关键词：氯化钾、氯化钾市场规模、氯化钾行业现状、氯化钾发展趋势 一、行业概述 内容概况：国内氯化钾产能主要集中在青海和新疆地区，盐湖股份和藏格矿业是国内最大的两家氯化钾 生产企业。2025年1-5月，中国氯化钾产量为233.28万吨，同比下降3.79%；氯化钾消费量为772.66万 吨，同比下降3.46%。中国氯化钾行业呈现出产量与消费量双降的局面。产量方面，国内氯化钾行业的 产能扩张受限，尤其是青海、新疆等主要产区，由于资源禀赋和开采条件的限制，新增产能投放难度较 大。消费量方面，在农业领域，尽管钾肥对于保障粮食安全至关重要，但随着农业种植结构的调整以及 新型肥料的推广，对传统氯化钾的需求增长速度有所放缓。此外，全球经济形势的不确定性也对工业领 域对氯化钾的需求产生了一定影响，部分下游企业在经济形势不明朗的情况下，可能采取了谨慎的采购 策略，从而导致氯化钾消费量的下降。 相关上市企业：青海盐湖（000792）、藏格矿业（000408）、亚钾国际（000893）、东方铁塔 （002545） 相关企业：青海盐湖工业股份有限公司、江南造船（集团）有限责任公司、河北华晨药业有限公司、文 通钾盐集团有限公司、浙江大洋 ...

最近三个交易日，31日-4日，亚钾国际分别获融资买入0.64亿元、0.39亿元、0.16亿元。 融券方面，当日融券卖出0.19万股，净卖出0.19万股。 8月4日，沪深两融数据显示，亚钾国际获融资买入额0.16亿元，居两市第1856位，当日融资偿还额0.21 亿元，净卖出475.87万元。 来源：金融界 ...

8月4日，亚钾国际今日收盘32.03元，上涨1.55%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到23.61倍，总市值295.97亿元。 从行业市盈率排名来看，公司所处的化肥行业行业市盈率平均25.19倍，行业中值22.57倍，亚钾国际排 名第16位。 股东方面，截至2025年3月31日，亚钾国际股东户数24370户，较上次减少1088户，户均持股市值35.28 万元，户均持股数量2.76万股。 亚钾国际投资(广州)股份有限公司的主营业务是钾盐矿开采、钾肥生产及销售业务。公司的主要产品是 氯化钾、卤水、其他。 最新一期业绩显示，2025年一季报，公司实现营业收入12.13亿元，同比91.47%；净利润3.84亿元，同 比373.53%，销售毛利率54.12%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)12亚钾国际23.6131.142.45295.97亿行业平均 25.1926.912.56169.78亿行业中值22.5724.201.7880.04亿1云天化8.578.291.87442.26亿2新洋丰 11.9313.481.61177.29亿3史丹利12.0612.791 ...

证券之星消息，截至2025年8月1日收盘，亚钾国际(000893)报收于31.54元，下跌1.68%，换手率 1.18%，成交量9.61万手，成交额3.03亿元。 8月1日的资金流向数据方面，主力资金净流入1844.53万元，占总成交额6.09%，游资资金净流入778.49 万元，占总成交额2.57%，散户资金净流出2623.02万元，占总成交额8.66%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净齿比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-01 | 31.54 -1.68% | | 1844.53万 | 6.09% | 778.49万 | 2.57% | -2623.02万 | -8.66% | | 2025-07-31 | 32.08 -1.81% | | 1506.51万 | 4.86% | 672.69万 | 2.17% | -2179.19万 | -7.03% | | 2025-07-30 | | 32. ...

从行业市盈率排名来看，公司所处的化肥行业行业市盈率平均25.32倍，行业中值22.28倍，亚钾国际排 名第16位。 股东方面，截至2025年3月31日，亚钾国际股东户数24370户，较上次减少1088户，户均持股市值35.28 万元，户均持股数量2.76万股。 最新一期业绩显示，2025年一季报，公司实现营业收入12.13亿元，同比91.47%；净利润3.84亿元，同 比373.53%，销售毛利率54.12%。 8月1日，亚钾国际今日收盘31.54元，下跌1.68%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到23.25倍，总市值291.45亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)12亚钾国际23.2530.662.41291.45亿行业平均 25.3226.562.58168.13亿行业中值22.2824.181.7778.99亿1云天化8.558.281.87441.53亿2史丹利 11.7812.491.45103.21亿3新洋丰11.9913.551.62178.17亿4云图控股15.2816.051.44129.11亿5司尔特 17.1815.020.8746. ...

Group 1 - The petrochemical industry is currently facing significant "involution" competition, leading to a decline in profit margins from 8.03% in 2021 to 4.85% in 2024, with the first half of 2025 still at low levels [1][16][17] - Central authorities have proposed comprehensive rectification measures to combat this issue, focusing on self-discipline, innovation, and the elimination of non-compliant capacity [1][16] - The industry is expected to transition towards high-quality sustainable development through capacity optimization and price ecology restructuring [1][16] Group 2 - The chemical industry's anti-involution policies have deepened from institutional construction to special rectification, with measures introduced to curb redundant construction and market segmentation [2][17] - Key sectors such as refining, olefins, and certain pesticide varieties are anticipated to benefit from supply-side reforms, leading to improved profitability as inefficient capacity is phased out [2][17] - The overall supply-demand structure is expected to gradually optimize, with the potential for profit recovery in the industry [2][17] Group 3 - As of July 2025, the China Chemical Product Price Index (CCPI) reported a decline of 5.6% from the beginning of the year, indicating a slight decrease in the prices of major chemical products [3][18] - The international crude oil prices showed a fluctuating upward trend, with Brent crude rising from $67.11 to $73.24 per barrel in July, influenced by geopolitical tensions and seasonal demand [4][19] - The forecast for Brent crude oil prices is set between $65 and $70 per barrel, with WTI prices expected between $60 and $65 per barrel, highlighting the importance of geopolitical dynamics and OPEC+ policies [4][19] Group 4 - The investment portfolio for the month includes companies such as Shengquan Group, Hubei Yihua, Satellite Chemical, China Petroleum, Lier Chemical, and Yara International, focusing on sectors with growth potential [9][22] - Shengquan Group is highlighted as a leader in synthetic resins, particularly in the rapidly growing electronic specialty resin market [9][22] - Hubei Yihua is positioned to benefit from its resource advantages in the fertilizer sector, while China Petroleum is recognized for its comprehensive energy capabilities [9][22] Group 5 - The electronic resin sector is experiencing rapid growth driven by demand from AI servers, with the global high-frequency and high-speed PCB market expected to grow at a compound annual growth rate of 26% from 2024 to 2026 [7][20][33] - The phosphoric fertilizer market is seeing resilience due to overseas agricultural recovery and regional stockpiling, with global prices on the rise [8][20] - The pesticide sector is anticipated to recover as the downward cycle reaches its bottom, supported by increased demand from South America and limited export growth from India and the U.S. [8][21]

7月31日，沪深两融数据显示，亚钾国际获融资买入额0.64亿元，居两市第683位，当日融资偿还额0.25 亿元，净买入3844.12万元。 来源：金融界 最近三个交易日，29日-31日，亚钾国际分别获融资买入0.75亿元、0.30亿元、0.64亿元。 融券方面，当日融券卖出0.00万股，净买入0.70万股。 ...

Core Viewpoint - The article discusses the recent wave of investigations and detentions of executives from various listed companies in China, highlighting the extensive reach of regulatory scrutiny across multiple industries, including agriculture, manufacturing, home retail, information technology, environmental protection, chemicals, military, healthcare, and new energy [2][3]. Group 1: Overview of Detained Executives - As of this year, 18 listed companies have had 19 executives subjected to detention measures by regulatory bodies, primarily targeting founders, actual controllers, and chairpersons [3][4]. - Notable cases include the detention of prominent figures such as the founders of major home retail companies, indicating a significant impact on the industry [3][4]. Group 2: Specific Cases - The recent case of Wang Linpeng, the actual controller and CEO of Juran Smart Home, who was initially detained and later returned to work, only to pass away shortly after, has raised questions about the circumstances surrounding his death [5][6]. - Guo Baichun, chairman of Yayi International, was detained for alleged embezzlement and abuse of power, with his case highlighting the dramatic nature of his return to China after fleeing abroad [8][9]. - Dan Senlin, chairman of Senba Sensor, was detained for a brief period, which is unusual, and his involvement in both sensor and liquor industries has drawn attention [10]. Group 3: Industry Impact - The ongoing investigations have led to significant turmoil within companies, affecting their operations and stock prices, as seen with Meikailong, which has faced substantial losses despite high dividend payouts [12][17]. - The detention of executives from companies like Zhongfu Information, which operates in sensitive sectors related to national security, raises concerns about potential irregularities in their business practices [16]. Group 4: Regulatory Implications - The reasons for detentions include allegations of embezzlement, abuse of power, and serious job-related violations, indicating a pattern of misconduct among high-ranking officials [18]. - The article emphasizes the need for listed companies to adhere to regulatory standards and maintain ethical governance to protect shareholder interests and ensure market integrity [18].

最新一期业绩显示，2025年一季报，公司实现营业收入12.13亿元，同比91.47%；净利润3.84亿元，同 比373.53%，销售毛利率54.12%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)12亚钾国际23.6431.192.45296.44亿行业平均 25.2726.512.58168.40亿行业中值22.3923.901.7878.83亿1云天化8.718.431.90449.55亿2史丹利 11.6012.301.43101.60亿3新洋丰12.0213.581.62178.55亿4云图控股15.0515.811.42127.17亿5司尔特 17.1214.970.8746.60亿6兴发集团17.8617.071.25273.28亿7芭田股份18.5523.902.8897.77亿8盐湖股份 19.5820.462.53954.07亿9东方铁塔20.2421.611.33121.92亿10华昌化工21.1312.461.1364.95亿11四川美丰 21.1314.290.9338.84亿 7月31日，亚钾国际今日收盘32.08元，下跌1.81%，滚动市盈率PE（当前股价与前四季度每股 ...

南财投研通数据显示，7月29日，券商给予上市公司目标价共19次，按最新收盘价计算，目标价涨幅排 名居前的公司有科沃斯、英科医疗、瑞纳智能，目标价涨幅分别为46.04%、39.79%、38.85%，分别属 于小家电、医疗器械、通用设备行业。 | | | | 07月29日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 管理目標 (元) | 目标涨幅 (%) | | 603486 | 科沃斯 | 中信证券 | ポソ | 112.00 | 46.04 | | 300677 | 英科医疗 | 中信证券 | ポゾ | 45.00 | 39.79 | | 301129 | 瑞纳智能 | 国泰海通业芬 | 增持 | 35.63 | 38.85 | | 300454 | 深信服 | 中国国际金融 | 跑赢行业 | 140.00 | 36.80 | | 600483 | 福能股份 | 国投证券 | 买入 | 12.67 | 33.79 | | 002225 | 濮耐股份 | 中信证券 | 买人 | 9.00 | 33. ...