The domestic fertilizer market is showing a general rise in prices. The performance of 20 listed fertilizer and pesticide companies is good.
Recently, the domestic fertilizer market has shown a general rise in prices, with prices of major varieties collectively rising. According to data from the National Bureau of Statistics, as of February 10, the market price of urea was 1783.8 yuan/ton, up 3.25% from the end of 2025 and 5.24% from the same period last year; the market price of potassium sulfate compound fertilizer was 3458.9 yuan/ton, up 16.9% from the same period last year. In addition, according to Wind data, on February 24, the market price of ammonium phosphate was 3850 yuan/ton, an increase of 16.67% year-on-year. According to Securities Times Data Treasure statistics, there are a total of 63 concept stocks in the A-share fertilizer and pesticide sector, of which 35 have released performance forecasts or performance reports for 2025, with 13 stocks expected to achieve year-on-year growth in net profit attributable to the parent company and 7 stocks expected to return to profit from loss. Since the beginning of the year, fertilizer and pesticide stocks with good performance have attracted institutional attention. Statistics show that 5 concept stocks with performance forecasts or turning losses into profits have been surveyed by more than 10 institutions since the beginning of the year, with more institutional surveys on Runfeng shares, Salt Lake shares, and Lianhua Technology, with 97, 25, and 21 respectively.
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