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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
中金指出,2025年以来钾肥景气度持续上行,2025-26年行业新增产能有限叠加国内库存低位,此轮钾 肥高景气度或有较长持续性。此前,中化化肥公布2025年上半年业绩。兴证国际认为,中化化肥2025年 中期基础业务收入75.57亿元,同比增长9.9%,分部溢利为7.19亿元,同比增长53.3%,收入和溢利贡献 分别达到51%和50%。其中钾肥收入29.88亿元,同比增长19.2%,磷肥收入43.62亿元,同比增长4.5%。 公司加强战略采购,积极拓展多元化采购渠道。 中化化肥(00297)午前涨超4%,截至发稿,涨4.2%,报1.49港元,成交额4836.91万港元。 消息面上,近日,工业和信息化部等7部门印发《石化化工行业稳增长工作方案(2025-2026年)》。其中 提出,做好化肥生产保供。优化重点化肥生产企业最低生产计划管理,支持煤炭、磷矿石、天然气、硫 磺、冶炼副产硫酸等重点原料供应企业与化肥生产企业签订长协,确保原料稳定供应。完善化肥产运储 销贸一体化调控体系,强化全国农资保供平台产销协调作用,推动上下游企业建立风险共担、利益共享 的购销模式。推动缓/控释肥、水溶肥、液体肥、中微量元素肥等高效化、专 ...
港股异动 | 中化化肥(00297)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
智通财经网· 2025-10-10 03:41
中金指出,2025年以来钾肥景气度持续上行,2025-26年行业新增产能有限叠加国内库存低位,此轮钾 肥高景气度或有较长持续性。此前,中化化肥公布2025年上半年业绩。兴证国际认为,中化化肥2025年 中期基础业务收入75.57亿元,同比增长9.9%,分部溢利为7.19亿元,同比增长53.3%,收入和溢利贡献 分别达到51%和50%。其中钾肥收入29.88亿元,同比增长19.2%,磷肥收入43.62亿元,同比增长4.5%。 公司加强战略采购,积极拓展多元化采购渠道。 智通财经APP获悉,中化化肥(00297)午前涨超4%,截至发稿,涨4.2%,报1.49港元,成交额4836.91万 港元。 消息面上,近日,工业和信息化部等7部门印发《石化化工行业稳增长工作方案(2025-2026年)》。其中 提出,做好化肥生产保供。优化重点化肥生产企业最低生产计划管理,支持煤炭、磷矿石、天然气、硫 磺、冶炼副产硫酸等重点原料供应企业与化肥生产企业签订长协,确保原料稳定供应。完善化肥产运储 销贸一体化调控体系,强化全国农资保供平台产销协调作用,推动上下游企业建立风险共担、利益共享 的购销模式。推动缓/控释肥、水溶肥、液体肥、中 ...
新洋丰涨2.03%,成交额6767.04万元,主力资金净流入103.07万元
Xin Lang Cai Jing· 2025-10-10 02:00
10月10日,新洋丰盘中上涨2.03%,截至09:52,报14.58元/股,成交6767.04万元,换手率0.41%,总市 值182.94亿元。 资金流向方面,主力资金净流入103.07万元,特大单买入668.79万元,占比9.88%,卖出280.11万元,占 比4.14%;大单买入1090.69万元,占比16.12%,卖出1376.30万元,占比20.34%。 新洋丰今年以来股价涨14.44%,近5个交易日涨7.76%,近20日涨1.67%,近60日涨4.29%。 资料显示,新洋丰农业科技股份有限公司位于湖北省荆门市月亮湖北路附7号,成立日期1986年10月20 日,上市日期1999年4月8日,公司主营业务涉及磷复肥、磷酸铁、磷石膏产品的研发、生产和销售,以 及现代农业产业解决方案提供业务。主营业务收入构成为:常规复合肥40.71%,新型复合肥30.32%, 磷肥24.59%,其他业务2.37%,精细化工2.01%。 新洋丰所属申万行业为:基础化工-农化制品-复合肥。所属概念板块包括:低市盈率、乡村振兴、化 肥、生态农业、社保重仓等。 截至6月30日,新洋丰股东户数2.91万,较上期减少1.11%;人均流通 ...
川金诺涨2.08%,成交额3.56亿元,主力资金净流出1451.56万元
Xin Lang Zheng Quan· 2025-10-09 06:35
截至6月30日,川金诺股东户数3.53万,较上期减少2.12%;人均流通股6150股,较上期增加2.16%。 2025年1月-6月,川金诺实现营业收入17.44亿元,同比增长27.91%;归母净利润1.77亿元,同比增长 166.51%。 分红方面,川金诺A股上市后累计派现2.07亿元。近三年,累计派现1.13亿元。 责任编辑:小浪快报 资料显示,昆明川金诺化工股份有限公司位于云南省昆明市呈贡区乌龙街道办事处七彩云南第壹城1#办 公楼(双子星·天枢)55层,成立日期2005年6月2日,上市日期2016年3月15日,公司主营业务涉及湿法磷 酸的研究、生产及分级利用以及磷酸盐的生产销售。主营业务收入构成为:磷酸51.36%,饲料级磷酸 盐23.92%,磷肥22.87%,其他1.85%。 川金诺所属申万行业为:基础化工-农化制品-磷肥及磷化工。所属概念板块包括:小盘、化肥、磷化 工、一带一路、融资融券等。 10月9日,川金诺盘中上涨2.08%,截至14:24,报21.57元/股,成交3.56亿元,换手率7.70%,总市值 59.29亿元。 资金流向方面,主力资金净流出1451.56万元,特大单买入1206.42万元 ...
新洋丰涨2.00%,成交额1.33亿元,主力资金净流入988.33万元
Xin Lang Zheng Quan· 2025-10-09 06:14
10月9日,新洋丰盘中上涨2.00%,截至14:09,报14.25元/股,成交1.33亿元,换手率0.83%,总市值 178.80亿元。 资金流向方面,主力资金净流入988.33万元,特大单买入732.00万元,占比5.52%,卖出281.05万元,占 比2.12%;大单买入2923.61万元,占比22.03%,卖出2386.24万元,占比17.98%。 新洋丰今年以来股价涨11.85%,近5个交易日涨4.70%,近20日涨0.49%,近60日涨2.44%。 资料显示,新洋丰农业科技股份有限公司位于湖北省荆门市月亮湖北路附7号,成立日期1986年10月20 日,上市日期1999年4月8日,公司主营业务涉及磷复肥、磷酸铁、磷石膏产品的研发、生产和销售,以 及现代农业产业解决方案提供业务。主营业务收入构成为:常规复合肥40.71%,新型复合肥30.32%, 磷肥24.59%,其他业务2.37%,精细化工2.01%。 新洋丰所属申万行业为:基础化工-农化制品-复合肥。所属概念板块包括:低市盈率、乡村振兴、化 肥、生态农业、社保重仓等。 截至6月30日,新洋丰股东户数2.91万,较上期减少1.11%;人均流通股392 ...
兴发集团涨2.02%,成交额4.94亿元,主力资金净流入3367.98万元
Xin Lang Cai Jing· 2025-10-09 03:29
10月9日,兴发集团盘中上涨2.02%,截至10:56,报28.74元/股,成交4.94亿元,换手率1.58%,总市值 317.08亿元。 分红方面,兴发集团A股上市后累计派现48.14亿元。近三年,累计派现28.69亿元。 责任编辑:小浪快报 资料显示,湖北兴发化工集团股份有限公司位于湖北省宜昌市伍家岗区沿江大道188-9号兴发大厦,成 立日期1994年8月17日,上市日期1999年6月16日,公司主营业务涉及从事磷矿石的开采及销售,磷酸 盐、磷肥、草甘膦、有机硅等化工产品的生产和销售以及贸易业务。主营业务收入构成为:特种化学品 17.88%,农药17.57%,商贸物流17.19%,其他14.22%,肥料13.16%,矿山采选10.60%,有机硅系列 9.37%。 兴发集团所属申万行业为:基础化工-农化制品-磷肥及磷化工。所属概念板块包括:草甘膦、化肥、生 物农药、磷化工、氟化工等。 截至9月10日,兴发集团股东户数4.90万,较上期减少1.19%;人均流通股22537股,较上期增加1.21%。 2025年1月-6月,兴发集团实现营业收入146.20亿元,同比增长9.07%;归母净利润7.27亿元,同比减少 ...
川金诺涨2.10%,成交额3.14亿元,主力资金净流入1305.77万元
Xin Lang Zheng Quan· 2025-09-30 06:01
截至6月30日,川金诺股东户数3.53万,较上期减少2.12%;人均流通股6150股,较上期增加2.16%。 2025年1月-6月,川金诺实现营业收入17.44亿元,同比增长27.91%;归母净利润1.77亿元,同比增长 166.51%。 9月30日,川金诺盘中上涨2.10%,截至13:54,报20.94元/股,成交3.14亿元,换手率6.98%,总市值 57.56亿元。 资金流向方面,主力资金净流入1305.77万元,特大单买入2905.57万元,占比9.26%,卖出1571.20万 元,占比5.01%;大单买入7225.28万元,占比23.03%,卖出7253.88万元,占比23.12%。 川金诺今年以来股价涨48.51%,近5个交易日涨9.29%,近20日涨3.36%,近60日涨1.55%。 资料显示,昆明川金诺化工股份有限公司位于云南省昆明市呈贡区乌龙街道办事处七彩云南第壹城1#办 公楼(双子星·天枢)55层,成立日期2005年6月2日,上市日期2016年3月15日,公司主营业务涉及湿法磷 酸的研究、生产及分级利用以及磷酸盐的生产销售。主营业务收入构成为:磷酸51.36%,饲料级磷酸 盐23.92%, ...
专家分享:钾肥、磷肥行业中长期趋势分享
2025-09-28 14:57
Summary of Key Points from Conference Call Industry Overview - The conference call discusses the potassium and phosphorus fertilizer industry trends, focusing on global supply and demand dynamics for 2024 and 2025 [1][2][3]. Key Insights on Potassium Fertilizer - **Global Supply and Demand**: - In 2024, global potassium fertilizer supply is expected to reach a historical high, primarily due to recovery in production from Canada, Russia, and former Soviet Union countries, although not fully back to 2021 levels [1]. - Global demand for potassium fertilizer is driven by price declines, government support, and increased soybean demand from South America [1][3]. - China's resource-type potassium fertilizer production is projected to grow slightly by 1.65% in 2024, with a significant increase of 15.6% in sulfate of potash (SOP) production [2]. - **Cost Trends**: - The global on-site cost for potassium fertilizer in 2024 is estimated at $128 per ton, a decrease of 5.8% year-on-year, with a slight increase to $131 per ton expected in 2025 [10]. - **Future Supply Projections**: - Global potassium fertilizer supply in 2025 is expected to remain stable or slightly lower than in 2024, with potential increases from Russia and Belarus [5][7]. - New potassium fertilizer capacity of 14.7 million tons is anticipated from 2025 to 2029, with approximately 40% of the investment coming from China [7]. - **Market Dynamics**: - High contract prices for 2025 are attributed to low inventory levels in overseas markets and operational impacts from major suppliers [11]. Key Insights on Phosphorus Fertilizer - **Demand Factors**: - The demand for phosphorus fertilizer is influenced by declining inventory levels and increased consumption in the renewable energy sector [3][12]. - Phosphate rock production is expected to grow significantly in the first half of 2025, with Hubei and Yunnan provinces contributing over 60% of the total production [13]. - **Supply and Capacity**: - New phosphorus rock capacity is projected to be close to 65 million tons from 2025 to 2029, but only about 30% of this is expected to be realized [14]. - Domestic self-sufficiency in phosphorus rock is around 98%, with imports becoming increasingly necessary due to production shortfalls [15]. - **Price Trends**: - Phosphate rock prices have surged since 2020, with high-grade resources nearing 1,000 RMB, driven by supply constraints and geopolitical factors [19]. - Future prices are expected to stabilize between 800 to 1,000 RMB if new capacity does not meet expectations [21]. Additional Important Insights - **Environmental and Operational Challenges**: - Tailings pond backfilling is crucial for reducing subsidence risks, which can impact long-term potassium fertilizer production [6]. - The BHP Jansen Lake project has faced delays, pushing its production timeline from 2026 to mid-2027 due to budget overruns and extended timelines [9]. - **Market Outlook**: - The overall market for phosphorus and potassium fertilizers is expected to remain stable, with traditional demand patterns continuing, while renewable energy sector demand is anticipated to grow significantly [22]. - **Production Calculations**: - Phosphate rock production is calculated based on a standard ore content of 30%, with discrepancies noted between reported and actual production levels due to utilization rates [23][24]. This summary encapsulates the critical points discussed in the conference call, providing a comprehensive overview of the potassium and phosphorus fertilizer industries, their current status, and future outlooks.
洛阳钼业(3993.HK):铜产量及盈利创历史同期新高 布局黄金资源取得突破
Ge Long Hui· 2025-09-25 19:31
Core Viewpoints - In the first half of 2025, the company achieved operating revenue of 94.773 billion yuan and a net profit attributable to shareholders of 8.671 billion yuan, representing a year-on-year increase of 60.07%, marking the highest profit level for the same period in history [1] - The company met all production targets for its products in the first half of 2025, with copper production increasing by 12.68% year-on-year, reaching a historical high for the same period [1] - The company completed the acquisition of Ecuador's Odin Mining (Kagelhaus Gold Mine) and is rapidly advancing development work, enhancing its global layout of diversified products, with the project expected to commence production before 2029 [1] Production and Pricing - The company produced 353,600 tons of copper in the first half of 2025, a year-on-year increase of 12.68%, achieving approximately 56.1% of the production guidance midpoint [2] - The average LME copper price in the first half of 2025 increased by 3.75% year-on-year to 9,431 USD/ton, with cobalt and other mineral prices also showing significant increases [2] Cost Management and Resource Layout - The company has made significant progress in cost reduction and efficiency improvement through refined management and technological innovation, with copper production costs around 33,700 yuan per ton in the first half of 2025 [2] - The acquisition of the Kagelhaus Gold Mine represents a breakthrough in the company's layout of gold resources, further diversifying its product matrix [2] Market Dynamics - The cobalt price has risen from a low of 160,000 yuan/ton to 275,000 yuan/ton due to the ongoing cobalt export ban from the Democratic Republic of Congo, which has been in effect for seven months [2] - The domestic supply of cobalt is tightening, with a significant decrease in imports, which may further support cobalt prices in the upcoming consumption peak season [2]
中信建投:予洛阳钼业“买入”评级 2025H1铜产量创历史同期新高
Zhi Tong Cai Jing· 2025-09-25 05:53
Core Viewpoint - CITIC Securities projects Luoyang Molybdenum's net profit for 2025-2027 to be 16.3 billion, 18.5 billion, and 21 billion yuan respectively, with corresponding PE ratios of 16.84, 14.86, and 13.09 times, recommending a "buy" rating based on the company's industry position, growth potential, and low-cost advantages [1] Production Performance - In the first half of 2025, the company achieved significant increases in production across various metals: copper at 353,600 tons (up 12.68%), cobalt at 61,100 tons (up 13.05%), and niobium at 5,231 tons (up 2.94%), all reaching historical highs [2] - The company completed over half of its production targets for the first half of the year, with the TFM and KFM projects contributing significantly to copper production [2] Price Trends - The average LME copper price in the first half of 2025 increased by 3.75% to $9,431 per ton, with cobalt and molybdenum prices rising by 7.69% and 23.90% respectively [3] Cost Management - The company has made significant progress in cost reduction and efficiency improvements through refined management and technological innovations, with copper production costs around 33,700 yuan per ton in the first half of 2025 [4] Strategic Developments - The company has successfully acquired the Odin Mining project in Ecuador, aiming to enhance its gold resource portfolio and diversify its product matrix, with production expected to commence by 2029 [5] Market Dynamics - The ongoing cobalt export ban in the Democratic Republic of Congo has led to a significant price increase for electrolytic cobalt, from 160,000 yuan per ton to 275,000 yuan per ton, with domestic supply tightening and potential policy adjustments on the horizon [6]