Core Viewpoint - As of August 15, 2025, Yara International (000893) closed at 31.47 yuan, marking a 2.64% increase, with a trading volume of 12.86 million shares and a turnover of 4.02 billion yuan [1] Group 1: Stock Performance and Fund Flow - On August 15, 2025, the net outflow of main funds was 221.1 thousand yuan, accounting for 0.55% of the total turnover, while retail investors saw a net inflow of 1,969.86 thousand yuan, representing 4.9% of the total turnover [1] - Over the past five days, the stock experienced fluctuations in fund flow, with significant retail inflows on August 15 and August 12, while main and speculative funds showed net outflows on several days [2] Group 2: Company Financials and Industry Position - Yara International reported a total market value of 29.08 billion yuan, with a net asset of 12.08 billion yuan and a net profit of 384 million yuan, ranking 4th, 5th, and 5th respectively in the fertilizer industry [3] - The company achieved a year-on-year revenue increase of 91.47% in Q1 2025, with a net profit growth of 373.53% and a gross profit margin of 54.12% [3] - The company has a price-to-earnings ratio of 18.91, which is lower than the industry average of 31.13, indicating a favorable valuation compared to peers [3] Group 3: Analyst Ratings - In the last 90 days, 9 institutions provided ratings for the stock, with 7 buy ratings and 2 hold ratings, and the average target price set at 35.1 yuan [4]

通过天眼查大数据分析，亚钾国际投资(广州)股份有限公司共对外投资了10家企业，参与招投标项目6 次，知识产权方面有商标信息3条，专利信息1条，此外企业还拥有行政许可7个。 来源：金融界 亚钾国际最新一期业绩显示，截至2025一季报，公司营业总收入12.13亿元、同比增长91.47%，归属净 利润3.84亿元，同比增长373.53%，扣非净利润3.84亿元，同比增长376.02%，流动比率0.586、速动比率 0.439、资产负债率35.18%。 天眼查商业履历信息显示，亚钾国际投资(广州)股份有限公司，成立于1998年，位于广州市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本92913.8953万人民币，实缴资本75690.3272 万人民币。公司法定代表人为郭柏春。 金融界消息 截至2025年8月14日收盘，亚钾国际（000893）报收于30.66元，下跌2.23%，换手率 1.17%，成交量9.53万手，成交金额2.96亿元。 资金流向方面，今日主力资金净流出4742.39万元，占比成交额16.04%。其中，超大单净流出4437.72万 元、占成交额15.01%，大单净流出304.67万 ...

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。 8月14日，亚钾国际今日收盘30.66元，下跌2.23%，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22.60倍，总市值283.31亿元。 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25.27倍，行业中值22.00倍，亚钾国际排 名第16位。 资金流向方面，8月14日，亚钾国际主力资金净流出4742.39万元，近5日总体呈流出状态，5日共流出 5218.97万元。 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22.6029.812.35283.31亿行业平均 25.2727.042.65172.28亿行业中值22.0023.781.7978.78亿1云天化8.928.631.95460.49亿2新洋丰 11.4213.271.57174.53亿3史丹利12.4213.161.53108.74亿 ...

8月13日，亚钾国际今日收盘31.36元，下跌1.45%，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23.11倍，总市值289.78亿元。 来源：金融界 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23.1130.492.40289.78亿行业平均 25.6627.452.69175.10亿行业中值22.3824.371.8479.71亿1云天化9.088.791.98468.69亿2新洋丰 11.6113.501.60177.54亿3史丹利12.2713.011.51107.47亿4云图控股14.7215.461.39124.40亿5司尔特 16.9314.800.8646.09亿6兴发集团17.8317.041.25272.84亿7芭田股份18.9224.372.9499.71亿8东方铁塔 20.51 ...

天眼查商业履历信息显示，亚钾国际投资(广州)股份有限公司，成立于1998年，位于广州市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本92913.8953万人民币，实缴资本75690.3272 万人民币。公司法定代表人为郭柏春。 通过天眼查大数据分析，亚钾国际投资(广州)股份有限公司共对外投资了10家企业，参与招投标项目6 次，知识产权方面有商标信息3条，专利信息1条，此外企业还拥有行政许可7个。 来源：金融界 金融界消息 截至2025年8月12日收盘，亚钾国际（000893）报收于31.82元，上涨1.31%，换手率 1.03%，成交量8.35万手，成交金额2.63亿元。 资金流向方面，今日主力资金净流入2110.82万元，占比成交额8.02%。其中，超大单净流入510.22万 元、占成交额1.94%，大单净流入1600.60万元、占成交额6.08%，中单净流出流出706.93万元、占成交 额2.68%，小单净流出1403.89万元、占成交额5.33%。 亚钾国际最新一期业绩显示，截至2025一季报，公司营业总收入12.13亿元、同比增长91.47%，归属净 利润3.84亿元，同比增长373 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

天眼查商业履历信息显示，亚钾国际投资(广州)股份有限公司，成立于1998年，位于广州市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本92913.8953万人民币，实缴资本75690.3272 万人民币。公司法定代表人为郭柏春。 通过天眼查大数据分析，亚钾国际投资(广州)股份有限公司共对外投资了10家企业，参与招投标项目6 次，知识产权方面有商标信息3条，专利信息1条，此外企业还拥有行政许可7个。 来源：金融界 金融界消息 截至2025年8月8日收盘，亚钾国际（000893）报收于31.27元，下跌0.57%，换手率0.63%， 成交量5.15万手，成交金额1.62亿元。 资金流向方面，今日主力资金净流出1462.85万元，占比成交额9.05%。其中，超大单净流出887.14万 元、占成交额5.49%，大单净流出575.70万元、占成交额3.56%，中单净流出流入826.41万元、占成交额 5.12%，小单净流入636.44万元、占成交额3.94%。 亚钾国际最新一期业绩显示，截至2025一季报，公司营业总收入12.13亿元、同比增长91.47%，归属净 利润3.84亿元，同比增长373.53 ...

Group 1 - The core stock price of Yara International on August 5 was 31.82 yuan, down 0.66% from the previous trading day, with a trading volume of 63,532 lots and a transaction amount of 202 million yuan [1] - The company specializes in the mining, processing, and sales of potassium salts, with main products including potassium chloride and potassium sulfate, and operates within the fertilizer industry based in Guangdong Province [1] - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 730 million yuan and 930 million yuan, representing a year-on-year growth of 170% to 244%, which introduces the "2025 mid-year profit increase" concept [1] Group 2 - On August 5, the net outflow of main funds was 16.31 million yuan, with a cumulative net outflow of 17.46 million yuan over the past five days [1]

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [4][8]. Core Viewpoints - The agricultural chemical industry is experiencing upward price trends in potassium and glyphosate, with an expanding price gap for phosphate exports [1][3]. - The supply-demand balance for potassium fertilizer is tight, with international prices continuing to rise, while domestic production is expected to decrease slightly in 2024 [1][23]. - The phosphate chemical sector is expected to maintain a high price level due to the scarcity of resources and increasing demand from new applications such as lithium iron phosphate [2][46]. - The pesticide sector is anticipated to see a recovery as the "rectification and reform" initiative progresses, with demand increasing due to rising agricultural planting areas in South America [3][4]. Summary by Sections Potassium Fertilizer - The global potassium fertilizer market is characterized by a supply-demand imbalance, with China being the largest consumer and an import dependency exceeding 60% [1][23]. - Domestic potassium chloride production is projected to be 5.5 million tons in 2024, a decrease of 2.7% year-on-year, while imports are expected to reach a record high of 12.633 million tons, up 9.1% [1][23]. - The average price of potassium chloride in July rose from 3,239 CNY/ton to 3,399 CNY/ton, stabilizing at 3,230 CNY/ton by the end of the month [1][40]. Phosphate Chemicals - The long-term price center for phosphate rock is expected to remain high due to declining grades and increasing extraction costs, with the market price for 30% grade phosphate rock remaining above 900 CNY/ton for over two years [2][46]. - As of July 31, 2025, the price for 30% grade phosphate rock in Hubei was 1,040 CNY/ton, while in Yunnan it was 970 CNY/ton, both stable compared to the previous month [2][46]. - The price gap between domestic and international phosphate fertilizers has widened, benefiting companies with export quotas [3][46]. Pesticides - The pesticide sector is entering a recovery phase, with demand driven by increased agricultural planting areas in South America [3][4]. - The pesticide price index has seen a significant decline over the past three years, but demand is expected to strengthen as inventory levels are replenished [3][4]. - Key companies in the pesticide sector include Yangnong Chemical and Lier Chemical, which are recommended for investment [4][8].

证券之星消息，8月5日农化制品板块较上一交易日上涨0.34%，丰山集团领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 17.27 | 3.85% | 3.14万 | 5362.57万 | | 002734 | 利民股份 | 21.88 | 2.87% | 59.84万 | 12.96ZZI | | 000422 | 湖北宣化 | 13.54 | 2.19% | 27.13万 | 3.63亿 | | 000902 | 新洋丰 | 14.40 | 1.91% | 10.80万 | 1.55亿 | | 300387 | 富邦科技 | 9.54 | 1.81% | 9.53万 | 9061.10万 | | 002545 | 东方铁塔 | 9.86 | 1.75% | 11.65万 | 1.15亿 | | 002470 | 金正大 | 1.7 ...