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興發集團(600141.SH):受監管政策、安全環保等因素影響,國內磷礦石生產企業開工預計將長期不同程度受限
格隆匯 08-07 20:46

格隆匯8月7日丨興發集團(600141.SH)在接待投資者調研時表示,磷礦石主要用於磷肥生產、精製磷酸生產等用途。供給端看,磷礦石作為不可再生的戰略性資源,價值屬性逐步增強。受監管政策、安全環保等因素影響,國內磷礦石生產企業開工預計將長期不同程度受限。同時受磷礦石項目投產週期較長因素影響,行業內短期新增產能有限。需求端看,化肥市場需求穩定,新能源磷酸鐵鋰電池需求提升,預計將為磷礦石提供長期的價格支撐。綜上,磷礦石價格具備長期向好發展趨勢。

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