磷化工板塊再度走強 行業持續高景氣度 多家公司業績爆發式增長
格隆匯8月30日丨磷化工板塊再度走強,雲天化封漲停,雲圖股份、魯西化工大漲超9%,湖北宜化漲近9%,新安股份、江山股份、利爾化學、魯北化工等紛紛大幅跟漲。8月25日,工信部將推進磷複肥行業由集聚發展向集羣發展全面提升,加快培育一批具有國際競爭力的先進製造業集羣;進一步細化行業綠色製造標準,加大對綠色磷複肥、新型肥料產品研發推廣的支持力度。受益於磷化工持續高景氣度,今年以來,磷化工龍頭企業業績出現“爆發式”增長。雲天化上半年實現淨利潤15.72億元,同比扭虧為盈,接近去年全年利潤的6倍;湖北宜化上半年淨利潤7.26億元,同比增長超過3倍。中信證券表示,目前國內正處於秋季備肥期,需求持續釋放,國際需求依舊向好,供需偏緊疊加原料價格支撐下,磷化工的價格有望維持高位。此外,新能源汽車行業景氣上行,磷酸鐵鋰需求向好,磷酸鐵鋰有望以其安全性及低成本優勢成為市場首選正極材料。

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