（文章来源：每日经济新闻） 中盐化工（600328.SH）9月30日在投资者互动平台表示，公司全资子公司中盐昆山建设完成3000吨电 池级超细碳酸钠项目并顺利投产，具备为钠离子电池提供原料的能力。 每经AI快讯，有投资者在投资者互动平台提问：公司有没有计划针对钠离子电池技术展开自主研发？ 如果有研发计划，未来会侧重液态电解质体系，还是固态电解质体系方向的研究呢？ ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]

Core Insights - As of September 22, a total of 131 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Wuzhou Transportation, which has seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant consecutive net inflows include Dongtianwei, Dike Co., Xinqi Microelectronics, China Merchants Securities, Seres, Jingwang Electronics, Zhongyan Chemical, and Huadian International [1]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [6][12]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected to remain at 2.8%, with stable oil demand, although the growth rate may slow due to tariff policies [6][7]. - The expectation of a Federal Reserve interest rate cut is likely to boost demand during the peak season of September and October. Additionally, the leakage incident of GFL R32 in India may enhance China's export opportunities [6][12]. - The report highlights the ongoing investigation into anti-dumping practices against imported semiconductor chips from the U.S., which may benefit domestic semiconductor materials [6][12]. Summary by Sections Macroeconomic Analysis - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable despite potential slowdowns due to tariffs. Geopolitical factors, including U.S.-China tariff relief and the Russia-Ukraine situation, are influencing oil prices [6][7]. - Coal prices are anticipated to stabilize at a low level, and natural gas export facilities in the U.S. may accelerate, leading to lower import costs [6][7]. Chemical Sector Configuration - The report suggests a strategic focus on four areas: textile and apparel chain, agricultural chemicals, export chain, and sectors benefiting from "de-involution" policies. Specific companies are recommended for investment based on their market positions and growth potential [6][12]. Key Material Focus - Emphasis is placed on the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, with specific companies highlighted for their potential in these sectors [6][12]. Price Trends - Recent data indicates fluctuations in various chemical prices, with PTA prices down by 0.3% and MEG down by 2.0%. The report notes that the overall industrial product PPI has shown a year-on-year decline of 2.9% [12][13][16]. Company Valuations - A detailed valuation table is provided, showcasing various companies in the agricultural chemicals and chemical sectors, with ratings ranging from "Buy" to "Increase" based on their market performance and projected earnings [20].

Investment Rating - The report suggests a cautious approach towards the soda ash industry, highlighting significant cost advantages for companies with natural soda ash production capabilities, such as Boyuan Chemical and Zhongyan Chemical [7][11]. Core Insights - The soda ash industry is experiencing a downward price trend, with significant impacts on profitability and operational performance of listed companies. The report emphasizes the need for industry optimization and potential recovery through demand stimulation and policy support [7][11]. - The supply side is undergoing structural changes, with natural soda ash production increasing its share significantly, which is expected to dominate future capacity expansions [4][12]. - Demand pressures are evident from the real estate sector's decline and short-term fluctuations in the photovoltaic glass market, although long-term growth potential remains [5][13]. Summary by Sections Price Trends - Soda ash prices have been on a continuous decline for seven consecutive quarters, with heavy losses reported across the industry. The price of heavy soda ash peaked at 3681 CNY/ton in October 2021 and fell to a range of 1335-1349 CNY/ton by August 2025 [3][21][22]. Supply Side - The production capacity of soda ash has accelerated, surpassing 40 million tons in 2023, with a year-on-year increase of 19.5%. By 2024, capacity is expected to reach 43.45 million tons, with natural soda ash accounting for a growing share of total production [4][36][64]. - The share of natural soda ash in total production capacity increased from 5% in 2022 to 19% in 2025, driven by new projects from companies like Boyuan Chemical [4][12][50]. Demand Side - The demand for soda ash is primarily driven by the glass industry, with flat glass accounting for 46% of total consumption in 2024. The photovoltaic glass sector is also growing, contributing to a significant portion of soda ash demand [15][66]. - The real estate sector's downturn has negatively impacted flat glass demand, while the automotive sector has provided some support. The photovoltaic glass market is facing short-term challenges but is expected to recover in the long term [5][13][66]. Cost Structure - The cost structure of soda ash production varies significantly by production method, with natural soda ash having the lowest unit cost at approximately 1000-1200 CNY/ton, compared to 1400-1600 CNY/ton for the synthetic methods [6][35]. Industry Outlook - The report outlines a potential path for the industry to counteract the current downward trends through supply optimization, demand recovery, and policy guidance aimed at promoting energy efficiency and the development of green production methods [7][11].

中盐化工今年以来股价涨3.01%，近5个交易日涨2.57%，近20日跌0.37%，近60日涨9.62%。 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日，公司主营业务涉及盐化工业务,主要产品包括金属钠、纯 碱等。聚氯乙烯树脂、烧碱、糊树脂、电石等。主营业务收入构成为：纯碱及副产品50.75%，树脂产 品27.76%，制钠产品9.72%，氯碱产品9.19%，其他(补充)3.17%，制药产品1.48%，盐产品1.21%，其他 1.02%。 9月10日，中盐化工（维权）盘中下跌2.09%，截至10:24，报7.98元/股，成交7376.34万元，换手率 0.63%，总市值117.01亿元。 资金流向方面，主力资金净流出792.68万元，特大单买入359.98万元，占比4.88%，卖出256.01万元，占 比3.47%；大单买入1130.62万元，占比15.33%，卖出2027.27万元，占比27.48%。 截至6月30日，中盐化工股东户数7.40万，较上期减少4.16%；人均流通股19789股，较上期增加4.67%。 ...

证券日报网讯 9月8日晚间，中盐化工发布公告称，公司第九届董事会第六次会议审议通过了《关于聘 任总法律顾问的议案》。 （文章来源：证券日报） ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-092 中盐内蒙古化工股份有限公司 关于接待投资者调研情况的公告 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法律责任。 中盐内蒙古化工股份有限公司（以下简称"公司"）于 2025 年 9 月 1 日——2025 年 9 月 5 日通过现场交流的方式接待了投资者调研， 现将有关情况公告如下： 一、调研情况 （一）调研时间:2025 年 9 月 1 日——2025 年 9 月 5 日 （二）调研方式:现场交流 （三）调研机构名称(排名不分先后):民生证券、鹏华基金、中 欧基金、松熙私募基金、嘉实基金、开源证券、华泰保险资管、万家 基金、汇添富基金、国海富兰克林基金、圆信永丰基金、交银施罗德 基金、银华基金、博时基金、华泰证券、申万宏源证券、安信基金、 太平洋保险资产、华夏基金、前海开源基金、汇丰晋信基金、财通基 金、申万菱信基金、信达澳亚基金、西部利得基金、中庚基金、华能 信托、聚鸣投资、宽远资产、复胜资产、渊泓投资等机构。 （四）公司接待人员:董事会秘书、财务总监陈 ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-091 中盐内蒙古化工股份有限公司 第九届董事会第六次会议决议公告 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。 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 第六次会议于2025年9月2日将会议通知以电子邮件或OA致信平台的方 式送达与会人员，2025年9月8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。公司高管人员列席了会议，符合 《公司法》和《公司章程》的有关规定。会议由董事长周杰主持。 经与会董事审议并表决通过了以下议案： 本议案已经董事会提名委员会 2025 年第 4 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。 附件：个人简历 中盐内蒙古化工股份有限公司董事会 2025 ...

Core Viewpoint - The stock price of Zhongyan Chemical has shown a slight increase of 0.56% year-to-date, but has experienced a decline of 4.06% in the last five trading days and 4.42% in the last twenty days, indicating volatility in its recent performance [2]. Company Overview - Zhongyan Chemical, established on December 31, 1998, and listed on December 22, 2000, is located in Alashan, Inner Mongolia. The company specializes in salt chemical business, with main products including sodium metal, soda ash, PVC resin, caustic soda, and calcium carbide [2]. - The revenue composition of Zhongyan Chemical is as follows: soda ash and its by-products account for 50.75%, resin products 27.76%, sodium products 9.72%, chlor-alkali products 9.19%, and others 3.17% [2]. Financial Performance - For the first half of 2025, Zhongyan Chemical reported a revenue of 5.998 billion yuan, a year-on-year decrease of 5.76%. The net profit attributable to shareholders was 52.7155 million yuan, down 88.04% year-on-year [2]. - Since its A-share listing, Zhongyan Chemical has distributed a total of 2.364 billion yuan in dividends, with 1.143 billion yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Zhongyan Chemical was 74,000, a decrease of 4.16% from the previous period. The average circulating shares per person increased by 4.67% to 19,789 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which holds 8.1844 million shares, an increase of 1.5836 million shares from the previous period [3].