A股異動 | 磷化工概念股大漲 磷礦石均價突破千元每噸關口
格隆匯6月22日丨磷化工概念股大漲,晨化股份漲8%、川發龍蟒漲4%,雲天化、洛陽鉬業、和邦生物漲超3%。6月20日,國內磷礦石每噸均價突破千元大關,本月漲幅已超21%,同比年漲幅超過100%。萬聯證券指,短期來看,當前在需求端支撐下,磷礦石價格仍有上漲空間。長期來看,基於磷礦石的不可再生性,企業縮減磷礦石開採量及對外供應量將成為必然趨勢,同時隨着新能源等下游產業對於磷礦石需求的增長,磷礦石供應緊張的狀態或將長期持續,磷礦石價格也將維持在較高水平震盪運行。

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