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化肥:做好生产保供 推动肥料创新
Zhong Guo Hua Gong Bao· 2026-01-14 08:49
"更为关键的是加快培育和发展新质生产力。"顾宗勤强调,氮肥行业要以科技创新为核心要素,引领发 展新质生产力。一方面要依托先进科技创新成果,驱动行业迭代升级。聚焦清洁高效煤气化、先进气体 净化等核心技术突破,大力发展新型高效催化剂、高效机泵等。另一方面要深度融合新一代信息技术, 加速产业数字化转型。全面应用工业互联网、人工智能等先进手段,深度赋能研发设计、生产制造、经 营管理及安全管理全流程,大幅提升行业能效水平与生产效率。 面向未来,周月提出"'内稳外扩'谋发展,'六个坚持'定路径"的总体发展思路。周月表示,"'十五五'期 间,钾肥行业应紧扣高质量发展的核心主题,将科技创新作为关键驱动力,统筹'内外兼修'发展路径, 协同开发利用国内国际两个市场、两种资源,并实施'内稳外扩'战略,协调国产、进口、境外的'三三 三'机制,着力增强钾肥自主保障能力。" "与此同时,还要统筹协调国内国外市场。有序出口将是行业和企业2026年的重点工作之一。企业要以 优先满足国内春耕、夏种等关键农时的化肥供应,确保粮食安全为首要任务,积极完成国家化肥商业储 备任务和最低生产计划,严格遵守自律机制,共同维护国内保供与出口创收的良性循环。 ...
中化化肥午前涨超4% 近日七部门完善化肥产运储销贸一体化调控体系
Zhi Tong Cai Jing· 2025-10-10 03:47
Group 1 - The core viewpoint of the news is that China Chemical Fertilizer (00297) has seen a significant stock price increase due to government support for the fertilizer industry, particularly in ensuring stable supply of key raw materials [1] - The Ministry of Industry and Information Technology, along with six other departments, has issued a plan to stabilize growth in the petrochemical and chemical industry, emphasizing the importance of fertilizer production and supply [1] - The plan includes optimizing production management for key fertilizer companies and promoting long-term contracts between raw material suppliers and fertilizer producers to ensure stable supply [1] Group 2 - According to CICC, the potassium fertilizer market has been experiencing a sustained uptrend since 2025, with limited new capacity expected in 2025-2026 and low domestic inventory levels, indicating a prolonged period of high market demand [2] - China Chemical Fertilizer reported a mid-year revenue of 7.557 billion yuan for 2025, representing a year-on-year growth of 9.9%, with segment profit increasing by 53.3% to 719 million yuan [2] - The revenue from potassium fertilizer reached 2.988 billion yuan, up 19.2% year-on-year, while phosphorus fertilizer revenue was 4.362 billion yuan, reflecting a 4.5% increase [2]