Huaan Securities released a research report saying that global supply and demand for phosphorus resources continues to be tight, industry policy barriers are high, new supply is limited, and demand for new energy and energy storage continues to be released, and the boom in the sector is expected to continue. The proposal revolves around three main lines of layout: one is a leading integrated phosphorous chemical enterprise, with perfect cost advantages and strong profit stability; second, yellow phosphorus enterprise value revaluation, industry supply pattern is highly concentrated, demand for thermal phosphoric acid replacement continues to be released, and enterprises with phosphate ore and electricity support fully enjoy price flexibility; third, leading enterprises in phosphogypsum acid production technology. The use of solid waste resources effectively hedge sulfur price increases, opens up production capacity and profit space, and has outstanding barrier advantages. The bank favors the layout of priority acid solid acid production A phosphorus chemical company.

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