Group 1 - The core stock price of Zhongyan Chemical on July 29 was 8.11 yuan, down 0.98% from the previous trading day, with a trading volume of 1.78 billion yuan and a turnover rate of 1.50% [1] - Zhongyan Chemical's main business involves the production and sales of salt chemical products, including soda ash, caustic soda, and PVC, and it is a significant chemical enterprise in the Inner Mongolia region [1] - The company will hold its fifth extraordinary general meeting of shareholders for 2025 on July 30 to review two proposals: one regarding the increase of expected daily related transactions for 2025 and another concerning the increase of guarantee limits for certain subsidiaries [1] Group 2 - On July 29, the net outflow of main funds was 21.1731 million yuan [2]

金融界消息 截至2025年7月29日收盘，中盐化工（600328）报收于8.11元，下跌0.98%，换手率1.5%， 成交量22.00万手，成交金额1.78亿元。 资金流向方面，今日主力资金净流出2117.31万元，占比成交额11.89%。其中，超大单净流出1790.80万 元、占成交额10.06%，大单净流出326.51万元、占成交额1.83%，中单净流出流入1393.45万元、占成交 额7.82%，小单净流入723.86万元、占成交额4.06%。 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 5271.55万元，同比减少88.04%，扣非净利润4050.54万元，同比减少90.27%，流动比率1.105、速动比率 0.921、资产负债率35.23%。 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 ...

Core Viewpoint - Zhongyan Chemical is undergoing a significant asset restructuring involving a capital reduction of its subsidiary, Zhongyan (Inner Mongolia) Soda Industry Co., Ltd., through a directed capital reduction to Taihu Investment, a subsidiary of China National Petroleum Corporation [1] Group 1: Asset Restructuring Details - The company disclosed a draft report on the major asset restructuring related to the capital reduction on July 24, 2025 [1] - The restructuring report has been revised to include additional details on the valuation process of the natural soda mining rights being auctioned by the subsidiary [1] - The revisions involved the addition of a section detailing the valuation process and the removal of redundant content from the original report [1]

Core Insights - The "Large-Scale Salt Cavern Hydrogen Storage" project marks a significant step in China's hydrogen energy industry, addressing the need for large-scale hydrogen storage solutions [1][3] - The project is a collaboration between China Salt Group and Tsinghua University, along with several other institutions, aiming to develop a complete technology system for salt cavern hydrogen storage [3][4] - The project is expected to enhance the integrity, safety, and autonomy of China's hydrogen energy industry chain while tackling key technical challenges [3][4] Project Details - The project involves the construction of two salt caverns, including two hydrogen injection and extraction wells and two brine injection and discharge wells [4] - It aims to conduct cyclic hydrogen storage and release performance tests, laying a solid foundation for the practical application of salt cavern hydrogen storage [4] - The project will focus on overcoming core issues related to safety, efficiency, and economics in large-scale hydrogen storage [3][4] Industry Impact - The project is viewed as a "golden key" to solving the challenges of the entire hydrogen energy industry chain, potentially transforming underground salt cavern space into an "energy treasure trove" for the hydrogen industry [4] - China Salt Group has a significant presence in the existing salt cavern gas storage facilities, having participated in 94% of the operational salt cavern gas storage in the country, which plays a crucial role in the natural gas market [4]

参股公司减资之重大资产重组 股票代码：600328 股票简称：中盐化工 上市地点：上海证券交易所 中盐内蒙古化工股份有限公司 报告书（草案）（修订稿） | 项目 | 名称 | | --- | --- | | 交易对方 | 中石油太湖（北京）投资有限公司 | 独立财务顾问 二〇二五年七月 中盐内蒙古化工股份有限公司 重大资产重组报告书（草案）（修订稿） 交易各方声明 一、上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要内容的真实、准确、完整， 并对其内容的虚假记载、误导性陈述或者重大遗漏，承担个别和连带的法律责任。如因 提供的信息存在虚假记载、误导性陈述或重大遗漏，给公司或者投资者造成损失的，将 依法承担赔偿责任。 本公司保证向参与本次重组的各中介机构所提供的资料均为真实、准确、完整的原 始书面资料或副本资料，资料副本或复印件与原始资料或原件一致；所有文件的签名、 印章均是真实的，该等文件的签署人员经合法授权并有效签署该文件，不存在任何虚假 记载、误导性陈述或重大遗漏。根据本次重组的进程，需要继续提供相关文件及相关信 息时，本公司保证继续提供的文件和信息仍然符合真实、准确、完整的要求。 本公司全 ...

股票代码：600328 股票简称：中盐化工 上市地点：上海证券交易所 中盐内蒙古化工股份有限公司 参股公司减资之重大资产重组 报告书（草案）（修订稿）摘要 | 项目 | 名称 | | --- | --- | | 交易对方 | 中石油太湖（北京）投资有限公司 | 独立财务顾问 二〇二五年七月 中盐内蒙古化工股份有限公司 重大资产重组报告书（草案）（修订稿）摘要 交易各方声明 一、上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要内容的真实、准确、完整， 并对其内容的虚假记载、误导性陈述或者重大遗漏，承担个别和连带的法律责任。如因 提供的信息存在虚假记载、误导性陈述或重大遗漏，给公司或者投资者造成损失的，将 依法承担赔偿责任。 本公司保证向参与本次重组的各中介机构所提供的资料均为真实、准确、完整的原 始书面资料或副本资料，资料副本或复印件与原始资料或原件一致；所有文件的签名、 印章均是真实的，该等文件的签署人员经合法授权并有效签署该文件，不存在任何虚假 记载、误导性陈述或重大遗漏。根据本次重组的进程，需要继续提供相关文件及相关信 息时，本公司保证继续提供的文件和信息仍然符合真实、准确、完整的要求。 ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-072 中盐内蒙古化工股份有限公司 关于参股公司减资之重大资产重组 报告书（草案）及其摘要的修订说明公告 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"中盐化工"或"公司")参 股公司中盐(内蒙古)碱业有限公司（以下简称"中盐碱业"或"标的公司"） 拟向中石油太湖（北京）投资有限公司（以下简称"太湖投资"）定向减 资（以下简称"本次交易"）。2025年7月24日，公司披露了《中盐内蒙古 化工股份有限公司参股公司减资之重大资产重组报告书（草案）》（以下简 称"重组报告书"）。 为进一步说明标的公司竞拍的天然碱采矿权估值过程，本公司对重组 报告书进行了修订，并披露《中盐内蒙古化工股份有限公司参股公司减资 之重大资产重组报告书（草案）（修订稿）》及其摘要。主要修订内容如下： 于重组报告书"第五章 标的资产评估情况"补充了"三、标的公司 竞拍的天然碱矿权估值过程情况"，并删除了本次补充后存在重复的"第 五章 标的资产评估 ...

Summary of Key Points Core Viewpoint - As of July 28, 22 companies have released their semi-annual reports for 2025, with 17 reporting year-on-year profit growth and 15 showing revenue growth, indicating a positive trend in the market despite some companies facing declines in profits and revenues [1][2]. Group 1: Profit and Revenue Performance - 17 companies reported a year-on-year increase in net profit, while 5 experienced a decline [1]. - 15 companies saw a year-on-year increase in operating revenue, with 7 reporting a decrease [1]. - Companies with simultaneous growth in both net profit and operating revenue include 13 firms, such as Zhimingda [1]. - Companies with declines in both metrics include 3 firms, such as Zhongyan Chemical [1]. Group 2: Notable Performers - Zhimingda reported the highest profit growth rate at 2147.93%, with a net profit of 38.30 million and operating revenue of 294.76 million [1]. - Other notable companies with significant profit growth include: - Tongzhou Electronics: 662.77% increase in net profit [1]. - Wohua Pharmaceutical: 303.16% increase in net profit [1]. - Shentong Technology: 111.09% increase in net profit [1]. - Companies with a profit decline include: - Yaxiang Group: -32.20% in net profit [2]. - Haitong Development: -64.14% in net profit [2]. - Zhongyan Chemical: -88.04% in net profit [2]. Group 3: Revenue Changes - Zhimingda also reported an 84.83% increase in operating revenue [1]. - Tongzhou Electronics experienced a 606.52% increase in operating revenue [1]. - Companies with revenue declines include: - Yaxiang Group: -40.95% in operating revenue [2]. - Zhongyan Chemical: -5.76% in operating revenue [2].

Group 1: Market Trends - The "anti-involution" policy has led to a surge in market sentiment, with pure soda futures rising for five consecutive trading days from July 21 to July 25 [1] - Major companies in the pure soda sector, such as Boyuan Chemical and Shuanghuan Technology, have seen significant stock price increases, reflecting the strong correlation between futures and stock prices [1][8] - The futures market has experienced substantial gains, with pure soda futures rising by 5.57% in a single day and a cumulative increase of 17.46% for the week [3] Group 2: Policy Impact - The "anti-involution" policies introduced in July aim to regulate low-price competition and promote product quality across various industries, including steel and petrochemicals [2] - The National Development and Reform Commission has released a draft amendment to the Price Law, focusing on government pricing and standards for identifying unfair pricing behaviors [2] Group 3: Industry Dynamics - The pure soda industry has faced significant market fluctuations, with a reported average price of 1953 yuan/ton in 2024, down 29.6% year-on-year [4] - In the first half of 2025, the industry is expected to see an increase in production capacity by 2.4 million tons, leading to a total capacity of 40.78 million tons, while demand growth is anticipated to decline [4][6] - The industry is experiencing high inventory levels, with companies like Zhongyan Chemical reporting a 5.76% decline in revenue and an 88.04% drop in net profit in the first half of 2025 [7] Group 4: Future Outlook - Analysts suggest that the recent price increases in pure soda futures may not be sustainable due to underlying supply-demand imbalances, with expectations of a wide price fluctuation in the near future [3][8] - The potential for further capacity expansion in the pure soda sector could exacerbate existing supply-demand issues, despite the positive impact of the recent price increases [6][8]

一、 股东会有关情况 1. 原股东会的类型和届次： 2025年第六次临时股东会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 600328 | 中盐化工 | 2025/8/4 | 二、 更正事项涉及的具体内容和原因 证券代码：600328 证券简称：中盐化工 公告编号：2025-071 中盐内蒙古化工股份有限公司 关于2025年第六次临时股东会通知的更正补充公告 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。 至2025 年 8 月 8 日 中盐内蒙古化工股份有限公司（以下简称"公司"）于 2025 年 7 月 24 日在上海证券交易所网站（www.sse.com.cn）披露了《关于召 开 2025 年第六次临时股东会的通知》（公告编号：2025-067），现就 原公告中更正部分说明如下： 1.更正前： 2.更正后： 二、会议审议事项及附件 1：授权委托书部分 序号 议案名称 2 《关于本次重组方案的议案》 二、会议审议事项及附件 1：授权委托书 ...