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磷化工板塊繼續走強 雲圖控股三連板
格隆匯9月15日丨磷化工板塊繼續走強,雲圖控股三連板,興發集團、司爾特漲超7%,魯北化工漲超6%,宏達股份、川發龍蟒、川金諾等跟漲。 今年以來,磷酸鐵的價格、銷量大漲,讓許多磷化工企業紛紛宣佈計劃建設磷酸鐵項目。新能源車銷量爆發,帶動磷酸鐵鋰需求高速增長。海通證券指出,磷化工企業進軍磷酸鐵鋰優勢顯著,一方面其具備原料成本優勢,另一方面也可以對磷酸鐵的大規模發展提供原料保障。此外,近日網傳雲南發改委發佈《雲南省節能工作領導小組辦公室關於堅決做好能耗雙控有關工作的通知》,其中提到,加強黃磷行業生產管控,確保2021年9-12月黃磷生產線月均產量不得超過2021年8月份產量的10%(即削減90%產量)。

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