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A股異動丨磷化工板塊持續拉昇 磷酸鐵鋰帶來新增量 多股預計業績暴漲
格隆匯1月11日丨磷化工板塊持續拉昇,清水源大漲近16%領漲,雲圖控股漲近7%,興發集團和川金諾漲約5%。值得注意的是,磷化工板塊自9月底回調以來,橫盤震盪兩月有餘,此次拉漲能否走出震盪區間,市場抱有很大的期待。消息面上,磷化工企業迎來年報期。受益於磷酸鐵鋰電池增量,今年磷化工巨頭爭搶佈局磷酸鐵鋰,業績也迎來了爆發式增長!興發集團2021業績預增超6倍,雲天化年報業績預增超11倍。東亞前海證券指出,在磷酸鐵鋰的推動下,磷化工產業有望景氣拉長、估值提升。磷化工企業的估值中位數只有20.6倍,而新能源材料企業的估值中位數約為62.1倍。

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