Company Overview - Company is a leading potassium fertilizer producer in Southeast Asia, with significant mining rights in Laos covering 263.3 square kilometers and an estimated pure potassium chloride resource of approximately 1 billion tons [22] - The company has a production capacity of 3 million tons per year for potassium chloride and is accelerating the construction of additional projects to increase capacity [22][23] Industry Overview Global Potassium Fertilizer Supply - Global proven potassium salt reserves exceed 4.8 billion tons, with Canada, Laos, Russia, and Belarus accounting for 79% of the total reserves [5] - The industry is characterized by high concentration, with Canada, Russia, and Belarus controlling 69.4% of global production capacity [5] - Geopolitical tensions have led to production cuts in Russia and Belarus, potentially tightening global potassium fertilizer supply in 2025 [6] Global Potassium Fertilizer Demand - Global potassium fertilizer demand is projected to reach 74.3 million tons in 2025, driven by population growth and increased agricultural production needs [7][9] - Asia is expected to account for approximately 31.1 million tons of this demand, with China being the largest consumer [9][12] Asian Potassium Fertilizer Market - The Asian potassium fertilizer production capacity is concentrated in China, Israel, Jordan, and Laos, totaling around 15-16 million tons [11] - Laos is emerging as a key player in the potassium fertilizer market due to its rich resources and strategic location [11] Chinese Potassium Fertilizer Market - China is heavily reliant on potassium fertilizer imports, with an import dependency rate of around 70% in 2024 [16] - The apparent consumption of potassium chloride in China is expected to reach 18.01 million tons in 2024, reflecting a year-on-year growth of 7.7% [17]

转自：证券日报网 重要公告： 中国交建：一季度新签合同额5530.34亿元 同比增长9.02% 北元集团：一季度净利润同比增长442.29% 方大特钢：一季度净利润同比增长167.99% 杰瑞股份：拟1.5亿元—2.5亿元回购公司股份 海泰科：一季度净利润同比增长5738.82% 沪市重要公告： 澜起科技（688008）公告，公司2025年第一季度实现营业收入12.22亿元，同比增长65.78%；净利 润5.25亿元，同比增长135.14%。 上海雅仕：一季度净利润同比增长129.78% 上海雅仕（603329）公告，公司2025年第一季度实现营业收入8.01亿元，同比增长57.5%；净利润 974.87万元，同比增长129.78% 北元集团：一季度净利润同比增长442.29% 中国交建：一季度新签合同额5530.34亿元 同比增长9.02% 中国交建（601800）公告，2025年一季度，公司新签合同额为5530.34亿元，同比增长9.02%，完成 年度目标的27%。 方大特钢：一季度净利润同比增长167.99% 方大特钢（600507）公告，公司2025年第一季度实现营业收入43.46亿元，同比下降26. ...

Core Insights - The company reported strong growth momentum in its 2025 Q1 performance, with revenue reaching 1.213 billion yuan, a year-on-year increase of 91.47%, and a net profit of 384 million yuan, up 376.02% [2] - Despite a decline in 2024 revenue to 3.548 billion yuan, down 8.97% year-on-year, the company showed signs of recovery in Q4 2024, with revenue of 1.065 billion yuan, a 6% increase, and a net profit of 377 million yuan, up 22% [2] - The global potassium fertilizer market is experiencing a tightening supply and increasing demand, which is expected to benefit the company's performance moving forward [3][5] Production and Sales - In 2024, the company produced 1.8154 million tons of potassium fertilizer, a 10.24% increase year-on-year, and sold 1.7414 million tons, up 8.42% [2] - In Q1 2025, production and sales saw significant increases, with production reaching 506,200 tons, a 17.72% year-on-year growth, and sales at 528,300 tons, up 77% [2] Capacity Expansion - The company has a nominal capacity of 3 million tons per year, with plans to expand to 5 million tons per year, supported by ongoing construction of additional projects [4] - The completion of key infrastructure at the Xiaodongbu mining area is progressing, which is crucial for achieving the targeted capacity [4] Market Dynamics - The global potassium fertilizer market is shifting towards increased demand and reduced supply, driven by factors such as trade tensions and heightened food security concerns [3][5] - The reduction in production by major players in Belarus and Russia is contributing to a tighter supply, which may lead to rising costs for potassium fertilizer companies [5]

Group 1: Company Announcements - Jinzhongzi Liquor received approval from the Fuyang State-owned Assets Supervision and Administration Commission to transfer 92% equity of Anhui Jinyang Sun Biochemical Pharmaceutical Co., Ltd. [1] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan for the first quarter of 2025, a significant recovery from a loss of 3.897 billion yuan in the same period last year [2] - Fosun Pharma announced the resignation of Senior Vice President Li Dongji due to retirement [3] - Yueyang Forest Paper's subsidiary Chengtong Carbon Sink won a forestry carbon sink cooperation development project, which could positively impact the company's annual operating performance [4] - Jingcheng Co. clarified that it has no involvement in humanoid robots or related investments, and has no plans for acquisitions in this area [5] Group 2: Financial Performance - Yara International reported a 374% year-on-year increase in net profit for the first quarter, with revenue of 1.213 billion yuan, up 91.47% [6] - Zhongxin Fluorine Materials announced a 5000 tons/year capacity for DFBP, a key raw material for PEEK, but noted significant uncertainty regarding future performance due to market demand and pricing factors [7] - Aokema revised its 2024 annual profit forecast to a net loss of 45 million to 50 million yuan, a decrease of approximately 101.06 million to 106.06 million yuan compared to the previous year [8] - Jibite reported a 22.47% increase in revenue to 1.136 billion yuan and an 11.82% increase in net profit to 283 million yuan for the first quarter of 2025 [13] - Zhongchong Co. reported a 62.13% increase in net profit for the first quarter, with revenue of 1.101 billion yuan, up 25.41% [14] - Lanjite Technology achieved a net profit of 525 million yuan for the first quarter, a 135.14% increase year-on-year [15] - Tianshan Aluminum reported a 46.99% increase in net profit for the first quarter, with revenue of 7.925 billion yuan, up 16.12% [16] - Shennandian Circuit reported a 29.47% increase in net profit for the first quarter, with revenue of 4.783 billion yuan, up 20.75% [17] - Lizhu Group reported a 4.75% increase in net profit for the first quarter, with revenue of 3.181 billion yuan, down 1.92% [18] - China Jushi reported a net profit of 730 million yuan for the first quarter, a 108.52% increase year-on-year, driven by increased sales and prices [19] Group 3: Share Buyback Plans - Jerry Holdings plans to repurchase shares worth 150 million to 250 million yuan, with a maximum price of 49 yuan per share [20] - Juxing Agriculture plans to repurchase shares worth 50 million to 100 million yuan, with a maximum price of 28 yuan per share [21]

Mergers and Acquisitions - Shanghai Yashi plans to acquire 30% equity in Euro-Asia Company, which would result in holding 100% equity if successful [1] - Jizhong Energy intends to acquire 20.02% equity in Duanwang Coal Industry from Jianxin Investment for 898 million yuan, increasing its stake to 83.21% post-transaction [1] Share Buybacks and Increases - Jerry Holdings plans to repurchase shares worth 150 million to 250 million yuan, with a maximum price of 49 yuan per share [2] - Tongkun Holdings' shareholder, Leixin Industrial, intends to increase holdings by 250 million to 500 million yuan [2] External Investments and Daily Operations - Visionox plans to invest 5 billion yuan to establish a global new display industry innovation center project in Kunshan [3] - Siwei Map Technology has signed a strategic cooperation framework agreement with Volcano Engine [4] - Nandu Power plans to list on the Hong Kong Stock Exchange [5] Performance Changes - Tianfu Communication reported a net profit of 338 million yuan in Q1 2025, a year-on-year increase of 21.07% [6] - Yara International reported a net profit of 384 million yuan in Q1, a significant year-on-year increase of 374%, driven by increased sales and prices of potash [7] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan in Q1, marking a turnaround from losses, with increased production and sales of lithium compounds and derivatives [7] - Haitai Technology reported a net profit of 13.92 million yuan in Q1, a year-on-year increase of 5739%, attributed to revenue recognition from molds reaching acceptance status [7] - Lanke Technology's net profit for Q1 2025 was 525 million yuan, up 135.14% year-on-year, benefiting from AI industry trends driving demand for DDR5 memory interface chips and high-performance computing chips [7] - Shanghai Yashi reported a net profit of 9.75 million yuan in Q1 2025, a year-on-year increase of 129.78% [7] - Beiyuan Group's net profit for Q1 was 50 million yuan, a year-on-year increase of 442%, due to rising prices of caustic soda and declining procurement prices of key raw materials [7] - Desay SV reported a net profit of 582 million yuan in Q1, a year-on-year increase of 51.32% [8] - Quectel Wireless Solutions reported a net profit of 588 million yuan in 2024, a year-on-year increase of 548.49% [8] - Aucma corrected its annual performance forecast for 2024, expecting a net loss of 45 million to 50 million yuan [9]

证券代码：000893 证券简称：亚钾国际 公告编号：2025-023 亚钾国际投资（广州）股份有限公司 2、融资主体与授权 （1）根据各金融机构的审批条件及要求，在上述额度限额内可由本公司及 全资、控股下属公司作为综合授信全部或部分申请及使用上述额度。 本公司及董事会全体成员（除董事郭柏春先生，被实施留置）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"）于 2025 年 4 月 22 日召开的第八届董事会第二十次会议审议通过了《关于 2025 年度向金融机构申 请综合授信额度的议案》，本议案尚需提交公司 2024 年年度股东大会审议。现 将相关情况公告如下： 一、申请综合授信额度概况 1、总体安排 为保证日常经营和项目建设，2025 年公司计划向国家开发银行、进出口银 行、中国工商银行、中国银行、中信银行、民生银行、澳门国际银行、光大银行、 兴业银行、平安银行、法国外贸银行、东亚银行、广发银行等金融机构申请最高 不超过 20 亿元（本外币折合人民币）的综合授信额度。 关于 2025 年度向金融机构申请综合授信额度的公告 （2）授 ...

亚钾国际投资（广州）股份有限公司（以下简称"公司"）于2025年4月22日 召开第八届董事会第二十次会议，会议审议通过了《关于补选董事的议案》，本 议案尚需提交公司2024年年度股东大会审议，现将有关事项公告如下： 根据《公司章程》的规定，公司董事会由九名董事组成，其中非独立董事五 名，独立董事四名。鉴于公司目前无控股股东、无实际控制人，为进一步保障公 司董事会的高效运作，提高公司治理水平，维护公司与全体股东利益，经公司5% 以上股东汇能控股集团有限公司提名，董事会提名委员会对董事候选人进行资格 审查并审议通过。公司于2025年4月22日召开第八届董事会第二十次会议，会议 审议通过了《关于补选董事的议案》，同意补选杨锁先生为公司第八届董事会非 独立董事候选人（候选人简历见附件），任期自2024年年度股东大会审议通过之 日起至第八届董事会任期届满之日止。 证券代码：000893 证券简称：亚钾国际 公告编号：2025-020 亚钾国际投资（广州）股份有限公司 关于补选董事的公告 本公司及董事会全体成员（除董事郭柏春先生，被实施留置）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。 1 ...

亚钾国际投资（广州）股份有限公司 2024年度会计师事务所履职情况评估报告暨 审计委员会对会计师事务所履行监督职责情况报告 根据《公司法》《证券法》《国有企业、上市公司选聘会计师事务所管理办法》 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》及 《公司章程》等相关规定，现将亚钾国际投资（广州）股份有限公司（以下简称 "公司"）2024年度会计师事务所履职情况及审计委员会对会计师事务所履行监督 职责情况汇报如下： 一、2024年度会计师事务所基本情况 机构名称：北京德皓国际会计师事务所（特殊普通合伙）（以下简称"北京 德皓国际"，原北京大华国际会计师事务所（特殊普通合伙），于2024年6月更 名为北京德皓国际） 成立日期：2008年12月8日 组织形式：特殊普通合伙 注册地址：北京市西城区阜成门外大街31号5层519A 首席合伙人：杨雄 截至2024年12月31日，北京德皓国际有合伙人66人，注册会计师300人，其 中签署过证券服务业务审计报告的注册会计师140人。 （二）聘任会计师事务所履行的程序 公司于2024年12月10日召开第八届董事会第十八次会议及2024年12月30日召 开20 ...

证券代码：000893 证券简称：亚钾国际 公告编号：2025-024 亚钾国际投资（广州）股份有限公司 关于公司部分董事无法保证 2024 年年度报告、 敬请广大投资者理性投资，注意投资风险。 特此公告。 2025 年第一季度报告真实、准确、完整的说明公告 亚钾国际投资（广州）股份有限公司董事会 2025 年 4 月 23 日 1 本公司及董事会全体成员（除董事郭柏春先生，被实施留置）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"）于 2025 年 4 月 22 日召开第八届董事会第二十次会议，审议通过了《关于<2024 年年度报告>及其 摘要的议案》及《关于<2025 年第一季度报告>的议案》，公司董事长郭柏春先 生目前被宁夏回族自治区监察委员会实施留置，无法出席董事会，因此郭柏春先 生未签署关于 2024 年年度报告及 2025 年第一季度报告的书面确认意见，无法保 证公司 2024 年年度报告、2025 年第一季度报告真实、准确、完整。 ...

股票代码: 000893 亚钾国际投资（广州）股份有限公司 2024 年度董事会工作报告 尊敬的各位股东： 2024 年度，公司董事会根据《公司法》《证券法》《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关法律 法规和《公司章程》《董事会议事规则》等制度的规定，本着对全体股东负责的态度，认真 履行股东大会赋予的职责，贯彻执行股东大会通过的各项决议，不断规范公司治理结构。全 体董事勤勉尽责，始终着眼于公司长远发展、公司及全体股东的利益，不断提升科学决策水 平。报告期内，董事会成员较好地履行了董事会的各项职责。现将 2024 年度公司董事会开 展的各项工作报告如下： 一、2024 年度公司整体经营情况回顾 2024 年，公司继续锚定"成为世界级钾肥供应商"的战略目标，围绕"资源、规模、创新" 发展路径，奋力拼搏，全面提速国际化发展进程，不断夯实企业竞争优势，实现了钾肥与非 钾产业的协同发展、生产创新与精益管理的并驾齐驱。 （一）聚焦核心资源，深耕钾肥主业 1、钾肥产量继续提升，产能扩建持续推进 2024 年，公司继续聚焦钾肥主业发展，全年共计生产合格氯 ...