The phosphorus chemical industry chain has entered a prosperous upswing cycle, with four stocks having a price-to-earnings ratio of less than 12 times.

On June 22, the phosphorus chemical sector collectively surged, with the concept index rising by 8.09% by the end of trading. Stocks such as Chuanfalongmang, Xingfa Group, and Chengxing Share soared. Since 2026, the phosphorus chemical industry chain has entered a boom cycle, with prices of upstream raw materials and downstream products resonating upwards and industry heat continuing to rise. One of the core drivers of this round of market rally comes from the cost side. Due to geopolitical factors, international sulfur supply has sharply contracted, leading to a surge in prices. On June 12, prices even reached a high of 11,750 yuan/ton, with a cumulative increase of over 210% within the year, directly pushing up the production costs of wet-process phosphoric acid and downstream phosphate fertilizers. According to data from Shengyishe, the latest price of phosphoric acid has reached 11,300 yuan/ton, up more than 55% compared to the end of 2025. According to Securities Times Data, there are more than 20 phosphorus chemical concept stocks in A-shares, with a total net purchase of 789 million yuan since June. The net purchases include 8 stocks, with Yuntianhua, Xingfa Group, Xinan Share, and Xingfu Electronics being favored, with net purchases amounting to 4.11 billion yuan, 3.03 billion yuan, 2.26 billion yuan, and 1.32 billion yuan respectively. In terms of valuation, the median price-to-earnings ratio of phosphorus chemical concept stocks is 25.73 times, with 4 stocks below 12 times, including Stanchley, Xinyangfeng, Batian Share, and Yuntianhua, at 9.31 times, 10.01 times, 11.07 times, and 11.21 times respectively.