中金：钾肥维持高景气关注新增产能释放进度

智通财经网2025-09-15

智通财经APP获悉，中金发布研报称，据百川资讯，氯化钾温哥华/波罗的海FOB报价分别为288/290美元/吨，相较年初分别上涨24%/35%；国内青海盐湖出厂报价2,800元/吨，相较年初上涨10%。2025年以来钾肥景气度持续上行，2025-26年行业新增产能有限叠加国内库存低位，此轮钾肥高景气度或有较长持续性，建议关注对上市公司带来的业绩弹性，看好盐湖股份(000792.SZ)；在较高的钾肥...

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中金：钾肥维持高景气 关注新增产能释放进度

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中金：钾肥维持高景气关注新增产能释放进度