Asia Potash International Investment Guangzhou Co Ltd

Asia-Potash International released its 2026 interim report, with total operating revenue of 3.822 billion yuan, up 51.53% year on year, and net profit attributable to the parent company of 1.35 billion yuan, up 57.93% year on year. Net cash inflow from operating activities was 1.852 billion yuan, up 122.69% year on year. The asset-liability ratio was 30.97%, gross margin was 59.92%, ROE was 9.24%, and diluted earnings per share was 1.48 yuan.

Chemical ETF Penghua (159870) rose 1.07%, with the latest price at 0.76 yuan. In news, Asia-Potash International expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 1.285 billion and 1.5 billion yuan, a year-on-year increase of 50.31% to 75.46%, mainly due to the commissioning of the Xiaodongbu production line driving up potash fertilizer output and sales volumes, as well as higher potash fertilizer prices. Huatai Securities believes that under multiple variables such as AI-driven demand, a retreating oil price center, geopolitical reshaping of supply chains, and a low interest rate environment, structural opportunities in the chemical industry are standing out. It suggests paying attention to semiconductor material demand driven by the explosion of AI computing power, downstream restocking trends after oil prices stabilize, domestic substitution opportunities brought by geopolitical conflicts, and the appeal of high-dividend assets in a low interest rate environment. As of 09:40 on July 17, 2026, the CSI Subdivision Chemical Industry Theme Index (000813) rose 0.81%, with constituent stocks Asia-Potash International up 4.40%, Hengyi Petrochemical up 3.34%, Baofeng Energy up 2.92%, Yangnong Chemical up 2.73%, and Luxi Chemical up 2.69%.

Asia-Potash International released its first-half performance forecast, expecting net profit of 1.285 billion to 1.5 billion yuan, a year-on-year increase of 50.31% to 75.46%. The announcement showed that the company's stock price closed at 40.90 yuan today, up 2.71%, with a daily turnover rate of 1.73% and trading volume of 564 million yuan. The stock price has fallen 3.88% over the past five days, but main capital saw a net inflow of 75.5821 million yuan over the same period. The margin trading balance stood at 888 million yuan, of which the financing balance was 879 million yuan, up 0.79% from the previous period.

Chemical ETF Penghua recorded net subscriptions of over 100 million units during the session, as a rebound in the tech sector drove upstream chemical materials higher. As of 2:16 p.m. on July 3, 2026, the ETF was quoted at 0.87 yuan, with intraday net subscriptions of 108.5 million units. In terms of news, lithium batteries, AI, and robotics were active, boosting upstream chemical materials, while tightening global potash supply and demand is expected to lift the price center. Huatai Securities noted that global planting area growth and overseas tenders are supporting potassium chloride demand, with potash prices up from the start of the year. Constituents of the CSI Subdivision Chemical Industry Thematic Index were mixed, with Sunresin leading gains at 11.41%, Kingfa Sci. & Tech. up 10.03%, and Asia-Potash International up 7.32%.