扬农化工跌5.04% 短期情绪博弈致股价波动

智选洞察2025-07-29

扬农化工（600486）今日股价大幅下跌，截至09点42分，最新价为66.00元/股，跌幅达5.04%。政策催化与资金共振驱动估值修复短期股价波动受多重因素交织影响。7月24日农药行业启动“正风治卷”三年行动，打击非法生产和低价倾销，供给端收缩预期强化，叠加TDI、有机硅等产品价格回升，市场对头部企业盈利修复预期升温。截至7月28日，扬农化工动态市盈率22.52倍，低于近三年均值，吸引资金关注。...

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