智通财经APP获悉，中国心连心化肥(01866)涨超4%，截至发稿，涨3.83%，报5.7港元，成交额898.08万港元。
消息面上，据证券时报消息，有关部门7月15日召开钾肥保供稳价会议，骨干流通企业均认为近期钾肥价格异常上涨严重偏离基本面，后期将加强市场供应，推动肥价尽快降至合理水平。根据百川盈孚，7月11日青岛港(俄红粉钾)、青岛港(62%白钾)、湛江港(加拿大白粉)、湛江港(约旦白粉)价格分别为3230元/吨、3415元/吨、3600元/吨、3500元/吨，较前一周分别上涨5.9%、3.17%、4.96%和4.48%。
德邦证券指出，2025年欧盟加征俄肥关税推动欧洲转向老挝等非主流货源，推动钾肥价格进一步提升；此外北美生产商淡季逆势提价(加拿大报价上调至FOB390美元/短吨)更彰显25年钾肥的供应偏紧；同时我国大合同价格也为全球钾肥价格提供支撑。该行认为，在供给端出现扰动和需求持续向好的背景下，国际钾肥市场延续供应偏紧局势，钾肥景气有望延续。
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