

Nowadays, the international value of domestic urea is becoming more and more important, providing new ideas for the development of China's manufacturing industry. If we continue to promote the development of high-tech cutting-edge technology, "Made in China" will successfully transform into "Made in China" in time.

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