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The domestic fertilizer market is showing a general upward trend, with 20 fertilizer and pesticide stocks reporting improved performance.
Recently, the domestic fertilizer market has shown a general upward trend, with prices of major varieties rising collectively. According to data from the National Bureau of Statistics, as of February 10th, the market price of urea (small granules) was 1,783.8 yuan per ton, up 3.25% from the end of 2025 and up 5.24% from the same period last year; the market price of potassium sulfate compound fertilizer was 3,458.9 yuan per ton, up 16.9% year-on-year. Additionally, data shows that on February 24th, the market price of ammonium phosphate (55% powder) was 3,850 yuan per ton, a 16.67% increase year-on-year. According to Securities Times Data Treasure, there are 63 concept stocks in the chemical fertilizer and pesticide sector of A-shares, with 35 having released 2025 performance forecasts or earnings reports. Among them, 13 stocks are expected to see year-on-year growth in net profit attributable to the parent company, and 7 stocks are expected to turn losses into profits. Since the beginning of the year, fertilizer and pesticide stocks with better performance have attracted institutional attention. Statistics show that five concept stocks with performance growth or turnaround since the beginning of the year have been surveyed by 10 or more institutions, with Runfeng Co., Salt Lake Co., and Lianhua Technology receiving the most institutional visits, with 97, 25, and 21 visits respectively. (People’s Financial News)