在2025年结束之际，有"亚洲磷都"之称的贵州省黔南布依族苗族自治州又传来好消息：新能源材料领域 的关键原材料五氯化磷，其生产过程中氯气与三氯化磷反应控制难度大、尾气处理要求高及需要严格控 制含水等行业痛点被贵州磷化集团瓮福江山公司成功攻关，产品纯度提升至99%以上。 "原材料工业是实体经济的根基，是建设全国重要的资源精深加工基地和新能源动力电池及材料研发生 产基地的主阵地。"贵州省工业和信息化厅副厅长彭太接受媒体采访时说。 贵州矿产资源富集，煤、磷、铝、锰等52种矿产资源储量排在全国前十位，已发现矿种达137种，占全 国已发现矿种的80%。 坐落在黔南自治州的亚洲最大露天磷矿，已探明磷矿资源储量25.08亿吨。黔南自治州立足磷矿资源优 势，集中力量建设福泉—瓮安千亿级磷化工产业园区，园区总产值突破680亿元。 "目前，黔南湿法净化磷酸生产规模及市场占有率居全国首位，年均为国家保供磷肥15%以上，有力服 务国家粮食安全战略。"黔南自治州政府副州长韩龙说。黔南自治州磷化工产业集群入选全国首批100家 中小企业特色产业集群，实现了从"资源富地"到"产业高地"的精彩蝶变。 从"挖煤卖煤"过日子，到以"富矿精开"为关 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在六氟磷酸锂产业是否有布局？贵公司子 公司五氯化磷项目目前进展如何？六氟磷酸锂涨价对公司带来哪些机遇与挑战？ 清水源（300437.SZ）12月22日在投资者互动平台表示，公司迁建项目中的年产2万吨五氯化磷项目，部 分行政审批尚未取得，项目进展不及预期，存在项目终止的风险，后续如有进展公司将及时履行信息披 露义务；公司在围绕发展战略和经营目标做好生产经营的同时，将持续关注行业上下游潜在的发展机 遇。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司五氯化磷都供给哪些电解液或六氟磷酸锂生产企 业？ 万盛股份（603010.SH）12月2日在投资者互动平台表示，公司五氯化磷的客户包括江苏泰瑞联腾、贵 州磷化、江西石磊、邵武永太等多家客户。 ...

万盛股份（603010.SH）12月2日在投资者互动平台表示，子公司山东汉峰已于2022年完成五氯化磷产 线的建设并正式投入生产。目前，该产线运行稳定，设计年产能为6万吨。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，请问贵公司是否已经有五氯化磷的 实际产能呢？具体产能是多少？是否由子公司山东汉峰新材料有限公司生产呢？ ...

Group 1 - The price increase theme saw a significant rebound on November 19, with lithium mining and lithium extraction from salt lakes leading the gains, as major companies like Salt Lake Co., Ganfeng Lithium, and Tianqi Lithium experienced substantial stock price increases [1][3] - Hengrui Chemical's stock surged to a "20cm" limit up within approximately 3 minutes, closing at 31.58 yuan per share, marking a 19.98% increase [2] - East Wu Securities noted that the current price increase trend resembles that of 2020-2021, driven by global monetary easing and structural supply-demand mismatches in various industries [3] Group 2 - The market capitalization of leading companies includes CATL at nearly 1.8 trillion yuan, with several others like Zijin Mining and Sunshine Power exceeding 100 billion yuan [4] - A total of 11 stocks with forward P/E ratios below 15 have been identified, with significant price increases this year, including a 466% rise for Shannon Chip and a 384.04% increase for Tianji Co. [5]

Core Viewpoint - The lithium mining and related sectors have seen a resurgence in stock prices following a significant drop, with major companies like Salt Lake Co., Ganfeng Lithium, and Tianqi Lithium experiencing substantial gains [1][3]. Group 1: Stock Performance - Hengrui Chemical's stock surged to a "20cm" limit up within approximately 3 minutes, closing at 31.58 CNY per share, a 19.98% increase from the previous day [2]. - Other notable stocks in the price increase theme include Huarong Chemical, which also hit the "20cm" limit up, and several others like Lanfeng Biochemical and Saiwu Technology [3]. Group 2: Market Analysis - Dongwu Securities noted that the current price increase trend resembles that of 2020-2021, driven by global monetary easing and structural supply-demand mismatches in various industries [3]. - The report suggests that as long as the bullish logic remains intact, investors should actively participate in the trend rather than prematurely call a price peak [3]. Group 3: Market Capitalization - Companies like CATL have a market capitalization close to 1.8 trillion CNY, with several others like Zijin Mining and Sunshine Power exceeding 100 billion CNY [4]. Group 4: Valuation Metrics - A list of 11 stocks with forward P/E ratios below 15 times has been identified, including Camel Group and Yunda Co., which have seen significant price increases this year [5][6].

Core Viewpoint - Hengguang Co., Ltd. (301118) has indicated that its phosphorus pentachloride product can be used as a raw material for lithium hexafluorophosphate production, with a designed capacity of 10,000 tons per year [1] Group 1 - The current capacity utilization rate of phosphorus pentachloride is low [1] - The sales revenue from phosphorus pentachloride constitutes a small proportion of the company's total revenue [1]

Group 1 - The core point of the article is that Hengguang Co., Ltd. has a designed production capacity of 50,000 tons per year for its phosphate chemical products, which include phosphorus trichloride, phosphorus oxychloride, and phosphorus pentachloride [1][2] Group 2 - The company responded to an investor inquiry regarding the annual production capacity of phosphorus trichloride, confirming its production capabilities [2]

Core Viewpoint - The company, Qing Shui Yuan (300437.SZ), has reported significant investor interest in its phosphate chemical concept, despite its main business being focused on water treatment agents and related products [1] Group 1: Business Overview - The company's main business includes the production, research and development, and sales of water treatment agents and derivatives, as well as industrial water treatment services and environmental engineering construction services [1] - The primary products are organic phosphine products and polymer products, mainly used in industrial water treatment [1] - As of the 2024 annual report, the revenue from water treatment agents and derivatives accounts for 80.55% of the company's total revenue [1] Group 2: Recent Developments - There is heightened investor attention on the company's involvement in the phosphate chemical sector, particularly regarding its production of phosphorus trichloride, which is essential for the production of water treatment agents [1] - The company is facing delays in the administrative approvals for its relocation project, which includes a planned annual production of 20,000 tons of phosphorus pentachloride, leading to concerns about the project's progress and potential termination risks [1]

Core Viewpoint - The company, Qing Shui Yuan (300437.SZ), has reported significant investor interest in its phosphate chemical concept, despite its main business being focused on water treatment agents and related products [1] Group 1: Business Overview - The company's main business includes the production, research and development, and sales of water treatment agents and derivatives, as well as industrial water treatment services and environmental engineering construction services [1] - The primary products are organic phosphine products and polymer products, with a major application in industrial water treatment [1] - As of the 2024 annual report, revenue from water treatment agents and derivatives accounts for 80.55% of total revenue [1] Group 2: Recent Developments - There is heightened investor attention on the company's involvement in the phosphate chemical sector [1] - The company's main business remains unchanged, focusing on the research, production, and sales of water treatment agents [1] - The construction progress of a project involving the annual production of 20,000 tons of phosphorus pentachloride is behind schedule due to pending administrative approvals, posing a risk of project termination [1]