A股異動 | 磷化工概念股繼續走強 組團佈局新能源材料
格隆匯9月9日丨磷化工概念股今早繼續走強,四川美豐盤中一度漲停,川恆股份漲超7%,金誠信和魯西化工漲超6%,*ST中迪漲超5%。今年以來,雲圖控股、新洋豐、川金諾等磷化工企業加緊佈局磷酸鐵項目,擁有3.5億餘噸磷礦資源的川恆股份便是最近的入局者。對於具有多年化學合成與工藝生產經驗的上游龍頭而言,磷酸鐵技術門檻並不高。業內人士指出,磷礦供需結構逐步由緊平衡轉變為供不應求,磷酸鐵鋰的生產成本壓力將進一步加大,擁有上游原材料的磷酸鐵鋰企業將獲取更大利潤空間。光大證券認為,磷化工傳統產品磷肥、複合肥等產品需求旺盛,國際出口需求仍舊良好;新興產品方面,國內企業磷酸鐵產能規劃不斷推出,中短期內國內供給仍將偏緊,長期看磷酸鐵供需將會趨於平衡。

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