因公司董事长、法定代表人郭柏春先生被银川市人民检察院采取强制措施， 根据《公司法》、《公司章程》及上市公司规范运作的要求，为了保证公司相关 工作顺利开展，在郭柏春先生不能正常履行董事长、法定代表人职责期间，由公 司董事刘冰燕女士代行董事长、法定代表人的职务。 证券代码：000893 证券简称：亚钾国际 公告编号：2025-038 亚钾国际投资（广州）股份有限公司 第八届董事会第二十二次会议决议公告 本公司及董事会全体成员（除董事长郭柏春先生，被采取强制措施）保证信 息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 亚钾国际投资（广州）股份有限公司（以下简称"公司"）第八届董事会 第二十二次会议的会议通知于 2025 年 8 月 16 日以邮件方式发出，会议于 2025 年 8 月 26 日下午以通讯方式召开。本次会议应出席董事 9 人，实际出席董事 8 人，公司董事长郭柏春先生被银川市人民检察院采取强制措施，无法出席，会 议由公司全体董事推举董事刘冰燕女士召集并主持。公司高级管理人员列席了 本次会议。本次会议的召开符合《公司法》、《公司章程》的有关规定。 经全体与会董事认真审议和表决，审议通 ...

证券代码：000893 证券简称：亚钾国际 公告编号：2025-038 亚钾国际投资（广州）股份有限公司 第八届董事会第二十二次会议决议公告 本公司及董事会全体成员（除董事长郭柏春先生，被采取强制措施）保证信 息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 亚钾国际投资（广州）股份有限公司（以下简称"公司"）第八届董事会 第二十二次会议的会议通知于 2025 年 8 月 16 日以邮件方式发出，会议于 2025 年 8 月 26 日下午以通讯方式召开。本次会议应出席董事 9 人，实际出席董事 8 人，公司董事长郭柏春先生被银川市人民检察院采取强制措施，无法出席，会 议由公司全体董事推举董事刘冰燕女士召集并主持。公司高级管理人员列席了 本次会议。本次会议的召开符合《公司法》、《公司章程》的有关规定。 经全体与会董事认真审议和表决，审议通过了下列议案： 一、关于推举公司董事代行董事长、法定代表人相关职务的议案 因公司董事长、法定代表人郭柏春先生被银川市人民检察院采取强制措施， 根据《公司法》、《公司章程》及上市公司规范运作的要求，为了保证公司相关 工作顺利开展，在郭柏春先生不能正常履行董事长、 ...

（文章来源：每日经济新闻） 每经AI快讯，8月27日，亚钾国际(000893.SZ)公告称，公司2025年上半年实现营业收入25.22亿元，同比 增长48.54%；净利润8.55亿元，同比增长216.64%。公司未派发现金红利，不送红股，不以公积金转增 股本。 ...

亚钾国际公告，因公司董事长、法定代表人郭柏春先生被银川市人民检察院采取强制措施，根据《公司 法》、《公司章程》及上市公司规范运作的要求，为了保证公司相关工作顺利开展，在郭柏春先生不能 正常履行董事长、法定代表人职责期间，由公司董事刘冰燕女士代行董事长、法定代表人的职务。 ...

亚钾国际公告，2025年上半年营业收入25.22亿元，同比增长48.54%。净利润8.55亿元，同比增长 216.64%。 ...

亚钾国际投资（广州）股份有限公司 2025 年半年度报告全文 2025 年半年度报告 2025 年 8 月 1 亚钾国际投资（广州）股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会除董事长郭柏春先生因被采取强制措施无法签署关于 2025 年 半年度报告的书面确认意见之外，其他董事、高级管理人员均保证半年度报 告内容的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并 承担个别和连带的法律责任。请投资者特别关注。 公司负责人刘冰燕（代行）、主管会计工作负责人苏学军及会计机构负 责人(会计主管人员)苏学军声明：保证本半年度报告中财务报告的真实、准 确、完整。 本报告涉及未来计划等前瞻性陈述，该计划不构成公司对投资者的实质 承诺，请投资者及相关人士对此保持足够的风险认识，并且应当理解计划、 预测与承诺之间的差异，注意投资风险。 全球钾盐资源储量分布不均衡，钾肥生产高度集中，行业寡头对钾肥定 价有较强的影响力，受地缘政治、农产品价格、复合肥整体需求等多种因素 影响，存在钾肥价格波动风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目 ...

8月26日，亚钾国际今日收盘33.72元，上涨4.40%，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24.85倍，创716天以来新低，总市值311.59亿元。 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27.76倍，行业中值21.56倍，亚钾国际排 名第17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24.8532.782.58311.59亿行业平均 27.7628.422.82183.79亿行业中值21.5626.481.8884.10亿1云天化9.699.542.25508.98亿2史丹利 12.5213.991.62115.53亿3新洋丰 ...

Group 1 - The agricultural chemical sector increased by 2.34% on August 26, with Bai'ao Chemical leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Bai'ao Chemical's stock price rose by 10.02% to 23.16, with a trading volume of 321,000 shares and a transaction value of 718 million [1] Group 2 - The agricultural chemical sector experienced a net outflow of 78.12 million from main funds, while retail funds saw a net outflow of 91.58 million [2] - The main funds net inflow for Bai'ao Chemical was 15.4 million, accounting for 21.41% of its trading volume [3] - Cloud Map Holdings had a main funds net inflow of 5.2 million, representing 4.58% of its trading volume [3]

Core Viewpoint - As of August 25, 2025, Yaqi International (000893) closed at 32.3 yuan, marking a 1.73% increase, with a trading volume of 16.37 million shares and a transaction value of 520 million yuan [1] Financial Performance - Yaqi International reported a main revenue of 1.213 billion yuan for Q1 2025, a year-on-year increase of 91.47% [3] - The net profit attributable to shareholders was 384 million yuan, up 373.53% year-on-year [3] - The company's gross profit margin stood at 54.12%, significantly higher than the industry average of 18.91% [3] - The company’s debt ratio is 35.18%, with investment income of 9.43 million yuan and financial expenses of 14.44 million yuan [3] Market Position - Yaqi International's total market capitalization is 29.847 billion yuan, ranking 4th in the fertilizer industry [3] - The company has a price-to-earnings ratio (P/E) of 19.41, which is lower than the industry average of 32.92, ranking 9th in the industry [3] - The net profit margin of Yaqi International is 31.47%, ranking 3rd in the industry [3] Fund Flow Analysis - On August 25, 2025, the net outflow of main funds was 9.32 million yuan, accounting for 1.79% of the total transaction value [1][2] - Retail investors showed a net inflow of 20.87 million yuan, representing 4.01% of the total transaction value on the same day [1][2] - Over the past five days, the main funds have seen significant fluctuations, with a peak net outflow of 186 million yuan on August 21, 2025 [2] Analyst Ratings - In the last 90 days, 9 institutions have rated Yaqi International, with 7 buy ratings and 2 hold ratings [4] - The average target price set by institutions over the past 90 days is 35.1 yuan [4]

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The chemical sector's overall performance ranked 15th this week, with a change of 2.86%, underperforming the Shanghai Composite Index by 0.63 percentage points and the ChiNext Index by 3.00 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated performance in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Industry Performance - The chemical sector's performance for the week of August 18-22, 2025, showed a 2.86% increase, while the Shanghai Composite Index increased by 3.49% and the ChiNext Index by 5.85% [4][22] - The top three performing sub-sectors were other rubber products (8.53%), polyurethane (6.34%), and titanium dioxide (5.69%), while the bottom three were synthetic resin (-1.67%), carbon black (-1.00%), and other plastic products (-0.34%) [23][22] Key Industry Dynamics - South Korea plans to cut naphtha cracking capacity by 25%, affecting 2.7 to 3.7 million tons based on an annual capacity of 14.7 million tons, as part of efforts to restructure its petrochemical industry [35] - The Ministry of Industry and Information Technology of China held a meeting to regulate the photovoltaic industry, emphasizing the importance of maintaining a healthy competitive environment [35] Recommended Focus Areas - Synthetic biology is highlighted as a key area for growth, with traditional chemical companies needing to adapt to energy costs and carbon taxes [4] - The third-generation refrigerants are expected to enter a high-growth cycle due to supply constraints and increasing demand from markets like Southeast Asia [5] - The electronic specialty gases market presents significant opportunities for domestic companies due to high technical barriers and increasing demand from semiconductor and photovoltaic sectors [6][8] - Light hydrocarbon chemicals are becoming a global trend, with a shift towards lighter raw materials for ethylene production [8] - The COC polymer industry is accelerating its domestic industrialization process, driven by supply chain security concerns [9] - Potash fertilizer prices are expected to rebound as major producers reduce output and demand increases from farmers [10] - The MDI market is characterized by oligopoly, with a favorable supply structure anticipated as demand recovers [12]