磷复肥：产业竞争力全面跃升

Core Viewpoint - During the "14th Five-Year Plan" period, China's phosphate fertilizer industry has achieved significant improvements in competitiveness through optimization of layout, structural adjustments, technological innovation, and green transformation, ensuring supply and upgrading the industry [1] Group 1: Layout Optimization - The phosphate fertilizer industry has seen a steady increase in concentration and balanced regional development, with the output of phosphate fertilizer in key provinces expected to grow by approximately 6% by the end of the "14th Five-Year Plan" [2] - The top ten enterprises in the industry are projected to increase their output by 10%, while the number of large-scale phosphate fertilizer production enterprises is expected to decrease by 35% [2] - The market share of compound fertilizers has risen from 36% at the end of the "13th Five-Year Plan" to around 42% by the end of the "14th Five-Year Plan" [2] Group 2: Structural Adjustment - The industry has undergone significant upgrades in raw material structure, product structure, and organizational structure, enhancing collaborative effects [3] - The raw material structure has diversified, with the economic grade of low-grade phosphate rock decreasing to 14%-16%, and imports of phosphate rock steadily increasing [3] - The production capacity of new high-efficiency fertilizers, such as ammonium polyphosphate and water-soluble monoammonium phosphate, has expanded, with the capacity of wet-process phosphoric acid increasing threefold compared to the end of the "13th Five-Year Plan" [3][4] Group 3: Green Transformation - The phosphate fertilizer industry has integrated green development concepts into the entire production process, achieving significant results in environmental governance and resource recycling [5] - The utilization rate of phosphogypsum has increased by nearly 16 percentage points, and the recovery rate of associated fluorine resources has significantly improved, with some facilities achieving over 60% recovery [5] - Approximately 30 compound fertilizer enterprises have received "green factory" certification, and the industry is promoting energy-saving measures and waste recycling systems [6]