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学习笔记 - 化肥

  • 2026-04-25 09:38:21
学习笔记 - 化肥
学习笔记 📒-化肥

化学肥料,简称化肥。用化学和(或)物理方法制成的含有一种或几种农作物生长需要的营养元素的肥料...也称无机肥料,包括氮肥、磷肥、钾肥、微肥、复合肥料等,不可食用...

钾肥自给率高，受益于国际价格暴涨如 盐湖股份、藏格矿业、亚钾国际 等等这些资源端壁垒企业...一体化产业链企业如 云天化、兴发集团、川发龙蟒（磷矿磷肥全产业链，成本优势显著）...事件驱动的可能有：天禾股份、赤天化、泸天化（尿素 / 农资流通，直接受益于印度抢肥 + 春耕需求）...

当然还要注意风险，比如若中东局势缓和，化肥海运通道恢复，供应紧张缓解;国内化肥出口管控政策收紧，内外价差收窄;春耕旺季结束，需求回落导致价格回调等等情况...

唯一不变的是变化！
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  4. 会话信息 : SESSION_ID=cb2269afb120e2a40f8a5bf67a11b497
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  1. CONNECT:[ UseTime:0.000626s ] mysql:host=127.0.0.1;port=3306;dbname=no_67808;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000843s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000350s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000280s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000710s ]
  6. SELECT * FROM `set` [ RunTime:0.000254s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000770s ]
  8. SELECT * FROM `article` WHERE `id` = 483686 LIMIT 1 [ RunTime:0.000424s ]
  9. UPDATE `article` SET `lasttime` = 1777090825 WHERE `id` = 483686 [ RunTime:0.006677s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000284s ]
  11. SELECT * FROM `article` WHERE `id` < 483686 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000612s ]
  12. SELECT * FROM `article` WHERE `id` > 483686 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000465s ]
  13. SELECT * FROM `article` WHERE `id` < 483686 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.010451s ]
  14. SELECT * FROM `article` WHERE `id` < 483686 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.004250s ]
  15. SELECT * FROM `article` WHERE `id` < 483686 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001050s ]
0.103703s