化肥股走強 部分化肥產品價格大幅上漲
格隆匯6月7日丨港股市場中國心連心化肥漲6.63%,中化化肥漲3.6%;A股市場雲圖控股漲5.61%,新洋豐漲4.43%。據生意社,6月3日化肥指數為1093點,創下週期內的歷史新高,較2016年10月12日最低點672點上漲了62.65%。從5月初開始尿素價格持續升温,當前個別區域尿素報價已經上漲至2700元以上。鉀肥市場已輕微打破供需平衡,長期以來鉀肥供過於求的局面得到改善,國際鉀肥價格節節上漲,巴西大顆粒氯化鉀到岸價接近400美元,而在3月份還只有300美元。國際價格也影響到國內,最新鹽湖股份報價為2450元/噸,淡季賣出了旺季的價格。業內預期鉀肥還會進一步漲價。


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