智通财经APP获悉，化肥股今日表现亮眼，截至发稿，中国心连心化肥(01866)涨4.55%，报8.74港元；中化化肥(00297)涨4.58%，报1.6港元；中海石油化学(03983)涨4.53%，报2.54港元。
消息面上，11月23日，中方钾肥进口谈判小组与国际主要钾肥供应商达成一致，确定2026年度钾肥进口大合同价格为348美元/吨（CFR），同比2025年提升2美元/吨，继续保持了全球钾肥“价格洼地”，有力保障了国内钾肥供应和价格稳定。
南华期货指出，进入11月，在政策保供与生产利润修复的支撑下，尿素日产预计将维持高位，高供应对价格构成显著压力。然而出口政策的适时、连续调节，持续为基本面泄压，从而削弱了价格的下行驱动强度。在出口政策调控背景下，短期现货价格受到明显支撑，业内情绪有提升，短线国内尿素行情稳中偏强。此外近期煤炭价格中枢持续上移，煤制现金流成本线拾升同样为尿素带来一定支撑。
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