雲天化(600096.SH):對磷礦石價格保持較為樂觀的態度
格隆匯8月15日丨雲天化(600096.SH)披露投資者關係活動記錄表顯示,公司對磷礦石價格保持較為樂觀的態度。近年來,受下游磷肥較高景氣度以及新能源電池材料需求提升的影響,磷資源需求得到有力支撐;同時,籌建在建新增產能落地週期較長,不確定性較大,環保政策趨嚴及中小型落後產能的退出持續存在。為此,我們預計年內乃至兩到三年內,磷礦的供需關係將不會發生顯著變化,仍將處於緊平衡的供需格局。
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