人民财讯11月17日电，亚钾国际(000893)11月17日公告，持股10.81%的股东中国农业生产资料集团有限 公司计划通过集中竞价或大宗交易方式减持公司股份合计不超过913.51万股，即不超过公司总股本的 1%。 转自：证券时报 ...

每经AI快讯，亚钾国际（SZ 000893，收盘价：42.44元）11月17日晚间发布公告称，亚钾国际投资（广 州）股份有限公司于今日收到持有公司约9871万股（占公司总股本1比例10.81%）的股东中国农业生产 资料集团有限公司出具的《股份减持计划告知函》，中农集团计划自本公告披露之日起15个交易日后的 3个月内通过集中竞价或大宗交易方式减持公司股份合计不超过约914万股，即不超过公司总股本的 1%。 （记者 曾健辉） 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 2025年1至6月份，亚钾国际的营业收入构成为：钾肥占比100.0%。 截至发稿，亚钾国际市值为392亿元。 ...

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： 亚钾国际投资（广州）股份有限公司（以下简称"公司"）于今日收到持有 公司98,711,233股（占公司总股本1比例10.81%）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"）出具的《股份减持计划告知函》，中农集团计 划自本公告披露之日起15个交易日后的3个月内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的1%。 证券代码：000893 证券简称：亚钾国际 公告编号：2025-046 亚钾国际投资（广州）股份有限公司 关于持股 5%以上股东股份减持预披露的公告 二、本次减持计划的主要内容 1、减持原因：经营需要。 现将相关情况公告如下： 一、股东的基本情况 1、股东名称：中国农业生产资料集团有限公司 2、股东持有股份的总数量、占公司总股本的比例：截至本公告披露日，中 农集团持有公司股份 98,711,233股，占公司总股本的10.81%。 2、股份来源：非公开发行股份。 3、减持方式：集中竞价或大宗交易方式 ...

亚钾国际公告，中农集团持有公司9871.12万股，占公司总股本10.81%；计划自公告披露之日起15个交 易日后的3个月内，通过集中竞价或大宗交易方式减持不超过913.51万股，不超过公司总股本的1%。减 持股份来源为非公开发行股份，减持原因为经营需要，减持价格将根据市场价格确定。 ...

Core Insights - The petrochemical industry is expected to recover in 2026, with a focus on resource products, anti-involution policies, and emerging industries as investment opportunities [3][27] - The industry has shown signs of stabilization and recovery since 2025, with a year-on-year increase of 10.56% in net profit attributable to shareholders in the first three quarters of 2025 [3] - Key sectors identified for investment include oil and gas, potassium fertilizer, phosphorus chemicals, fluorochemicals, sustainable aviation fuel (SAF), electronic resins, and certain anti-involution sectors [3] Industry Overview - The petrochemical industry is cyclical, with net profits in the SW basic chemical sector reaching a historical high in 2021, followed by a downturn, with 2024 profits expected to be only 52% of 2021 levels [3] - The supply side has seen a decline in fixed asset investment since June 2025, indicating the end of the current expansion cycle [3] - The "anti-involution" policy aims to address low-price competition and promote the orderly exit of outdated capacities, which is expected to alleviate the oversupply issue in the petrochemical sector [3] Demand Dynamics - Traditional demand is anticipated to recover moderately due to global central banks entering a rate-cutting cycle and fiscal stimulus [3] - Emerging demands from sectors such as new energy and AI are expected to drive growth in key chemical materials [3] - The domestic chemical industry is projected to increase its global market share as overseas capacities are cleared out [3] Investment Recommendations - Recommended companies for investment in 2026 include China Petroleum, China National Offshore Oil Corporation, Yara International, Yuntianhua, Juhua Co., Sanmei Co., Jiaao Environmental Protection, Zhuoyue New Energy, Shengquan Group, Wanhua Chemical, Baofeng Energy, and Xinhecheng [3] Sector Performance - The petrochemical sector's revenue decreased by 7.1% year-on-year in the first three quarters of 2025, while net profit fell by 11.1% [24] - The basic chemical sector showed a recovery with a 1.9% increase in revenue and an 8.9% increase in net profit [24] - The oilfield services sector was the only sub-sector to achieve growth in both revenue and net profit during this period [24] Price Trends - The China Chemical Product Price Index (CCPI) has shown a downward trend, with a reported decline of 11.5% from the beginning of the year [13] - The PPI for the chemical industry is expected to show marginal improvement in the second half of 2025, although it remains in a downward trend overall [16] Policy Impact - The "anti-involution" initiative is expected to promote a rebalancing of supply and demand in traditional chemical products, with various sectors responding positively to this policy [27] - Key meetings and documents from government bodies indicate a focus on maintaining growth and regulating new capacity in the petrochemical sector [27]

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [4]. Core Insights - The overall allocation of public funds in the chemical sector has decreased, reaching a historical low, with a national ratio of 1.67% in Q3 2025, down 0.13 percentage points from the previous quarter [10]. - The top ten heavy-holding stocks in the chemical sector have seen a decline in their market value proportion, indicating a more diversified holding structure. Traditional blue-chip stocks like Wanhua Chemical and Hualu Hengsheng have regained prominence, suggesting that pessimism in the chemical industry may have bottomed out [16][17]. - The total market value of chemical holdings among the top 30 funds increased by 14.99% to 55.008 billion yuan in Q3 2025, although the concentration of holdings decreased [31]. Summary by Sections 1. Changes in Chemical Public Fund Holdings in Q3 2025 - The national allocation of heavy chemical stocks has decreased, with regional variations noted. For instance, the East China region saw a decline of 0.22 percentage points to 1.70% [10]. - The number of funds holding chemical stocks has increased, primarily driven by blue-chip stocks. Notable increases were seen in Wanhua Chemical and Hualu Hengsheng, with respective increases of 18 and 30 funds [21]. 2. Total Market Value and Concentration of Chemical Holdings - The total market value of the top 30 funds' chemical stocks reached 55.008 billion yuan, reflecting a significant increase, while the concentration of these holdings decreased by 4.60 percentage points [31]. - The top three stocks by market value were Wanhua Chemical, Juhua Co., and Hualu Hengsheng, with respective market values of 6.12756 billion yuan, 6.11239 billion yuan, and 5.12956 billion yuan [31]. 3. Investment Analysis Recommendations - The report suggests focusing on cyclical sectors, including textiles, agriculture, and export-related chemicals, as well as companies benefiting from "anti-involution" policies. Specific stocks to watch include Lushi Chemical, Yunnan Tin, and Juhua Co. [4].

亚钾国际涨4.22%，报44.18元/股，股价再创新高，总市值突破408.24亿元，成交额达2.55亿元。（AI生 成） ...

截至发稿，吕磊累计任职时间1年166天，现任基金资产总规模16.56亿元，任职期间最佳基金回报 31.49%， 任职期间最差基金回报6.91%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金重仓亚钾国际。诺安价值增长混合A（320005）三季度增持40.61万 股，持有股数192万股，占基金净值比例为5.94%，位居第四大重仓股。根据测算，今日浮盈赚取约 420.48万元。连续3天上涨期间浮盈赚取270.72万元。 诺安价值增长混合A（320005）成立日期2006年11月21日，最新规模12.65亿。今年以来收益30.72%， 同类排名2762/8145；近一年收益26.29%，同类排名2544/8059；成立以来收益354.44%。 诺安价值增长混合A（320005）基金经理为吕磊。 11月13日，亚钾国际涨5.17%，截至发稿，报44.58元/股，成交3.25亿元，换手率0.93%，总市值411.94 亿元。亚钾 ...

Core Viewpoint - Yara International's stock price has shown significant growth this year, with a notable increase in revenue and net profit, indicating strong financial performance and investor interest [1][2]. Group 1: Stock Performance - As of November 13, Yara International's stock rose by 2.01%, reaching 43.24 CNY per share, with a trading volume of 175 million CNY and a turnover rate of 0.51%, resulting in a total market capitalization of 39.956 billion CNY [1]. - The stock has increased by 114.48% year-to-date, with a 3.25% rise in the last five trading days, 6.24% in the last 20 days, and 37.88% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Yara International reported a revenue of 3.867 billion CNY, reflecting a year-on-year growth of 55.76%, and a net profit attributable to shareholders of 1.363 billion CNY, which is a 163.01% increase compared to the previous year [2]. - The company has distributed a total of 85.8774 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Yara International had 22,700 shareholders, a decrease of 14.34% from the previous period, with an average of 35,716 circulating shares per shareholder, an increase of 16.75% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 21.5498 million shares, an increase of 7.7262 million shares from the previous period, while Southern CSI 500 ETF has reduced its holdings by 144,600 shares [3].

Core Insights - The potassium fertilizer market is experiencing a tight supply-demand balance, leading to a steady increase in prices, with the average domestic price of potassium chloride reaching 3237 RMB/ton, up 28.66% year-to-date and 34.37% year-on-year [1][2] - Major domestic potassium fertilizer producers are expected to continue their performance growth in Q4 due to resource control, cost advantages, and production capacity [1][2] Supply and Demand Dynamics - Global potassium ore reserves exceed 4.8 billion tons, primarily located in Canada, Laos, Russia, and Belarus, which together account for 79% of the total [2] - China's potassium fertilizer imports are projected to reach 12.63 million tons in 2024, a year-on-year increase of 9.07%, with an import dependency exceeding 60% [2] - The domestic demand for fertilizers has surged due to the autumn farming season, while international production cuts have begun to impact supply, with significant reductions expected from Belarus and Russia [2] - As of October 31, domestic potassium chloride port inventory was approximately 2.2 million tons, a year-on-year decrease of 25.48%, indicating a "more in the north, less in the south" situation [2] Industry Expansion and Capacity Development - Leading companies in the potassium fertilizer industry are accelerating overseas resource development, with Salt Lake Co. planning to increase its potassium fertilizer production capacity to 10 million tons per year by 2030 [3] - Yara International has a potassium chloride production capacity of 3 million tons per year and is focused on overseas resources, with significant reserves in Laos [3][4] - Cangge Mining and Dongfang Iron Tower are also actively pursuing overseas potassium fertilizer projects, with Cangge Mining having a current capacity of 1.2 million tons per year [4] Performance Outlook - Major potassium fertilizer companies in the A-share market have reported significant revenue and net profit growth in the first three quarters of the year, with Yara International's revenue reaching 3.867 billion RMB, a year-on-year increase of 55.76% [5][6] - The potassium chloride price is expected to remain supported in Q4 due to tight supply and stable demand, with low domestic port inventories and international contract prices providing additional support [6] - Salt Lake Co. plans to adopt a market-oriented approach in its potassium fertilizer production, focusing on aligning production with market demand and enhancing product effectiveness [6][7]