【光大证券:在出口需求的拉动下,我国磷肥的出口量有望逐步回升】金十数据5月25日讯,光大证券研报称,根据百川盈孚数据,2024年我国磷酸一铵、磷酸二铵的出口量分别为200.47万吨、456.32万吨,同比分别下降1.6%、9.4%。25年以来,我国磷酸一铵、磷酸二铵的出口量同比下降明显,1—4月我国磷酸一铵、磷酸二铵的出口量分别为7.53万吨、7.98万吨,同比分别下降75.7%、85.3%,随着出口窗口期的到来,在出口需求的拉动下,我国磷肥的出口量有望逐步回升,对应的磷肥价格有望获得支撑或提振。
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