巴基斯坦农业复苏带动化肥行业利润激增10%|今日资讯

1.农业复苏带动化肥行业利润激增10%

Farm recovery leads fertiliser sector profits to surge 10%

巴基斯坦的化肥制造商长期被投资者视为公用事业与风向标的结合体：农业经济健康时表现稳健，反之则承受压力。2025年，该行业更像是对农业复苏的杠杆化投资。拓普莱恩证券公司3月13日发布的行业报告显示，巴基斯坦上市化肥公司2025年实现税后利润总额1411亿卢比，同比增长10%；净销售额达9816亿卢比，增长7%。报告将增长主因归结为尿素提货量上升、其他收入增强及其他费用锐减。尽管第四季度利润同比下降2%至381亿卢比，但全年业绩延续了行业强势表现——其利润已从2023年的800亿卢比攀升至2024年的1283亿卢比，并在2025年达到1411亿卢比。

这一关键数据的重要意义在于，即使官方宏观经济数据表现参差，化肥需求仍传递出农业经济向好的积极信号。巴基斯坦经济调查报告显示，由于主要作物歉收，2025财年农业增速仅为0.56%，较上年显著放缓。但该文件同时指出，其他作物增长4.78%，畜牧业保持稳定，且政府及时提供优质种子、化肥和信贷，既提升了农业生产效率，也为复苏奠定基础。换言之，农业虽未实现全面繁荣，但巴基斯坦广大农村地区仍在持续开展耕种、养殖并为下个种植周期筹措资金，从而维持了农业投入品产业链的运转。

Pakistan’s fertiliser makers have long been treated by investors as something between utilities and weather vanes: dependable when the farm economy is healthy, unforgiving when it is not. In 2025 they looked rather more like a levered bet on rural recovery. A sector report by Topline Securities published on March 13 says Pakistan’s listed fertiliser companies posted combined profit after tax of Rs141.1 billion in 2025, up 10% from a year earlier, on net sales of Rs981.6 billion, up 7%. The firm attributes the gain chiefly to higher urea offtakes, stronger other income and a sharp fall in other charges. Even though fourth-quarter profit slipped 2% year on year to Rs38.1 billion, the full-year result extended a remarkable run for an industry whose profitability has climbed from Rs80 billion in 2023 to Rs128.3 billion in 2024 and now Rs141.1 billion in 2025.

That headline number matters because it suggests fertiliser demand is once again saying something hopeful about the broader farm economy, even if the official macroeconomic picture remained mixed. Pakistan’s Economic Survey says the agriculture sector grew by only 0.56% in FY2025, sharply below the previous year’s pace, as major crops struggled. Yet the same document notes that other crops grew 4.78%, livestock remained stable, and the government’s timely provision of quality seeds, fertilisers and credit helped enhance farm productivity and laid the foundation for recovery. In other words, agriculture was not booming everywhere at once, but enough of rural Pakistan was still planting, feeding and financing its next crop cycle to keep the input chain moving.

2.巴基斯坦政府上调豪华车高辛烷值燃油税费200卢比以缓解危机

Govt increases Rs200 levy on high-octane fuel for luxury cars to ease crisis

为应对中东紧张局势引发的燃油危机，政府于周日批准对豪华汽车使用的高辛烷值燃油每升大幅加征200卢比税费。总理办公室今日声明称，总理夏巴兹·谢里夫在主持视频会议时宣布，当前高辛烷值燃油每升100卢比的税费将额外上调200卢比，使总税费达到每升300卢比。

政府预计此项措施每月可节省90亿卢比，节余资金将专项用于为普通民众提供救济。声明补充道："这一决定将减轻国家经济负担，成本将由最富裕的群体承担。"声明进一步明确，此次上调仅适用于豪华汽车使用的高辛烷值燃油。普通车辆的汽油价格以及公共交通和航空票价将保持不变。

声明指出，总理已关注到高辛烷值燃油成本上涨问题，并指示相关部门制定应对策略。财政部长奥朗则布、新闻部长阿塔乌拉·塔拉尔、石油部长阿里·佩尔韦兹·马利克及政府高级官员出席了视频会议。

此前在拉合尔举行的新闻发布会上，财政部长奥朗则布表示正在为符合条件的群体制定针对性救济方案。他邀请公众就救济方案提交建议，并称包括石油、信息技术和财政部在内的所有部门正在共同制定联合策略。

奥朗则布指出，夏巴兹·谢里夫总理在对全国讲话中详细讨论了国家面临的经济与能源挑战，强调地区紧张局势和类战争状态可能影响能源基础设施。

两周前，由于持续的美以和伊朗冲突扰乱供应链并将原油价格推至两年高位，政府将柴油和汽油价格每升大幅上调55卢比（涨幅20%）。汽油价格涨幅超过国际市场涨幅，因政府选择向摩托车和汽车车主收取超出所需的费用，以补贴主要用于公共交通和农业领域的柴油消费。然而，总理昨晚宣布，联邦政府目前已两次承担燃油价格上涨的负担而未将其转嫁给公众。

此后，联邦和各省政府推出了一系列紧缩措施，包括增加每周休息日、削减部长免费汽油配额、限制礼宾车辆数量，并提议为学生提供燃料补贴。

The government on Sunday approved a significant Rs200 per litre increase in the fuel levy on high-octane used in luxury vehicles, in a move to cope with the fuel crisis amid Middle East tensions.

According to a statement issued by the Prime Minister’s Office (PMO) today, Prime Minister Shehbaz Sharif, chairing a video-link meeting, announced that the current levy of Rs100 per litre on high-octane fuel would be raised by an additional Rs200, bringing the total levy to Rs300 per litre.

The government expects the measure to save Rs9 billion per month, with the savings earmarked to provide relief to the general public.

“This decision will reduce the economic burden on the country; the wealthiest segment will bear the cost,” the statement added.

The statement further clarified that the increase applies only to high-octane fuel used in luxury cars. Petrol prices for ordinary vehicles, as well as fares for public transport and air travel, will remain unchanged.

The prime minister had taken notice of the rising cost of high-octane fuel and instructed the relevant ministry to devise a strategy, the statement said.

The video-link meeting was attended by Finance Minister Aurangzeb, Information Minister Attaullah Tarar, Petroleum Minister Ali Pervaiz Malik, and senior government officials.

Earlier during a press conferance in Lahore, Finance Minister Aurangzeb said that a targeted relief package was being prepared for deserving segments of society.

He invited the public to submit their suggestions for the relief package and said that all ministries, including Petroleum, IT, and Finance, were working on a joint strategy.

Aurangzeb said Prime Minister Shehbaz Sharif had discussed the country’s economic and energy challenges in detail during his address to the nation, noting that regional tensions and war-like conditions could affect energy infrastructure.

Two weeks ago, the government sharply increased diesel and petrol prices by Rs55 per litre or 20% — due to the ongoing US-Israel and Iran war, which has disrupted supply chains and pushed crude oil prices to two years’ highest level.

The increase in petrol prices was more than the surge in the international market, as the government chose to collect more money than required from motorcyclists and car owners to subsidise the use of diesel, mostly by the public transport and the agriculture sector. However, the prime minister announced last night that the federal government had twice now absorbed the burden of the fuel price increases instead of passing it on to the public.

Both federal and provincial governments have since introduced a range of austerity steps, including an additional weekly holiday, cutting free petrol allocations for ministers, limiting protocol vehicles, and proposing subsidised fuel for students.

3.巴基斯坦以传统热情与团结精神庆祝开斋节

Pakistan celebrates Eid al-Fitr with traditional enthusiasm, spirit of unity

在巴基斯坦，开斋节的到来是一年中最令人期待和喜悦的时刻之一。它标志着神圣的斋月结束——那是一个专注于斋戒、祈祷和自省的时间。从新月之夜的微光，到开斋节后夜晚的宁静与满足，这场庆祝活动是全国数百万人共同编织的信仰、文化与欢乐的锦绣画卷。

巴基斯坦政府今年正式宣布周六和周日为开斋节假期。为确保平安祥和的节日环境，执法机构为这个重要节日制定了全面的安保计划。警方队伍在全国范围内动员，全力保障公共场所特别是市场和公园的安全。

来自东部拉瓦尔品第市的政府官员雷汗·瓦齐尔表示，开斋节不仅是与亲人共庆佳节，也关乎帮助贫苦、传递快乐、宽恕他人与重修旧好。"这不仅是一个节日，更提醒我们要将善良、慷慨和团结的精神融入日常生活。"

巴基斯坦总理夏巴兹·谢里夫借此机会致以衷心祝贺，并重申了建设一个更公正、包容、繁荣的巴基斯坦的决心。"在当下这个充满不确定性与动荡的时刻，我们最大的力量源泉正是团结一致。唯有如此，我们才能共同维护所有人的正义、尊严与持久和平。"

In Pakistan, the beginning of Eid al-Fitr is one of the most anticipated and joyful moments of the year. It marks the end of the holy month of Ramadan, a time dedicated to fasting, prayers, and self-reflection.

From the glow of the moon night to the quiet contentment of the evening that follows Eid day, the celebration is a rich tapestry of faith, culture and joy -- woven together by millions across the country.

The Pakistani government has officially announced Saturday and Sunday as Eid holidays this year.

To ensure a peaceful environment, law enforcement agencies have made comprehensive security plans for the auspicious occasion. Police teams have been mobilized across the country to ensure the safety of public spaces, especially markets and parks.

Other than celebrating the special occasion with loved ones, Rehan Wazir, a government official from eastern Rawalpindi city said that Eid is also about helping the needy, spreading happiness, forgiving others and reconnecting.

"It is not just a festival, it is a reminder to carry kindness, generosity, and unity into everyday life," he said.

Extending his heartfelt greetings on the occasion, Pakistani Prime Minister Shehbaz Sharif reaffirmed his resolve to build a more just, inclusive and prosperous Pakistan.

"Today, more than ever, we need greater unity so that we may collectively uphold justice, dignity, and lasting peace for all. At a moment of uncertainty and instability, our greatest strength lies in unity," he added.