盈利：26,968.80 万元 青岛东方铁塔股份有限公司 董事会 一、 本期业绩预计情况 （一） 业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日 （二） 业绩预告情况： 亏损 扭亏为盈 √同向上升 同向下降 项目 本报告期 上年同期 归属于上市公司股 盈利：45,100 万元—49,500 万元 青岛东方铁塔股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存在虚假记载、误导性陈述 或者重大遗漏。 盈利：27,533.43 万元 东的净利润 比上年同期增长：63.8%—79.78% 扣除非经常性损益 盈利：43,700 万元–48,100 万元 证券代码：002545 证券简称：东方铁塔 公告编号：2025-028 后的净利润 比上年同期增长：62.04%-78.35% 基本每股收益 盈利：0.3625 元/股-0.3978 元/股 盈利：0.2213 元/股 二、 与会计师事务所沟通情况 本次业绩预告相关的财务数据未经会计师事务所预审计。公司已就业绩预告相关事项 与审计会计师事务所进行了预沟通，双方不存在分歧。 三、业绩变动原因说明 报告期内，公司氯化钾产 ...

盐湖股份 20250627 摘要 盐湖股份 2025 年一、二季度氯化钾和碳酸锂产销符合预期，通过优化 工艺、加强合作及套期保值确保产销衔接顺畅，成本控制良好，氯化钾 成本约 1,000-1,200 元/吨，碳酸锂完全成本加税后不到 40,000 元/吨， 均具全球成本优势。 五矿控股后，盐湖股份管理模式向央企融合，战略上，中国盐湖集团规 划至 2030 年形成 1,000 万吨钾肥、20 万吨锂盐及 3 万吨镁基材料产 能，正积极推进"一二三"三步走发展战略。 钾肥业务方面，盐湖股份以"走出钾"战略为主，计划收购高地资源、 兖矿能源在加拿大和西班牙的钾矿项目，目前正进行资源评估和技术论 证，该项目由控股股东中国五矿主导。 锂盐业务方面，盐湖股份当前任务是解决同业竞争问题，完成后计划在 青海、西藏、新疆等地收购或并购优质锂盐矿，以扩大锂盐产能。 公司看好氯化钾后市，因全球粮食需求增长及战略资源地位，中国钾肥 进口依赖度高，地缘政治影响供应，主要生产国集中，需求国分散。 Q&A 盐湖股份 2025 年的主要产品产销目标是什么？ 盐湖股份 2025 年氯化钾的产销目标均为 500 万吨左右，碳酸锂的产销目标为 4 ...

复合肥、尿素、氟化工、催化剂 20250622 摘要 三季度制冷剂长协价格落地，R32 报价 50,000 元/吨，410A 报价 49,000 元/吨，较二季度分别上涨 4,000 元/吨和 2,000 元/吨，虽略低 于内外贸零售价，但符合预期，对三季度业绩影响有限，出口需求和维 修市场是主要驱动力。 复合肥行业一季度销量超预期，头部企业业绩增长，二季度销量和吨毛 利预计优于预期。磷酸一铵及磷酸二铵出口价格上涨，预计二季度复合 肥企业业绩同比持稳或小幅增长，上半年同比增长，头部集中度提升是 关键因素。 国际尿素市场受俄乌战争影响，供给端受限，埃及、伊朗等地停产加剧 紧张，推动价格上涨。尽管北美需求减弱，但印度招标、欧洲和巴西的 需求接力支撑市场，国内尿素配额价值显著提升。 华鲁恒升价差底部回暖，前期风险释放，荆州布局高附加值产品，德州 关注提质增效，预计明年三季度投产贡献利润。己内酰胺副产带动相关 产品盈利提升，值得关注。 Q&A 近期国际局势对氟化工制冷剂市场的影响如何？ 二季度空调产销持续超预期，主流制冷剂价格在二季度呈现持续上涨态势。根 据首都在线最新报价，本周 R32 的零售和外贸价格已涨至每吨 ...

也是如实记录一下自己的观察所得，不作为推荐、建议，以及不作为任何有促进交易的意思和冲动。 首先，重点的医药和医疗方向，还在继续扩散，创新药板块上周刚刚突破160日横盘结构，成交量释放并没有出现过于暴躁的现象，RSR行业也跟随刚刚 翻红，最近两天开始的缓慢回调应该是个不错的切入时机，如下图： 通达信研究行业分类中创新药最集中的是其它生物制药细分类别，也拿出来佐证一下： 宠物饲料细分也出现了回调，尤其是中宠的阴线幅度和成交量都有点大，这块可能暂时要休息，但是值得引起注意的是猪饲料这块，带动的非常不错，买 猪猪不如买猪饲料：海大集团和邦基科技： 然后就顺带说一下农药细分，和饲料都属于农业链么。利民股份一马当先，已经进入加速区： 创新药方向的趋势锚应该是在科创板中，除了百济神州这种大块头之外，具有更强趋势特征的，我认为是：艾力斯和益方生物： 这个分类中的个股更加浓缩精华，板块指数的走势和量价舒展信号更加清晰明了，RSR翻红也更早，这种窄幅箱体+突破的阶梯式上升曾经使舞蹈演员尼 古拉斯达瓦斯成就交易传奇。 后面扩散过程中，我比较关注的个股是： 医药这块就讲这么多，应该全是精华。接下来说说日常消费，首饰分类周四出现超量反 ...

今日早盘，A股围绕昨日收盘点位微幅震荡，上证指数、深证成指、沪深300等在盘初冲高创阶段性新高后逐 级回落调整，科创50、创业板指等则小幅低开低走，市场成交保持平稳。 盘面上，虫害防治、贵金属、固态电池、水泥等板块涨幅居前，体育、休闲食品、日用化工、游戏等板块跌 幅居前。 草甘膦、农用化工、供销社、化肥概念等相关板块也跟随走强，先达股份（603086）、利尔化学 （002258）、扬农化工（600486）、中农联合（003042）等涨幅居前。 随着气温回升，害虫活动加剧，特别是6月—7月，柑桔病虫害进入高峰。全国农技中心预测，2025年主要粮 食作物和油料、蔬菜作物上23种重大病虫害将呈重发态势，预计发生面积25.18亿亩次，较2024年增加6.2%， 需做好监测防控。 近日，多地加强虫害防治力度。广东省柑橘橙柚特色农业气象服务中心提醒，广东省柑橘已进入果实生长发 育阶段，应加强果园的肥水及病虫害管理，同时注意清理园内杂草，减少病虫源。要加强病虫害防控，重点 防治木虱、疮痂病、砂皮病、红蜘蛛、柑橘大实蝇等病虫害。 衡阳农业技术服务中心也建议，要高度警惕穗颈瘟流行，在破口始穗期、齐穗期各施一次药预防穗颈瘟。防 ...

6月3日，湖北宜化连续4个交易日下跌，区间累计跌幅-7.98%。湖北宜化化工股份有限公司于1996年8月在深圳证券交易所上市,所处行业涵盖尿素、磷肥、 氯碱和精细化工领域,在湖北、内蒙、青海、新疆等地拥有分子公司,为国有控股上市公司,公司控股股东是湖北宜化集团有限责任公司,实际控制人是宜昌市人 民政府国有资产监督管理委员会。 财报显示，大成基金旗下3只基金进入湖北宜化前十大股东。其中大成新锐产业混合A今年一季度减持，大成睿景灵活配置混合A今年一季度减持，大成景气 精选六个月持有混合A今年一季度减持。 其中，大成新锐产业混合A今年以来收益率1.42%，同类排名2395(总4568)，大成睿景灵活配置混合A今年以来收益率1.42%，同类排名892(总2318)，大成景 气精选六个月持有混合A今年以来收益率10.67%，同类排名687(总4568)。 | 韩创管理过的基金一览 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 基金代码 | 基金名称 | 相关链接 | 基金类型 | 规模(亿元) | 任职时间 | 任职天数 | 任职 ...

《 长中短周期动量的考察角度和量化 》 《 成交量（金额）加权以后的标准化强度 》 短期和长期强度排序，是每天复盘必做的功课。短期排序显示当下最强的热点中最强的股票，长期排序显示长期趋势中当下最强的股票。用指标排序功能 选择OVS指标，再附加一个SSV指标，就可以一次性完成对所有股票的排序。一般我只取前50只票。 以下是昨天用短期OVS排序得到的TOP50个股，今天集合竞价后的涨幅排名，准确捕捉到了昨天稳定币题材的几只票。下面还有创新药的几只票。 以下是昨天用长期SSV排序得到的TOP50个股，今天开盘之后的涨幅排名，几只最牛的创新药赫然在列。 | 1 | 300204 舒泰神 | | 140.88 | -17.39 | 69.49亿 医药医疗-生物制品 | 产品销售 | 13.54 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | 603390 通达电气 | | 95.15 | -22.80 | 24.73亿 汽车-汽车零部件 | 车载智能系统系列, | 10.02 | | 3 | 300368 汇金股份 | | 39.41 | -18.70 ...

Core Viewpoint - Yunnan Yuntianhua Co., Ltd. aims to become a flagship leading listed company by focusing on internal management to address external uncertainties and implementing strategies to manage production and market operations effectively [1][2] Financial Performance - In 2024, the company achieved a net profit attributable to shareholders of 5.333 billion yuan, while in the first quarter of 2025, the net profit reached 1.289 billion yuan [1] Operational Strategy - The company adheres to a strategy of "full load, quick turnover, low inventory, and risk prevention" to overcome challenges such as fluctuations in raw material and product prices [1] - The company is actively advancing the preliminary development of the Zhenxiong phosphate mine and progressing with the construction of the Kunyang No. 2 mining project and a 4.5 million tons/year phosphate flotation project [1] Resource Utilization - The phosphate flotation recovery rate has exceeded 95%, and the tailings grade has been reduced to below 6%, enhancing resource utilization capabilities [1] - The company has established a research institute to integrate internal R&D resources, focusing on efficient development of phosphate resources and cost reduction in fertilizer production [2]

Group 1 - Hubei Yihua's ESG rating has been upgraded from BB to A, ranking 7th among 69 companies in the agricultural chemical industry, reflecting its strong performance in sustainable development [3] - The company has released its first sustainable development report, showcasing its practices and achievements in environmental, social, and governance responsibilities [3] - Hubei Yihua has been recognized with multiple national "green factory" titles for its commitment to green development and efforts to reduce greenhouse gas emissions [3] Group 2 - The company emphasizes technological innovation as a core driver for high-quality development, achieving significant breakthroughs in its "211" R&D system [4] - Hubei Yihua has increased its workforce with 22 new technical talents and 252 university graduates, enhancing its talent pool and contributing to social welfare initiatives [4] - The company has established a comprehensive governance system, integrating party leadership into its corporate governance framework [4] Group 3 - Hubei Yihua plans to continue its development philosophy of "high standards, sustainability, and benefiting people's livelihoods," focusing on resource advantages and expanding into new high-end fields [5] - The company aims to transition from traditional manufacturing to a technology-driven innovative chemical enterprise by relocating its chemical facilities along the Yangtze River [5]

Core Viewpoint - The company held a performance briefing for the fiscal year 2024 and the first quarter of 2025, discussing operational results and financial metrics with investors, while addressing key concerns regarding fertilizer export policies, resource supply, and market conditions [1][2]. Group 1: Fertilizer Export Policies and Market Conditions - The company actively supports national fertilizer supply and price stabilization policies, ensuring domestic demand is met while maintaining stable phosphate prices, with over 2.3 million tons of diammonium phosphate supplied domestically for the winter-spring season, accounting for approximately 30% of domestic agricultural needs [2][3]. - The international phosphate market remains favorable, with higher prices compared to domestic levels, and the company is balancing domestic and international market demands to enhance overall profitability [2][3]. Group 2: Phosphate Resource Supply and Production Capacity - The company has sufficient phosphate mining resources to meet its production needs, reducing external sales while investing in flotation processing technology to enhance resource utilization [3][4]. - New projects, including a 2 million tons/year mining project and a 4.5 million tons/year flotation project, are underway to strengthen the phosphate supply chain and improve production efficiency [3][4]. Group 3: Sulfur Price Impact and Response - Sulfur prices have significantly increased compared to the previous year, impacting production costs for phosphate fertilizers; however, the company has implemented strategic inventory management and long-term contracts to mitigate these effects [5][6]. - The company maintains a competitive advantage in sulfur procurement, with current inventory costs significantly lower than market prices [5][6]. Group 4: Financial Structure and Performance - The company has optimized its financial structure, reducing interest-bearing liabilities to approximately 16 billion yuan, a decrease of over 3.8 billion yuan from the beginning of the year, with an asset-liability ratio of 52.26% [10]. - The projected revenue for 2025 is expected to decline compared to 2024 due to a strategic reduction in soybean trading activities, aimed at improving overall financial metrics [10]. Group 5: Dividend Policy and Market Value Management - The company has committed to a cash dividend ratio of no less than 45% of net profit for the years 2024 to 2026, with a proposed dividend of 1.4 yuan per share for 2024, totaling 2.552 billion yuan [10]. - A new market value management system has been established, incorporating market performance into managerial evaluations to enhance investor communication and maintain high dividend levels [11]. Group 6: Product Sales and Future Growth - In the first quarter, the company reported significant sales growth across its main products, with ammonium phosphate up 7.6%, compound fertilizers up 23.8%, and urea up 22.9%, attributed to effective market management and production strategies [12][14]. - Future growth will be driven by maintaining high production efficiency, optimizing procurement, and expanding into high-value fertilizers and fine phosphate chemicals [14][16]. Group 7: Industry Outlook - The phosphate fertilizer market is expected to remain in a tight balance, with increasing demand driven by global population growth and domestic food security strategies [16]. - The industry is characterized by limited new capacity additions and stringent environmental regulations, which are likely to sustain high market prices and profitability for established producers [16].