韦尔希宁此前称，该备忘录是黑海港口农产品外运倡议系列协议的一部分，将于今年7月22日到期。俄 媒分析称，备忘录到期后，俄罗斯与联合国仍可就相关问题保持磋商协作。 俄罗斯外交部副部长韦尔希宁12日表示，俄罗斯与联合国达成的农产品及化肥出口备忘录将不再延期。 韦尔希宁称，俄方对备忘录执行效果深感不满。由于西方国家的蓄意阻挠，文件设定的所有目标均未实 现。根据韦尔希宁的说法，西方通过制裁手段制造保险、物流和支付壁垒，导致备忘录框架下，俄罗斯 粮食和化肥的出口渠道仍被系统性封锁。 俄罗斯、土耳其、乌克兰和联合国于2022年7月22日签署黑海港口农产品外运协议，旨在恢复乌克兰农 产品经黑海港口出口并保障俄罗斯粮食及化肥进入国际市场。该倡议是一系列协议的一部分。第二部分 则是俄罗斯与联合国三年的备忘录，备忘录中指出了解除俄罗斯粮食和肥料的出口限制，将环球银行间 金融通信协会（SWIFT）支付系统重新接入俄罗斯农业银行，恢复农业设备、零件的供应和维修，恢复 陶里亚蒂-敖德萨液氨输送管道的运作等一系列措施。 俄罗斯于2023年退出了黑海港口农产品外运协议。俄罗斯政府多次表示，乌克兰方面以人道走廊为借 口，实则趁进行交易时对俄 ...

以下文章来源于内分泌早知道 ，作者关注内分泌的 内分泌早知道 . 深度分享内分泌用药经验、病例剖析、指南专业解读并紧跟国内外内分泌领域前沿进展。 最新一项覆盖中国近6万名2型糖尿病患者的全国性研究揭示，睡眠时间与体重管理存在显著相关性。研究发现，无论是夜间睡眠不 足7小时还是超过8小时，亦或是午睡时长超过1.5小时，都会显著增加肥胖风险，这种影响甚至可能达到翻倍的程度。这种关联性在不 同遗传背景的人群中表现出明显差异，提示基因因素在睡眠与肥胖的复杂关系中扮演着重要角色。 数据表明，糖尿病患者群体中普遍存在睡眠障碍问题，而异常的睡眠模式又会反过来加剧代谢紊乱，形成恶性循环。专家特别强调，相 较于普通人群，2型糖尿病患者对睡眠时长的变化更为敏感，其体重管理更容易受到睡眠质量的影响。这项研究为糖尿病患者的体重管 理提供了新的干预思路，提示临床医生在制定治疗方案时应将睡眠评估纳入常规管理范畴。对于广大糖尿病患者而言，保持7- 8小时的 夜间睡眠和不超过1小时的午睡，可能是控制体重的关键因素之一。 ▍糖胖危机：全球代谢病双重威胁 世界卫生组织最新统计数据显示，全球超重人口已突破19亿，其中肥胖人群高达6.5亿，而糖尿病 ...

全球化肥市场"在过去两周里极度动荡"。自今年6月13日凌晨以色列突然对伊朗核设施发动袭击以来， 中东地区尿素出口FOB期货价格已从每吨不到400美元大幅上涨至6月27日的每吨435美元，接近约52周 以来的高点。"这表明一切都是相互联系的"，《金融时报》称，最近以色列天然气田的关闭扰乱了埃及 的化肥生产，地区紧张局势正迅速波及供应链。 据《金融时报》报道，行业分析师警告称，由于冲突和供应中断，全球超过1/5的尿素产能已停产。市 场情报和数据机构CZ洞见6月23日梳理的信息显示，伊朗尿素和氨工厂自6月14日停产，而且出于安全 原因，此前已生产的罐装氨库存均已被烧掉。尽管伊朗的尿素和氨工厂并未遭到以色列的直接打击，但 6月14日当天，伊朗两家为国内市场供气的天然气工厂被以色列袭击，这直接影响到国内工厂的运转。 此外，受以色列进口天然气中断的影响，埃及所有氮生产厂均已停工，据称要待以色列恢复供应天然气 才会复产。 英国商品研究所（CRU）警告称，以伊冲突已在事件发生后短短数日内"导致氮肥市场严重混乱"， 并"对该地区的磷酸盐、钾肥和硫磺供应构成持续威胁"。 中东地区在全球尿素和氨、氮生产中占据重要地位。CRU数据显 ...

化肥行业跟踪报告 供给有序、需求刚性，看好化肥景气回暖 西南证券研究院 化工研究团队 2025年6月12日 核心观点 1 人口增长支撑对粮食的需求，进而促进化肥需求的提升。根据IFA（国际肥料工业协会）报告，预 计2025年全球化肥消费总量仍有望保持增长。近些年，我国化肥产量保持稳步提升，2024年农用 氮磷钾肥产量为6006万吨，同比增长8.5%；2025年前4个月产量为2134万吨，同比增长8.9%。 尿素：尿素价格回暖，盈利水平有所改善。2025年以来，受到春耕用肥需求的带动，尿素价格逐 步回暖。成本端，煤炭价格持续下行，尿素价差走阔，尿素企业盈利情况有所改善。后续出口政 策以及新增产能投放节奏或是影响价格的核心因素。 磷肥：磷矿维持高景气，支撑磷肥产业链价值。近年来磷铵新增产能有限，供需格局有望持续优 化。磷矿石仍是磷肥价格最重要的支撑，虽有部分企业规划有磷矿产能，但考虑磷矿建设周期普 遍较长，同时还需要时间进行产能爬坡，磷矿石仍有望维持紧平衡。我们认为具有磷矿资源，经 营稳健，上下游一体化布局完善的企业有望持续受益。 钾肥：钾肥景气上行，中国、印度钾肥合同价格落地。2025年以来，钾肥价格持续修复。 ...

Core Viewpoint - The article highlights the significant ecological improvements in the Jinjiang River in Chengdu, emphasizing the successful implementation of pollution control measures and the positive impact on local tourism and economy [2][3][8]. Group 1: Ecological Improvement Measures - The core of the governance strategy for Jinjiang River is pollution interception, focusing on both water and land management to address pollution sources effectively [3][4]. - Chengdu has completed over 7,000 kilometers of municipal drainage network inspections and repairs, installed 23.1 kilometers of interception pipelines, and built 19 sewage treatment plants, increasing daily treatment capacity by 1.735 million tons [3][4]. - The comprehensive approach includes promoting the resource utilization of livestock manure, achieving a 90% utilization rate in Chengdu [4]. Group 2: Water Quality Enhancement - The water quality of the Jinjiang River has improved significantly, with the excellent water quality rate rising from 69% in 2016 to 100%, and the water quality at the Huanglongxi national monitoring section improving from inferior V class to III class and above [4][5]. - Continuous monitoring and management practices have been established, with a focus on identifying pollution sources and ensuring all wastewater is collected and treated [4][5]. Group 3: Infrastructure Development - The construction of Xinglong Lake began in 2013, serving as an artificial ecological reservoir and purifier for the Jinjiang River, enhancing water quality and biodiversity [5][6]. - New wetlands and sewage treatment facilities have been developed in the Lvxik River basin to manage water flow and improve water quality [6]. Group 4: Economic and Tourism Impact - The ecological improvements have led to a surge in local tourism, with Huanglongxi town receiving 217,200 visitors during the Dragon Boat Festival in 2025, a 57% increase year-on-year, and generating tourism revenue of 23.183 million yuan, up 50% [8]. - The enhanced environment has attracted various industries, including healthcare and education, contributing to a vibrant local economy [8].

俄罗斯工业协会：欧盟对俄罗斯的关税措施将导致全球食品和化肥价格出现大幅上涨。 ...

专题报告 2025-05-14 刘洁文 能化研究员 从业资格号：F03097315 交易咨询号：Z0020397 0755-23375134 liujw@wkqh.cn 尿素：出口消息落地后价格何去何从？ 报告要点： 4 月 30 日，也就是五一节前最后一个交易日，有两个市场传闻，一个传 5 月 10 日要公布出口 消息，另外一个传 5 月 16 给符合出口的企业划分二铵出口数量，一共 350 万吨出口数量，窗 口期为 6-10 月份。市场受消息影响当日 09 合约大涨超 7%，随后过节期间企业纷纷上调报价， 市场在乐观预期推动下拿货好转，企业收单走高。过节期间关于出口的消息并未被证伪，现货 报价依旧维持偏强走势，以提涨为主，节后关于出口的消息继续发酵，化肥出口座谈会对于化 肥出口做出了安排，提出暂定化肥出口窗口为 5-9 月份，出口总量严格控制在不超过 2023 年 出口规模，明确本年度禁止向印度出口化肥等措施。自此，前期关于放开出口的消息逐步被证 实，市场情绪开始逐步恢复平静，价格波动开始回落。 本周国内生产企业开工回到中高位，日产接近 20 万吨，短期暂未有新增检修计划，预计开工高 位维持。随着新增产能 ...

A股午评：创业板指涨1.74% 人脑工程概念等涨幅居前 金十数据5月8日讯，今日早盘，三大指数低开后震荡上行，截至午间收盘，沪指涨0.38%，深证成指涨 1.03%，创业板指涨1.74%。盘面上看，人脑工程概念走强，爱朋医疗一度20%涨停；铜缆高速连接概念 盘中拉升，沃尔核材涨停；国防军工概念继续走强，中航成飞涨近12%；保险板块、AI应用概念、热泵 概念、光伏概念、ST板块等涨幅居前；PEEK材料概念大跌，中欣氟材一度跌停；种业概念、化肥概念 等跌幅居前。全市场半日成交额逾8000亿元，约3800只个股上涨。 ...

Core Viewpoint - The A-share market experienced a positive closing with the Shanghai Composite Index rising by 0.80%, driven by significant gains in the defense, agriculture, and aviation sectors [1] Market Performance - The three major indices opened high but fluctuated before closing, with the Shanghai Composite Index up by 0.80%, the Shenzhen Component Index up by 0.22%, and the ChiNext Index up by 0.51% [1] - The total market turnover exceeded 1.5 trillion yuan, with approximately 3,300 stocks rising [1] Sector Highlights - The defense and military industry saw substantial gains, with around 20 stocks, including Aerospace Long-March and Dazhong Technology, hitting the daily limit [1] - The agriculture sector, particularly seed and grain concepts, surged in the afternoon, with Qiule Seed Industry rising by approximately 18% [1] - The aviation sector also performed well, with stocks like Lijun Co. reaching the daily limit [1] - Other sectors that showed significant increases included shipbuilding, agriculture, insurance, real estate, large aircraft concepts, and fertilizer concepts [1] - Conversely, sectors such as semiconductors and media experienced declines [1]

Core Viewpoint - Hong Sifang's 2024 annual report reveals significant declines in revenue and net profit, primarily due to falling prices in the nitrogen fertilizer market, particularly urea [1][2]. Financial Performance - In 2024, Hong Sifang achieved total revenue of 3.485 billion yuan, a decrease of 10.62% compared to 2023 [1]. - The net profit attributable to shareholders was 93.17 million yuan, down 41.16% year-on-year [1]. - The net profit after deducting non-recurring gains and losses was 77.17 million yuan, reflecting a 48.64% decline [1]. - The net cash flow from operating activities was 98.26 million yuan, a significant drop of 59.71% [1]. Product Performance - The production and sales of urea, a key nitrogen fertilizer, saw a sharp decline, with sales at 176,425.90 tons, down 26.45% year-on-year, only half of the production volume [4][6]. - The overall revenue from the chemical industry segment was 3.46 billion yuan, with a gross margin of 10.66%, down 1.83 percentage points [5]. - Revenue from compound fertilizers was 3.09 billion yuan, with a gross margin of 11.03%, also reflecting a decrease [5]. Market Conditions - The domestic urea market experienced significant price fluctuations, particularly in the fourth quarter, leading to sustained low prices [2]. - The company's performance was adversely affected by the overall market conditions for nitrogen fertilizers, which saw a decline in unit gross margins [2]. Research and Development - In 2024, the company invested 67.25 million yuan in R&D, accounting for 1.93% of total revenue, a decrease of 17.21% from the previous year [10]. - Despite the reduction in R&D spending, the company developed new products, including modified compound fertilizers, but market penetration remains insufficient [10]. - The company plans to continue focusing on new technology and product development to enhance market competitiveness [10].