Core Viewpoint - Yara International (000893) announced on January 23 that it expects a net profit of 1.66 billion to 1.97 billion yuan for 2025, representing a year-on-year growth of 75.00% to 107.00% [2] Group 1: Stock Performance - Yara International's stock closed at 59.82 yuan, down 0.33%, with a daily turnover rate of 1.74% and a transaction volume of 838 million yuan [2] - Over the past five days, the stock has increased by 14.84% [2] - Historical data shows that 65.31% of stocks with a profit forecast increase of over 50% saw their prices rise on the announcement day, with 9 stocks hitting the daily limit [2] - In the five days following the announcement, 79.59% of these stocks experienced price increases [2] Group 2: Capital Flow - The stock experienced a net outflow of 29.79 million yuan in principal funds today, with a total net outflow of 148 million yuan over the past five days [2] - As of January 22, the margin trading balance was 656 million yuan, with a financing balance of 642 million yuan, reflecting a decrease of 8.66% from the previous trading day [2] - The cumulative decrease in financing balance over the past five days was 16.39% [2]

证券之星消息，亚钾国际发布业绩预告，预计2025年全年归属净利润盈利16.6亿元至19.7亿元。 亚钾国际2025年三季报显示，前三季度公司主营收入38.67亿元，同比上升55.76%；归母净利润13.63亿 元，同比上升163.01%；扣非净利润13.62亿元，同比上升164.56%；其中2025年第三季度，公司单季度 主营收入13.45亿元，同比上升71.37%；单季度归母净利润5.08亿元，同比上升104.69%；单季度扣非净 利润5.06亿元，同比上升105.0%；负债率32.61%，投资收益4480.25万元，财务费用6529.58万元，毛利 率58.91%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 报告期内,公司经营业绩同比上升,主要原因一是公司钾肥生产线稳定生产,钾肥产量较上年同期持续提 升。二是公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略,持续深耕国际及国内市场, 销量较上年同期也实现增长。三是受国际和国内钾肥价格上涨影响,公司钾肥销售价格同比上升,公司钾 肥业务毛利率同比上升。 公告中解释本次 ...

智通财经APP讯，亚钾国际(000893.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 16.6亿元至19.7亿元，同比增长75%至107%;扣除非经常性损益后的净利润16.6亿元至19.7亿元，同比增 长86% 至121%。 报告期内，公司经营业绩同比上升，主要原因一是公司钾肥生产线稳定生产，钾肥产量较上年同期持续 提升。二是公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略，持续深耕国际及国内市 场，销量较上年同期也实现增长。三是受国际和国内钾肥价格上涨影响，公司钾肥销售价格同比上升， 公司钾肥业务毛利率同比上升。 ...

报告期内，公司经营业绩同比上升，主要原因一是公司钾肥生产线稳定生产，钾肥产量较上年同期持续 提升。二是公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略，持续深耕国际及国内市 场，销量较上年同期也实现增长。三是受国际和国内钾肥价格上涨影响，公司钾肥销售价格同比上升， 公司钾肥业务毛利率同比上升。 智通财经APP讯，亚钾国际(000893.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 16.6亿元至19.7亿元，同比增长75%至107%;扣除非经常性损益后的净利润16.6亿元至19.7亿元，同比增 长86% 至121%。 ...

Core Viewpoint - The report from Guosen Securities indicates a significant increase in domestic potassium fertilizer prices, with expectations of a high industry boom over the next 2-3 years due to tight global supply and demand [1][2]. Group 1: Domestic Market Insights - Domestic potassium fertilizer prices have risen by 50-100 yuan/ton since the beginning of the year, with current prices at 3,300 yuan/ton for 60% white potassium, 3,400 yuan/ton for border trade 62% white potassium, and 3,500 yuan/ton for port 62% white potassium [1]. - The domestic potassium chloride inventory is low, with a current port inventory of 2.51 million tons, which is a year-on-year decrease of 450,000 tons [1]. - The demand for potassium fertilizer during the spring farming season accounts for approximately 50% of the annual consumption, leading to expectations of price increases due to low inventory levels [1]. Group 2: Global Market Dynamics - Global potassium fertilizer supply is tight, with strong demand from China, India, and Brazil, and low current inventory levels, indicating significant potential for price increases [2][3]. - The import of potassium chloride in December was 1.46 million tons, reflecting a year-on-year increase of 3% and a month-on-month increase of 15% [2]. - The supply side is expected to see no new capacity additions in 2025, with only limited capacity expected from companies like Yara International and Belarus in the following years [2]. Group 3: Fertilizer Price Comparisons - The global fertilizer market is experiencing high prices and tight balances, with nitrogen and phosphorus fertilizers facing supply disruptions that are pushing prices higher [3]. - The price of nitrogen fertilizers has reached a new high, with Middle Eastern granular urea prices at 420-430 USD/ton, while phosphorus fertilizer prices have also increased due to reduced exports from China [3]. - Potassium fertilizer remains competitively priced, with current CFR prices in Brazil and Southeast Asia at 360-380 USD/ton, making it a cost-effective option compared to nitrogen and phosphorus fertilizers [3].

人民财讯1月23日电，亚钾国际(000893)1月23日披露业绩预告，预计2025年净利润为16.6亿元—19.7亿 元，同比增长75%—107%。报告期内，公司经营业绩同比上升。一是公司钾肥生产线稳定生产，钾肥 产量较上年同期持续提升。二是公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略，持 续深耕国际及国内市场，销量较上年同期也实现增长。三是受国际和国内钾肥价格上涨影响，公司钾肥 销售价格同比上升，公司钾肥业务毛利率同比上升。 ...

Core Viewpoint - The report from Guosen Securities indicates a significant increase in domestic potassium fertilizer prices, which have risen by 50-100 yuan/ton since the beginning of the year, with current prices for domestic 60% white potassium at 3300 yuan/ton, border trade 62% white potassium at 3400 yuan/ton, and port 62% white potassium at 3500 yuan/ton. The global potassium fertilizer supply and demand are tight, and the industry is expected to remain highly prosperous for the next 2-3 years [1][2]. Group 1: Domestic Market Insights - Domestic potassium fertilizer inventory is at a low level, and there is an optimistic outlook for spring planting potassium fertilizer prices to rise [1]. - As of January 15, domestic potassium chloride port inventory was 2.51 million tons, a 3,000-ton increase month-on-month but a 450,000-ton decrease year-on-year, with a need for 1.5 million tons of state reserves to be replenished [1]. - The annual potassium fertilizer "big contract" for 2025 was signed at $348/ton, a $2 increase year-on-year, primarily due to significant pressure for spring supply [1]. Group 2: Global Market Dynamics - The global potassium fertilizer supply and demand are tight, with strong demand from China, India, and Brazil, and low current inventory levels, indicating substantial potential for price increases [2][3]. - In December, domestic potassium chloride imports were 1.46 million tons, a 3% year-on-year increase and a 15% month-on-month increase, with a total expected import of 12.61 million tons for 2025, remaining flat year-on-year [2]. - The supply side is not expected to see new capacity additions in 2025, with only limited capacity expected from companies like Yara International and the Nezhinsky mine in Belarus in 2026-2027 [2]. Group 3: Fertilizer Price Trends - The global fertilizer market is entering a high-price and tight balance phase, with nitrogen and phosphorus fertilizer supply disruptions causing price increases, while potassium fertilizer remains a cost-effective option [3]. - The FOB price for Middle Eastern granular urea is currently between $420-430/ton, and the CFR price for urea in Brazil and Southeast Asia is between $430-440/ton, indicating a new high price platform for global urea [3]. - The price of MAP and DAP in Brazil has increased by approximately $40/ton since the beginning of the year, with current CFR prices between $680-700/ton, supported by rising production costs [3].

报告期内，公司经营业绩同比上升，主要原因一是公司钾肥生产线稳定生产，钾肥产量较上年同期持续 提升。二是公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略，持续深耕国际及国内市 场，销量较上年同期也实现增长。三是受国际和国内钾肥价格上涨影响，公司钾肥销售价格同比上升， 公司钾肥业务毛利率同比上升。 格隆汇1月23日丨亚钾国际(000893.SZ)公布，预计2025年归属于上市公司股东的净利润166,000万元～ 197,000万元，比上年同期增长75.00%～107.00%，扣除非经常性损益后的净利润166,000万元～197,000 万元，比上年同期增长86.00%～121.00%。 ...

每经AI快讯，1月23日，亚钾国际(000893.SZ)公告称，预计2025年度归属于上市公司股东的净利润为 16.60亿元至19.70亿元，比上年同期增长75.00%~107.00%。业绩变动原因：钾肥产销量同比增长，叠加 销售价格及毛利率上升。 ...

亚钾国际公告，预计2025年度净利润为16.6亿元到19.7亿元，同比增长75.00%～107.00%。报告期内， 公司经营业绩同比上升，主要原因一是公司钾肥生产线稳定生产，钾肥产量较上年同期持续提升。二是 公司秉承着国际和国内双循环、境内外联动的弹性多元化销售策略，持续深耕国际及国内市场，销量较 上年同期也实现增长。三是受国际和国内钾肥价格上涨影响，公司钾肥销售价格同比上升，公司钾肥业 务毛利率同比上升。 ...