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磷化工板塊延續強勢 企業進軍磷酸鐵鋰優勢顯著
格隆匯9月13日丨磷化工板塊延續強勢,川發龍蟒大漲超9%,雲天化漲超8%,川恆股份、雲圖控股漲6%,司爾特、興發集團、芭田股份等跟漲。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。海通證券表示,磷化工企業進軍磷酸鐵鋰優勢顯著,具有工業級磷酸一銨和淨化磷酸產能的磷化工企業,一方面具備原料成本優勢,另一方面可以對磷酸鐵的大規模發展提供原料保障,因此積極進軍磷酸鐵領域,未來有望在磷酸鐵市場佔據較大份額。

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