金吾财讯 | 据媒体报道，美国化肥龙头美盛（MOS）宣布立即启动全球钾肥业务减产计划，将整体产能削减15%，对应年产能减少约120万吨，同时暂停加拿大两处矿场扩建项目，以应对全球钾肥价格持续低迷与库存高企困境。数据显示，当前全球钾肥库存消费比升至28%，创五年新高，价格较2022年峰值下跌62%。高盛随即发布研报，认为减产有望加速供需再平衡，预计2026年底钾肥价格反弹至450美元/吨，上调美盛目标价至78美元，维持“买入”评级，强调其成本优势将在周期反转中显著受益。公告发布后，美盛股价逆势涨3.2%，显著跑赢板块。
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