A股異動丨磷化工板塊表現活躍 雲南限電再起 黃磷價格周漲25%
格隆匯7月20日丨磷化工板塊表現活躍,宏達股份漲停,興發集團大漲近9%,股價再創歷史新高,年內累計漲幅達158%。7月以來,全國陸續出現高温天氣,自7月13日開始,雲南地區多數黃磷企業降負荷生產,7月15日起多數企業實行錯峯生產。目前雲南地區日產約500噸,開工率環比下降20個百分點至31%。我國黃磷產地集中在雲南、四川、貴州和湖北四省,其中雲南地區產量佔比約65%。根據百川盈孚數據,本週黃磷價格大幅拉漲5000元/噸,環比上漲約25%,部分企業報價25000-26000元/噸,高端報價28000-30000元/噸。本週國內黃磷庫存只有750噸,環比下降55.9%,供應十分緊張,在低庫存且開工率不足下,黃磷價格有望持續上漲。

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