价格大涨“催肥”草甘膦上市公司2021年业绩
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价格大涨“催肥”草甘膦上市公司2021年业绩
格隆汇1月11日丨百川盈孚数据显示,2021年12月31日草甘膦全国主流市场均价为8万元/吨。与2021年初不到2.8万元/吨的价格相比,草甘膦价格年涨幅超过185%。受益于草甘膦价格一路猛涨,多家主营草甘膦的上市公司近日预喜2021年年报。其中,润丰股份因业绩远超预期于1月10日收获涨停,股价创历史新高,并带动草甘膦板块集体大涨。而新安股份、兴发集团2021年业绩更是成倍增长。券商研报认为,受库存较低、新增产能有限、需求旺盛等因素影响,草甘膦价格未来将保持较高的景气度水平,价格中枢有望持续上行。
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