2025年12月8日，由证券时报主办的"第十九届上市公司价值论坛暨2025新质生产力巡礼宜宾行"在四川宜宾盛大启幕。作为资本市场极具权威性的ESG领 域评选，本届论坛聚焦"重塑价值坐标，共赴新质未来"核心主题，在"十四五"收官与"十五五"谋篇的关键节点，汇聚上市公司领袖与权威专家共探高质量 发展新路径。中盐化工董事长周杰荣膺"中国上市公司年度ESG先锋人物"奖项，此荣誉不仅是对其个人在环境、社会和治理（ESG）三大核心领域的卓越 领导力与高效执行力的高度赞许，更是对中盐化工多年来将ESG理念融入发展内核、以创新驱动行业绿色转型的充分肯定，同时也彰显了资本市场对企业 ESG治理水平的高度认可。 作为央企控股上市公司掌舵人，周杰董事长始终将ESG理念深植企业发展基因，带领中盐化工向着"产品卓越、品牌卓著、创新领先、治理现代"的世界一 流化工企业的建设目标迈进，以更加积极开放的姿态，汇集各方智慧，促进产业链、创新链、资金链在ESG领域的深度融合，构建起兼具央企担当与行业 特色的ESG治理体系。 周杰到天然碱溶采试验一线指导工作 与定点帮扶乡村振兴支部开展结对共建活动 在社会责任实践中，公司秉持"利益相关方共享发展成 ...

Market Overview - The chemical raw materials sector experienced a decline of 0.84% on December 8, with Xinjinlu leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Xinjinlu (000510) closed at 9.71, down 6.72% with a trading volume of 1.53 million shares and a transaction value of 15.15 million [1] - Huarong Chemical (301256) closed at 15.71, down 3.38% with a trading volume of 433,800 shares and a transaction value of 681 million [1] - Yinglite (000635) closed at 9.47, down 3.27% with a trading volume of 142,400 shares and a transaction value of 135 million [1] - Other notable declines include Boyuan Chemical (000683) down 2.99% and Huatai (001217) down 2.93% [1] Capital Flow - The chemical raw materials sector saw a net outflow of 367 million from main funds, while retail funds had a net inflow of 107 million [3] - Notable capital movements include: - Lushi Chemical (000830) with a main fund net outflow of 19.99 million and retail net inflow of 3.71 million [3] - Jinfeng Titanium Industry (000545) with a main fund net inflow of 16.93 million [3] - Binhu Chemical (601678) had a main fund net inflow of 10.14 million but a retail net outflow of 27.10 million [3]

Core Viewpoint - The A-share market shows a mixed performance with a slight increase in the Shanghai Composite Index, while several stocks are experiencing a death cross between their 5-day and 10-day moving averages, indicating potential bearish trends [1] Group 1: Market Overview - As of 10:30 AM, the Shanghai Composite Index is at 3921.77 points, with a change of 0.49% [1] - The total trading volume of A-shares today is 981.369 billion yuan [1] Group 2: Stocks with Death Cross - A total of 315 A-shares have seen their 5-day moving averages cross below their 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - China Merchants Energy (招商轮船) with a distance of -2.04% [1] - Chlor-alkali Chemical (氯碱化工) at -1.69% [1] - Tianci Materials (天赐材料) at -1.47% [1] Group 3: Individual Stock Performance - China Merchants Energy (601872) is down 1.20% with a latest price of 8.22 yuan, which is 6.01% below its 10-day moving average [1] - Chlor-alkali Chemical (600618) has decreased by 2.61%, with a latest price of 12.29 yuan, 4.09% below its 10-day moving average [1] - Tianci Materials (002709) increased by 1.74%, with a latest price of 39.26 yuan, 2.37% below its 10-day moving average [1]

Core Viewpoint - The Chinese salt industry is experiencing a decline in production, with a reported decrease in output for 2025 compared to the previous year, indicating potential challenges for companies in this sector [1]. Industry Summary - According to the National Bureau of Statistics, the raw salt production in China for October 2025 was 6.31 million tons, representing a year-on-year decrease of 1.8% [1]. - The cumulative raw salt production from January to October 2025 reached 51.459 million tons, showing a cumulative decline of 1.2% [1]. - The report by Zhiyan Consulting outlines investment opportunities and market trends in the Chinese salt industry from 2026 to 2032, suggesting a focus on future growth despite current declines [1]. Company Summary - Listed companies in the salt industry include Su Yan Jingshen (603299), Zhongyan Chemical (600328), Xue Tian Salt Industry (600929), Shandong Haihua (000822), Sanyou Chemical (600409), and Yunnan Salt Chemical (002053) [1]. - These companies may face challenges due to the overall decline in raw salt production, which could impact their financial performance and market positioning [1].

Group 1 - The company held a Q3 2025 performance briefing on December 3, 2025, at the Shanghai Stock Exchange, where the chairman, independent director, and CFO interacted with investors [1] - The company has a 500 tons/year lithium metal production line that meets both standard and battery-grade requirements, actively exploring market opportunities [2] - The company has the qualification to export sodium metal products to EU countries, with an increasing export volume [3] Group 2 - The natural soda project is progressing as planned, with successful underground leaching experiments and the project entering the cyclic trial production phase [4] - The company does not currently produce iodized salt chemical products such as iodized potassium or lithium [3] - Detailed information about the Q3 2025 performance briefing can be found on the Shanghai Stock Exchange's platform [5]

二、投资者提出的问题及公司回复情况 证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-105 中盐内蒙古化工股份有限公司 关于 2025 年三季度业绩说明会召开情况的公告 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 12 月 3 日 上 午 9:00-10:00 在 上 海 证 券 交 易 所 " 上 证 路 演 中 心 " （http://roadshow.sseinfo.com）通过网络互动方式召开 2025 年三季 度业绩说明会，现将有关事项公告如下： 一、业绩说明会召开情况 公司于 2025 年 11 月 4 日在上海证券交易所网站（www.sse.com.cn） 和《中国证券报》、《上海证券报》披露了《关于召开 2025 年三季度业绩 说明会的公告》（公告编号：2025-101）。2025 年 12 月 3 日，公司董事长 周杰，独立董事李强，财务总监、董事会秘书陈云泉及相关工作人员出席 了本次说明会，与投资者进行互动交流和 ...

证券代码：600328 证券简称：中盐化工 公告编号：2025-104 中盐内蒙古化工股份有限公司 关于以集中竞价交易方式回购股份的进展公告 中盐内蒙古化工股份有限公司（以下简称"公司"）分别于 2024 年 12 月 5 日和 2024 年 12 月 23 日召开第八届董事会第二十六次会议和 2024 年第二次临时 股东大会，审议通过了《关于以集中竞价交易方式回购股份预案的议案》，同意公 司使用自有资金及自筹资金，以集中竞价交易方式回购公司股份；回购资金不低 于人民币 5,000 万元（不含）且不高于人民币 10,000 万元（含），其中用于员工 持股计划或股权激励的资金不高于资金总额的 50%，用于维护公司价值及股东权 益的资金不低于资金总额的 50%；回购股份价格不超过人民币 12.60 元/股（含）； 用于员工持股计划或股权激励用途的回购实施期限为自公司股东大会批准回购股 份预案之日起 12 个月内；用于维护公司价值及股东权益用途的回购实施期限为自 公司股东大会批准回购股份预案之日起 3 个月内。具体内容详见公司于 2024 年 12 月 7 日披露的《中盐内蒙古化工股份有限公司关于以集中竞价交易方式 ...

Core Viewpoint - Zhongyan Chemical's stock price has shown fluctuations, with a recent increase of 2.05% and a total market capitalization of 12.405 billion yuan, despite a year-to-date increase of 9.20% and a recent decline of 6.10% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Zhongyan Chemical reported operating revenue of 8.773 billion yuan, a year-on-year decrease of 8.32%, and a net profit attributable to shareholders of 57.8348 million yuan, down 89.92% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 2.364 billion yuan, with 1.143 billion yuan distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 11.24% to 65,700, while the average circulating shares per person increased by 12.73% to 22,309 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 9.7688 million shares, and new entrants such as Zhongou Yingxuan Stable 6-Month Holding Mixed Fund and Huaxia CSI 1000 ETF [3] Stock Performance - Zhongyan Chemical's stock has experienced a 6.10% decline over the last five trading days, but a 6.28% increase over the last 20 days, and a slight increase of 0.83% over the last 60 days [1] - The stock's trading volume reached 137 million yuan with a turnover rate of 1.12% [1] Business Overview - Zhongyan Chemical, established on December 31, 1998, and listed on December 22, 2000, operates primarily in the salt chemical industry, with main products including sodium metal, soda ash, and PVC resin [1] - The company's revenue composition includes soda ash and its by-products (50.75%), resin products (27.76%), sodium products (9.72%), and other chemical products [1] Industry Classification - Zhongyan Chemical is classified under the basic chemical industry, specifically in the chemical raw materials and inorganic salts sector, with involvement in various concept sectors such as salt chemicals and lithium batteries [1]

Group 1 - The core point of the news is that Zhongyan Chemical's stock price dropped by 5.1% to 8.37 CNY per share, with a trading volume of 249 million CNY and a turnover rate of 1.99%, resulting in a total market capitalization of 12.273 billion CNY [1] - Zhongyan Chemical, established on December 31, 1998, and listed on December 22, 2000, is located in Alashan, Inner Mongolia, and primarily engages in salt chemical business, with main products including sodium metal and soda ash [1] - The revenue composition of Zhongyan Chemical includes soda ash and its by-products at 50.75%, resin products at 27.76%, sodium products at 9.72%, chlor-alkali products at 9.19%, and other categories [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 137,500 shares in the third quarter, now holding 8.0469 million shares, which accounts for 0.55% of circulating shares [2] - The estimated floating loss for Southern CSI 1000 ETF today is approximately 3.6211 million CNY [2] - Southern CSI 1000 ETF, established on September 29, 2016, has a latest scale of 76.63 billion CNY, with a year-to-date return of 24.71% and a one-year return of 18.97% [2]

Core Viewpoint - The announcement details the release of pledged shares by the controlling shareholder of Zhongyan Inner Mongolia Chemical Co., Ltd., indicating a reduction in pledged shares and potential future actions regarding share pledges [2][3]. Group 1: Shareholding and Pledge Details - The controlling shareholder, Zhongyan Jilantai Salt Chemical Group Co., Ltd., holds a total of 66,978.02 million shares, accounting for 45.68% of the company's total share capital [2]. - Prior to the release of the pledge, the total number of pledged shares was 13,700 million, representing 20.45% of the shares held by the controlling shareholder and 9.34% of the company's total share capital [2]. - The number of shares released from pledge is 8,400 million, which constitutes 5.73% of the company's total share capital [2]. - After the release, the total number of pledged shares held by the controlling shareholder is 5,300 million, which is 7.91% of the shares held and 3.61% of the company's total share capital [2]. Group 2: Future Actions and Compliance - The controlling shareholder will determine whether to pledge the released shares based on future funding needs, and the company will fulfill its information disclosure obligations as required by law [2]. - As of the announcement date, the controlling shareholder's action partner, Zhongyan Ningxia Salt Industry Co., Ltd., holds shares that are all freely tradable and has no pledged or frozen shares [2].