受多种因素影响，当前部分地区化肥生产供应偏紧，价格上涨较快。国家发展改革委<span style="font-family: times new roman">15<span style="font-family: 宋体">日称，已于近日下发通知，要求做好<span style="font-family: times new roman">2018<span style="font-family: 宋体">年春耕备肥期间和用肥旺季化肥生产供应和价格稳定工作。通知指出，要加强运输和信贷支持。做好淡季储备调控，国家将追加安排<span style="font-family: times new roman">550<span style="font-family: 宋体">万吨化肥淡储任务（<span style="font-family: times new roman">2<span style="font-family: 宋体">年有效）。规范生产经营秩序，各级价格主管部门要认真开展农资价格监督检查，重点查处价格垄断、哄抬价格、串通涨价、价格欺诈等价格违法行为；各有关部门要加大对制售假冒伪劣农资的打击力度，严厉打击虚标含量、偷换养分等手段制售假冒伪劣化肥等违法行为及其他坑农害农行为。推进农资行业诚信建设。
<span style="font-family: 宋体">点评：化肥又是粮食的<span style="font-family: times new roman">“<span style="font-family: 宋体">粮食<span style="font-family: times new roman">”<span style="font-family: 宋体">，保证化肥供应、保持合理的化肥投入是促进粮食稳产增产的前提，对稳定农产品价格，管理通货膨胀预期具有基础性的重要作用。通知提出切实提高化肥生产供应量，龙头企业有望受益于产销量的增长，以及排放标准提高带来的集中度提升。关注阳煤化工、华鲁恒升。</span style="font-family: 宋体"></span style="font-family: times new roman"></span style="font-family: 宋体"></span style="font-family: times new roman"></span style="font-family: 宋体"></span style="font-family: 宋体"></span style="font-family: times new roman"></span style="font-family: 宋体"></span style="font-family: times new roman"></span style="font-family: 宋体"></span style="font-family: times new roman"></span style="font-family: 宋体"></span style="font-family: times new roman">
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<span style="font-family: 隶书; font-size: 29px">【要闻解读】</span style="font-family: 隶书; font-size: 29px">
▲私募股票仓位持续超80% 增持化工房地产和食品饮料
<span style="font-family: times new roman">2018<span style="font-family: 宋体">年开年<span style="font-family: times new roman">A<span style="font-family: 宋体">股市场表现活跃，私募积极布局春季行情。据华润信托最新月度报告显示，截至<span style="font-family: times new roman">2017<span style="font-family: 宋体">年<span style="font-family: times new roman">12<span style="font-family: 宋体">月底，纳入其统计平台的私募平均股票仓位为<span style="font-family: times new roman">82.89%<span style="font-family: 宋体">，较<span style="font-family: times new roman">11<span style="font-family: 宋体">月底上升<span style="font-family: times new roman">2.54<span style="font-family: 宋体">个百分点。私募持仓最高的行业仍然是医药生物，持仓比例达<span style="font-family: times new roman">22.12%<span style="font-family: 宋体">；<span style="font-family: times new roman">12<span style="font-family: 宋体">月份私募基金在化工、房地产和食品饮料三个行业上加仓最多。
<span style="font-family: 宋体">：</span style="font-family: 宋体"><span style="font-family: times new roman">2017</span style="font-family: times new roman"><span style="font-family: 宋体">年我国进出口增速创</span style="font-family: 宋体"><span style="font-family: times new roman">6</span style="font-family: times new roman"><span style="font-family: 宋体">年来新高</span style="font-family: 宋体">
<span style="font-family: 宋体">根据海关统计，<span style="font-family: times new roman">2017<span style="font-family: 宋体">年我国进出口总额<span style="font-family: times new roman">27.79<span style="font-family: 宋体">万亿元人民币，同比增长<span style="font-family: times new roman">14.2%<span style="font-family: 宋体">；其中出口<span style="font-family: times new roman">15.33<span style="font-family: 宋体">万亿元，同比增长<span style="font-family: times new roman">10.8%<span style="font-family: 宋体">；进口<span style="font-family: times new roman">12.46<span style="font-family: 宋体">万亿元，同比增长<span style="font-family: times new roman">18.7%<span style="font-family: 宋体">；顺差<span style="font-family: times new roman">2.87<span style="font-family: 宋体">万亿元，收窄<span style="font-family: times new roman">14.2%<span style="font-family: 宋体">。，<span style="font-family: times new roman">2017<span style="font-family: 宋体">年我国对外贸易主要呈现以下亮点：一是增长超出预期，增速创<span style="font-family: times new roman">6<span style="font-family: 宋体">年来新高；二是增速好于世界主要经济体；三是贸易结构不断优化；四是外贸创新发展的新旧动能转换加快；五是对国民经济社会发展贡献增强；六是对全球经济贸易复苏发挥重要作用。
<span style="font-family: 宋体">▲广西深度调整糖产结构</span style="font-family: 宋体">
<span style="font-family: 宋体">广西壮族自治区全区农村工作会议<span style="font-family: times new roman">15<span style="font-family: 宋体">日在南宁召开，广西壮族自治区主席陈武表示，广西下一步将通过建立<span style="font-family: times new roman">“<span style="font-family: 宋体">双高<span style="font-family: times new roman">”(<span style="font-family: 宋体">即高产高糖<span style="font-family: times new roman">)<span style="font-family: 宋体">糖料蔗基地、划定糖料蔗生产保护区、持续推进核心制糖企业优化重组、推动广西糖业立法等一系列措施，积极探索甘蔗多样性产业发展新途径。
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本文由“股海清风”账号发布
2018.1.16