Core Viewpoint - Yara International (000893.SZ) is under investigation by the China Securities Regulatory Commission for insider trading involving its supervisor Peng Zhiyun, which is unrelated to the company's daily operations [1] Group 1: Company Operations - The company announced that its operations remain normal despite the investigation [1] - Yara International focuses on potash mining, production, and sales [4] Group 2: Financial Performance - In Q1 2025, the company reported a revenue of 1.213 billion yuan, a year-on-year increase of 91.47% [5] - The net profit attributable to shareholders for Q1 2025 was 384 million yuan, reflecting a year-on-year growth of 373.53% [5] - The net profit for Q4 2024 was 432 million yuan, indicating a quarter-on-quarter decline of 11.07% in Q1 2025 [5] Group 3: Shareholder Changes - In March 2023, a major shareholder, China Agricultural Production Materials Group Co., Ltd., signed an agreement to transfer 46.2026 million shares (5% of total shares) to Huineng Holdings Group Co., Ltd., changing the largest shareholder [5] - The latest stock price of Yara International is 30.22 yuan, with a year-to-date increase of 45%, resulting in a total market capitalization of 27.925 billion yuan [2]

特此公告。 亚钾国际投资（广州）股份有限公司监事会 2025 年 6 月 5 日 本公司及监事会全体成员保证信息披露内容的真实、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"）监事会于近日收到公 司监事彭志云先生的书面辞职报告，彭志云先生因其个人原因申请辞去公司第八 届监事会监事职务，其辞职后在公司及子公司中不担任任何职务。彭志云先生未 持有公司股份。 鉴于彭志云先生的辞职导致公司监事会成员低于法定最低人数，根据《公司 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》的相关规定，彭志云先生的辞职需在公司股东大会选举产生新任 监事后方可生效。在尚未选举产生新任监事之前，彭志云先生仍将按照相关法律 法规和《公司章程》的规定继续履行监事职责。 公司及公司监事会对彭志云先生在任职期间的勤勉履职和为公司的发展所作 出的贡献表示衷心的感谢！ 证券代码：000893 证券简称：亚钾国际 公告编号：2025-027 亚钾国际投资（广州）股份有限公司 关于监事辞职的公告 1 ...

亚钾国际投资（广州）股份有限公司（以下简称"公司"）于今日收到公司监事 彭志云先生的通知，其于近日收到中国证券监督管理委员会（以下简称"中国证 监会"）出具的《立案告知书》（编号：证监立案字0032025021号），根据《中 华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会 决定对彭志云先生因涉嫌内幕交易予以立案。 本次立案调查系对彭志云先生的个人调查，与公司的日常经营管理和业务活 动无关，目前公司经营一切正常。彭志云先生已向公司申请辞去公司第八届监事 会监事职务，其辞职后在公司及子公司中不担任任何职务，其辞职需在公司股东 大会选举产生新任监事后方可生效。 公司将持续关注上述事项的进展情况，并严格按照相关法律法规的要求及时 履行信息披露义务。公司指定的信息披露媒体为《证券时报》、《中国证券报》、 《上海证券报》、《证券日报》和巨潮资讯网（www.cninfo.com.cn），公司所有 信息均以在上述指定媒体刊登的为准，敬请广大投资者注意投资风险。 特此公告。 亚钾国际投资（广州）股份有限公司董事会 证券代码：000893 证券简称：亚钾国际 公告编号：2025-028 亚钾国际投资（广州 ...

亚钾国际（000893）公告，公司监事彭志云因涉嫌内幕交易收到中国证监会出具的立案告知书，立案调 查系个人调查，与公司日常经营管理和业务活动无关。彭志云已申请辞去监事职务，辞职需在股东大会 选举产生新任监事后生效。公司将持续关注事项进展并及时履行信息披露义务。 ...

Summary of Key Points Core Viewpoint - The June stock recommendations from 42 brokerage firms show a significant increase in the number of recommended stocks, with the pharmaceutical and biotechnology sector returning to the top of the industry recommendation rankings after three years, indicating a renewed market interest in cyclical industries [1][3]. Stock Recommendations - A total of 332 stocks received 457 recommendations, with 42 stocks from the ChiNext gaining 53 recommendations, 45 stocks from the STAR Market receiving 59 recommendations, and 43 Hong Kong stocks getting 62 recommendations, marking an increase of 6 and 7 stocks respectively compared to the previous month [1]. - Six stocks received recommendations from five brokerage firms: China Merchants Bank, Yara International, Smoore International, SF Holding, Qingdao Beer, and Haida Group [1]. - Six stocks received recommendations from four brokerage firms: Zijin Mining, China Mobile, Zhenhua Heavy Industries, Tencent Holdings, Hangzhou Bank, and Dongpeng Beverage [1]. Industry Rankings - The pharmaceutical and biotechnology sector achieved a recommendation rate of 10.2%, reclaiming the top position, while the electronics sector fell to second place with a recommendation rate of 9.3% [3]. - The food and beverage sector ranked third with a recommendation rate of 6.58%, and the machinery equipment sector ranked fourth with a rate of 6.35% [3]. - The coal industry saw a significant increase in recommendation rate by 59.6%, while the transportation sector increased by 52.1%, indicating a positive outlook for these industries [3]. Declining Industry Interest - The retail trade sector experienced a notable decline in recommendation rate by 43.17%, attributed to renewed trade tensions and previous excessive price increases [4]. - The defense and military industry saw a decrease of 34.77%, mainly due to the easing of the Russia-Ukraine situation [4]. - The automotive sector's recommendation rate dropped by 30.99%, reflecting concerns over industry competition [4]. Performance of Brokerage Recommendations - In May, 30 out of 45 brokerage firms reported positive returns, with the top performers being Guoyuan Securities (6.28%) and Caitong Securities (5.93%) [5][6]. - As of May 30, 36 out of 45 brokerage firms had positive returns for the year, with 16 firms achieving returns close to or exceeding 10% [6]. Market Outlook - Analysts suggest that June will see continued improvement in returns and win rates, with a focus on large-cap growth stocks, although the market is expected to remain volatile [7]. - The market sentiment has been affected by fluctuating U.S. tariff policies and slow progress in U.S.-China trade negotiations, which are key factors influencing market risk appetite [7].

Core Viewpoint - The monthly stock recommendations from brokerage firms reflect a comprehensive judgment on macroeconomic conditions, industry trends, and individual stock values, serving as an important reference for investors to observe market directions [1] Group 1: Market Analysis - As of June 2, 23 brokerage firms have released their assessments for the A-share market in June, with a total of 157 stocks included in the June "golden stock" list [2] - The top three industries represented in the recommendations are machinery and equipment, electronics, and pharmaceuticals, with 17, 14, and 13 stocks respectively [2] - East Wu Securities indicates that while U.S. tariff disruptions continue, their impact on the market is marginally weakening, suggesting that the overall impact on A-shares is controllable [2] - Zhongtai Securities anticipates some pressure in the market for June but expects a solid bottom, with potential upward options for A-shares in the medium term [2] Group 2: Stock Recommendations - A total of 21 stocks received recommendations from two or more brokerage firms, with Yara International (000893) and Dongpeng Beverage (605499) leading with four recommendations each [3] - Yara International's strengths include a recovering potassium fertilizer industry, successful expansion in production, and favorable tax policies [3] - Dongpeng Beverage reported a first-quarter revenue of 4.85 billion yuan, a year-on-year increase of 39.2%, and a net profit of 960 million yuan, up 53.5% year-on-year [3] Group 3: Performance Metrics - All 21 stocks on the June golden stock list reported profits in the first quarter, with 13 stocks showing a net profit growth of over 10% [4] - Yara International and Wanma Technology both saw their net profits double year-on-year [4] - Wanma Technology's first-quarter revenue grew by 78.24%, with a net profit increase of 237.89%, driven by growth in communication and vehicle networking businesses [4] - Juhua Co. achieved a net profit of 808 million yuan in the first quarter, a 160.64% increase, with a focus on high-quality development in pharmaceutical packaging [4]

Core Points - The stock price of Yara International (000893) increased by 0.31% to 29.0 CNY as of May 30, 2025, with a market cap of 26.797 billion CNY [1] - The highest intraday price reached 29.44 CNY on May 26, 2025, while the lowest was 28.6 CNY on May 29, 2025 [1] Shareholder Changes - Shareholder Xinjiang Jiangzhiyuan Equity Investment Partnership (Limited Partnership) reduced its holdings by 213,200 shares from May 22 to May 23, 2025, accounting for 0.0231% of the total share capital [2][5] - Following the reduction, Xinjiang Jiangzhiyuan holds 46,229,282 shares, representing 5.00% of the total share capital [3][5] Company Announcement Summary - Xinjiang Jiangzhiyuan's reduction was due to the need to withhold personal income tax and late fees, executed through centralized bidding [3] - The partnership has previously reduced its holdings by 5,984,260 shares in the last six months, with prices ranging from 18.67 to 29.31 CNY per share [3]

Core Viewpoint - The agricultural sector is experiencing a rebound, with the Agricultural ETF from E Fund (562900) showing a significant increase of 2.18% in half a day, leading the industry ETF performance [1][3]. Agricultural Sector Performance - The Agricultural ETF from E Fund (562900) has a half-day trading volume of 694.27 million yuan and a total scale of 0.99 billion units [3]. - Other agricultural ETFs, such as Agricultural 50 ETF (159827) and Agricultural ETF (159825), also showed positive performance with increases of 1.75% and 1.74% respectively [5]. - The Agricultural ETF (159825) has a larger scale of 29.85 billion units and a half-day trading volume of 8529 million yuan [5]. ETF Share Changes - The Agricultural ETF from E Fund (562900) has seen a slight increase in shares this year, with an addition of 11 million units, representing a growth of 12.54% [2]. - The Agricultural ETF (159825) also experienced a share increase of over 10%, adding 474 million units this year [2]. Investment Logic - Domestic grain prices have been rising due to reduced grain imports and drought conditions, indicating a strong demand in the agricultural sector [3]. - Long-term policies focus on food security and improving agricultural productivity, with transgenic biotechnology expected to accelerate under supportive policies [3]. - Upgrades in seed products are anticipated to boost sales and prices for quality seed companies, with leading companies currently valued at a low point, highlighting their long-term investment potential [3]. Major Holdings in Agricultural Indices - The major stocks in the China Modern Agriculture Theme Index include: - Muyuan Foods (002714) with a weight of 14.77% - Wens Foodstuffs Group (300498) with a weight of 14.57% - Haida Group (002311) with a weight of 14.29% [4][6]. - The index reflects companies involved in various agricultural sectors, including animal husbandry, feed, and agricultural machinery [5].

Group 1 - The supply and marketing cooperative concept index declined by 0.53%, ranking among the top declines in concept sectors as of May 29 [1] - Within the supply and marketing cooperative sector, companies such as Zhongnong United, Gongxiao Daji, and Huilong Co. experienced significant declines, while New Power Financial, Wanrun Co., and Zhejiang Agricultural Co. saw increases of 2.71%, 1.90%, and 1.33% respectively [1] - The supply and marketing cooperative sector experienced a net outflow of 448 million yuan in main funds today, with Gongxiao Daji leading the outflow at 300 million yuan [2] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial with a 2.71% increase and Tianhe Co. with a 0.89% increase, while Gongxiao Daji saw a 3.13% decrease [3] - The main funds net inflow leaders were Dunhuang Seed Industry, Tianhe Co., and New Power Financial, with net inflows of 6.14 million yuan, 5.14 million yuan, and 3.60 million yuan respectively [3] - The supply and marketing cooperative sector's outflow list included Gongxiao Daji, Huilong Co., and Hunan Development, with outflows of 300 million yuan, 127.5 million yuan, and 2.03 million yuan respectively [2]

Core Points - The report indicates that Xinjiang Jiangzhiyuan Equity Investment Partnership (Limited Partnership) has reduced its shareholding in Yaqi International Investment (Guangzhou) Co., Ltd. to 5% [1][6][9] - The reduction in shareholding was due to the need to withhold personal income tax for its partners, leading to a decrease in shareholding from 5.02% to 5.00% [5][7][9] - The share reduction occurred through centralized bidding from May 22, 2025, to May 23, 2025, totaling 213,177 shares, which represents 0.02% of the total share capital [6][9][10] Summary by Sections Section 1: Definition - Yaqi International refers to Yaqi International Investment (Guangzhou) Co., Ltd. [4] - The information disclosing party is Xinjiang Jiangzhiyuan Equity Investment Partnership (Limited Partnership) [4] Section 2: Information Disclosing Party Introduction - Xinjiang Jiangzhiyuan was established on December 2, 2010, with a registered capital of 30 million RMB [5] - The partnership is managed by Shanghai Hongce Private Fund Management Co., Ltd. [5] Section 3: Purpose of Equity Change - The equity change was necessary for the information disclosing party to comply with tax obligations [5][7] Section 4: Equity Change Method - The equity change was executed through centralized bidding, resulting in a reduction of 213,177 shares [6][9] Section 5: Recent Trading Activity - The information disclosing party did not increase its holdings in the past six months and only reduced shares through bidding [10] Section 6: Other Significant Matters - The report confirms that there are no misleading statements or omissions regarding the equity change [2][10]