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司爾特(002538.SZ):目前行業單一肥料和低端肥料產能嚴重過剩
格隆匯 05-06 16:24

格隆匯5月6日丨司爾特(002538.SZ)在2023年5月5日業績説明會上表示,目前,行業單一肥料和低端肥料產能嚴重過剩。低端市場競爭異常激烈,行業逐漸由過去的產量追求向品質追求轉換。同時,行業税收等優惠政策逐步取消,經營成本增加,環保監察等措施倒逼化肥行業節能降耗、提高效率。此外,目前國內複合肥生產企業數量眾多,產能相對分散,行業集中度不高。近年來,行業受原材料價格影響較大,產品價格波動明顯。隨着國家深入實施創新驅動發展戰略,加強農業供給側結構性改革,未來以磷複合肥為代表的綠色環保、精準高效、改良土壤、提高肥料利用率,是複合肥產業結構調整升級的重要方向。

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