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化肥板塊再度走強 魯北化工封漲停 鉀肥行業持續景氣
格隆匯8月23日丨化肥板塊再度走強,魯北化工封漲停,亞鉀國際漲超7%,新洋豐、六國化工漲超5%,華魯恆升、鹽湖股份、湖北宜化、雲天化等紛紛跟漲。隨着全球糧食產量增長,化肥需求旺盛。作為植物生長必須的三大基礎肥料,鉀的重要性不言而喻。中國作為農業大國,鉀肥消費量巨大,超過50%的鉀肥需要進口。隨着農產品種植面積擴大,近兩年,鉀肥行業持續景氣。隆眾化工數據顯示,截至8月22日,華東地區氯化鉀均價為3260元/噸,較去年同期上漲了101%。與此同時,氯化鉀走貨緊俏,庫存消耗較快。百川盈孚數據顯示,截至上週,國內氯化鉀總庫存約為215萬噸,較去年同期減少41%,庫存總量處於近兩年的最低位。

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