China Galaxy Securities: Bullish on the release of restocking demand for chemical products both domestically and overseas in the second half of the year and the sector's earnings improvement; recommends paying attention to the allocation value of the chem

We are optimistic about the release of restocking demand for chemical products both domestically and overseas in the second half of 2026, as well as the sector's improving earnings, and recommend paying attention to the allocation value of the chemical sector.

Zhitong FinanceJun 18 08:33

Dragon & Tiger List | Institutional investors offloaded Longxin General for RMB 440 million, while the Wenzhou Group and Zhongshan East Road snapped up Han's Laser!

MLCC and PCB-related stocks surged.

Gelonghui FinanceJun 16 18:13

Guosen Securities: Potash prices remain firm, phosphorus demand for energy storage rises, and glufosinate prices increase.

China is the largest global consumer of potash fertilizer, yet it faces insufficient domestic supply, with import dependency nearing 70%. In 2025, China's production of potassium chloride reached 5.82 million tons, marking a 6% year-on-year decrease, while imports amounted to 12.614 million tons, remaining largely stable compared to the previous year.

Zhitong FinanceJun 11 09:33

SDIC Securities: India's potash fertilizer benchmark contract price surged beyond expectations, suggesting global potash supply and demand may remain tight.

As one of the most important price anchors in Asia's potash market, India’s latest major contract is providing upward support to potash prices across Southeast Asia and globally, potentially ushering in a period of broad-based market strength for potash.

Zhitong FinanceJun 8 11:19

Guosen Securities: Continue to recommend CCL and upstream optical fiber materials sectors; monitor oversold segments in petrochemicals and chemicals.

We particularly recommend the crude oil, potash fertilizer, electronic resins, high-purity silicon tetrachloride, and fluorine chemical sectors.

Zhitong FinanceJun 5 13:45

Asia Potash International (000893): Quarterly output hits record high as Xiaodongbu mine begins ramp-up

Event Description: The company released its 2025 annual report, reporting revenue of RMB 5.33 billion (up 50.1% year-over-year) and attributable net profit of RMB 1.67 billion (up 76.0% year-over-year), with non-recurring-item-adjusted attributable net profit of RMB 1

Changjiang SecuritiesMay 30 07:12