磷概念股走高，澄星股份、芭田股份涨停，云天化等大涨

Core Viewpoint - Phosphate concept stocks have surged, with significant increases in share prices for companies such as Qing Shui Yuan, Chengxing Co., and Batian Co. due to anticipated growth in the energy storage battery market, particularly for lithium iron phosphate batteries [1] Group 1: Market Trends - As of June 6, phosphate concept stocks experienced notable gains, with Qing Shui Yuan hitting a 20% limit up, and other companies like Chengxing Co. and Batian Co. also reaching their limit up [1] - The global energy storage battery shipment is projected to exceed 260 GWh in the first half of 2025, with a full-year estimate of over 500 GWh, representing a year-on-year growth of approximately 60% [1] Group 2: Demand Projections - Approximately 95% of the energy storage batteries will be lithium iron phosphate batteries, which translates to a demand for about 120,000 tons of lithium iron phosphate driven by energy storage battery shipments in 2025 [1] - The demand for phosphate rock is expected to increase significantly, with an estimated requirement of around 4.4 million tons of phosphate rock raw material driven by energy storage shipments in 2025, accounting for over 4% of China's current phosphate rock production [1] Group 3: Industry Insights - The upstream phosphate rock segment is viewed as having the most rigid supply within the lithium iron phosphate industry chain, with a consumption rate of approximately 3.5 tons of phosphate rock raw material per ton of lithium iron phosphate [1] - The uncertainty in the release schedule of new phosphate rock project capacities, combined with the rigid support from traditional agricultural demand and steady growth in power batteries, suggests that the phosphate rock segment's prosperity may exceed expectations, with potential for a temporary supply gap [1]