Real Estate May 16, 2022 08:51 AM (GMT+8) · EqualOcean
CITIC Securities research report pointed out that phosphorus has the attributes of "food security" and "energy", and the high boom is expected to continue in the medium and long term; At the same time, phosphorus itself has resource barriers, the basic market is stable, medium and short-term, and the performance has high certainty. At present, phosphorus chemical enterprises actively improve and expand the industrial chain to the upstream and downstream, and there is room for further improvement in the valuation of the sector. We propose to actively lay out both fundamentals and industries β Phosphorus chemical industry sector, especially under the integrated layout, enterprises rich in mineral resources will benefit more. It is recommended to focus on Yuntianhua, Hubei Yihua, xinyangfeng, yuntu holding and Chuanfa longmang, and Xingfa group, chuanjinnuo, CHUANHENG shares and ZhongYiDa.

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