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春耕来临,化肥市场回暖。但基于对整个行业09年盈利预期降低的预计,给予化肥行业“中性”评级。二季度,主要关注春耕化肥市场超出预期、石化产业振兴规划具体措施实施带来的投资机会和年报高分红带来的交易机会。
Spring plowing, fertilizer market pick up. However, based on the forecast for 2009 earnings forecast of the entire industry to decline, the fertilizer industry is given a rating of “Neutral”. In the second quarter, we mainly focused on the investment opportunities brought by the spring fertilizer market exceeding expectations and the concrete measures of the petrochemical industry revitalization plan and the trading opportunities brought by the annual high dividend.