A股異動 | 化肥板塊走強 瀘天化(000912.SZ)漲停
格隆匯3月7日丨化肥板塊繼續走強 ,富邦股份漲超12%,瀘天化、亞鉀國際漲停,天禾股份、新洋豐、史丹利、四川美豐等跟漲。今年以來,不少化肥原材料價格一路上漲。有農資公司負責人表示,尿素、碳銨等肥料,每年價格都在增長,2020年一包大概80-90元,現在漲到150-160元。原料漲價,帶動化肥價格上漲,而這其中鉀肥的漲幅最大,氯化鉀市場銷售價普遍在4200—4300元/噸,局部地區到站價達到4400元/噸,近兩個月的漲幅超過10%。隨着多地進入春耕季節,對於鉀肥的需求旺盛,同時,玉米、小麥和大豆等農作物價格上漲,也帶動了農民種植積極性,鉀肥市場整體現貨的缺口會逐步顯現。業內人士表示,短期內鉀肥價格不會再有較為明顯的下滑。

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