化肥板塊走強 “春耕行情”疊加供給不足 多種類價格持續上漲
格隆匯2月23日丨化肥板塊走強,瀘天化拉昇封板,雲天化大漲近8%,陽煤化工、四川美豐、亞鉀國際漲超5%,華昌化工、魯北化工等紛紛跟漲。節前,化肥已經掀起了價格大漲的“春耕行情”。節後,受需求旺盛疊加供給不足導致多種類化肥價格持續上漲。華創證券表示,1至2月份是春耕用肥提前採購的集中期,下游節前備貨需求升温。從國際上看,海外工廠因疫情停工,導致部分訂單向國內轉移。預計中短期內國內化肥市場將呈現偏緊局面,二銨和尿素等化肥品種可能走出一輪海外與國內共振向上的景氣行情。

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