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港股異動 | 化肥股走強 化肥價格大漲 行業迎來難得的景氣週期
格隆匯6月10日丨化肥股走強,中國心連心化肥漲近7%領漲,中化化肥漲逾2%。近期,國內農用化肥主體氮磷鉀輪番漲價,此起彼伏,化肥企業將迎來難得的景氣週期,有望吿別近幾年來過的苦日子。5月份以來,主流廠家尿素出廠噸價上漲了500元~600元,達到2700元,為歷史最高。卓創資訊統計,6月9日氯化鉀噸均價為3105元,上漲6.76%,6月1日均價還為2733元,9天時間上漲了13.6%。此輪上漲主要原因是貨幣放水後,不少大宗商品價格都在上漲,化肥只是水漲船高,尿素的主要原材料煤炭和天然氣價格上漲,推高了生產成本,糧食價格上漲,提高了農户種糧積極性。

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