截至1月15日收盘，磷化工概念上涨2.14%，位居概念板块涨幅第6，板块内，50股上涨，江山股份涨 停，中伟新材、华友钴业、雅克科技等涨幅居前，分别上涨7.34%、7.06%、6.63%。跌幅居前的有安纳 达、湖南裕能、恒光股份等，分别下跌1.02%、0.62%、0.58%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻胶 | 2.83 | 小红书概念 | -5.25 | | 中芯国际概念 | 2.59 | Sora概念(文生视频) | -4.03 | | 存储芯片 | 2.33 | 拼多多概念 | -4.03 | | 国家大基金持股 | 2.30 | Web3.0 | -3.84 | | 草甘膦 | 2.29 | 军工信息化 | -3.82 | | 磷化工 | 2.14 | 快手概念 | -3.72 | | 金属锌 | 2.12 | DRG/DIP | -3.70 | | 光刻机 | 2.05 | 短剧游戏 | -3.54 | | 同花顺果指数 | 2.03 | MLOps概念 | -3.43 | ...

来源：新浪基金 化工板块午后领涨两市，截至发稿，基础化工板块涨幅在30个中信一级行业中高居首位，反映化工板块 整体走势的化工ETF（516020）场内价格涨0.99%。 如何把握化工板块反弹机遇？借道化工ETF（516020）布局效率或更高。公开资料显示，化工ETF （516020）跟踪中证细分化工产业主题指数，成份股覆盖AI算力、反内卷、机器人、新能源等热门主 题。其中近5成仓位集中于大市值龙头股，包括万华化学、盐湖股份等，分享强者恒强投资机遇；其余5 成仓位兼顾布局磷肥及磷化工、氟化工、氮肥等细分领域龙头股，全面把握化工板块投资机会。场外投 资者亦可通过化工ETF联接基金（A类012537/C类012538）布局化工板块。 来源：沪深交易所等，截至2026.1.15。 成份股方面，橡胶助剂、磷化工等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份大涨超 5%，广东宏大、博源化工、华鲁恒升等亦涨幅居前。 风险提示：化工ETF被动跟踪中证细分化工产业主题指数，该指数基日为2004.12.31，发布于 2012.4.11。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中 提 ...

化工板块午后领涨两市，截至发稿，基础化工板块涨幅在30个中信一级行业中高居首位，反映化工板块 整体走势的化工ETF（516020）场内价格涨0.99%。 成份股方面，橡胶助剂、磷化工等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份大涨超 5%，广东宏大、博源化工、华鲁恒升等亦涨幅居前。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 · | | | | | F9 盘前盘玩 盛加 九转 图纸 工具 @ 0 | | 化工ETF O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 516020(化工ETF) 14:21 价 0.917 图表 0.009(0.99%) 均价 0.920 版交量 590 IOPV 0.9166 2026 | | | | | | | | | | | | MAN | | | | | | 0.917 | | +0.009 +0.99% | | | | | | | | | | | SSE CNY 14:21:48 文明 ...

植保服务与智能药械行业：精准农业的推广与农药行业的绿色转型形成协同效应，带动植保服务和智能 药械需求增长。原创力文档2025年10月发布的报告显示，2025年我国精准施药设备装机量突破120万 台，无人机植保作业面积达8.3亿亩次，占全国防治总面积的28%，较2024年提升9个百分点。农业农村 部《数字农业农村发展规划》明确要求，2027年全国粮食主产区精准施药覆盖率达到60%，财政补贴标 准从15元/亩提高至22元/亩。极飞科技、大疆农业等智能药械企业，以及提供一体化植保服务的企业， 将受益于农药行业与精准农业融合发展的趋势，市场空间有望持续扩张。 部分农药原药出口退税取消，倒逼行业结构优化：据东方财富网1月14日消息，财政部、税务总局1月12 日联合发布公告，明确自2026年4月1日起，取消草铵膦、精草铵膦、乙酰甲胺磷等多款农药原药产品的 出口退税。国信化工研报指出，出口退税是农药企业重要资金来源，此次调整短期虽可能挤压相关企业 利润空间，但叠加国内春耕备货期，草铵膦等品种存在价格上涨预期；中长期来看，将加速落后产能出 清，促使企业向精草铵膦等高端品种转型升级，并向下游制剂端延伸以提升产品附加值。数据显示 ...

化工板块午后延续强势，反映化工板块整体走势的化工ETF（516020）持续红盘震荡，截至发稿，场内价格涨0.77%。 成份股方面，磷化工、橡胶助剂、锂电等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份大涨超4%，广东宏大、博源化工跟涨超3%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 | | 周月 = | | F9 | 盘前盘后 叠加 九转 画线 | | T具 @ > | 4. LETE O | | | 51602 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.930 | | | | | 516020[化工ETF] 13:42 价 0.915 涨跌 0.007(0.77%) 均价 0.921 成交量 2992 IOPV 0.9152 | | | | 202 ... | | | | +0.007 +0.779 | | | | | | | | | | | | SSE CNY 13:42:18 交易中 | | | 8 / 8 | | 0.919 | ...

化工板块午后延续强势，反映化工板块整体走势的化工ETF（516020）持续红盘震荡，截至发稿，场内 价格涨0.77%。 成份股方面，磷化工、橡胶助剂、锂电等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份 大涨超4%，广东宏大、博源化工跟涨超3%。 | 序号 | 代码 | 名称 | 主力净流入额 ▼ | | --- | --- | --- | --- | | 1 | CI005006 | 基础化工(中信) | 134.47亿 | | 2 | CI005003 | 有色金属(中信) | 84.43亿 | | 3 | Cl005025 | 电子(中信) | 50.84亿 | | ব | CI005008 | 建材(中信) | 2006'9 | | ਦੇ | CI005023 | 房地产(中信) | 3.2542 | 化工板块场内热门布局工具化工ETF（516020）亦吸金不断。交易所数据显示，截至昨日（1月14 日），化工ETF（516020）近5个交易日中有4个交易日获资金净申购，合计净申购额超过3.1亿元；近 10个交易日，化工ETF（516020）累计吸金额更是超过6.3亿元。 值得注意的是，随着"反 ...

（文章来源：每日经济新闻） 每经AI快讯，磷化工板块震荡拉升，川金诺涨超10%，天际股份、粤桂股份、潞化科技、云天化、兴发 集团、川恒股份等跟涨。 ...

格隆汇1月15日丨天原股份(002386.SZ)在投资者互动平台表示，公司下属马边无穷丁家磷矿现有储量 2000多万吨，设计产能90万吨/年。 ...

Core Viewpoint - Guizhou Phosphate Group is transforming phosphogypsum from an environmental burden into a valuable industrial resource through technological innovation and investment, aiming to promote sustainable development in the phosphate chemical industry [1][8]. Group 1: Phosphogypsum Utilization - Phosphogypsum, a byproduct of phosphoric acid production, poses significant environmental challenges due to its long-term storage, which occupies land and threatens ecological balance [1]. - The company has invested over 4 billion yuan to develop three main industrial pathways for phosphogypsum utilization: building materials, co-production of sulfuric acid and cementitious materials, and municipal & packaging materials [1]. Group 2: Green Building Materials - The company has developed a new type of gypsum wall material, the high-precision interlocking module made from phosphogypsum, which enhances construction efficiency and reduces costs by simplifying the building process [2]. - This new building material offers multiple performance advantages, including fire resistance, sound insulation, and thermal insulation, making it suitable for various construction projects [3]. Group 3: Sulfuric Acid Co-production - Guizhou Phosphate Group has created a closed-loop development model utilizing phosphogypsum to produce sulfuric acid and cementitious materials, effectively recycling and adding value to this industrial byproduct [4]. - The newly established "1468" facility is expected to process 1.4 million tons of phosphogypsum annually, producing 650,000 tons of sulfuric acid and 800,000 tons of cementitious materials, thus transforming waste into a resource [4]. Group 4: Expansion Plans - To further enhance phosphogypsum consumption, the company is planning to build two additional facilities, which will increase annual phosphogypsum processing capacity by 3.4 million tons, establishing a large-scale, sustainable utilization system [5]. Group 5: High-Value Applications - The company has achieved a breakthrough in converting phosphogypsum into high-quality anhydrous gypsum using a liquid-phase crystallization process, addressing the need for higher-value applications in various industries [6]. - The high-quality anhydrous gypsum exhibits superior properties, including low impurity levels and high whiteness, making it suitable for use in plastics, coatings, textiles, and packaging [7]. Group 6: Future Outlook - Guizhou Phosphate Group aims to continue leveraging technological innovation and collaborative efforts across the industry to drive high-quality development in the phosphate chemical sector and contribute to carbon neutrality goals [8].

Core Insights - Yichang aims to achieve a GDP of 1 trillion yuan within five years, positioning itself as a leading city in the central and western regions of China [2][3][9] Economic Growth - Yichang's GDP reached 619.11 billion yuan in 2024, surpassing Xiangyang and becoming the second-largest city in Hubei [2][3] - The city reported a GDP growth rate of 7% year-on-year in the first three quarters of the previous year, ranking first among the top 50 cities in China [2][3] - The government projects a GDP growth of approximately 6.5% for 2025, maintaining a trend of rapid growth [2][3] Industrial Transformation - Yichang's economic growth is driven by a comprehensive transformation of its chemical industry, with the proportion of fine chemicals rising from 18.6% in 2021 to 47.8% [5] - The city is transitioning from traditional chemical industries to modern sectors such as new materials, health, and high-end equipment [5][10] Phosphate Chemical Industry - Yichang holds 15% of China's phosphate resources, ranking second among the eight major mining areas, with over 4 billion tons of reserves [12] - The city aims to establish a world-class phosphate chemical circular industry cluster, focusing on high-value sectors like battery materials and electronic-grade chemicals [13][14] Transportation Infrastructure - The construction of the Three Gorges Waterway New Channel is expected to enhance Yichang's logistics capabilities, reducing costs and improving connectivity with major cities like Wuhan and Chongqing [21][24] - Yichang's port is projected to handle 149 million tons of cargo in 2024, surpassing Wuhan and becoming the largest port in Hubei [21][24] Strategic Positioning - Yichang is identified as a key strategic point in Hubei's development plan, aiming to become a high-quality manufacturing and logistics hub [22][24] - The city is positioned to leverage its transportation advantages to transition from a "traffic hub" to a "value hub," enhancing both industrial and urban quality [24]