On April 8, the phosphorus chemical sector led the rise strongly. As of press time, the industry index rose by more than 5%.Yuegui Co., Ltd.、Six Nations Chemical、Hing Fat GroupWait for multiple stocks to go up and down,Hubei Yihua、Yuntianhua、Anandaand so on have followed up.
On the evening of April 6th,YuntianhuaFirst quarter 2022 releaseperformancepre-incrementannouncementis expected to be realized in the first quarter of 2022net profit1.64 billion yuan, a year-on-year increase of 185.18%. Previously,YuntianhuaThe 2021 annual report was released, and the data showed that the realization of Yuntianhua in 2021Operating incomeIt was 63.249 billion yuan, a year-on-year increase of 21.37%; attributable to listed companiesshareholderIts net profit was 3.642 billion yuan, a year-on-year increase of 1238.77%, hitting the highest level since its listing.
Another phosphorus chemical companyHing Fat GroupThe first quarter results were also quite impressive. According to the performance forecast disclosed by the company, the company expects to achieve a net profit of 1.700 billion yuan in the first quarter of 2022, a year-on-year increase of 379.35%. In 2021, the company realized a net profit of 4.247 billion yuan, a year-on-year increase of 583.58%.
Guosen SecuritiesIt is pointed out that the upstream and downstream of the phosphorus chemical industry chain will continue to resonate strongly, and the global phosphate fertilizer price trend will rise.
Western SecuritiesIt is pointed out that at present, domestic phosphate rock resources are facing the pressure of shortage. At the same time, with the joint restrictions of various supply-side control measures such as carbon neutrality, dual control of energy consumption, and production capacity indicators, some enterprises with leading resource endowment layout will show stronger performance. Competitiveness. While the industry profits are more upstream, the industry competition pattern will also be continuously optimized. At present, the leading enterprises of phosphorus chemical industry have basically completed the integration of upstream resources, the integration of the industrial chain has been improved, and they have sufficient resources, costs, energy consumption indicators and other advantages.
(Article source: First Finance and Economics)