年內(nèi)價(jià)格翻番,磷化工賽道掀起漲停潮
【資料圖】
磷化工產(chǎn)業(yè)鏈正步入景氣上行周期。
6月22日,磷化工板塊集體沖高,概念指數(shù)漲幅居前。川發(fā)龍蟒(002312)早盤率先漲停,早盤開盤后五分鐘內(nèi),直線封死漲停。
截至收盤,包括云圖控股、興發(fā)集團(tuán)、澄星股份等10只個(gè)股漲停,川金諾上漲12%,清水源上漲13.93%,川恒股份、魯北化工上漲超8%。
2024年1月,工信部等八部委聯(lián)合發(fā)布《推進(jìn)磷資源高效高值利用實(shí)施方案》明確提出要發(fā)展高端磷化學(xué)品,推動磷化工產(chǎn)業(yè)轉(zhuǎn)型升級。隨著新能源汽車、半導(dǎo)體、新材料等戰(zhàn)略性新興產(chǎn)業(yè)快速崛起,市場對電子級磷酸、高純磷化物、新能源電池材料、高端阻燃劑等高附加值精細(xì)磷化學(xué)品的需求正呈爆發(fā)式增長,為行業(yè)轉(zhuǎn)型注入強(qiáng)勁動力。
開源證券研報(bào)認(rèn)為,下游黃磷、磷銨、磷酸鹽等傳統(tǒng)磷化工產(chǎn)品格局持續(xù)優(yōu)化,加上磷酸鐵(鋰)產(chǎn)業(yè)鏈?zhǔn)袌鲂枨蟾咴黾坝迯?fù),戰(zhàn)略資源和新能源雙輪驅(qū)動下,看好磷化工需求結(jié)構(gòu)重塑、新舊動能加速轉(zhuǎn)換,“采、選、加”一體化龍頭企業(yè)資源、技術(shù)優(yōu)勢顯著。
關(guān)鍵詞: 財(cái)經(jīng)頻道 財(cái)經(jīng)資訊
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