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A股異動 | 磷化工概念逆勢上漲 券商指磷化工企業業績具備高確定性
格隆匯5月16日丨磷化工概念逆勢上漲,川金諾漲6.5%,雲圖控股、興發集團、新安股份、四川美豐漲超3%。中信證券指,磷兼具“糧食安全”及“能源”屬性,高景氣有望中長期持續;同時,磷自身具備資源壁壘,基本盤穩固,中短期,業績具備高確定性。目前磷化工企業積極向上游下游完善、拓展產業鏈,板塊估值有進一步提升空間。建議積極佈局兼具基本面及行業β的磷化工板塊,尤其一體化佈局下,礦產資源豐富的企業將更為受益。

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