基础化工行业周报:钾肥大合同价格落地 伊以冲突或干扰部分商品供给

山西证券
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投资要点2025 年中国钾肥海运进口合同达成,合同价格为346 美元/吨CFR。2025年6 月12 日,中国钾肥进口谈判小组(中化、中农、中海化学)与食安供应链有限公司(迪拜)就2025 年钾肥年度进口合同价格达成一致,合同价格为346 美元/吨CFR,相比去年273 美元/吨CFR 的合同价格上调73 美元/吨,相比印度新签订的大合同价格低3 美元/吨。本次大合同中国晚于印度达成,签订价格基本...

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