Core Viewpoint - The first half of 2025 financial reports from A-share listed companies reveal significant profit increases, with several companies projecting profit growth exceeding tenfold compared to the previous year [1][5]. Group 1: Company Performance - Zhongyan Chemical's 2025 half-year report shows a revenue of 5.998 billion yuan, a decrease of 5.76% year-on-year, with a net profit of 52.7155 million yuan, down 88.04% year-on-year [3][4]. - The decline in Zhongyan Chemical's revenue is attributed to intensified market competition and significant price drops in key products like soda ash and PVC, despite a 38.82% increase in sales volume [3][4]. - Huahong Technology expects a net profit of 70 million to 85 million yuan for the first half of 2025, representing a year-on-year increase of 3047.48% to 3721.94%, driven by improved prices of rare earth raw materials [6][7]. - Wannianqing anticipates a net profit of 31 million to 45 million yuan, reflecting a year-on-year growth of 1954.07% to 2881.71%, supported by recovering demand in the cement industry and cost reduction efforts [6][7]. - Other companies like Yatai Pharmaceutical and Aerospace Science and Technology also project substantial profit increases, with expected growth rates of 1726.42% to 1909.06% and 1628.83% to 2315.27%, respectively [7]. Group 2: Market Trends - The overall trend indicates a recovery in certain sectors, such as the cement industry, due to reduced declines in real estate investment and infrastructure spending [7]. - The chemical industry is experiencing price fluctuations, with some products seeing significant price drops due to weakened downstream demand, while others like caustic soda have increased prices due to demand pull [4].

Major Events - Zhonghua Equipment plans to acquire 100% equity of Yiyang Rubber and Plastic Machinery Group and Beihua Machinery, with stock suspension starting July 15, 2025 [3] - Suzhou Planning intends to purchase 100% equity of Dongjin Aerospace through a combination of cash and stock issuance, with stock resuming trading on July 15, 2025 [4] - Aerospace Development's independent director was detained for personal reasons unrelated to the company's operations, which remain stable [5][6] - *ST Tianmao issued a risk warning regarding potential delisting due to failure to disclose annual reports in time [7] - ST Shuntian will suspend trading for one day on July 15, 2025, and will remove other risk warnings, changing its stock name to Jiangsu Shuntian [8] - Xinghui Entertainment plans to transfer 99.66% equity of Espanyol Football Club for €130 million, focusing on core business areas [9] Performance Reports - China Salt Chemical reported a 5.76% decrease in revenue to ¥5.998 billion and an 88.04% drop in net profit to ¥52.71 million for the first half of 2025 [10] - Jiu Gui Jiu expects a net profit of ¥8 million to ¥12 million, down 90.08% to 93.39% year-on-year, with revenue around ¥560 million, a 43% decline [11] - Suli Co. anticipates a net profit of ¥72 million to ¥86 million, up 1008.39% to 1223.91% year-on-year, driven by increased sales and prices [12] - Te Yi Pharmaceutical expects a net profit of ¥34 million to ¥38 million, a growth of 1164.22% to 1312.95% year-on-year, due to strong sales of its core product [13] - Huahong Technology forecasts a net profit of ¥70 million to ¥85 million, up 3047.48% to 3721.94% year-on-year, benefiting from improved market conditions [14] - Qianfang Technology expects a net profit of ¥150 million to ¥200 million, an increase of 1125.99% to 1534.65% year-on-year, influenced by fair value changes of equity instruments [15] - Huaxia Airlines anticipates a net profit of ¥220 million to ¥290 million, up 741.26% to 1008.93% year-on-year, due to improved flight demand [16] - Xianfeng Holdings expects a net profit of ¥34 million to ¥42 million, a growth of 524.58% to 671.53% year-on-year, mainly from non-recurring gains [17] - Xinyi Sheng expects a net profit of ¥370 million to ¥420 million, up 327.68% to 385.47% year-on-year, driven by AI-related investments [18] - Haili Co. anticipates a net profit of ¥30.5 million to ¥36 million, a growth of 625.83% to 756.71% year-on-year, due to improved sales [19] - Hengsheng Electronics expects a net profit of approximately ¥251 million, an increase of about 740.95% year-on-year, due to significant non-recurring gains [20] - Tianqi Lithium expects a net profit of ¥0 to ¥155 million, recovering from a loss of ¥5.206 billion in the previous year [21] - Shui Jing Fang forecasts revenue of ¥1.498 billion, down 12.84%, and a net profit of ¥105 million, down 56.52% [22] - CICC expects a net profit of ¥3.453 billion to ¥3.966 billion, an increase of 55% to 78% year-on-year [23] - Shenwan Hongyuan anticipates a net profit of ¥4.1 billion to ¥4.5 billion, a growth of 92.66% to 111.46% year-on-year [24] - Xinda Securities expects a net profit of ¥921 million to ¥1.044 billion, an increase of 50% to 70% year-on-year [25] - Shanxi Securities anticipates a net profit of ¥504 million to ¥544 million, a growth of 58.17% to 70.72% year-on-year [26] - Guohai Securities expects a net profit of ¥370 million, a growth of 159.26% year-on-year [27] - Guocheng Mining anticipates a net profit of ¥493 million to ¥548 million, a growth of 1046.75% to 1174.69% year-on-year [28] - China Rare Earth expects a net profit of ¥136 million to ¥176 million, recovering from a loss of ¥244 million [29] - Perfect World anticipates a net profit of ¥480 million to ¥520 million, recovering from a loss of ¥177 million [30] - Fangda Carbon expects a net profit of ¥50 million to ¥60 million, down 65.13% to 70.93% year-on-year [31] - Huanghe Xuanfeng expects a net loss of ¥285 million [32] - JA Solar anticipates a net loss of ¥2.5 billion to ¥3 billion, worsening from a loss of ¥874 million [33] - Shanxi Black Cat expects a net loss of ¥490 million to ¥540 million [34] - Ganfeng Lithium anticipates a net loss of ¥300 million to ¥550 million, improving from a loss of ¥760 million [35] - Xinda Real Estate expects a net loss of ¥3.5 billion to ¥3.9 billion [36] - Greenland Holdings anticipates a net loss of ¥3 billion to ¥3.5 billion [37] - Air China expects a net loss of ¥1.7 billion to ¥2.2 billion [39] - OFILM expects a net loss of ¥85 million to ¥115 million [40] - Vanke A expects a net loss of ¥10 billion to ¥12 billion [41] Major Contracts - Zhongchen Co. won a project from Southern Power Grid worth ¥379 million, accounting for 12.26% of its 2024 audited revenue [42] - Gaode Infrared signed a procurement agreement worth ¥879 million, representing 32.84% of its 2024 audited revenue [43]

Group 1 - The Central Committee of the Communist Party of China has issued opinions to strengthen judicial work in the new era, emphasizing severe punishment for financial crimes such as market manipulation, insider trading, illegal fundraising, loan fraud, and money laundering [1] - To maintain ample liquidity in the banking system, the People's Bank of China will conduct a 1.4 trillion yuan reverse repurchase operation using a fixed quantity, interest rate bidding, and multiple price levels starting from July 15, 2025 [1] - The Deputy Governor of the Central Bank, Zou Lan, stated that structural monetary policy tools will focus on supporting technological innovation and boosting consumption, with an improvement in the misalignment of monetary policy cycles between China and the US expected in the second half of the year, leading to a narrowing of interest rate differentials [1] Group 2 - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan for the first half of the year, while Tianqi Lithium anticipates a net profit of 0 to 155 million yuan, marking a turnaround from losses [2] - Xiangyang Bearing is projected to have a net loss of 13 million yuan for the half-year period, and Jingyuntong expects a net loss of 165 million to 225 million yuan [2] - Greenland Holdings anticipates a net loss of 3 billion to 3.5 billion yuan for the first half of the year, while Zhongyan Chemical reports an 88% year-on-year decline in net profit [2] - Tongwei Co. expects a net loss of 4.9 billion to 5.2 billion yuan, and JA Solar anticipates a net loss of 2.5 billion to 3 billion yuan for the first half of the year [2] - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan, showing a reduction in losses compared to previous periods [2] - Lianhuan Pharmaceutical anticipates a net loss of 38 million to 45 million yuan for the first half of the year [2]

该授信额度的有效期为：自董事会决议通过之日起至 2025 年年度董 事会召开之日内有效。 特此公告。 证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-063 中盐内蒙古化工股份有限公司 关于申请增加银行综合授信的公告 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。 中盐内蒙古化工股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日召开了第九届董事会第二次会议，审议通过《关于申请增加银行综 合授信的议案》，具体情况如下： 根据公司 2025 年生产经营及投资活动资金需求，为保证公司各项工 作的顺利开展，公司（不包括子公司）拟向各金融机构申请增加综合授信 业务，总授权额度由年初不超过人民币 36 亿元增加至 52 亿元（不限于银 行贷款、银行承兑汇票、信用证等融资业务），具体融资金额以实际资金 需求来确定；并授权可以用公司名下的房屋及机器设备、土地使用权、采 矿权等资产为上述银行综合授信业务担保、抵押或质押。授权法定代表人 在上述额度内有计划地办理与各商业银行及金融机构间的融资事项，由法 ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-061 2025 年 7 月 11 日，公司召开第九届董事会第一次独立董事专门会议， 审议通过了《关于增加 2025 年度日常关联交易预计的议案》，独立董事专 门会议表决结果：同意 3 票，反对 0 票，弃权 0 票。 中盐内蒙古化工股份有限公司 关于增加 2025 年度日常关联交易预计的公告 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： ●是否需要提交股东会审议：是 ●日常关联交易对上市公司的影响（是否对关联方形成较大的依赖）： 中盐内蒙古化工股份有限公司（以下简称"公司"）相对于各关联方，在 业务、人员、资产、机构、财务等方面独立，本次关联交易不会对公司的 独立性产生影响，不存在损害公司及其股东特别是中、小股东利益的情形， 公司主营业务不会因此类交易而对关联人形成依赖。 公司 2024 年度股东大会审议通过了《2024 年度日常关联交易实际 发生额的确认及 2025 年度日常关联交易预计的议案》，对本年度的日 常关联交易关联发生情 ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-064 中盐内蒙古化工股份有限公司 关于 2025 年上半年度主要经营数据的公告 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。 中盐内蒙古化工股份有限公司（以下简称"公司"）根据上海证 券交易所《上市公司行业信息披露指引第七号-医药》《上市公司行 业信息披露指引第十八号-化工》及《关于做好上市公司 2025 年上半 年度报告披露工作的通知》要求，现将公司 2025 年上半年度主要经 营数据披露如下： 主要行业 主要产品 2025 年上 半年产量 2025 年上 半年销量 营业收入（万元） 精细化工行业 金属钠、氯酸钠 （万吨） 7.46 7.55 45,730.32 基础化工行业 纯碱（万吨） 216.05 214.52 265,823.35 聚氯乙烯树脂 （万吨） 21.03 20.86 88,865.27 糊树脂（万吨） 10.96 11.16 69,478.14 烧碱（万吨） 18.68 17.65 53,232.32 氯化铵（万吨） 42.9 ...

证券代码：600328 证券简称：中盐化工 公告编号：2025-062 关规定，结合公司目前授信额度、实际贷款方式及担保情况，本公司 2025 年度拟为部分子公司增加担保额度。本次增加额度后，公司拟 为全资子公司中盐内蒙古化工钠业有限公司（以下简称"钠业公司"） 提供授信总额度不超过 9 亿元的担保（本次拟增加担保额度 8 亿元）； 公司拟为控股子公司中盐吉兰泰氯碱化工有限公司（以下简称"氯碱 公司"）提供授信总额度不超过 27 亿元的担保（本次拟增加担保额度 19 亿元）。上述担保公司承担连带保证责任担保。 中盐内蒙古化工股份有限公司 关于为部分子公司增加担保额度的公告 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。 重要内容提示： 担保对象及基本情况 | 担 | 保 对 | 被担保人名称 增加后担保金额 | 不超过 | 中盐内蒙古化工钠业有限公司 9 亿元 万元 | | | --- | --- | --- | --- | --- | --- | | 象 | 1 | 实际为其提供的担保余额 | 10,000.00 | | | ...

证券代码：600328 证券简称：中盐化工 公告编号：2025-060 中盐内蒙古化工股份有限公司 关于召开2025年第五次临时股东会的通知 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。 重要内容提示： 2025年第五次临时股东会 召开的日期时间：2025 年 7 月 30 日 9 点 30 分 召开地点：中盐内蒙古化工股份有限公司 1605 会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 7 月 30 日 至2025 年 7 月 30 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投 票时间为股东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， 13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的 股东会召开日期：2025年7月30日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票 系统 一、 召开会议的基本情况 (一) 股东会类型和届次 (二) 股东会召集人：董事会 (三 ...

证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-059 中盐内蒙古化工股份有限公司 第九届董事会第二次会议决议公告 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 第二次会议于2025年7月4日将会议通知以电子邮件或书面的方式送达 与会人员，2025年7月14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： 公司《2025 年半年度报告》及《摘要》和其中的财务信息已经董 事会审计委员会 2025 年第三次会议事前认可（董事会审计委员会表决 结果：同意 5 票，反对 0 票，弃权 0 票）。董事会审计委员会认为：公 司严格按照股份制公司财务制度规范运作及企业会计准则编制了公 ...

中盐内蒙古化工股份有限公司2025 年半年度报告 公司代码：600328 公司简称：中盐化工 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人周杰、主管会计工作负责人陈云泉及会计机构负责人（会计主管人员）宋大勇 声明：保证半年度报告中财务报告的真实、准确、完整。 中盐内蒙古化工股份有限公司 2025 年半年度报告 1 / 206 中盐内蒙古化工股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 报告期，公司不进行利润分配及资本公积转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，敬请投资 者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确 ...