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磷化工板塊再度走強 磷酸價格年內漲幅達280%
格隆匯10月22日丨磷化工板塊再度走強,司爾特漲停,川發龍蟒、雲天化漲超4%,雲圖股份、興發集團等跟漲。今年以來,因為原料成本上漲和供求關係緊張,各類磷化工產品的價格快速上漲。磷化工產業鏈需求旺盛,上游磷礦石資源也處在供不應求的狀態。隨着磷化工產品的需求量和價格持續攀升,磷化工企業今年的業績也迎來爆發。10月20日,特斯拉在三季報中表示,對於標準續航版Model 3和Moderl Y新能源電動汽車,全球範圍內都在改用磷酸鐵鋰電池。隨着磷酸鐵鋰電池的廣泛運用,特斯拉還樂觀預計,未來幾年裏交付量將實現年均50%的增長。黃磷和磷酸都是製作磷酸鐵鋰電池的重要原料,磷酸年內漲幅高達280%。

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