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磷化工板塊繼續走強 川發龍蟒拉昇封板
格隆匯10月21日丨磷化工板塊繼續走強,川發龍蟒拉昇封板,川恆股份、川金諾漲超6%,雲天化、興發集團、新安股份等跟漲。截至上週,已有7家磷化工企業發佈三季度業績預吿。2021年前三季度,磷化工板塊整體業績表現突出。其中,興發集團利潤水平預期將達24.5-25.5億元,同比提升約576.2%-603.8%;雲天化利潤水平預期將達27.7-28.7億元,同比提升約2518.55%-2613.02%。磷化工行業持續景氣是上市公司業績增長的主要原因。有機構預期,佈局新能源業務的磷化工企業,有望取得“估值”和“業績”的戴維斯雙擊。相較於預期之內的業績暴增,磷化工企業佈局新能源、新材料的消息更令市場關注。

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