港A兩地化肥股走強 美國最大農民組織警吿化肥危機 磷複肥原料價格大漲 庫存降低
格隆匯4月8日丨港A兩地化肥股走強,港股方面,中化化肥漲超5%,中海石油化學漲3.53%,玖源集團和中國心連心化肥跟漲;川金諾、六國化學、興發集團漲停,富邦股份漲超8%,川恆股份、雲天化漲超6%,瀘天化、江山股份漲超5%,ST紅太陽、司爾特等跟漲。美國最大農民合作組織週三發出警吿,注意全球化肥供應出現紊亂甚至局部斷供。2022年年初以來,隨着春耕用肥需求上漲,中國硫磺價格進一步上漲,從年初的2000元/噸,至3月中旬突破3000元/噸,截至目前硫磺價格創年內新高。東亞前海證券研報顯示,供應端方面,我國硫磺市場進口依賴度高,價格受國際市場影響較大。2021年國內硫磺消費總量為1702萬噸,其中進口量為853.5萬噸,進口依存度為50%。2022年一季度中國硫磺港口庫存均值為138.74萬噸,環比減少12.52%,同比減少39.88%。


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