最新一期业绩显示，2025年一季报，公司实现营业收入12.13亿元，同比91.47%；净利润3.84亿元，同 比373.53%，销售毛利率54.12%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13亚钾国际24.0931.772.50301.98亿行业平均 25.2226.542.46161.93亿行业中值22.7925.421.7380.90亿1云天化7.987.731.74412.18亿2史丹利 11.6712.371.43102.17亿3新洋丰11.7513.271.58174.53亿4云图控股14.4115.131.36121.74亿5兴发集团 15.8915.181.11243.16亿6司尔特16.8014.690.8645.75亿7盐湖股份19.0019.862.46926.03亿8东方铁塔 19.5220.831.29117.56亿9芭田股份19.8825.613.09104.80亿10四川美丰21.4414.500.9439.40亿11华昌化工 22.4613.241.2069.05亿12湖北宜化23.1219.481.71127.09亿 来源：金融界 从行业市盈率排名来看，公司 ...

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 ...

Major Events - QianShi International (00381) subsidiary FuLao Investment signed a memorandum of understanding with Yanji Municipal Government for potential cooperation in digital economy-related businesses in Hong Kong [1] - Stone Pharmaceutical Group (02005) obtained production registration approval for potassium chloride and sodium chloride injection (500ml and 250ml) [1] - Basilea Pharmaceutica (02616) received approval from the National Medical Products Administration for the domestic production registration application of Prujita® (Pralsetinib capsules) [1] - United BioPharma (03933) received FDA approval for new drug clinical trials for UBT37034 injection [1] - China National Pharmaceutical Group (01177) had the application for the new indication of Kumosil capsules for first-line treatment of breast cancer accepted [1] - Oceanwide Holdings (08476) applied to the Stock Exchange for a transfer listing to the main board [1] Financial Data - Kaison Holdings (00102) reported a loss attributable to shareholders of approximately HKD 740 million for 2023, a shift from profit to loss year-on-year [1] - JiaoGe Friends Holdings (01450) achieved a cumulative GMV of approximately CNY 6.98 billion in the first half of the year, a year-on-year increase of approximately 17.11% [1] - Sunny Optical Technology (02382) reported a smartphone lens shipment of approximately 95.056 million units in June, a month-on-month decrease of 3.1% and a year-on-year decrease of 12.7% [1] - Fast Retailing (06288) announced a profit attributable to the parent company of JPY 339.099 billion for the first three quarters, a year-on-year increase of 8.4% [1] - Jianye Real Estate (00832) reported a total property contract sales of CNY 4.44 billion in the first half of the year, a year-on-year decrease of 1.2% [1] - China Lilang (01234) reported a mid-to-high single-digit year-on-year growth in retail sales of "LILANZ" products in the first half of the year [1]

Investment Rating - The report rates the industry as "Positive" [6] Core Insights - Potassium is one of the three essential nutrients for crop growth, often referred to as "the grain of food" [2] - The global potassium fertilizer market is projected to reach USD 28.12 billion in 2024, with a compound annual growth rate (CAGR) of 3.9% expected until 2033 [27] - The supply of potassium is dominated by a few major players, leading to a clear oligopoly in the industry [2][44] Industry Overview - Potassium is essential for crop growth, with a market size exceeding USD 100 billion [15] - The potassium resource is divided into solid potassium ores and potassium brine, with solid potassium ores being the majority [28] - Global potassium resources are unevenly distributed, with China holding only 4% of the world's reserves, leading to significant reliance on imports [2][53] Demand Analysis - Global potassium fertilizer demand is expected to grow steadily due to population increases, with an average annual growth rate of 2.67% projected from 2024 to 2030 [3] - Key regions driving demand include China, Southeast Asia, and Brazil, with specific agricultural practices increasing potassium usage [3][18] - By 2030, global potassium fertilizer demand is anticipated to reach 85.2 million tons [3] Supply Analysis - Capital expenditures for greenfield potassium projects are substantial, with development cycles typically ranging from 7 to 10 years [4] - Major projects, such as BHP's Jansen project, are expected to significantly increase global potassium production capacity [4][20] - If current projects are completed on schedule, global potassium production could reach 90.9 million tons by 2030, with a CAGR of 2.35% from 2024 to 2030 [4] Price Trends - Short-term price trends for potassium fertilizers are expected to be strong, influenced by supply constraints and high demand in key markets [5] - The price of potassium fertilizers is projected to face upward pressure until 2026, after which it may stabilize as new projects come online [5][26] - The long-term price will be supported by marginal costs, despite potential oversupply in the future [5]

[Table_Reportdate] 2025年07月08日 标配 行 业 周 报 [证券分析师 Table_Authors] [table_main] 投资要点： 行 业 研 究 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 张晶磊 S0630524090001 zjlei@longone.com.cn 证券分析师 谢建斌 S0630522020001 xjb@longone.com.cn [table_stockTrend] -17% -9% 0% 8% 17% 25% 34% 24-07 24-10 25-01 25-04 申万行业指数:基础化工(0722) 沪深300 [相关研究 table_product] 1.卫星化学（002648）：美国恢复对 华乙烷出口，看好公司稀缺性、成长 性——公司简评报告 2.小米、荣耀等新产品频出，关注新 材料国产化进程——基础化工行业 周报（2025/6/23-2025/6/29） 3.供给优化的弹性β，需求驱动的优 质α——基础化工2025中期投资策 略 [Table_NewTitle 反内卷政策持续发力， ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [7][10]. Core Views - The agricultural chemical industry is expected to benefit from rising prices of potassium fertilizer and glyphosate, with supply constraints for the insecticide "Kangkuan" [2][5]. - The potassium fertilizer market is characterized by tight supply and demand, with a significant reliance on imports, which is projected to increase due to food security concerns [2][27]. - The phosphoric chemical sector is anticipated to maintain high price levels due to the scarcity of phosphate rock resources and increasing demand from new applications [3][51]. Summary by Sections Potassium Fertilizer - Global potassium fertilizer prices are expected to recover as demand increases, with China being the largest consumer and heavily reliant on imports [2][27]. - Domestic production of potassium chloride is projected to decrease slightly in 2024, while imports are expected to reach a historical high [27]. - The domestic potassium chloride price is forecasted to rise by approximately 100 yuan/ton in July due to increased port prices [2][45]. Phosphoric Chemicals - The price of phosphate rock is expected to remain high due to declining grades and increasing extraction costs, with a tight supply-demand balance [3][51]. - As of June 30, 2025, the market price for 30% grade phosphate rock in Hubei is 1,040 yuan/ton, while in Yunnan it is 970 yuan/ton, both stable compared to the previous month [3][51]. - The export policy for phosphoric fertilizers emphasizes domestic priority, with reduced export quotas expected to alleviate downward pressure in the domestic market [4]. Pesticides - The supply of "Kangkuan" has been unexpectedly restricted, leading to a potential price increase for the product [5]. - Glyphosate prices have risen by 1,300 yuan/ton in June, driven by increased demand from South America as planting areas for soybeans and corn expand [5][9]. - The report recommends focusing on leading companies in the glyphosate sector, such as "Xingfa Group," which has a significant production capacity [9]. Key Company Recommendations - The report recommends "Yaji International" for potassium fertilizer, projecting production of 2.8 million tons in 2025 and 4 million tons in 2026 [5][49]. - For phosphoric chemicals, "Yuntianhua" and "Xingfa Group" are highlighted as key players due to their rich phosphate reserves [6]. - In the pesticide sector, "Xingfa Group" is recommended for its leading position in glyphosate production [9].

7月7日，亚钾国际今日收盘30.44元，上涨1.06%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到22.44倍，总市值281.28亿元。 从行业市盈率排名来看，公司所处的化肥行业行业市盈率平均24.75倍，行业中值22.15倍，亚钾国际排 名第17位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13亚钾国际22.4429.592.33281.28亿行业平均 24.7526.032.43159.16亿行业中值22.1524.951.7179.69亿1云天化7.907.651.72407.80亿2新洋丰 11.8013.331.59175.29亿3史丹利11.9012.621.46104.25亿4云图控股14.1514.861.33119.56亿5兴发集团 15.0914.421.06230.91亿6司尔特16.2414.200.8344.21亿7盐湖股份18.5919.432.40905.92亿8东方铁塔 18.6719.931.23112.46亿9芭田股份19.3724.953.01102.10亿10四川美丰21.2514.370.9339.06亿11川金诺 21.9628.40 ...

单质肥价格偏强运行。根据公开数据显示，二季度氮磷钾等单质肥价格环比偏强运行，其中山东地区小 颗粒尿素主流市场价1855 元/吨，较Q1 均价环比+7.0%；磷酸二铵主流市场价4066 元/吨，环比+5.0%； 湖北地区磷酸一铵主流市场价3364 元/吨，环比+6.4%；氯化钾市场均价2994 元/吨，环比+3.7%。二季 度单质肥价格小幅上行，有利于复合肥企业旺季顺价，看好公司全年业绩释放。 盈利预测与估值：综合考虑公司阿居洛呷磷矿和应城基地投产节奏，以及行业发展趋势，我们预测公司 25-27 年实现营业收入225.1、249.9、280.6 亿元，同比分别+10.5%、+11.0%、+12.3%，实现归母净利润 10.0、12.9、16.3 亿元，同比分别+24.9%、+27.9%、+26.9%，按照7 月2 日收盘价计算，对应PE 分别为 12、9、7 倍，首次覆盖，给予"推荐"评级。 风险提示：项目建设进度不及预期；单质肥价格大幅波动；产品价格大幅波动等 磷矿资源丰富，阿居洛呷磷矿建设有序推进。公司全资子公司雷波凯瑞公司拥有四川省雷波县牛牛寨北 磷矿区东段采矿权、西段探矿权和雷波县阿居洛呷磷矿采矿权，磷 ...

中国发展网讯据山东省济宁市价格事务服务中心最新监测数据显示，6月济宁市主要商品价格呈现以下 特点：粮油价格小幅变动；肉禽蛋价格以降为主；蔬菜价格止跌回升；农业生产资料价格稳中趋降。 粮油价格小幅变动。6月小麦和玉米的平均零售价格分别为1.18元/斤和1.17元/斤，其中小麦价格环比持 平，玉米价格环比上涨3.54%；粳米和特一粉的平均零售价格为2.55元/斤和1.87元/斤，环比分别下降 1.54%和5.56%；食用油方面，鲁花花生油(5升桶装)和大豆油(5升桶装)的超市平均零售价格分别为 159.47元/桶和63.76元/桶，其中大豆油价格环比上涨2.44%。 肉禽蛋价格以降为主。6月济宁市场五花肉和精瘦肉的平均零售价格分别为12.57元/斤和14.07元/斤，环 比分别下降2.33%和1.75%。牛肉和羊肉的平均零售价格分别为30.18元/斤和35.03元/斤，环比分别上涨 0.10%和下降0.34%。鸡肉和鸡蛋的平均零售价格分别为8.05元/斤和3.20元/斤，环比分别下降0.79%和 8.57%。 猪肉方面：当前猪肉消费处于季节性淡季，受天气炎热影响，市场鲜销较差，白条走货不佳，加之贸易 商对于高价白 ...

7月3日消息，三大指数集体高开，低辐射玻璃板块涨幅居前。截至今日开盘，沪指报3456.15点，涨 0.04%；深成指报10431.03点，涨0.18%；创指报2130.74点，涨0.33%。 4、广州拟出"商转公贷款"政策，当住房公积金个人住房贷款率低于75%时启动商转公贷款，当个贷率 达到85%及以上时可采取防控措施，当个贷率达到90%及以上时暂停。 5、据获悉，6月底国产盐湖钾肥60%氯化钾产品较上月上调100元/吨，叠加运费，已经逼近今年2、3月 份的年内高点。 6、国家发展改革委近日安排超3000亿元支持2025年第三批"两重"建设项目。至此，今年8000亿元"两 重"建设项目清单已全部下达完毕。 7、央行发布《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》，要求客户单笔或日累计金额人 民币10万元以上的交易，从业机构需在5个工作日内提交大额交易报告。 8、近日，规划投资25亿元的上海超导带材及总部基地在浦东正式开工建设，这也是目前全球范围内超 导领域规划最大的项目。 9、立讯精密公告，筹划境外发行股份（H股）并在香港联交所上市。 消息面： 1、外交部发言人7月2日宣布，国务院总理李强将应邀于7月5 ...