A股異動 | 磷化工板塊大漲 "新能源+糧食"雙重屬性加持
格隆匯7月1日丨新安股份和芭田股份均漲近8%,川金諾漲逾6%。消息面上,史丹利一紙公吿,給火爆的“磷化工”再添一把火,接近45億元的投資總額,讓市場為之一振。磷化工企業上馬新能源,已經成為行業共性,僅在上週川恆股份、芭田股份也高舉新能源大旗,進行產業深度佈局。把時間軸放寬到今年,雲天化、興發集團、湖北宜化、川發龍蟒等頭部磷化工企業也紛紛向新能源轉型佈局。中信證券研報稱,磷兼具“糧食安全”及“能源”屬性,高景氣有望中長期持續;同時,磷自身具備資源壁壘,基本盤穩固,中短期,業績具備高確定性。目前磷化工企業積極向上游下游完善、拓展產業鏈,板塊估值有進一步提升空間。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.