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 ...

证券之星消息，8月26日农化制品板块较上一交易日上涨2.34%，百傲化学领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 603360 | 百傲化学 | 23.16 | 10.02% | | 32.10万 | | 7.18亿 | | 002539 | 云图控股 | 11.53 | 10.02% | | 59.86万 | | 6.69亿 | | 600389 | 江山股份 | 25.60 | 5.70% | | 13.11万 | | 3.32亿 | | 002545 | 东方铁塔 | 10.40 | 5.37% | 1 | 29.39万 | | 3.02亿 | | 605033 | 美邦股份 | 25.55 | 5.19% | | 14.57万 | | 3.67亿 | | 6652609 | 广信股份 | 12.64 | 4.64% ...

证券之星消息，截至2025年8月25日收盘，亚钾国际(000893)报收于32.3元，上涨1.73%，换手率 2.02%，成交量16.37万手，成交额5.2亿元。 8月25日的资金流向数据方面，主力资金净流出932.12万元，占总成交额1.79%，游资资金净流出 1154.42万元，占总成交额2.22%，散户资金净流入2086.54万元，占总成交额4.01%。 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 游资净流入 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-25 | 32.30 | 1.73% | -932.12万 | -1.79% | -1154.42万 | -2.22% | 2086.54万 | - 4.01% | | 2025-08-22 | 31.75 | -2.04% | -6428.01万 | -10.49% | 3182.39万 | 5.19% | 3245.62万 | 5.29% | | 2025-08-21 | ...

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]

Core Viewpoint - The recent arrest of the chairman of Yara International, Guo Baichun, on charges of embezzlement and abuse of power has raised concerns about the company's operational stability and decision-making processes [2][4]. Company Developments - Yara International announced that the chairman Guo Baichun was arrested by the Yinchuan People's Procuratorate for suspected embezzlement and abuse of power, emphasizing that this matter is personal and unrelated to the company [2]. - Following Guo's investigation, the company has appointed Liu Bingyan, the general manager and secretary of the board, to act as the chairman [2]. - Guo Baichun has a history of involvement in various governmental and financial roles, including serving as the deputy mayor of Yinchuan and holding positions in several financial institutions [5]. Legal Issues - Guo Baichun was under investigation since January 2024, with the Ningxia Supervisory Commission initiating a probe into his activities during his tenure as deputy mayor [3]. - He was detained in March 2024 and later returned to China after being apprehended abroad [3]. - The company has faced scrutiny regarding the impact of Guo's legal troubles on its operations and has been advised to maintain transparency with stakeholders [4]. Industry Context - Yara International is a leading player in the potassium fertilizer market, with significant operations in Laos, holding a potassium salt mining area of 263.3 square kilometers and an estimated resource reserve of 1 billion tons [6]. - The company has undergone several transformations since its inception in 1998, shifting from producing refrigerator compressors to focusing on potassium fertilizer production [7]. - The potassium fertilizer industry in China is characterized by a high dependency on imports, with a 50% import reliance rate, and the domestic market has seen significant fluctuations in supply and demand [8]. Financial Performance - Yara International's financial performance has been volatile, with a notable increase in revenue in 2022, followed by a decline in 2023 and 2024 [8]. - In 2022, the company reported a revenue of 3.466 billion yuan, a 313% increase year-on-year, while in 2023, revenue was 3.898 billion yuan, a 12.45% increase, but net profit fell by 39.12% [8]. - The company anticipates a recovery in 2025, projecting a net profit of 730 million to 930 million yuan, driven by increased production and rising potassium prices [8][9].

亚钾国际主要从事钾矿开采、钾肥生产与销售业务，产品销往中国、越南、泰国、马来西亚等多个国 家。2024年公司97.65%的收入来自氯化钾产品销售。公司所属行业为化肥行业，注册地位于广东省。 亚钾国际股价报31.75元，较前一交易日下跌0.66元，跌幅2.04%。盘中最高触及32.60元，最低下探至 31.23元，成交量为19.32万手，成交金额达6.13亿元。 8月20日公司公告披露，银川市人民检察院依法以涉嫌挪用公款罪、滥用职权罪对公司董事长郭柏春作 出逮捕决定。公司强调该事项系针对郭柏春个人，与公司无关联，目前生产经营一切正常。2025年上半 年公司预计实现归母净利润7.3亿元至9.3亿元，同比增长170%至244%。 8月22日主力资金净流出6428.01万元，占流通市值比为0.25%。近五日主力资金净流出31416.04万元， 占流通市值比为1.22%。 风险提示：股市有风险，投资需谨慎。 ...

8月20日，亚钾国际（000893）公告披露，银川市人民检察院依法以涉嫌挪用公款罪、滥用职权罪 对公司董事长郭柏春作出逮捕决定。此外，天娱数科（002354）也同步发布了公告。据悉郭柏春现任天 娱数科董事。 2024年1月，宁夏回族自治区监察委员会对郭柏春进行调查。同年3月，在中央反腐败协调小组国际 追逃追赃工作办公室统筹协调和有关部门协助下，经宁夏回族自治区监察机关、公安机关与有关国家执 法机关密切合作，郭柏春在境外落网并被遣返回国。深交所随后下发关注函，要求亚钾国际就是否存在 未及时对重大事项履行信息披露义务给出说明。 2024年10月，亚钾国际的董事会会议公告显示，郭柏春恢复正常履职，并主持了董事会会议。 然而，2025年1月17日，亚钾国际再次公告称，郭柏春被宁夏回族自治区监察委员会实施留置。1月 24日，亚钾国际发布公告称，在郭柏春被留置期间将由公司董事刘冰燕代行董事长、法定代表人职务。 亚钾国际方面于7月18日表示，郭柏春因涉嫌挪用公款、滥用职权罪，被刑事拘留，直至此次被逮捕。 管理层频繁波动 郭柏春涉案早有端倪 公开资料显示，亚钾国际于1998年上市，专注于钾矿开采、钾肥生产与销售业务。公司产品 ...

8月21日，沪深两融数据显示，亚钾国际获融资买入额0.75亿元，居两市第801位，当日融资偿还额1.52 亿元，净卖出7697.67万元。 最近三个交易日，18日-21日，亚钾国际分别获融资买入0.41亿元、0.59亿元、0.75亿元。 融券方面，当日融券卖出0.87万股，净卖出0.86万股。 来源：金融界 ...