格隆汇2月25日丨中盐化工(600328.SH)在投资者互动平台表示，公司面向欧盟地区的出口业务主要为金 属钠产品，由境内主体直接向欧盟客户出口。 ...

证券代码：600328 证券简称：中盐化工 公告编号：2026-005 中盐内蒙古化工股份有限公司 第九届董事会第十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏 并对其内容的真实性、准确性和完整性承担个别及连带责任。 附件：个人简历 中盐内蒙古化工股份有限公司董事会 2026年2月26日 附件：个人简历 经与会董事审议并表决通过了以下议案： 一、《关于聘任公司副总经理的议案》 董事会聘任程序为公司副总经理。 本事项已经董事会提名委员会 2026 年第 1 次会议审核通过（董事会 提名委员会表决结果：同意 5 票，反对 0 票，弃权 0 票）。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 特此公告。 中盐内蒙古化工股份有限公司（以下简称"公司"）第九届董事会 第十次会议于2026年2月11日将会议通知以电子邮件或书面的方式送 达与会人员，2026年2月25日在公司会议室以现场与视频相结合方式召 开，应出席会议董事9名，董事长周杰，董事王广斌，职工董事马占玉 现场参加会议；董事乔雪莲、杨廷文、王吉锁，独立董事胡书亚、赵 艳灵、李强以视频方式参加会议。公 ...

中盐化工公告称，2026年2月25日，公司第九届董事会第十次会议以现场与视频相结合方式召开。会议 由董事长周杰主持，经与会董事审议并表决，全票通过《关于聘任公司副总经理的议案》，聘任程序为 公司副总经理。该事项已获董事会提名委员会2026年第1次会议审核通过。程序曾历任公司多职，现任 副总经理等职。 ...

从中盐化工十大流通股东角度 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，华夏基金旗下1只基金位居中盐化工十大流通股东。华夏中证1000ETF（159845）三季度新 进十大流通股东，持有股数478.16万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约224.73 万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模499.08亿。今年以来收益8%，同类排 名1610/5580；近一年收益33.65%，同类排名1876/4297；成立以来收益40.24%。 2月24日，中盐化工涨5.32%，截至发稿，报9.31元/股，成交1.82亿元，换手率1.36%，总市值136.51亿 元。 华夏中证1000ETF（159845）基金经理为赵宗庭。 资料显示，中盐内蒙古化工股份有限公司位于内蒙古阿拉善左旗乌斯太镇阿拉善经济开发区，成立日期 1998年12月31日，上市日期2000年12月22 ...

股票近期走势 经济观察网近期，海外机构对化工行业周期拐点持乐观预期。瑞银最新研究报告上调中国化工行业展 望，认为在海外产能退出、国内政策支持等因素驱动下，行业可能在2026-2028年开启上行周期，盈利 修复与估值回升值得期待。摩根士丹利则指出复苏更可能是"长尾"模式，近期上涨受流动性驱动，但供 需矛盾仍需关注。这些观点对中盐化工（600328）等化工股形成宏观利好，尤其是具备成本优势的龙头 企业。 以上内容基于公开资料整理，不构成投资建议。 中盐化工近7天股价震荡上行，资金面呈现积极迹象。2月10日股价上涨0.78%至9.04元，成交额2.16亿 元，近3日主力资金净流入2394.85万元。内部数据库显示，截至2月13日收盘价8.84元，近5日累计涨幅 0.11%，换手率1.37%。资金流向方面，2月10日主力净流入551.17万元，行业排名靠前，反映短期资金 关注度提升。 ...

Core Viewpoint - The chemical sector is experiencing significant stock price increases, with several companies reaching their daily limit up, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Company Performance - Jiangtian Chemical and Jinniu Chemical have hit the daily limit up, showcasing robust investor confidence [1] - Other companies such as Meibang Technology, Chengzhi Co., Jinrui Mining, Xinjin Road, Hongxing Development, Zhongtai Chemical, Luxi Chemical, Zhongyan Chemical, and Sanyou Chemical are also witnessing stock price increases, reflecting a broader positive trend in the chemical sector [1]

Summary of Key Points from Conference Call Records Industry Overview - The chemical industry is expected to experience a significant decline in new supply in 2026 and 2027, leading to an upward cycle due to price synergy effects and the exit of overseas capacity [1][2] - The tightening of national carbon emission targets will impact the approval of oil and infrastructure projects, pushing chemical companies towards green transformation [1][7] Core Insights and Arguments - Major chemical companies have made substantial fixed asset investments during the 14th Five-Year Plan, which are expected to translate into profits in the coming years, with some companies potentially having P/E ratios as low as 3-4 times [1][5] - The PX market is operating at high capacity utilization, with expected profits around 1,000 CNY/ton being sustainable due to the rapid digestion of new capacity [1][9] - The olefin market is projected to improve long-term, supported by national policies, with an expected upward cycle from 2027 to 2029 [1][11] Company-Specific Insights Wanhua Chemical - Fixed assets and construction projects have significantly increased, with potential profits at the bottom of the cycle estimated at 15-16 billion CNY, and central profit levels reaching around 30 billion CNY [3][20] - The company’s market cap corresponds to a P/E ratio of 8-9 times, indicating substantial profit potential as the cycle rebounds [20] Longbai Group - Fixed assets have grown significantly, with potential profits estimated at 12 billion CNY based on historical averages [21][22] - The company’s market cap corresponds to a P/E ratio of around 9 times, suggesting a favorable valuation [22] Rongsheng Petrochemical - Fixed asset investments have been significantly higher than those of Hengli Petrochemical, with potential peak profits estimated between 20 billion to 30 billion CNY [23][24] - Future profitability will depend on the market conditions for ethylene and its downstream products [24] Hengli Petrochemical - The company is seen as stable and a key indicator of product reversals, with significant overseas expansion potential [14][13] - Expected profits could reach 60-70 billion CNY if current favorable conditions persist [13] Shenghong Petrochemical - The company has not fully benefited from industry conditions but has significant upside potential, with expected profits from new energy sectors [12] Other Important Insights - The chemical industry is currently characterized by a shorter duration from the bottom of the down cycle to the upturn, aided by price synergy effects and high industry concentration [4] - The large refining industry is at the tail end of its capacity cycle, with cash flow expected to improve significantly [8] - The agricultural chemicals sector faces oversupply issues, with key signals from agricultural product prices [28] Market Trends and Future Outlook - The oil market is expected to improve in the second half of 2026, with prices potentially fluctuating between 70-80 USD per barrel [15][16] - OPEC is likely to maintain production levels, indicating a slow growth cycle for oil supply, which could stabilize prices [17] - The refrigerant market is expected to see price increases, although the rate of increase may slow down [33][34] This summary encapsulates the key points from the conference call records, highlighting the chemical industry's dynamics, company-specific insights, and broader market trends.

1月30日消息，天眼查数据显示，中盐内蒙古化工股份有限公司发布中盐内蒙古化工股份有限公司-中盐 化工zywj20260130015通用-127车内外胎/堆垛车承载轮-采购公告，发布时间为2026年1月30日。 ...

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

Core Viewpoint - Zhongyan Chemical's 2025 annual performance forecast indicates a net profit of approximately 75.2 million yuan, representing a year-on-year decrease of about 85%, yet the company remains profitable amidst a challenging soda ash industry, showcasing strong resilience and risk management capabilities [2] Group 1: Performance and Industry Context - The decline in net profit is primarily attributed to significant decreases in soda ash prices due to changes in supply and demand dynamics, leading to a substantial squeeze on gross margins [2] - In December 2025, soda ash prices fell below 1,100 yuan per ton, marking a new low for the year and indicating severe losses within the industry, with an average capacity utilization rate of only 73.4% [2][3] - Many companies in the soda ash sector are reducing production loads to manage losses, with some considering shutting down production lines due to high costs and difficulties in turning profits [2][3] Group 2: Strategic Initiatives and Future Outlook - Zhongyan Chemical is not slowing down its industrial layout; instead, it is enhancing its core business through capacity upgrades to solidify its leading position in the industry [4] - The company plans to invest approximately 83.97 million yuan in expanding its sodium metal production capacity, aiming to maintain over 30% of global sodium metal production capacity [4] - The company has obtained mining rights for natural soda in Inner Mongolia and is advancing a project to produce 5 million tons of natural soda annually, which aligns with national strategies for carbon reduction and industry optimization [5] - The natural soda production method is expected to provide significant advantages in terms of energy consumption, cost, and environmental impact, further enhancing the company's competitive position in the soda ash market [5]