近日，亚钾国际投资（广州）股份有限公司发布公告称，持股5%以上的股东中国农业生产资料集团有 限公司通过集中竞价方式减持公司股份9,135,000股，占公司总股本1%，减持价格区间为44.42至60.89 元/股，减持后持股比例由10.81%降至9.81%。本次减持计划已实施完毕，符合相关法律法规规定，未违 反此前披露的减持计划，不会导致公司控制权变更，不影响公司治理结构和持续经营。 最新公告列表 截至2026年2月26日收盘，亚钾国际（000893）报收于56.16元，较前一交易日下跌0.51%，最新总市值 为518.95亿元。该股当日开盘56.4元，最高57.2元，最低55.45元，成交额达5.97亿元，换手率为1.31%。 《关于持股5%以上股东股份减持计划实施完成的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

亚钾国际投资（广州）股份有限公司（以下简称"公司"）于2025年11月18 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股5%以上股东股份减持 预披露的公告》（公告编号：2025-046）。持有公司5%以上股份的股东中国农 业生产资料集团有限公司（以下简称"中农集团"）因经营需要，通过集中竞价 或大宗交易方式减持公司股份合计不超过 9,135,071 股，即不超过公司总股本1 的1%。 近日，公司收到中农集团出具的《股份减持计划实施完毕告知函》，中农集 团已完成本次股份减持计划。现将相关情况公告如下： 一、股东减持情况 （一）股东减持股份情况 证券代码：000893 证券简称：亚钾国际 公告编号：2026-012 亚钾国际投资（广州）股份有限公司 关于持股 5%以上股东股份减持计划实施完成的公告 持有公司 5%以上股份的股东中国农业生产资料集团有限公司保证向本公 司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： | 股份性质 | | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- ...

证券之星消息，2月26日亚钾国际发布公告《亚钾国际:关于持股5%以上股东股份减持计划实施完成的 公告》，其股东中国农业生产资料集团有限公司于2026年1月31日至2026年2月25日间合计减持282.88万 股，占公司目前总股本的0.3061%，变动期间该股股价上涨0.77%，截止2月25日收盘报56.45元。 股东增减持详情见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 根据亚钾国际2025年三季报公布的十大股东详情如下： ...

Core Insights - The chemical industry is at the beginning of a new prosperity cycle globally, with Chinese chemical companies showing stronger profit foundations and elasticity due to past expansions and capital expenditures [5][11][29] - Focus on cyclical chemical products, particularly those with resource attributes and potential in the real estate chain [4][5] - The demand from major economies like China and the US is expected to improve, with China's GDP projected to exceed 140 trillion yuan, growing at 5.0% year-on-year [5][22] Group 1: Global and Domestic Chemical Landscape - The global chemical landscape is improving, with China's chemical sector becoming more resilient [9][12] - China's share of the global chemical market has significantly increased from 13% in 2004 to 47% in 2024, indicating its growing importance in the global chemical industry [14][29] - The capital expenditure in the global chemical sector has paused, with many overseas chemical companies reducing production, which may benefit Chinese companies [14][16] Group 2: Resource Attributes in Chemical Products - Three main resource directions are emphasized: mineral resources (like phosphate and potash), indicator resources (such as pesticides and refrigerants), and channel resources (like compound fertilizers) [5][33] - China's phosphate reserves rank second globally, with a steady increase in demand driven by both traditional fertilizer needs and emerging sectors like lithium iron phosphate for batteries [33][36] - The supply of fertilizers is expected to contract in 2025, with production of monoammonium phosphate and diammonium phosphate projected to decrease by 6.73% and 6.86% respectively [39] Group 3: Real Estate Chain Chemical Products - The market currently has low expectations for the recovery of demand in the real estate chain, but there is potential for significant improvement due to government stimulus policies [5][22] - The supply concentration of chemical products related to the real estate chain is gradually increasing, which may lead to faster and easier supply-demand improvements [5] Group 4: New Materials and Domestic Substitution - The report highlights the importance of domestic substitution and the development of new materials in line with China's strategic plans for emerging industries [7][8] - Key areas of focus include lubricating oil additives, semiconductor materials, and bio-based materials [7] Group 5: Investment Recommendations - Suggested companies for investment include Hualu Chemical, Xin Fengming, Yuntianhua, and others, focusing on those with strong market positions and innovative capabilities [7][8]

亚钾国际2025年三季报显示，前三季度公司主营收入38.67亿元，同比上升55.76%；归母净利润13.63亿 元，同比上升163.01%；扣非净利润13.62亿元，同比上升164.56%；其中2025年第三季度，公司单季度 主营收入13.45亿元，同比上升71.37%；单季度归母净利润5.08亿元，同比上升104.69%；单季度扣非净 利润5.06亿元，同比上升105.0%；负债率32.61%，投资收益4480.25万元，财务费用6529.58万元，毛利 率58.91%。亚钾国际（000893）主营业务：钾盐矿开采、加工,钾肥生产及销售。 证券之星消息，截至2026年2月9日收盘，亚钾国际(000893)报收于54.29元，上涨1.31%，换手率1.2%， 成交量9.78万手，成交额5.3亿元。 2月9日的资金流向数据方面，主力资金净流入133.6万元，占总成交额0.25%，游资资金净流入1465.66 万元，占总成交额2.77%，散户资金净流出1599.26万元，占总成交额3.02%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 该股最近90天内共有7家机构给出评级，买入评级5家，增持评级 ...

Core Viewpoint - The stock of Yara International (000893) has shown a decline in price and mixed capital flow, indicating potential volatility in investor sentiment and market performance [1]. Group 1: Stock Performance - As of February 5, 2026, Yara International closed at 53.74 yuan, down 1.48% with a turnover rate of 0.96% and a trading volume of 78,300 hands, amounting to a transaction value of 423 million yuan [1]. - On February 5, 2026, the net outflow of main funds was 13.48 million yuan, accounting for 3.19% of the total transaction value, while retail investors saw a net inflow of 11.54 million yuan, representing 2.73% of the total [1]. Group 2: Financial Metrics and Industry Ranking - Yara International's total market value is 49.66 billion yuan, significantly higher than the industry average of 24.77 billion yuan, ranking 4th among 27 companies in the fertilizer industry [2]. - The company reported a net profit of 1.36 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 163.01%, with a gross margin of 58.91%, which is substantially above the industry average of 19.95% [2]. - The company's earnings per share (EPS) and return on equity (ROE) are also strong, with a PE ratio of 27.33 and an ROE of 10.97%, ranking 12th and 10th respectively in the industry [2]. Group 3: Analyst Ratings - In the last 90 days, 7 institutions have provided ratings for Yara International, with 5 buy ratings and 2 hold ratings, indicating a generally positive outlook from analysts [3].

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [5][8]. Core Views - The potassium fertilizer market is experiencing a tight supply-demand balance, with contract prices rising due to increased demand and limited domestic production [1][5]. - The long-term price of phosphate rock is expected to remain high due to declining ore grades and increasing demand from new applications such as lithium iron phosphate [2][3][7]. - The cancellation of export tax rebates for certain pesticides, including glyphosate, is anticipated to accelerate the elimination of outdated production capacity in the pesticide industry [4][7]. Summary by Sections Potassium Fertilizer - Potassium fertilizer prices are recovering due to strong demand, with domestic production expected to decrease by 2.7% to 5.5 million tons in 2024, while imports are projected to reach a record high of 12.633 million tons, up 9.1% year-on-year [1][25]. - As of January 2026, the average market price for potassium chloride was 3,295 CNY/ton, reflecting a 27.52% increase year-on-year [1][41]. - Key companies recommended for investment include Yara International, with projected potassium chloride production of 2.8 million tons in 2025 and 4 million tons in 2026 [5][8]. Phosphate Chemicals - The phosphate rock market is characterized by tight supply, with prices for 30% grade phosphate rock remaining above 900 CNY/ton for over two years [2][50]. - As of January 30, 2026, the price for 30% grade phosphate rock was 1,040 CNY/ton in Hubei and 970 CNY/ton in Yunnan, stable compared to the previous month [2][50]. - Companies with clear expansion plans such as Chuanheng Co., Yuntianhua, and Xingfa Group are recommended for investment [7]. Pesticides - The cancellation of export tax rebates is expected to increase production costs for pesticide companies, leading to a potential rise in prices for glyphosate and other products [4][7]. - The production of glyphosate in China is projected to grow significantly from 18,300 tons in 2020 to 120,400 tons by 2025, with an annual compound growth rate of 45.78% [4][7]. - Recommended companies in the pesticide sector include Lier Chemical and Liming Chemical, which are expected to benefit from price increases and improved margins [7].

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [5][8]. Core Views - The potassium fertilizer market is experiencing a tight supply-demand balance, with contract prices rising due to increased demand and limited domestic production [1][5]. - The long-term price of phosphate rock is expected to remain high due to declining ore grades and increasing demand from new applications such as lithium iron phosphate [2][3]. - The cancellation of export tax rebates for certain pesticides, including glyphosate, is anticipated to accelerate the elimination of outdated production capacity in the industry [4][5]. Summary by Sections Potassium Fertilizer - Potassium fertilizer prices are recovering due to strong demand, with domestic production expected to decrease slightly in 2024 while imports reach a historical high [1][25]. - As of January 2026, the average market price for potassium chloride was 3,295 CNY/ton, reflecting a year-on-year increase of 27.52% [1][41]. - Key companies recommended include Yara International, with projected potassium chloride production of 280 million tons in 2025 and 400 million tons in 2026 [5][8]. Phosphate Chemicals - The phosphate rock market is characterized by tight supply, with prices for 30% grade phosphate rock remaining high at around 1,040 CNY/ton in Hubei [2][50]. - The demand for lithium iron phosphate is driving the growth of phosphate rock consumption, with significant price increases observed in related products [2][3]. - Recommended companies include Chuanheng Co., which has clear expansion plans, and Yuntianhua, a leading player in the phosphate chemical sector [5][7]. Pesticides - The cancellation of export tax rebates is expected to increase production costs for pesticide companies, leading to a potential rise in prices for glyphosate and other products [4][5]. - The market for glyphosate is projected to grow significantly, with production expected to increase from 18,300 tons in 2020 to 120,400 tons by 2025, reflecting a compound annual growth rate of 45.78% [4][5]. - Companies recommended in this sector include Lier Chemical and Liming Chemical, which are well-positioned to benefit from the changing market dynamics [5][7].

Core Viewpoint - The chemical sector experienced a significant rebound on February 3, 2026, with the chemical ETF (516020) rising by 3.97% and individual stocks in the phosphate, potash, and soda ash sectors showing notable gains [1] Group 1: Market Performance - The chemical ETF (516020) saw a maximum intraday increase of 4.3% before closing up 3.97% [1] - Key stocks included Hongda Co., which surged by 9.16%, and both Cangge Mining and Hualu Hengsheng, which rose over 6% [1] Group 2: Price Trends and Analysis - Recent price increases in various basic chemical products, including dyes and para-nitrochlorobenzene, have been attributed to the cancellation of export tax rebates, leading to a rush in exports [1] - Guojin Securities remains optimistic about investment opportunities in the basic chemical sector, recommending a focus on leading companies and those experiencing price increases from a low base [1] Group 3: Industry Outlook - The chemical sector has been on an upward trend since the "anti-involution" movement began in July 2025, with investment and supply-side logic strengthening since the fourth quarter of 2025 [1] - Demand from emerging sectors such as energy storage, AI, and commercial aerospace is accelerating, while traditional sectors like textiles and agriculture are expected to continue recovering [1] - Huafu Securities anticipates a rebound in profitability for the chemical industry in 2026, marking a new starting point for supply-demand rebalancing [1]

Core Viewpoint - The chemical sector experienced a significant rebound on February 3, with the chemical ETF (516020) rising by 3.97% by the end of the trading day, reflecting a broader positive trend in the industry [1][5]. Group 1: Market Performance - The chemical ETF (516020) saw a maximum intraday increase of 4.3% [1][5]. - Key stocks in the sector, such as Hongda Co., Ltd., surged by 9.16%, while Cangge Mining and Hualu Hengsheng both increased by over 6% [1][5]. Group 2: Price Trends and Analysis - Recent price increases in various basic chemical products, including dyes and para-nitrochlorobenzene, have been noted, attributed to the cancellation of export tax rebates, which has accelerated exports [1][5]. - Guojin Securities continues to be optimistic about investment opportunities in the basic chemical sector, recommending a focus on leading companies and those with price increases from a low base [1][5]. Group 3: Future Outlook - According to Guosheng Securities, since the "anti-involution" trend began in July 2025, the chemical sector has seen sustained growth, with investment and supply-side logic strengthening since the fourth quarter of 2025 [1][5]. - Huafu Securities anticipates a recovery in profitability for the chemical industry in 2026, suggesting that the sector is at a new starting point for supply-demand rebalancing [1][5][7]. Group 4: Investment Strategies - The chemical ETF (516020) tracks the CSI sub-industry theme index, covering popular topics such as AI computing power, anti-involution, robotics, and new energy, making it a potentially efficient way to invest in the sector [7][8].