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磷化工板塊再度走強 雲天化等多股漲停
格隆匯7月12日丨磷化工板塊再度走強,川金諾大漲超17%,雲天化、興發集團、安納達漲停,宏達股份、新洋豐逼近漲停,川恆股份、川發龍蟒等繼續走高。據百川盈孚研報,磷酸一銨價格近期堅挺運行,國際方面一銨出口依舊火爆,價格繼續上漲,市場需求旺盛,預計短期內一銨價格依舊高挺。中信證券研報指出,中期看,磷化工板塊或維持上漲趨勢。國內主要磷化工品如磷酸一銨、磷酸二銨及草甘膦等處庫存低位,預計行業將逐漸進入補庫存階段,現貨供應緊張,國際市場需求陸續釋放,價格中樞仍有望提高。

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