登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002545 证券简称：东方铁塔 公告编号：2026-001 青岛东方铁塔股份有限公司 2025年度业绩预告 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。 一、本期业绩预计情况 1．业绩预告期间：2025年1月1日至2025年12月31日。 本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。具体财务数据将在2025年度报告中 详细披露，敬请广大投资者谨慎决策，注意投资风险。 特此公告。 （1）以区间数进行业绩预告的 单位：万元 ■ 二、与会计师事务所沟通情况 公司已就本次业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不 存在重大分歧。 三、业绩变动原因说明 报告期内，公司主营业务均保持稳健，其中钾肥业务中氯化钾产量约130万吨，销量约123万吨，氯化钾 产品市场平均价格较上年同期有所上升，公司整体经营业绩较去年同期实现较大幅度增长。 四、风险提示 2．业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 青岛东方铁塔股份有限公司 董事会 2026年01月 ...

Core Insights - Brazil is investing $2.5 billion to develop potassium mines in the Amazon rainforest to enhance its position in the global food supply chain [1][6] - The country currently relies on imports for 96% of its potassium fertilizer, making its agricultural security vulnerable, especially after disruptions caused by the Russia-Ukraine conflict [3][5] - The potassium mine is expected to produce 2.4 million tons of potassium fertilizer annually by 2030, with 91% of its future capacity already pre-sold [16] Investment and Economic Implications - The investment aims to reduce Brazil's dependency on imported potassium fertilizers, which have seen rising prices, from $319 per ton to $359 per ton by Q1 2025 [5] - The development of the potassium mine is seen as a strategic move to enhance Brazil's agricultural competitiveness and reduce vulnerability to international market fluctuations [16] Environmental Concerns - Environmental organizations express concerns about potential illegal logging and mining activities resulting from the mining operations in the Amazon [8][9] - The ecological impact of mining in the Amazon is significant, as the region is crucial for global climate regulation and biodiversity [9] Community and Social Impact - The Brazilian potassium company has coordinated with local indigenous communities to ensure mining activities do not infringe on their lands, gaining support from 35 indigenous villages [11] - The project is expected to create thousands of jobs and stimulate economic growth in the region, potentially doubling the population of the town of Otazias within 30 years [14] Technological and Sustainable Practices - Brazil is adopting innovative mining techniques to minimize environmental damage, including underground mining and a conveyor belt system to reduce carbon emissions [13] - The project aims to balance economic development with ecological preservation, providing a model for other resource-rich countries [18]

Market Outlook - The A-share market is expected to continue a "slow bull" trend in November, driven by the implementation of the "14th Five-Year Plan" and consensus on trade issues between China and the U.S.[4] - Market valuations are likely to recover from tariff disruptions experienced in October, with improving market confidence and risk appetite in the technology sector[4]. Investment Strategy - Focus on three main lines: 1. Technology growth, particularly in AI hardware like storage and optical modules, as well as high-demand sectors such as energy storage and power grids[4]. 2. Market hotspots, including military industry and gaming sectors, guided by policy and fundamental improvements[4]. 3. Industries benefiting from "anti-involution" policies, such as chemicals and photovoltaics, optimizing supply-demand dynamics[4]. Key Industry Recommendations - **Metals**: Luoyang Molybdenum Co. is expected to increase copper production capacity by approximately 60% by 2028, benefiting from rising copper prices[9]. - **Chemicals**: Yara International is expanding its potash production capacity, with a projected output of 1.815 million tons in 2024[10]. - **New Energy**: Sungrow Power Supply is positioned to gain significantly from the growing U.S. data center market, with expected profit increases[11]. - **Machinery**: Magpower is expanding its product range and increasing its international market share, with projected net profits of 4.5 billion and 9.4 billion yuan for 2025 and 2026, respectively[12]. - **Military**: Guangdong Hongda is integrating quality defense assets, enhancing revenue and profit in the defense sector[13]. - **Automotive**: Top Group is expected to benefit from partnerships with major automotive brands, with projected net profits of 28.0 billion yuan in 2025[17]. - **Home Appliances**: Anker Innovations is projected to achieve net profits of 26.57 billion yuan in 2025, maintaining a strong growth trajectory[18]. - **Electronics**: Zhaoyi Innovation is experiencing a robust growth cycle, with a projected net profit of 2.39 billion yuan in 2025[19]. - **Communications**: Zhongji Xuchuang is expected to see net profits of 101.4 billion yuan in 2025, with a significant growth rate of 96%[20]. - **Media**: Kaiying Network is expanding its product offerings, with a 65% growth in information services in the first half of the year[21].

Core Viewpoint - The company, Yaqi International Investment (Guangzhou) Co., Ltd., has issued a statement addressing false information circulating in media and online platforms that has harmed its reputation and market image [1][2]. Group 1: Legal Actions and Company Response - The company has initiated defamation lawsuits against certain accounts spreading false information, emphasizing a "zero tolerance" policy towards malicious rumors and slander [2][5]. - The company is actively monitoring online infringement activities and is committed to using legal means to protect its legitimate rights and maintain a clear online environment [2][5]. Group 2: Company Operations and Growth - Under the leadership of Chairman Guo Baichun, the company has adhered to compliant and transparent operations, expanding its potash fertilizer production capacity from 200,000 tons per year in 2020 to the current 2 million tons per year [2][6]. - The company aims to become the largest potash fertilizer production base in Southeast Asia and is working towards a strategic goal of achieving 5 million tons per year in production capacity [2][6][8]. Group 3: Commitment to Transparency and Governance - The management team is dedicated to building a more standardized and transparent public company, with financial data audited by third-party professional institutions, ensuring compliance and accuracy [2][8]. - The company emphasizes its commitment to regulatory compliance and sustainable development practices, aiming to create more value for shareholders and contribute to national food security and potash supply [3][9].