严重旱情将导致今年粮价上涨,与临近的春耕用肥期一起推高化肥需求,化肥景气行情已经开始。建议重点关注拥有磷矿、钾盐等资源的优势企业以及受益于产业整合与产业链完整的企业。 Severe dry conditions will result in rising food prices this year, pushing the demand for fertilizers together with the adjacent spring plowing period. The market for chemical fertilizers has begun. It is suggested to focus on those enterprises that have the advantages of phosphate rock, potash and other resources as well as those who benefit from the industrial integration and complete industrial chain.