智通财经APP获悉，中化化肥(00297)再涨超4%，昨日收涨超6%。截至发稿，涨4%，报1.82港元，成交额1.19亿港元。
消息面上，据报道，美国宣布将元素磷及草甘膦等关键除草剂纳入国防关键物资。此前2025年11月，美国内政部及USGS已新将磷酸盐纳入关键矿产清单。此举导致全球磷供应链重构，国际磷肥价格突破700美元/吨。根据山西证券此前研报，中化化肥磷矿储备资源丰富，增量可期。其全资子公司中化云龙在“采矿权+探矿权”范围内磷矿资源量近2亿吨。
长江证券此前研报指出，公司是中国化肥行业领军企业，资产质量优异，盈利能力强，现金流强劲，分红率保持较高水平。未来公司钾肥进口主通道地位稳固，基础业务盈利稳定；“生物+”战略有望持续发力，支撑公司业绩上行。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.