A股異動丨磷化工板塊飆升 行業巨頭業績爆棚 一個季度利潤抵此前半年
格隆匯4月8日丨川金諾大漲逾14%領漲,六國化工漲停,興發集團逼近漲停,雲天化漲逾5%。4月6日晚間,雲天化發佈業績預吿。公吿顯示,預計2022年一季度淨利潤16.4億元左右,同比增長185.18%。據此前披露,公司2021年實現淨利潤36.42億元,同比增長1238.77%。這意味着,今年一季度,雲天化就賺到了相當於去年半年的利潤。另一家磷化工企業興發集團一季度業績也是頗為亮麗。據公司披露的業績預吿顯示,2022年一季度,公司實現淨利潤17億元,同比增長379.35%。而過去的2021年全年,公司實現淨利潤42.47億元,同比增長583.58%。今年一季度淨利潤相當於去年40%。因為磷酸鐵鋰電池行業大爆發,導致磷礦供不應求而價格大漲。而且這個趨勢仍在持續。“左磷右鋰”的高景氣行情,讓磷化工巨頭春風得意,紛紛顯露殺入下游磷酸鐵或磷酸鐵鋰細分領域的野心。

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