证券时报网讯，华龙证券研报指出，伴随国内湿法磷酸-磷酸铁行业一体化配套率不断提升，价值链传导方面磷酸对磷酸铁影响提升。目前湿法磷酸供应紧张，价格逐步呈现上涨态势，主要驱动因素来源于下游磷酸铁阶段性集中备货，以及外贸订单交付周期，需求端支撑强势;其次，部分湿法磷酸装置检修，供应端紧缩，导致短期供需错配。但8月中下旬随着下游检修装置的陆续重启，磷酸供应紧张态势或略有缓解，但供应面利好依旧存在。磷化工行业头部企业资源优势显著，建议关注：川发龙蟒、云天化、兴发集团等。
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- 华龙证券:磷化工行业头部企业资源优势显著
华龙证券:磷化工行业头部企业资源优势显著
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