A股異動 | 新洋豐漲逾6% 磷肥價格上漲
格隆匯3月4日丨新洋豐(000902.SZ)現漲6.27%,報7.8元,暫成交3.21億元,最新總市值102億。中信證券指出,受到疫情影響,國內磷肥開工率受較大影響和衝擊,由於主要產區在湖北,目前仍處在開工負荷較低的水平。隨着2月份下旬以來,運輸瓶頸環節和下游複合肥企業開工率提升,磷酸一銨庫存水平快速下降,產品價格持續上漲,目前市場價已較春節前的水平上漲250元/噸,磷酸二胺上漲50元/噸。預計在需求旺季到來之際,磷肥價格有望持續上行。公司從事高濃度磷複肥和新型肥料的研究、開發、生產與銷售等業務。

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