近日，湖南盐业集团（旗下上市公司 雪天盐业 ）董事长马天毅在接受采访时，清晰阐述了公司从传统 盐业向 新能源 材料领域战略延伸的路径。公司正以"盐改第一股"为基础，瞄准新能源材料产业链核心 位置，通过布局锂电、钠电和 固态电池 正极材料等新业务，积极打造第二增长曲线。这一举措不仅体 现了企业自身的升级需求，也为传统资源型企业融入新能源浪潮提供了实践样本。 作为国内盐行业龙头企业，湖南盐业依托盐矿资源禀赋，积极推进"盐+新能源"双主业发展模式。目 前，公司新能源材料相关业务规模已达10亿元，约占集团总营收10%，正逐步成长为新的支柱板块。 马天毅明确表示，新能源材料已被确定为未来核心发展方向，集团后续并购资源也将重点投向该板块， 以实现收入结构优化和规模提升。值得注意的是，控股股东近期增持公司股票超8860万元，充分显示了 对转型战略的信心。 湖南盐业的转型路径表明，传统企业基于自身 资源优势 和产业基础，通过延伸链条、协同创新，有望 实现与新兴领域的深度融合。随着产能释放和行业机遇的到来，公司有望在新能源材料领域形成显著竞 争力，实现从盐业龙头向 新材料 领域重要参与者的跨越。 产业布局方面，公司构建了以盐资 ...

Market Overview - On September 15, the chemical raw materials sector declined by 0.16% compared to the previous trading day, with Zhenhua Co., Ltd. leading the decline [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Longbai Group (002601) with a closing price of 19.62, up 5.09% and a trading volume of 667,300 shares, totaling 1.314 billion yuan [1] - ST Yatai (000691) with a closing price of 7.81, up 4.97% and a trading volume of 101,400 shares, totaling 79.1972 million yuan [1] - Jinhai Titanium Industry (000545) with a closing price of 3.69, up 4.53% and a trading volume of 1,184,600 shares, totaling 435 million yuan [1] - Major decliners included: - Zhenhua Co., Ltd. (603067) with a closing price of 17.90, down 4.33% and a trading volume of 180,800 shares, totaling 329 million yuan [2] - Sanyou Chemical (600409) with a closing price of 5.78, down 3.02% and a trading volume of 368,900 shares, totaling 216 million yuan [2] - Jinniu Chemical (600722) with a closing price of 7.09, down 2.88% and a trading volume of 319,900 shares, totaling 228 million yuan [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 398 million yuan from institutional investors, while retail investors saw a net inflow of 239 million yuan [2][3] - Notable capital flows included: - Huayi Group (600623) with a net inflow of 26.8479 million yuan from institutional investors [3] - Tianyuan Co., Ltd. (002386) with a net inflow of 25.0141 million yuan from institutional investors [3] - Xue Tian Salt Industry (600929) with a net inflow of 21.3913 million yuan from institutional investors [3]

Core Viewpoint - The company has reported positive market feedback for its new health-oriented products, including low-sodium salt and seasonal offerings, indicating a potential new growth point in the health salt sector [1] Group 1: Product Development and Market Response - The company has launched eco-salt, low-sodium salt, and "Three Meals Four Seasons" products, which have received favorable market responses, particularly with significant growth in out-of-province markets [1] - The health salt segment shows vast potential, with an increasing revenue share from mid-to-high-end products, marking them as new growth drivers [1] - The company plans to continue expanding its health salt product matrix and deepen collaborations with restaurants and food processing enterprises [1] Group 2: Performance Improvement Strategies - In response to declining performance, the company aims to focus on several strategies: promoting product structure transformation and upgrading, increasing the marketing of health and high-end salts [1] - The company will enhance lean management and cost reduction efforts to improve profitability [1] - The company is closely monitoring market changes to optimize its industrial layout and accelerate the implementation of projects related to sodium carbonate and sodium battery materials, fostering new growth points [1]

Group 1 - The company will participate in the "2025 Hunan Listed Companies Investor Online Reception Day and Semi-Annual Performance Briefing" to enhance interaction with investors [1] - The event will be held online on September 19, 2025, from 14:00 to 17:00, allowing investors to engage through various platforms [1] - Company executives will discuss topics such as the company's semi-annual performance for 2024 to 2025, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [1]

证券代码：600929 证券简称：雪天盐业 公告编号：2025-048 2025 年 9 月 13 日 网上集体接待日暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，雪天盐业集团股份有限公司 （以下简称公司）将参加由中国证券监督管理委员会湖南监管局、湖 南省上市公司协会与深圳市全景网络有限公司联合举办的"资本聚三 湘 楚光耀新程——2025年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路 演"网站（https://rs.p5w.net），或关注微信公众号：全景财经， 或下载全景路演 APP,参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届时公司高管将在线就公司 2024 年至 2025 年半年度业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交 流，欢迎广大投资者踊跃 ...

Core Viewpoint - The strategic cooperation between Xue Tian Salt Industry Group and Tang Ren Shen Group marks the beginning of a comprehensive partnership aimed at enhancing public health through innovative and high-quality food products [1][3]. Group 1: Xue Tian Salt Industry - Xue Tian Salt Industry adheres to the core value of "innovation as the source, quality as the soul," focusing on developing healthy salt products such as ecological salt and low-sodium salt [3]. - The company has established three major business segments: salt and food, salt chemicals, and new energy materials, with the salt chemical segment having a production capacity of over one million tons [3]. - Xue Tian Salt Industry aims to enhance public health awareness through various initiatives, including academic forums and event collaborations [3]. Group 2: Tang Ren Shen Group - Tang Ren Shen Group has evolved from a small feed factory to one of China's top 500 private enterprises over 38 years, with a projected output value of 30.8 billion yuan in 2024 [4]. - The group focuses on agricultural development, emphasizing technological advancement and talent-driven growth to standardize and scale agricultural production [4]. - Tang Ren Shen Group aims to meet the growing demand for high-quality food products in the trillion-yuan food market by producing eco-friendly raw materials [4]. Group 3: Collaboration Goals - The two companies will collaborate on sodium-reduced product development, joint brand promotion, market expansion, and food packaging innovation [4]. - The partnership seeks to integrate Xue Tian's health salt technology and industry resources with Tang Ren Shen's quality control, food development, and channel operation expertise [4]. - The collaboration aims to create a healthy food ecosystem from raw materials to the dining table, contributing to the "Xiang Zhi Xing Xiang" strategy in Hunan Province and promoting high-quality development through shared growth [4].

转自：新华财经 9月8日，雪天盐业集团股份有限公司与唐人神集团股份有限公司在唐人神集团总部举行战略合作签约仪 式。湖南盐业集团党委书记、雪天盐业董事长马天毅，唐人神集团创始人、董事长陶一山出席仪式并讲 话。湖南盐业集团党委委员、副总经理李振汉参加活动。 图为签约现场 马天毅指出，雪天盐业始终秉持"创新为源 品质为魂"的核心价值观，凭借行业首张生态认证证书、首 条陶瓷膜独立生产线等技术优势和资源禀赋，持续研发生态盐、低钠盐等创新产品；通过"院士论坛"、 运动赛事等多元科普方式，推动食盐健康知识普及。目前，公司已形成盐及食品、盐化工、新能源材料 三大业务板块。盐化工板块拥有百万吨级产能，有效助力基本盘稳健；新能源材料板块正成为"第二增 长曲线"，实现在新能源、医疗等前沿领域的突破；食用盐全国市场占有率居行业前列。他强调，双方 同属民生基础行业，合作不仅基于共同理念，更是守护人民健康的重要使命。 陶一山回顾了唐人神集团38年来从一家小型饲料厂跻身中国民营企业500强的历程，指出集团始终以"致 力农家富裕、打造绿色食品、创造美好生活"为使命，2024年实现产值308亿元。他表示，唐人神集团坚 持聚焦农业主业、坚持科技 ...

Summary of Key Points Core Viewpoint - In the recent trading period from September 1 to September 5, a total of 33 companies experienced significant shareholder increases, with a cumulative increase of 393 million shares and a total investment of 6.151 billion yuan. Conversely, 160 companies saw shareholder reductions totaling 9.951 billion yuan [1]. Group 1: Shareholder Activity - The top three companies with the highest increase in shareholder investment were Gree Electric Appliances, with an increase of 41.86 million shares and an investment of 1.897 billion yuan; Yangtze Power, with 41.15 million shares and 1.164 billion yuan; and Chongqing Bank, with 55.6 million yuan [1]. - Three companies had shareholders increase their stakes more than twice in the past five days: Chengdu Bank, Xue Tian Salt Industry, and Jiaoda Sino [1]. - The distribution of shareholder increases showed that 2 companies were from the ChiNext board, 27 from the main board, and 4 from the Sci-Tech Innovation board, with the main board accounting for the majority of the investment [1]. Group 2: Market Performance - The average stock price of companies with shareholder increases fell by 1.80% over the past five days, underperforming the Shanghai Composite Index [2]. - Notable gainers included Nanfang Network Energy, Xue Tian Salt Industry, and Sailun Tire, with increases of 7.38%, 5.42%, and 4.94%, respectively [2]. - The companies with the largest net outflows included Gree Electric Appliances and Kweichow Moutai, with outflows of 1.010 billion yuan and 474 million yuan, respectively [2]. Group 3: Detailed Company Data - A detailed list of companies with shareholder increases included Gree Electric Appliances (41.86 million shares, 1.897 billion yuan, -2.91%), Yangtze Power (41.15 million shares, 1.164 billion yuan, -0.07%), and Chongqing Bank (52 million shares, 556.4 million yuan, -2.44%) [2][3]. - Other companies with significant shareholder increases included Chengdu Bank, Xue Tian Salt Industry, and Nanfang Network Energy, with respective increases and performance metrics detailed [3][4].

证券代码：600929 证券简称：雪天盐业 公告编号：2025-047 雪天盐业集团股份有限公司 关于控股股东增持股份进展的自愿性披露公告 本公司董事会、全体董事及相关股东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。 | | | | 轻盐 EB"视为湖南盐业 | | --- | --- | --- | --- | | | | | 的一致行动人，但湖南 | | | | | 盐业集团承诺不得损害 | | | | | "23 轻盐 EB"持有人的 | | | | | 利益。 | | 合计 | 536,837,369 | 32.72 | | 二、增持计划的实施进展 | 增持主体名称 | 湖南盐业集团有限公司 | | --- | --- | | 增持计划首次披露日 2025 | 年 4 月 23 日 | | 增持计划拟实施期间 2025 | 年 4 月 23 日～2026 年 4 月 22 日 | | 增持计划拟增持金额 A | 股：1.5 亿元～3 亿元 | | 增持计划拟增持数量 | 未设置具体增持数量 | | 增持计划拟增持比例 | 未设置具体增持比 ...

格隆汇9月4日丨雪天盐业(600929.SH)公布，2025年9月3日至9月4日间，湖南盐业集团通过集中竞价交 易方式增持雪天盐业股份196.85万股，增持金额1086.86万元，占雪天盐业总股本的0.12%。2025年4月 23日至9月4日间，湖南盐业集团累计通过集中竞价交易方式增持雪天盐业股份1582.54万股，增持金额 8860.8万元，占雪天盐业总股本的0.96%。 ...