消息面上，农业农村部等四部门近日发布的《关于统筹建立常态化金融支持机制助力防止返贫致贫和乡村全面振兴的意见》提出，加大农村 地区企业上市辅导培育力度，帮助更多企业利用多层次资本市场进行融资。 今日农化板块的强势表现，既是资金对政策利好的即时响应，也是行业基本面边际改善的集中体现。作为农业生产的核心配套领域，农化行 业直接关联粮食安全与农业现代化进程，其发展高度受益于农业产业扶持政策的密集落地。 2月24日，A股农化板块上涨，带动成分股川金诺（300505.SZ）涨超13%，和邦生物（603077.SH）、美邦股份（605033.SH）、兴发集团 （600141.SH）、云图控股（002539.SZ）、云天化（600096.SH）、川发龙蟒（002312.SZ）、湖北宜化（000422.SZ）、川恒股份 （002895.SZ）、澄星股份（600078.SH）、金正大（002470.SZ）实现10CM涨停。 对新洋丰、云天化等具备全产业链布局的农化龙头而言，政策支持将进一步巩固其行业优势地位。 以磷复肥龙头新洋丰为例，公司正推进"磷矿开采－选矿－精深加工"一体化全产业链布局，2025年5月开工建设的夷陵磷系新材料 ...

廊坊市,位于京津冀节点,定位服务首都及周边地区实时算力需求 罗曼股份 2天2板 公司拟收购武桐高新39.23%的股权,标的主要从事AIDC算力服务器与集群综合解决方 案服务业务 EE HEATS 扬子新材 公司有多款产品可满足于半导体洁净室的不同需求 锂电池 碳酸锂主力合约涨超9% 百利科技 公司为锂电池正极、负极、电解液生产企业提供精密配料系统、智能上料系统,真空干 燥系统,全自动高温窑炉外轨等专有智能设备 漫星股份 国内磷酸龙头;全固态电池关键原料五硫化二磷需由超纯黄磷+硫磺合成,1GW固态电 池需450吨黄磷（135吨超纯黄磷）,用量为硫化锂的150%；公司为国内黄磷产能第 一 (18万吨/年)，首家生产电子级磷酸的上市公司 安纳达 1、公司主营钛白粉,现有产能8万吨,"安纳达"牌钛白粉为安徽名牌;2、控股子公 司铜陵纳源磷酸铁现有产能总计15万吨,硫酸亚铁原料自给,产品用于新能源电池正 极材料 作者: T 湖北宜化 1、公司具备126万吨的磷酸二铵产能,磷酸二铵市场竞争力行业领先;2、公司拟与 宁德时代控股子公司宁波邦普在新能源电池材料配套化工原料领域开展合作 六国化工 华东地区规模最大的磷复肥和磷化 ...

A股迎来马年开门红，三大指数节后集体上涨。截至收盘，沪指涨0.87%，报4117.41点，深成指涨 1.36%，报14291.57点，创业板指涨0.99%，报3308.26点，科创50指数跌0.34%，报1465.37点。沪深两市 合计成交额22020.62亿元。市场超4000只个股上涨，其中109只个股涨停。 开源证券认为，春季躁动并非一次性走完，过去十年有6次在经历回调后走出第二波上涨，且第二轮上 涨往往比第一波更具赚钱效应，方向与当时市场主线强相关。 中信建投指出今年A股处于慢牛格局中，投资者做多热情高涨，前期在"主动降温"引导下指数完成了一 轮回调整固，节后有望开启新一轮上行。和以往不同的是，由于今年春节时间较晚，春节后两会前仅一 周的交易时间。两会期间则常出现"兑现行情"，重点关注细分产业政策超预期情况。 国金宏观指出，市场波动主要源于流动性与风险偏好变化，而非AI产业方向逆转。未来美股对业绩兑 现要求将更严苛，资本开支容忍度持续下降，波动大概率加剧，但科技股是否已经走到右侧仍需观察。 股票频道更多独家策划、专家专栏，免费查阅>> 午后化工（核心股）">磷化工（核心股）板块涨势扩大，云天化、六国化工 ...

截至2月24日11点16分，上证指数涨1.15%，深证成指涨1.92%，创业板指涨1.99%。ETF方面，粮食ETF 广发（159587）涨2.84%，成分股和邦生物（603077.SH）、川发龙蟒（002312.SZ）涨停，泰禾股份 （301665.SZ）、云图控股（002539.SZ）、湖北宜化（000422.SZ）、云天化（600096.SH）、兴发集 团（600141.SH）、新安股份（600596.SH）、扬农化工（600486.SH）、川恒股份（002895.SZ）涨超 5%。 消息方面，据报道，春季田管有序推进，保障粮食稳产丰产。当前冬小麦由南向北陆续返青，是抓好春 季田管的关键时期。主产区因地制宜落实各项举措，保障粮食稳产丰产。随着小麦进入返青期，用肥高 峰期即将到来，全国供销合作社系统已采购肥料2000万吨，并抓好农资跨区域调运，加快下摆到基层网 点，确保农资供应及时到位。 国投证券表示，截至2025年底，转基因玉米种植已扩展至13个省份，全年种植面积达3000万亩-5000万 亩，占全国玉米总面积的10%-15%，在政策持续推进下2026年渗透率有望进一步提升，转基因种子价格 溢价将带动相 ...

2月24日，川恒股份涨5.06%，截至发稿，报40.48元/股，成交1.63亿元，换手率0.68%，总市值245.98亿 元。 资料显示，贵州川恒化工股份有限公司位于贵州省黔南布依族苗族自治州福泉市龙昌镇，成立日期2002 年11月25日，上市日期2017年8月25日，公司主营业务涉及磷酸及磷酸盐产品的生产、销售。主营业务 收入构成为：磷酸28.41%，饲料级磷酸二氢钙25.11%，磷酸一铵21.29%，磷酸铁9.46%，磷矿石 6.93%，其他产品3.56%，贸易收入1.94%，其他1.57%，铁精粉1.11%，硫酸铵0.61%。 从基金十大重仓股角度 数据显示，长安基金旗下1只基金重仓川恒股份。长安鑫禧混合A（005477）四季度持有股数18.5万股， 占基金净值比例为3.19%，位居第十大重仓股。根据测算，今日浮盈赚取约36.07万元。 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模5844.11万。今年以来收益4.87%，同类排 名3959/8994；近一年收益27.45%，同类排名3939/8199；成立以来亏损52.83%。 长安鑫禧混合A（005477）基金经理为江博文。 截 ...

Core Insights - The chemical industry is at the beginning of a new prosperity cycle globally, with Chinese chemical companies showing stronger profit foundations and elasticity due to past expansions and capital expenditures [5][11][29] - Focus on cyclical chemical products, particularly those with resource attributes and potential in the real estate chain [4][5] - The demand from major economies like China and the US is expected to improve, with China's GDP projected to exceed 140 trillion yuan, growing at 5.0% year-on-year [5][22] Group 1: Global and Domestic Chemical Landscape - The global chemical landscape is improving, with China's chemical sector becoming more resilient [9][12] - China's share of the global chemical market has significantly increased from 13% in 2004 to 47% in 2024, indicating its growing importance in the global chemical industry [14][29] - The capital expenditure in the global chemical sector has paused, with many overseas chemical companies reducing production, which may benefit Chinese companies [14][16] Group 2: Resource Attributes in Chemical Products - Three main resource directions are emphasized: mineral resources (like phosphate and potash), indicator resources (such as pesticides and refrigerants), and channel resources (like compound fertilizers) [5][33] - China's phosphate reserves rank second globally, with a steady increase in demand driven by both traditional fertilizer needs and emerging sectors like lithium iron phosphate for batteries [33][36] - The supply of fertilizers is expected to contract in 2025, with production of monoammonium phosphate and diammonium phosphate projected to decrease by 6.73% and 6.86% respectively [39] Group 3: Real Estate Chain Chemical Products - The market currently has low expectations for the recovery of demand in the real estate chain, but there is potential for significant improvement due to government stimulus policies [5][22] - The supply concentration of chemical products related to the real estate chain is gradually increasing, which may lead to faster and easier supply-demand improvements [5] Group 4: New Materials and Domestic Substitution - The report highlights the importance of domestic substitution and the development of new materials in line with China's strategic plans for emerging industries [7][8] - Key areas of focus include lubricating oil additives, semiconductor materials, and bio-based materials [7] Group 5: Investment Recommendations - Suggested companies for investment include Hualu Chemical, Xin Fengming, Yuntianhua, and others, focusing on those with strong market positions and innovative capabilities [7][8]

证券代码：002895 证券简称：川恒股份 公告编号：2026-005 贵州川恒化工股份有限公司 2026 年度为子公司提供担保的进展公告（二） 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、为子公司提供担保的情况概述 经贵州川恒化工股份有限公司（以下简称公司）第四届董事会第十四次会议、 2026 年第一次临时股东会审议通过，公司 2026 年度为合并报表范围内资产负债 率为 70%以下的子公司贵州福麟矿业有限公司（以下简称福麟矿业）、贵州川恒 营销有限责任公司的融资提供合计不超过 8.00 亿元的担保额度，具体内容详见 本公司在信息披露媒体披露的相关公告(公告编号：2025-128、2025-129、2026-002、 2026-003)。 2026 年 2 月 12 日，福麟矿业与中国光大银行股份有限公司贵阳分行（以下 简称光大贵阳分行）签订《综合授信协议》，最高授信额度为人民币 2,000.00 万元，有效使用期限为 2026 年 2 月 12 日至 2027 年 5 月 11 日。 2026 年 2 月 12 日，公司与光大贵阳分行签订《最高额保 ...

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry, indicating an expectation that the industry stock index will outperform the benchmark [2]. Core Insights - The demand for iron phosphate is expected to continue growing due to rapid increases in energy storage needs and ongoing expansions in downstream lithium iron phosphate production. This growth is anticipated to improve profitability for domestic iron phosphate companies as operating rates increase [4][6]. - The price of iron phosphate has entered an upward trend since the second half of 2025, driven by rising raw material costs such as ferrous sulfate and phosphoric acid, alongside increased demand from energy storage [5]. - The report highlights that companies utilizing the iron method for production will benefit significantly from the declining prices of iron powder, leading to expanded profit margins [5]. Summary by Sections Demand and Supply Dynamics - Domestic iron phosphate production capacity reached 4.82 million tons in 2025, a year-on-year increase of 5.7%, with production estimated at 2.96 million tons, up 56% year-on-year. The demand for lithium iron phosphate is projected to grow to 5.95 million tons in 2026 and 7.67 million tons in 2027, reflecting increases of 49% and 29% respectively [4]. - New production capacities for iron phosphate are planned at 1.88 million tons and 2.58 million tons for 2026 and 2027 respectively, indicating a positive outlook for terminal demand [4]. Price Trends and Cost Factors - As of February 6, 2026, the price of iron phosphate was reported at 11,630 CNY per ton, an 11% increase from the low of 10,500 CNY per ton in September 2025. This price increase is attributed to both rising storage demand and higher raw material costs [5]. - The production methods for iron phosphate include ammonium method, sodium method, and iron method, with the iron method expected to benefit more from the current market conditions due to its lower reliance on expensive raw materials [5]. Industry Outlook - The report anticipates that the growth in iron phosphate demand will positively impact the entire phosphate industry chain, particularly for upstream products like phosphate rock, yellow phosphorus, phosphoric acid, and industrial monoammonium phosphate, which are constrained by high energy consumption and resource attributes [6]. - Companies with integrated phosphate rock resources are expected to benefit significantly from the improving market conditions as new supply is limited by policy constraints [6].

相关生产商有：鲁西化工(000830)川恒股份(002895)兰花科创(600123)巨化股份(600160)赤天化(600227) 华鲁恒升(600426)山西焦化(600740)云煤能源(600792)和邦生物(603077)等。 据生意社监测，硫酸铵02月10日最新价格1183.33元/吨，最近30天上涨12.34%。 相关生产商有：鲁西化工(000830)川恒股份(002895)兰花科创(600123)巨化股份(600160)赤天化(600227) 华鲁恒升(600426)山西焦化(600740)云煤能源(600792)和邦生物(603077)等。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周期股买入信号，是投资周期股的重 要方法。欢迎使用生意社股票通。 据生意社监测，硫酸铵02月10日最新价格1183.33元/吨，最近30天上涨12.34%。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周 ...

Group 1 - The core point of the article is that Chuanheng Co., Ltd. has confirmed the ongoing construction of the Tiger Cave phosphate mine by Tianyi Mining, which is expected to reach an annual capacity of 5 million tons [1] - Chuanheng's subsidiary holds a 49% stake in Tianyi Mining, indicating a significant investment in the phosphate mining sector [1] - Tianyi Mining anticipates that there will be some mineral output from the Tiger Cave mine this year, despite the ongoing construction [1]