智通财经APP获悉，化肥股涨幅居前，截至发稿，中海石油化学(03983)涨6.37%，报3.34港元；中化化肥(00297)涨3.35%，报1.85港元；中国心连心化肥(01866)涨2.14%，报11.93港元。
消息面上，3月2日，卡塔尔能源旗下能源设施遭到袭击后宣布停产液化天然气，3日卡塔尔能源进一步宣布扩大停产范围，在此前暂停液化天然气及相关产品生产的基础上，全面停止卡塔尔境内尿素、甲醇、聚合物、铝等下游产品生产。
方正证券发布研报称，中东是国际尿素重要供应国。伊朗+卡塔尔合计影响全球尿素贸易量900-1000万吨，占全球贸易总量接近20%，因此中东在国际尿素供应中扮演举足轻重的角色，美伊局势的加剧势必将造成这部分产能的供应缩减，从而推高国际尿素价格。此外，天然气价格飙升将进一步推高中东尿素生产成本，进而影响国际尿素价格。霍尔木兹海峡停航导致国际海运费上升，则将推高国际钾肥价格。
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