证券代码：600328 证券简称：中盐化工 公告编号：2025-087 中盐内蒙古化工股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： ??会议召开时间：2025 年 08 月 28 日(星期四)9:00-10:00 ??会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） ??会议召开方式：上证路演中心和网络互动 ?? 投资者可于 2025 年 08 月 21 日(星期四) 至 08 月 27 日(星期 三)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过本公告后附的电话、传真及邮箱等方式联系公司，提出所关注的 问题，公司将在说明会上对投资者普遍关注的问题进行回答。 中盐内蒙古化工股份有限公司（以下简称"公司"）已于 2025 年 07 月 15 日发布公司 2025 年半年度报告，为便于广大投资者更全 面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 ...

Investment Overview - The project involves the construction of a 60,000 tons/year special resin technology upgrade project by Zhongyan Jilantai Chlor-Alkali Chemical Co., Ltd. [1][2] - The total investment for the project is 493.38 million yuan, with construction costs accounting for 473.04 million yuan, interest during construction at 8.33 million yuan, and working capital at 12 million yuan [2][4] - Funding sources include 30% self-funding amounting to 141.91 million yuan and a loan of 331.13 million yuan [2][4] Project Details - The project will establish a 60,000 tons/year special resin production facility, including a 20,000 tons/year seed micro-suspension resin unit and a 40,000 tons/year seed emulsion resin unit [2][3] - The construction period is set for 2 years, with completion expected by the end of 2027 [2] Market Demand and Strategic Importance - The project aims to diversify product offerings to meet varying customer needs, particularly in the seed emulsion resin market, which has seen a decline in domestic production capacity [3] - The project will leverage existing infrastructure from the chlor-alkali company, such as water treatment and steam supply, to reduce investment costs [3][4] Economic and Competitive Benefits - The project is expected to yield good economic returns with a short payback period and strong risk resistance during its operational phase [4] - It aligns with national industrial upgrade directives and is anticipated to enhance the company's market competitiveness and profitability by filling gaps in high-end product offerings [5]

Core Viewpoint - The company is investing in a natural soda ash mining project with an annual production capacity of 5 million tons, aiming to enhance its competitiveness in the natural soda industry through systematic testing and research [1][3][5]. Investment Project Overview - The project is named "Natural Soda Ash Mining Experiment Project" and is located in the Daqintala area of Naiman Banner, Tongliao City, Inner Mongolia [4]. - The total estimated investment for the project is 360.2954 million yuan [1][4]. - The project is set to start in August 2025 and is expected to be completed by the end of February 2026, with a total construction period of 7 months [2][4]. Project Implementation Necessity - The natural soda ash mine is located deep underground, requiring a specific extraction method involving drilling and water dissolution [4]. - Conducting the dissolution experiment is crucial for evaluating and optimizing the extraction process, ensuring safety and efficiency for future large-scale industrial development [4][5]. Project Benefits Analysis - The dissolution experiment will provide key metrics such as dissolution efficiency, solution concentration, and recovery rate, which are essential for estimating production costs and economic benefits of subsequent projects [5][6]. - The project aims to establish a technical foundation for the industrial-scale development of natural soda ash [6][7]. Risk Analysis and Mitigation - The project faces technical risks related to drilling and solution extraction, which require strict control over various parameters [5]. - To mitigate risks, the company plans to use advanced geological modeling and directional drilling technologies to ensure operational efficiency [5][6]. - The project also includes measures to address potential delays in construction and regulatory approvals by coordinating with specialized teams and government entities [2][5].

Key Points - Tianpu Co., Ltd. is planning a change in control, leading to a suspension of trading from August 15, 2025, for up to two trading days [2] - Chipsea Technology and Shunhao Co., Ltd. are preparing to issue H-shares and list on the Hong Kong Stock Exchange, with plans to consider shareholder interests and market conditions [3] - ST Suwu's stock closed at 0.99 yuan on August 14, 2025, which is below the 1 yuan threshold that could lead to delisting after 20 consecutive trading days [4] Financial Performance - Bubu Gao reported a revenue of 2.129 billion yuan for the first half of 2025, a year-on-year increase of 24.45%, with a net profit of 201 million yuan [6] - Kelun Electronics achieved a revenue of 2.573 billion yuan, up 34.66% year-on-year, with a net profit of 190 million yuan [6] - Limin Co., Ltd. reported a revenue of 2.452 billion yuan, a 6.69% increase, and a net profit of 269 million yuan, up 747.13% [6] - Zhongguang Fanglong reported a revenue of 217 million yuan, a 10.31% increase, and a net profit of 10.6787 million yuan, up 321.87% [6] - Chuanjin Nuo reported a revenue of 1.744 billion yuan, a 27.91% increase, and a net profit of 177 million yuan, up 166.51% [6] - Taicheng Light reported a revenue of 828 million yuan, a 62.49% increase, and a net profit of 173 million yuan, up 118.02% [7] - Huagong Technology reported a revenue of 7.629 billion yuan, a 44.66% increase, and a net profit of 911 million yuan, up 44.87% [8] - Yifan Pharmaceutical reported a revenue of 2.635 billion yuan, a slight increase of 0.11%, and a net profit of 304 million yuan, up 19.91% [8] - Xidian New Energy reported a revenue of approximately 1.39 billion yuan, a 65.90% increase, and a net profit of approximately 139 million yuan, up 51.66% [8] - China Telecom reported a revenue of 269.4 billion yuan, a 1.3% increase, and a net profit of 23 billion yuan, up 5.5% [9] Important Transactions - Kangda New Materials plans to acquire 51% of Chengdu Zhongke Huamei Electronics for 275.4 million yuan, aiming to expand in the semiconductor integrated circuit field [13] - Jingu Co., Ltd. signed a strategic cooperation agreement with Luming Robotics to explore new material applications in robotics [13] - Zhaowei Electromechanical plans to invest up to 100 million USD in a new production base in Thailand [13] - Zhongyuan Neipei's subsidiary received a notification to supply smart electric control actuators for a European engineering group, with a projected sales amount of approximately 490 million yuan over nine years [14] - Jiadian Co., Ltd. won a bid for nuclear power project equipment worth approximately 608.98 million yuan [14] - Shenzhen Airport reported a passenger throughput of 5.4352 million in July 2025, a 2.02% year-on-year increase [14] - Gansu Energy Chemical received approval to resume production at a coal mine after safety inspections [14]

天眼查商业履历信息显示，中盐内蒙古化工股份有限公司，成立于1998年，位于阿拉善盟，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本147170.0357万人民币，实缴资本147170.0357 万人民币。公司法定代表人为周杰。 通过天眼查大数据分析，中盐内蒙古化工股份有限公司共对外投资了19家企业，参与招投标项目5000 次，知识产权方面有商标信息81条，专利信息289条，此外企业还拥有行政许可52个。 来源：金融界 金融界消息 截至2025年8月14日收盘，中盐化工（600328）报收于7.84元，下跌2.12%，换手率1.35%， 成交量19.86万手，成交金额1.57亿元。 资金流向方面，今日主力资金净流出3816.28万元，占比成交额24.26%。其中，超大单净流出1887.51万 元、占成交额12.0%，大单净流出1928.77万元、占成交额12.26%，中单净流出流入1052.93万元、占成 交额6.69%，小单净流入2763.35万元、占成交额17.57%。 中盐化工最新一期业绩显示，截至2025中报，公司营业总收入59.98亿元、同比减少5.76%，归属净利润 5271.55万 ...

Group 1 - The company, Zhongyan Chemical, announced the approval of a project to upgrade and transform its technology for producing 60,000 tons of specialty resin annually at the Zhongyan Jilantai Chlor-Alkali Chemical Co., Ltd. [2]

Core Viewpoint - The company plans to invest 493.38 million yuan in the construction of a technical upgrade project for the production of 60,000 tons of specialty resin annually [1] Investment Project Details - The project will establish a production facility with an annual capacity of 60,000 tons of specialty resin [1] - It includes the construction of a 20,000 tons/year seed micro-suspension method (MP-2) resin production unit and a 40,000 tons/year seed emulsion method (MP-1) resin production unit [1] - The project is expected to take 2 years to complete, with an overall completion and operational date set for 2027 [1]

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-085 中盐内蒙古化工股份有限公司关于投资建设 中盐（内蒙古）碱业有限公司年产500万吨天然碱矿 溶采试验项目的公告 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。 重要内容提示： ●投资标的名称：中盐（内蒙古）碱业有限公司（以下简称"中 盐碱业"）年产 500 万吨天然碱矿溶采试验项目 ●投资金额：项目总概算投资金额为36,029.54万元 ●相关风险提示：本项目钻井水溶开采技术对溶腔发育控制的要 求较为严格，存在井筒稳定性控制要求高、溶采液浓度控制较难、水 平对接井施工精度出现偏差，可能会造成井组连通性不足，从而影响 注采效率等风险。应对措施一是通过建立三维地质模型，实时监测溶 腔扩展的压力、温度、浓度等相关参数，时时掌控优化注采平衡；二 是采用陀螺测斜仪等定向钻井技术，将水平井轨迹偏差控制在 0.5° 以内。 本项目总工期为 7 个月，钻井施工、设备安装调试若出现延误或 项目占林占草、安评、环评等审批手续存在延期，均可能会对试验进 度产生影响。应 ...

中盐内蒙古化工股份有限公司关于投资建设 中盐吉兰泰氯碱化工有限公司年产6万吨特种树脂 技术升级改造项目的公告 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。 重要内容提示： ●投资标的名称：中盐吉兰泰氯碱化工有限公司（以下简称"氯 碱公司"）年产 6 万吨特种树脂技术升级改造项目 ●投资金额：本项目总投资为49,337.78万元 ●相关风险提示：目前糊树脂产品下游开发不足，糊树脂尚蕴藏 着较大发展市场。氯碱公司长期生产经营糊树脂产品，已形成较好的 经营管理优势和市场销售网络，产品质量稳定、性能优良，有一定的 市场优势，市场风险可控；本项目不存在技术层面的风险；结合氯碱 公司当前现有资产与利润状况，可确保项目建设资金按时足额到位， 所以本项目不存在资金风险。 一、项目投资概述 中盐内蒙古化工股份有限公司（以下简称"公司"）控股子公司 氯碱公司现有 22 万吨/年糊树脂生产装置，分别为高分子材料厂 9 万 吨/年微悬浮糊树脂装置和安徽天辰 13 万吨/年种子微悬浮糊树脂装 置。目前氯碱公司在建 3 万吨/年微悬浮糊树脂装置, ...

证券代码：600328 证券简称：中盐化工 公告编号：2025-087 中盐内蒙古化工股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 中盐内蒙古化工股份有限公司（以下简称"公司"）已于 2025 年 07 月 15 日发布公司 2025 年半年度报告，为便于广大投资者更全 面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 08 月 28 日（星期四）9:00-10:00 举行 2025 年半年度业绩说 明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 会议召开时间：2025 年 08 月 28 日(星期四)9:00-10:00 会议召开地 点：上海证券交易所上证 路演中心（ 网址： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心和网络互动 投资者可于 2025 年 08 月 21 日(星期四) 至 08 月 ...