根据国家统计局数据显示：2025年9月中国磷矿石(折含五氧化二磷30％)产量为1306万吨，同比增长 13.2%；2025年1-9月中国磷矿石(折含五氧化二磷30％)累计产量为9313.2万吨，累计增长12.5%。 上市企业：兴发集团（600141）,湖北宜化（000422）,云天化（600096）,川发龙蟒（002312）,新洋丰 （000902）,云图控股（002539） 相关报告：智研咨询发布的《2025-2031年中国磷矿石行业市场竞争策略及未来发展潜力报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-9月中国磷矿石(折含五氧化二磷30％)产量统计图 数据来源：国家统计局，智研咨询整理 ...

数据来源：国家统计局，智研咨询整理 上市企业：盐湖股份（000792）,湖北宜化（000422）,云天化（600096）,鲁西化工（000830）,新洋丰 （000902）,史丹利（002588）,四川美丰（000731）,阳煤化工（600691） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-9月中国农用氮磷钾化肥(折纯)产量统计图 相关报告：智研咨询发布的《2025-2031年中国化肥行业市场研究分析及前景战略研判报告》 根据国家统计局数据显示：2025年9月中国农用氮磷钾化肥(折纯)产量为522万吨，同比增长3.3%；2025 年1-9月中国农用氮磷钾化肥(折纯)累计产量为4871.3万吨，累计增长9.6%。 ...

西部证券认为，化工行业当前处于估值与盈利双底，25Q1-3基础化工板块净利润同比上升7.45%，子板 块表现分化。多个子行业存内卷情况，应重视反内卷政策的推进力度。随着资源供给收缩、需求稳步回 升，景气周期有望延续上行。此外，AI需求驱动下行业加速释放，高性能新材料成为增长核心。 场外投资者还可以通过化工ETF联接基金（013527）关注化工板块投资机遇。 中原证券指出，从行业2025 年中报和三季报情况来看，目前化工行业景气总体仍处于低位，但盈利边 际回暖的趋势已逐步显现。未来行业供给端压力有望进一步减轻，加上美联储降息背景下全球货币宽松 带来下游需求的复苏，化工行业整体景气有望底部回升。 数据显示，截至2025年11月28日，中证细分化工产业主题指数前十大权重股分别为万华化学、盐湖股 份、天赐材料、藏格矿业、巨化股份、华鲁恒升、多氟多、恒力石化、宝丰能源、云天化，前十大权重 股合计占比45.41%。 2025年12月3日早盘，磷化工概念涨幅居前，截至 10:11，中证细分化工产业主题指数上涨0.87%，成分 股杭氧股份上涨4.48%，亚钾国际上涨4.42%，藏格矿业上涨3.68%，万华化学上涨3.22%， ...

磷化工投资机会探讨 20251128 摘要 国内磷化工产业分为热法和湿法两种路径，热法生产高纯度磷酸盐及有 机磷产品，湿法生产磷肥及精细化产品，各有优缺点，国内磷矿产量占 全球 40%以上，但受开采政策影响，供给端面临限制。 国内磷矿新增产能预计 2025 年约 775 万吨，2026 年规划产能可能达 2,800-2,900 万吨，实际释放量或 2000 万吨，预计到 2027 年新增产 能约 4,000 万吨，但受政策限制及老旧矿山退出影响，整体供应受限。 磷矿石价格今年以来稳定在 1,000 元/吨附近，下游需求稳健，预计未来 价格将保持稳定上涨态势，但可能出现阶段性波动，需关注新老矿山更 替及新增项目审批限制等因素。 磷肥领域主要围绕磷酸一铵、二铵等传统产品，需求相对稳健，支撑产 业链发展，国内磷肥产量约 2,500 万吨，通过海外出口扩大盈利，受出 口配额和结构调控管理。 草甘膦价格在 2025 年第二季度上涨至约 27,000 元/吨，受益于农药库 存周期，预计未来 1-2 个月内可能冲击 30,000 元/吨，兴发集团拥有 23 万吨草甘膦名义产能，业绩增长潜力大。 Q&A 今年（2025 年） ...

资金面上看，今日磷化工概念板块获主力资金净流入14.28亿元，其中，33股获主力资金净流入，9股主 力资金净流入超5000万元，净流入资金居首的是湖南裕能，今日主力资金净流入4.03亿元，净流入资金 居前的还有华友钴业、洛阳钼业、云天化等，主力资金分别净流入2.90亿元、1.99亿元、1.62亿元。 份 资金流入比率方面，金浦钛业、湖南裕能、云天化等流入比率居前，主力资金净流入率分别为 47.49%、15.57%、10.60%。（数据宝） 磷化工概念资金流入榜 截至11月28日收盘，磷化工概念上涨2.32%，位居概念板块涨幅第5，板块内，49股上涨，金浦钛业、 安纳达等涨停，湖南裕能、川金诺、澄星股份等涨幅居前，分别上涨11.01%、8.50%、5.91%。跌幅居 前的有晨化股份、万盛股份、恒光股份等，分别下跌2.37%、2.35%、0.84%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 301358 | 湖南裕 ...

Core Viewpoint - The phosphate chemical sector has shown a positive performance with a 1.40% increase, ranking 9th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - The phosphate chemical sector increased by 1.40%, with 39 stocks rising, including Wansheng Co., which hit the daily limit, and notable increases in Chenhua Co. (8.23%), Jushi Chemical (4.76%), and Qingshuiyuan (4.74%) [1][2]. - The sector experienced a net outflow of 510 million yuan from main funds, despite 20 stocks seeing net inflows, with Hunan YN leading at 119 million yuan [2][3]. Group 2: Fund Flow Analysis - The top stocks by net inflow ratio included Wansheng Co. (22.90%), Dongjiang Environmental (10.22%), and Hunan YN (8.73%) [3][4]. - The net inflow of main funds for Wansheng Co. was 48.97 million yuan, while other significant inflows were seen in Yuntianhua (79.93 million yuan) and Lvxihua (30.39 million yuan) [2][3]. Group 3: Stock Performance - Stocks with notable increases included Wansheng Co. (9.98%), Chenhua Co. (8.23%), and Qingshuiyuan (4.74%), while stocks like Yuegui Co. and Hongda Co. faced declines of 1.98% and 1.01%, respectively [1][5]. - The trading volume and turnover rates varied, with Hunan YN showing a turnover rate of 5.10% and a net inflow of 118.91 million yuan [3][4].

证券日报网讯云天化（600096）11月26日在互动平台回答投资者提问时表示，截至2025年11月20日，公 司股东人数为10.36万户。 ...

Core Points - Yuntianhua (600096) reported a decrease in the number of shareholders to 103,600 as of November 20, down by 8,700 from the previous period, representing a decline of 7.75% [1] - The closing price of Yuntianhua was 30.31 yuan, down 0.62%, with a cumulative decline of 13.97% since the concentration of shares began, showing 3 days of increase and 9 days of decrease [1] - The latest margin trading data as of November 25 indicates a total margin balance of 2.163 billion yuan, with a financing balance of 2.157 billion yuan, reflecting an increase of 255 million yuan or 13.40% since the concentration of shares began [1] - The company's Q3 report showed a total revenue of 37.599 billion yuan, a year-on-year decrease of 19.53%, while net profit reached 4.729 billion yuan, an increase of 6.89%, with basic earnings per share at 2.5833 yuan and a weighted average return on equity of 20.03% [1] - In terms of institutional ratings, 13 institutions have given buy ratings in the past month, with Huatai Securities setting the highest target price at 44.66 yuan as of October 29 [1]

Market Overview - The agricultural chemical sector experienced a decline of 1.02% on November 24, with Lanfeng Biochemical leading the drop [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Dongfang Iron Tower (002545) with a closing price of 16.42, up 5.87% [1] - Bai'ao Chemical (603360) at 31.83, up 3.34% [1] - Nongxin Technology (001231) at 22.17, up 3.16% [1] - Conversely, significant decliners included: - Lanfeng Biochemical (002513) at 7.47, down 7.20% [2] - Chengxing Co. (600078) at 10.71, down 6.22% [2] - Hongda Co. (600331) at 10.57, down 4.34% [2] Capital Flow - The agricultural chemical sector saw a net outflow of 738 million yuan from institutional investors, while retail investors contributed a net inflow of 458 million yuan [2][3] - Key stocks with significant capital flow included: - Yuntianhua (600096) with a net inflow of 97.36 million yuan from institutional investors [3] - Bai'ao Chemical (603360) with a net outflow of 20.47 million yuan from retail investors [3] - Dongfang Iron Tower (002545) with a net inflow of 45.54 million yuan from institutional investors [3]

Market Overview - The phosphate chemical sector declined by 0.88%, ranking among the top losers in the concept sector, with notable declines in companies such as Qing Shui Yuan, Ju Shi Chemical, and Chuan Neng Power [1] - In contrast, 21 stocks within the sector experienced price increases, with Wei Ling Co., Tian Ji Co., and Ya Ke Technology leading the gains at 10.03%, 4.18%, and 3.00% respectively [1] Capital Flow - The phosphate chemical sector saw a net outflow of 860 million yuan from major funds, with 33 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 50 million yuan [1] - The largest net outflow was from Huayou Cobalt, which recorded a net outflow of 361 million yuan, followed by Chuan Fa Long Mang, Hubei Yihua, and Chengxing Co. with net outflows of 144 million yuan, 109 million yuan, and 91.7 million yuan respectively [1] Top Gainers and Losers - The top gainers in the phosphate chemical sector included Wei Ling Co. with a 10.03% increase, while the largest declines were seen in Qing Shui Yuan, which dropped by 18.42% [1][2] - Other notable declines included Chuan Neng Power at -7.11% and Chengxing Co. at -6.22% [1][2] Fund Inflows - The stocks with the highest net inflows included Yun Tian Hua, China Chemical, and Wei Ling Co., with net inflows of 85.76 million yuan, 70.21 million yuan, and 62.52 million yuan respectively [3]