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亚钾国际: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-11 10:11
本次业绩预告是公司财务部门的初步测算结果,未经会计师事务所审核,具 体财务数据将在公司 2025 年半年度报告中予以详细披露。敬请广大投资者谨慎 决策投资,注意投资风险。 证券代码:000893 证券简称:亚钾国际 公告编号:2025-034 亚钾国际投资(广州)股份有限公司 本公司及董事会全体成员(除董事长郭柏春先生,被实施留置)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 项 目 本报告期 上年同期 盈利:73,000 万元-93,000 万元 归属于上市公司股 盈利:26,998.79 万元 东的净利润 比上年同期增长:170%-244% 归属于上市公司股 盈利:73,000 万元-93,000 万元 东的扣除非经常性 盈利:26,795.76 万元 损益的净利润 比上年同期增长:172%-247% 基本每股收益 盈利:0.80 元/股–1.02 元/股 盈利:0.29 元/股 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 报告期内,公司经营业绩同比上升,主要原因如下:一是公司钾肥生产线稳 定生产,上半年钾肥产量 ...
亚钾国际:预计2025年上半年净利润同比增长170%-244%
news flash· 2025-07-11 09:56
亚钾国际(000893)公告,预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为7.3亿 元-9.3亿元,比上年同期的2.7亿元增长170%-244%。归属于上市公司股东的扣除非经常性损益的净利润 为7.3亿元-9.3亿元,比上年同期的2.68亿元增长172%-247%。基本每股收益为0.8元/股–1.02元/股。公司 上半年钾肥销售价格同比上升,公司上半年钾肥业务毛利率同比上升。同时,叠加税收优惠政策的影 响,公司2025年半年度经营业绩同比上升。 ...
亚钾国际收盘上涨1.81%,滚动市盈率24.09倍,总市值301.98亿元
Sou Hu Cai Jing· 2025-07-11 09:36
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 ...
东方铁塔: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-10 16:09
Group 1 - The company, Qingdao Oriental Tower Co., Ltd., expects a significant increase in net profit for the first half of 2025, projecting a profit of 451 million to 495 million yuan, representing a year-on-year growth of 62.04% to 78.35% [2] - The basic earnings per share are estimated to be between 0.3625 yuan and 0.3978 yuan, compared to 0.2213 yuan in the same period last year [2] - The increase in profitability is attributed to the rise in market prices for potassium chloride products, which is expected to boost the company's potassium fertilizer business [2] Group 2 - The performance forecast period is from January 1, 2025, to June 30, 2025, and the financial data has not yet been audited by the accounting firm [2] - The company has communicated with the auditing firm regarding the performance forecast, and there are no discrepancies between the two parties [2]
港股公告掘金 | 迅销公布前三季度业绩 母公司拥有人应占溢利3390.99亿日圆 同比增长8.4%
Zhi Tong Cai Jing· 2025-07-10 15:11
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]
亚钾国际: 详式权益变动报告书(汇能集团)(修订稿)
Zheng Quan Zhi Xing· 2025-07-10 11:12
亚钾国际投资(广州)股份有限公司 详式权益变动报告书 亚钾国际投资(广州)股份有限公司 详式权益变动报告书 (修订稿) 上市公司:亚钾国际投资(广州)股份有限公司 上市地点:深圳证券交易所 股票简称:亚钾国际 股票代码:000893.SZ 信息披露义务人:汇能控股集团有限公司 住所/通讯地址:内蒙古自治区鄂尔多斯市东胜区鄂尔多斯西街 63 号 股份变动性质:股份数量增加 签署日期:二〇二五年七月 亚钾国际投资(广州)股份有限公司 详式权益变动报告书 截至本报告书签署日,郭建军先生已将其持有的北京华源佳信投资有限公司 董事、副总经理职务,不再直接或间接持有汇能集团股权,同时也不参与汇能集 团决策和整体战略经营管理。另外,鄂尔多斯市华源佳信商贸有限责任公司持有 汇能集团 29.53%股权,其董事已变更为郭金树先生,鄂尔多斯市华源佳信商贸 有限责任公司持有的汇能集团股权对应的表决权委托给郭金树先生行使三年,汇 能集团在鄂尔多斯市华源佳信商贸有限责任公司委托表决权期间的控股股东、实 际控制人为郭金树先生。 除本次权益变动所涉相关协议已明确约定的事项外,截至本报告书签署之日, 信息披露义务人将基于公司治理优化原则,与其 ...
五矿证券:中长期全球需求保持稳定增长 年内钾肥价格易涨难跌
Zhi Tong Cai Jing· 2025-07-10 03:00
五矿证券发布研报称,全球钾肥市场呈现寡头垄断格局,中长期需求将保持稳定增长。预计2024-2030 年全球钾肥需求年均复合增速为2.67%,2030年需求达8520万吨。供给方面,BHP加拿大Jansen项目将 成为主要增量,中国企业积极布局老挝甘蒙矿区。价格方面,2025-2026年钾肥价格易涨难跌,2027年 后或逐步承压但受边际成本支撑。 五矿证券主要观点如下: 行业:农作物生长的必需元素,行业寡头垄断 价格:中短期走势偏强,长期受边际成本支撑 钾是农作物生长三大必需营养元素之一,被誉为"粮食中的粮食"。据Business Research Insights数据, 2024年全球钾肥市场规模为281.2亿美元,钾矿分为固体钾矿和含钾卤水两种类型,固体钾矿占绝大多 数,开采工艺简单。全球钾资源分布高度不均,中国储量仅占全球4%,行业产能集中度高,寡头垄断 格局明显,区域供需错配,主要需求国依赖进口贸易。 总体来看,全球钾资源并不稀缺,长期处于供大于求局面,但寡头控制资源开发节奏并调节产能开工 率,同时钾肥也依靠库存(包括国储)、贸易等因素调节阶段性供需。受Belaruskali和乌拉尔钾肥两大巨 头减产及 ...
战略性矿产系列报告:钾:粮食保障,资源为王
Minmetals Securities· 2025-07-10 02:45
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]
广西通报六起矿产资源违法违规典型案例
Zhong Guo Zi Ran Zi Yuan Bao· 2025-07-10 01:16
通报指出,案例涉及的违法违规行为严重破坏矿产资源管理秩序,扰乱矿业市场环境,造成国家矿产资 源损失。广西各级自然资源部门要依法依规严肃查处整改,符合立案条件的必须立案查处,涉嫌违法犯 罪的必须移送司法机关追究刑事责任,涉重金属违法行为的坚决从快从严查处。要深刻汲取教训、引以 为戒,切实加强辖区矿产资源监管执法,防止出现类似问题。 近日,广西壮族自治区自然资源厅通报6起矿产资源违法违规典型案例,涵盖非法采矿、以工程建设为 名在临时用地上取土、违规批准采矿等情形,旨在进一步发挥典型案例警示教育作用,强化矿产资源监 管执法,坚决遏制矿产资源违法违规行为。 此次通报的6起典型案例如下:2024年年底,南宁市武鸣区张某留等4人在未取得采矿许可证的情况下, 擅自在双桥镇下渌村开采重金属锑矿,今年5月13日被立案查处,初步查明违法开采锑矿约5.2吨,目前 案件正在调查中;2024年,梧州市岑溪市某矿业公司超出采矿许可证批准范围开采重金属铅锌矿,当地 自然资源部门于今年5月20日立案查处;2024年5月起,贺州市八步区某矿业公司擅自超出采矿许可证批 准范围开采钾长石矿,同年11月15日被立案查处,初步查明越界开采钾长石资源量 ...
保供稳链,“价格发现者”舞台更宽了
Ren Min Ri Bao· 2025-07-09 19:45
中国是全球最大的石化产品生产和消费国,市场规模超过全球总量的40%。日前,中证商品指数公司发 布了国内首个板块类商品期货系列指数——中证能源化工产业期货系列指数,以更加客观反映中国能源 化工行业及其细分板块商品价格整体走势和产业周期变化。 新指数有哪些特点?对上下游企业有何影响?记者进行了采访。 宽窄结合,更好反映产业特点 在金融市场,指数是重要的价格参考。 中证能源化工产业期货系列指数(以下简称"系列指数")共3套具体指数,包括中证能源化工产业期货价 格/期货指数、中证能化产成品期货价格/期货指数和中证有机化工品期货价格/期货指数。 3套指数均以国内上市期货品种为样本基础,从期货和现货两端筛选行业内重要品种。比如,宽基的能 源化工产业指数,覆盖整个能源化工产业链条,突出行业整体价格趋势,与原油价格相关性较高;相对 窄基的有机化工品指数,聚焦刻画有机化工品的整体价格趋势。 目前,中国合成树脂、合成橡胶等20余种大宗产品的产能与产量均占据全球领先地位。中证商品指数公 司指数业务二部负责人吴文豪告诉本报记者,完整的实体产业链条、强大的加工能力、成熟的期货市场 为能源化工产业期货指数的编制奠定了坚实的产业和市场基础 ...