Group 1 - The core point of the article is that Dongfang Tower has announced the pledge of 75 million shares by Han Hui, which accounts for 12.87% of his total holdings [1] - As of the announcement date, Dongfang Tower's market capitalization is 12.3 billion yuan [2] - The revenue composition for Dongfang Tower in 2024 is as follows: Chemicals 56.71%, Manufacturing 42.42%, Other Industries 0.67%, Electricity 0.13%, and Construction and Installation 0.07% [1]

青岛东方铁塔股份有限公司 关于实际控制人部分股权解除质押的公告 本公司及董事会全体成员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。 证券代码：002545 证券简称：东方铁塔 公告编号：2025-032 青岛东方铁塔股份有限公司（以下简称"公司"）于近日收到公司实际控制人韩 汇如先生的通知，获悉韩汇如先生持有的公司部分股份已解除质押，有关事项如 下： | 股东名称 | 是否为控股 股东或第一 | | 本次解除质 | 占其所持股 | 占公司总股 | 质押起始 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | | 押股份数量 （万股） | 份比例(%) | 本比例(%) | 日 | 期 | | | 韩汇如 | | 是 | 2,300.00 | 3.95 | 1.85 | 2024/09/27 | 2025/08/05 | 浙商银行股份 有限公司苏州 | | | | | | | | | | 分行 | | 合计 | | -- | 2,300.00 | 3.95 ...

证券之星消息，8月5日农化制品板块较上一交易日上涨0.34%，丰山集团领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 17.27 | 3.85% | 3.14万 | 5362.57万 | | 002734 | 利民股份 | 21.88 | 2.87% | 59.84万 | 12.96ZZI | | 000422 | 湖北宣化 | 13.54 | 2.19% | 27.13万 | 3.63亿 | | 000902 | 新洋丰 | 14.40 | 1.91% | 10.80万 | 1.55亿 | | 300387 | 富邦科技 | 9.54 | 1.81% | 9.53万 | 9061.10万 | | 002545 | 东方铁塔 | 9.86 | 1.75% | 11.65万 | 1.15亿 | | 002470 | 金正大 | 1.7 ...

Industry Overview - The domestic potassium chloride production capacity is mainly concentrated in Qinghai and Xinjiang, with Salt Lake Co. and Zangge Mining being the largest producers in China [1][5] - In the first five months of 2025, China's potassium chloride production was 2.33 million tons, a year-on-year decrease of 3.79%, while consumption was 7.73 million tons, down 3.46% year-on-year, indicating a dual decline in both production and consumption [1][5] - The expansion of domestic potassium chloride production capacity is limited due to resource endowment and mining conditions, particularly in major production areas like Qinghai and Xinjiang [1][5] Market Dynamics - Despite the importance of potassium fertilizer for food security, the demand for traditional potassium chloride is slowing due to changes in agricultural planting structures and the promotion of new fertilizers [1][5] - Global economic uncertainties have also impacted industrial demand for potassium chloride, leading some downstream enterprises to adopt cautious procurement strategies [1][5] Price Trends - By the end of June 2025, the domestic potassium chloride market experienced an unusual price increase, with domestic salt lake potassium chloride prices reaching 3,050-3,100 RMB/ton, and port prices for white potassium exceeding 3,300 RMB/ton [7] - The China Potassium Chloride Wholesale Price Index (CKPI) on June 30 was 3,177.90 points, a year-on-year increase of 23.35% and a 60.69% increase compared to the base period (2015) [7] Production Capacity and Utilization - As of June 2025, the industry operating rate was 61.77%, a decrease of 20.22 percentage points month-on-month and 6.89 percentage points year-on-year [9] - The production capacity utilization of Salt Lake Co. was below 70%, while Zangge Mining's capacity was limited due to mining intensity issues, leading to an overall contraction in industry output [9] Import and Export Trends - In the first half of 2025, China's potassium chloride imports were 6.36 million tons, a year-on-year decrease of 2.48%, with an import value of 12.85 billion RMB, down 11.14% [12] - Exports were significantly lower, with only 25,100 tons exported, a year-on-year decrease of 64.23%, reflecting changes in domestic and international market conditions [12] Competitive Landscape - The potassium chloride industry in China is highly concentrated, with the top two companies (Salt Lake Co. and Zangge Mining) holding over 70% market share, and the top five companies accounting for more than 85% [14] - The competitive advantage of leading companies stems from resource endowment differences, with the salt lake resources in the Qaidam Basin accounting for 96% of domestic capacity [14] Key Companies - Salt Lake Co. is the largest potassium chloride producer in China, with a designed capacity of 5 million tons and significant resource advantages in the Qaidam Basin [16] - Zangge Mining is the second-largest producer, with a production capacity of 2 million tons and advanced technology for resource development [18] Industry Development Trends - The industry is transitioning from reliance on domestic resources to global resource allocation, with leading companies accelerating overseas expansion due to domestic resource depletion and stricter environmental policies [20] - Technological innovations are driving industry upgrades, focusing on efficient resource utilization and low-carbon transformation [21][22] - The government is implementing policies to stabilize supply chains, including reserve systems and transportation cost reductions [23]

证券代码：002545 证券简称：东方铁塔 公告编号：2025-031 青岛东方铁塔股份有限公司关于 实际控制人部分股权解除质押的公告 本公司及董事会全体成员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。 登录新浪财经APP 搜索【信披】查看更多考评等级 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： ■ 三、其他说明 1．公司实际控制人韩汇如先生资信状况良好，具备相应的资金偿还能力，目前不存在平仓风险或被强 制过户风险，也不会导致其实际控制权发生变更； 2．公司将持续关注实际控制人的股份质押情况，并按相关规定及时履行信息披露义务，敬请广大投资 者注意投资风险。 青岛东方铁塔股份有限公司（以下简称"公司"）于近日收到公司实际控制人韩汇如先生的通知，获悉韩 汇如先生持有的公司部分股份已解除质押，有关事项如下： 一、本次解除质押的基本情况 ■ 注：上表中如出现合计数与各分项数值总和不符，为四舍五入所致，下同。 二、股东股份累计质押情况 四、备查文件 1．中国证券登记结算有限责任公司出具的解除质押资料。 特此公告。 青岛东方铁塔股份有限公司 董事会 2025年8月1日 ...

证券代码：002545 证券简称：东方铁塔 公告编号：2025-031 青岛东方铁塔股份有限公司 关于实际控制人部分股权解除质押的公告 本公司及董事会全体成员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。 二、股东股份累计质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 累计质押股 | 占其所 | 占公司 | 情况 | | 情况 | | | 股东名 | 持股数量 | 持股比 | 份数量（万 | 持股份 | 总股本 | 已质押 | 占已 | 未质押 | 占未 | | 称 | （万股） | 例(%) | 股） | 比例(%) | 比例 | 股份限 | 质押 | 股份限 | 质押 | | | | | | | (%) | 售和冻 | 股份 | 售和冻 | 股份 | | | | | | | | 结数量 | 比例 | 结数量 | 比例 | | 韩汇如 | 58,26 ...

Core Viewpoint - The performance of various industries in the first half of the year has shown significant improvement, with 52.88% of the 938 listed companies reporting a year-on-year increase in net profit attributable to shareholders [1] Group 1: Non-ferrous Metals Industry - The non-ferrous metals sector has experienced substantial profit growth, driven by rising prices of raw materials such as copper and gold [2] - 20 companies in the non-ferrous metals industry reported a year-on-year profit increase of over 50%, with 6 companies achieving a profit doubling [2] - For instance, Jincheng Mining expects a net profit of 1.07 billion to 1.12 billion yuan, a year-on-year increase of 74.62% to 82.78%, attributed to increased sales volume and prices of mineral products [2] - Luoyang Molybdenum anticipates a net profit of 8.2 billion to 9.1 billion yuan, reflecting a growth of 51.37% to 67.98% due to rising copper and cobalt prices [2] - Huayou Cobalt's profit is expected to rise by 55.62% to 67.59%, with a projected net profit of 2.6 billion to 2.8 billion yuan, driven by increased cobalt prices [2] Group 2: Gold Industry - The gold sector has also reported strong performance, with companies like Western Gold expecting a net profit of 130 million to 160 million yuan, a year-on-year increase of 96.35% to 141.66% [3] - Shandong Gold anticipates a net profit of 2.55 billion to 3.05 billion yuan, reflecting an increase of 84.30% to 120.50% due to higher gold sales prices and increased sales volume [3] - Other gold companies, including Chifeng Gold and Zhongjin Gold, also expect net profit increases exceeding 50% [3] Group 3: Agricultural Chemicals Industry - The agricultural chemicals sector has seen significant profit growth, with 49 out of 89 companies reporting increases, representing 55.1% [4] - Xian Da Co. expects a net profit of 130 million to 150 million yuan, a staggering year-on-year increase of 2443.43% to 2834.73%, driven by rising market prices of its main product [4] - Su Li Co. anticipates a net profit of 72 million to 86 million yuan, reflecting a growth of 1008.39% to 1223.91% due to increased sales of pesticides [4] - Li Min Co. expects a net profit of 260 million to 280 million yuan, a year-on-year increase of 719.25% to 782.27% [4] Group 4: Fertilizer Industry - Fertilizer companies like Yara International and Dongfang Iron Tower are also forecasting over 50% profit growth due to increased product demand [5] - Yara International expects a net profit of 730 million to 930 million yuan, a year-on-year increase of 170% to 244%, driven by higher production and sales volumes [5] - Dongfang Iron Tower anticipates a net profit of 451 million to 495 million yuan, reflecting a growth of 63.80% to 79.78% [5] Group 5: Fluorochemical Industry - The fluorochemical sector has benefited from rising market prices, with companies like Sanmei Co. expecting a net profit of 948 million to 1.042 billion yuan, a year-on-year increase of 146.97% to 171.67% [6] - Juhua Co. anticipates a net profit of 1.97 billion to 2.13 billion yuan, reflecting a growth of 136% to 155% due to rising prices of fluorinated refrigerants [6] - Yonghe Co. expects a net profit of 255 million to 280 million yuan, a year-on-year increase of 126.30% to 148.49% [6]

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The report highlights that policy changes are expected to drive medium to long-term recovery in the industry, with a continued positive outlook on resource sector performance exceeding expectations [2][9] - The petrochemical sector is anticipated to stabilize growth, with the retirement of outdated facilities likely to enhance industry recovery [9][17] - The report emphasizes the sustained optimism regarding the agricultural resource chain, particularly in the phosphate and potassium sectors, which are expected to maintain a relatively balanced supply-demand situation despite concerns over new capacity releases [9][17] Summary by Sections Price and Price Spread Changes - The report monitors 188 chemical products, noting that the top three price increases were for liquid chlorine (up 21.8%), TDI 80/20 (up 18.8%), and natural gas (up 6.3%), while the largest declines were for D4 (down 9.6%), butane (down 6.7%), and acrylic acid (down 5.0%) [14][18] - The top three price spreads that increased were PTA (up 1103.7%), TDI spread (up 30.1%), and acrylic acid butyl ester spread (up 25.6%), with the largest declines in styrene (down 36.5%), oil head propylene spread (down 36.1%), and polyethylene spread (down 20.8%) [19][18] Industry Recovery Expectations - There is a continuous expectation for industry bottom recovery, driven by policy changes and market dynamics [12] - The report indicates that the petrochemical sector has been in a prolonged low phase, and recent policy adjustments are likely to enhance market expectations for recovery [9][17] Agricultural Resource Sector Outlook - The agricultural resource sector, particularly phosphate and potassium, is expected to remain in a relatively tight supply-demand balance, with traditional agricultural needs and emerging demands contributing to this stability [9][17]

Summary of Conference Call on Potash Market Industry Overview - The potash market is experiencing upward price trends due to domestic production declines and maintenance impacts, despite government policies aimed at stabilizing supply and prices [2][4] - The global potash market is dominated by a few major suppliers, with stable overseas supply and high pricing central tendency, limiting downward pressure in the short term [2][6] - Domestic potash supply is heavily reliant on imports, with approximately 60% dependence, indicating weaker domestic supply stability compared to nitrogen and phosphorus [2][7] Key Points and Arguments - **Price Trends**: Since June 2023, potash prices have rebounded after an initial decline, primarily due to reduced domestic production and maintenance activities leading to supply shortages [4][5] - **Government Policies**: The government's supply stabilization policies have significantly impacted the potash market by accelerating production post-maintenance and encouraging major traders to stabilize prices [5][9] - **Global Supply Dynamics**: Major global suppliers include Russia, Belarus, Canada, and China, with a stable supply situation since Q4 2022. New supply from Southeast Asia and Canada is expected but will take time to materialize [6][8] - **Future Supply Outlook**: New supply from Southeast Asia and Canada is anticipated over the next two years, but the release cycle is long, limiting immediate market impact [8][9] - **Price Pressure**: The price pressure in the potash market is expected to remain manageable, with global pricing conditions favorable and no significant downward trends anticipated [9][10] Additional Important Insights - **Domestic Supply Challenges**: Domestic potash supply has decreased by approximately 500,000 tons this year, with port inventories at low levels, restricting the ability to smooth market supply through inventory [10][11] - **Performance of Major Suppliers**: Salt Lake Co., a key domestic supplier, is expected to increase supply post-maintenance, while other suppliers like Yamei and Dongfang Tieta are showing stable performance and cost control, indicating a positive outlook for the potash industry [3][12][13] - **Market Demand**: The demand for potash remains strong, particularly for autumn fertilization, supported by the essential role of potash in fruit growth and yield enhancement [5][11]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...