证券代码：000893 证券简称：亚钾国际 公告编号：2025-044 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员（除董事郭柏春先生，被采取强制措施）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。 重要内容提示： 1.董事会及除郭柏春先生外的董事、高级管理人员保证季度报告的真实、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。 董事郭柏春先生因被采取强制措施，无法出席董事会，无法保证季度报告内容的真实、准确、完整。请 投资者特别关注。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况： 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号一 ...

Core Insights - The core viewpoint of the news is the significant financial performance of Yaji International, driven by rising potash prices and increased production capacity, alongside the strategic investment from Traut Consulting, indicating growing foreign interest in the Chinese market [2][5][8]. Financial Performance - Yaji International reported a revenue of 3.867 billion yuan for the first three quarters, a year-on-year increase of 55.76%, and a net profit attributable to shareholders of 1.363 billion yuan, surging 163.01% [2][3]. - In Q3 alone, the company achieved a revenue of 1.345 billion yuan, up 71.37%, and a net profit of 508 million yuan, reflecting a growth of 104.69% year-on-year [3]. Production Capacity and Expansion - The company's production capacity is closely linked to its performance, with a potash production of 1.0141 million tons in the first half of 2025, marking a 20% increase, and sales reaching 1.0454 million tons, up 21% [3]. - Yaji International is actively expanding its production capabilities, with ongoing projects for two additional 1 million tons per year potash production facilities [4]. Market Position and Resources - Yaji International is a leading player in the potash fertilizer sector, being one of the first Chinese companies to engage in overseas potash development, and holds significant potash mining rights in Laos [4]. - The company has a total potash resource reserve of approximately 1 billion tons, with favorable conditions for large-scale development [4]. Shareholder Changes and Foreign Investment - Traut Consulting has become the tenth largest shareholder of Yaji International, holding 8.528 million shares, which constitutes 1.05% of the circulating shares [5][6]. - The entry of Traut Consulting, a leading strategic consulting firm, signifies a recognition of the company's value and reflects a broader trend of increasing foreign investment in the Chinese market [8][9].

Core Viewpoint - The significant growth in the performance of Yaji International is driven by rising potash prices and the release of production capacity, with a notable increase in revenue and net profit in the third quarter and the first three quarters of the year [1][3][4]. Company Performance - Yaji International reported a revenue of 3.867 billion yuan for the first three quarters, a year-on-year increase of 55.76%, and a net profit attributable to shareholders of 1.363 billion yuan, up 163.01% [1][3]. - In the third quarter alone, the company achieved a revenue of 1.345 billion yuan, representing a 71.37% increase year-on-year, and a net profit of 508 million yuan, which is a 104.69% increase [3]. - The company's production capacity for potassium chloride reached 1.0141 million tons in the first half of 2025, a 20% increase year-on-year, with sales reaching 1.0454 million tons, up 21% [3]. Market Position and Expansion - Yaji International is a leading player in the potash fertilizer sector, with significant mining rights in Laos and a total potassium chloride resource reserve of approximately 1 billion tons [4]. - The company is currently expanding its production capacity, with ongoing projects for two additional 1 million tons per year potash fertilizer facilities [4]. - The global potash market is characterized by an oligopoly, with major reserves concentrated in Canada, Laos, Russia, and Belarus, which together account for 79% of global reserves [4]. Shareholder Changes - The entry of Traut Consulting as the tenth largest shareholder with 8.528 million shares, representing 1.05% of the circulating shares, indicates a shift in the shareholder structure of Yaji International [2][5]. - Traut Consulting is recognized as a leading strategic consulting firm, which may signal increased foreign investment interest in the A-share market [5][9]. Industry Outlook - Analysts predict that Yaji International will continue to experience growth due to favorable potash prices and the ongoing expansion of its production capacity, with an expected compound annual growth rate of 55.68% in net profit over the next three years [4].

Core Viewpoint - The article highlights the significant performance growth of Yaji International in the potassium fertilizer sector, driven by rising potassium prices and increased production capacity, alongside the strategic investment from the renowned consulting firm, Trout Consulting [2][4][9]. Financial Performance - Yaji International reported a revenue of 3.867 billion yuan for the first three quarters, marking a year-on-year increase of 55.76%, with a net profit of 1.363 billion yuan, up 163.01% [2][4]. - In Q3 alone, the company achieved a revenue of 1.345 billion yuan, a 71.37% increase year-on-year, and a net profit of 508 million yuan, reflecting a 104.69% growth [4]. - The company's production capacity for potassium chloride reached 1.0141 million tons in the first half of 2025, a 20% increase year-on-year, with sales volume growing by 21% to 1.0454 million tons [4]. Production Capacity and Expansion - Yaji International is actively expanding its production capabilities, with ongoing projects for two additional 1 million tons/year potassium fertilizer facilities [4][5]. - The company currently possesses a potassium chloride production capacity of 3 million tons/year and nearly 900,000 tons/year of granular potassium capacity [4][5]. Market Position and Industry Dynamics - The potassium fertilizer market is characterized by an oligopolistic structure, with significant global reserves concentrated in a few countries, including Canada, Laos, Russia, and Belarus, which together account for 79% of the world's potassium salt reserves [5]. - Yaji International is recognized as a high-growth international potassium fertilizer enterprise, benefiting from favorable market conditions and expected continued profit growth [5]. Shareholder Structure Changes - Trout Consulting has become the tenth largest circulating shareholder of Yaji International, holding 8.528 million shares, which constitutes 1.05% of the circulating shares [7][8]. - The entry of Trout Consulting, a leading strategic positioning consulting firm, into the A-share market is seen as a positive signal for the long-term growth potential of the Chinese market [9][10].

截至2025年10月29日收盘，亚钾国际（000893）报收于44.15元，较前一交易日上涨3.44%，最新总市值 为407.97亿元。该股当日开盘42.9元，最高44.16元，最低42.29元，成交额达3.41亿元，换手率为 0.97%。 《第八届董事会第二十三次会议决议公告》 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。 最新公告列表 近日，亚钾国际投资（广州）股份有限公司召开第八届董事会第二十三次会议，审议通过《2025年第三 季度报告》的议案。公告显示，会议于2025年10月28日以通讯方式召开，应出席董事9人，实际出席8 人，董事长郭柏春因被银川市人民检察院采取强制措施无法出席，会议由代行董事长刘冰燕召集并主 持。表决结果为8票同意、0票反对、0票弃权。公司及董事会全体成员（除郭柏春外）保证信息披露内 容真实、准确、完整，无虚假记载、误导性陈述或重大遗漏。相关内容详见公司同日在《证券时报》、 《中国证券报》、《上海证券报》、《证券日报》及巨潮资讯网发布的2025年第三季度报告。 ...

Core Insights - The company reported a significant increase in performance for Q3 2025, achieving a revenue of 1.345 billion yuan, a year-on-year growth of 71.37%, and a total revenue of 3.867 billion yuan for the first three quarters, up 55.76% compared to the previous year, surpassing last year's total of 3.548 billion yuan [1] - Net profit for the first three quarters surged by 175% to 1.362 billion yuan, with a single-quarter gross margin increasing by 13 percentage points to 62% [1] - The company's cash flow from operating activities reached 1.406 billion yuan, a year-on-year increase of 96.68%, indicating enhanced profitability and cash reserves for future capacity expansion and sustained dividend capabilities [1] Company Performance - The core logic behind the company's substantial growth is the release of production and sales volumes combined with the benefits from rising potassium fertilizer prices [1] - The company produced 1.4986 million tons of potassium fertilizer in the first three quarters, a year-on-year increase of 13.2%, and sold 1.5243 million tons, up 22.79%, significantly outpacing industry growth rates [1] - The company's stock price increased by 119% from the beginning of the year to October 29, reaching a market capitalization of over 40 billion yuan, a historical high [1] Industry Context - The company capitalized on the upward trend in potassium fertilizer prices, with profit per ton increasing by 124% year-on-year in the first three quarters [2] - Domestic potassium fertilizer spot prices rose by 23.82% to 3,070 yuan per ton, while the average international price for Southeast Asian standard potassium reached 349.78 USD per ton CFR, a year-on-year increase of 20.61% [2] - The global demand for potassium fertilizer is expected to continue growing due to population increases and the need for enhanced agricultural yields, supported by domestic policies and international agricultural expansion plans [2] Future Outlook - The company is set to achieve a significant increase in potassium fertilizer production capacity with the gradual ramp-up of 5 million tons of capacity, which is expected to sustain a cycle of volume and price growth, enhancing revenue and profit stability [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 亚钾国际投资(广州)股份有限公司（证券简称：亚钾国际，证券代码：000893）10月29日发布公告称， 因公司董事长郭柏春被采取强制措施，无法出席董事会并签署书面确认意见，导致其无法保证公司2025 年第三季度报告的真实、准确、完整。 公告显示，亚钾国际于2025年10月28日召开第八届董事会第二十三次会议，审议通过了《关于<2025年 第三季度报告>的议案》。由于郭柏春目前被银川市人民检察院采取强制措施，未能出席本次董事会， 因此未签署关于2025年第三季度报告的书面确认意见，无法保证该报告内容的真实、准确 ...

智通财经APP讯，亚钾国际(000893.SZ)发布2025年三季度报告，前三季度，公司实现营业收入38.67亿 元，同比增长55.76%。归属于上市公司股东的净利润13.63亿元，同比增长163.01%。归属于上市公司股 东的扣除非经常性损益的净利润13.62亿元，同比增长164.56%。 ...

Group 1 - The core viewpoint of the article highlights the significant growth in the financial performance of Yara International, with a notable increase in revenue and net profit for the first three quarters of 2025 [1] Group 2 - Yara International reported a revenue of approximately 3.867 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 55.76% [1] - The net profit attributable to shareholders reached approximately 1.363 billion yuan, showing a substantial year-on-year increase of 163.01% [1] - The basic earnings per share were reported at 1.492 yuan, which is an increase of 164.45% compared to the previous year [1] - As of the report date, Yara International's market capitalization stands at 40.8 billion yuan [2]

格隆汇10月29日丨亚钾国际发布三季度财报显示，第三季度实现营业收入13.45亿元，同比增长 71.37%；归属于上市公司股东的净利润为5.08亿元，同比增长104.69%。前三季度实现营业收入38.67亿 元，同比增长55.76%；归属于上市公司股东的净利润为13.63亿元，同比增长163.01%。业绩增长主要得 益于报告期内钾肥销量增加及销售价格上升。 ...