亚钾国际：第二个百万吨项目3#主斜井贯通投产在即，锁定供给窗口期释放盈利潜力

Group 1 - The core viewpoint of the article highlights the increasing strategic value of potash resources in ensuring national food security, as evidenced by multiple companies entering the potash fertilizer industry [1][2] - The potash fertilizer industry faces significant barriers including resources, technology, capital, and construction cycles, leading to a scarcity of large-scale new capacity projects expected to be released by 2025-2026 [1] - The company is advancing its 2 million tons/year potash project, which is in the later stages of mine construction, while BHP's Jansen Phase 1 project has been postponed to 2027, with no clear short-term capacity plans from other companies [1] Group 2 - The company has reported that its second and third 1 million tons/year potash projects have entered the later stages of mine construction, with the second project’s main shaft already completed and the third project progressing in various engineering aspects [2] - The company aims to expedite the production launch of its potash projects to capitalize on the current supply window and strengthen its market position [2]