在业绩持续下滑的背景下，此次收购美特新材，雪天盐业出于完善公司新能源产业链布局、提高盈利能 力和市场竞争力的目的。不过，业内人士也指出，美特新材较为依赖钴酸锂产品价格的业绩、尚未规模 化量产的钠电正极材料业务等，都给雪天盐业的"盐+新能源"布局增加了几分不确定性。 完善新能源产业链布局 雪天盐业一笔跨界收购即将落地。近日，雪天盐业发布公告称，公司已正式签署收购美特新材41%股权 的《股权转让协议》，并完成工商变更登记手续。本次收购对价为2.61亿元，雪天盐业现持有美特新材 61%股权，成为其控股股东。 转自：北京日报客户端 雪天盐业正通过跨界投资寻找新的业绩增长点。近日，雪天盐业发布公告称，公司已签署收购湖南美特 新材料科技有限公司（以下简称"美特新材"）41%股权相关协议并完成工商变更登记，雪天盐业持股比 例由20%提升至61%，实现对美特新材的控股。转让价款将在工商变更后分期支付，资金来源为自有或 自筹资金。 知名战略定位专家、福建华策品牌定位咨询创始人詹军豪指出，美特新材业绩较为依赖钴酸锂价格，若 未来钴酸锂价格下跌，其业绩将受冲击，进而影响雪天盐业收购收益。且美特新材的钠电正极材料尚处 研发阶段，未能 ...

Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% to gain control over the company [1][2]. Group 1: Acquisition Details - The acquisition of Meter New Material was formalized with a share transfer agreement, with a transaction value of 261 million yuan [2]. - Xue Tian Salt Industry aims to enhance its new energy industry chain, improve profitability, and increase market competitiveness through this acquisition [2][3]. - The company previously acquired a 20% stake in Meter New Material for 114 million yuan in November 2022, indicating a strategic long-term relationship [2]. Group 2: Financial Performance - Meter New Material's performance is closely tied to the price fluctuations of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [3]. - Projected revenues for Meter New Material are 629 million yuan in 2024 and 640 million yuan in the first three quarters of 2025, with net profits of 3.6 million yuan and 35.6 million yuan respectively [3]. - The company is also developing sodium battery materials, having sold ton-level products in the first half of 2025, although this segment is still in the R&D phase and not yet mass-produced [3]. Group 3: Industry Context - Xue Tian Salt Industry's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, respectively, marking declines of 2.77% and 13.9% year-on-year [4]. - The company's net profit has also decreased significantly, with a drop of 90.37% in the first three quarters of 2025 compared to the previous year [4]. - The main products of Xue Tian Salt Industry include various types of salt and chemical products, with soda ash being a significant contributor to revenue, which has been adversely affected by falling prices [4][5]. Group 4: Challenges and Strategic Insights - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to leverage its existing resources and chemical production technology to enter the new energy sector [5]. - However, the company faces challenges such as rapid technological changes in sodium battery technology, intense market competition, and the need for ongoing R&D investment [5].

Group 1 - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, having signed an agreement to acquire a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% [2][3] - The acquisition aims to enhance the company's new energy industry chain layout, improve profitability, and increase market competitiveness amid declining performance [2][3] - The acquisition price is set at 261 million yuan, with the funding sourced from self-owned or raised funds [3] Group 2 - Meter New Material's performance is closely tied to the price of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [4] - In 2024, Meter New Material achieved revenue of 629 million yuan and a net profit of 3.6 million yuan, with revenue of 640 million yuan and a net profit of 35.6 million yuan in the first three quarters of 2025 [4] - The company is also developing sodium battery materials, but this business is still in the research and development stage and has not yet achieved mass production [5] Group 3 - Xue Tian Salt Industry's performance has been declining, with revenues of 6.262 billion yuan and 5.392 billion yuan in 2023 and 2024, respectively, representing year-on-year declines of 2.77% and 13.9% [6] - The company's net profit dropped significantly, with a decline of 57.13% in 2024, resulting in a net profit of 304 million yuan [6] - The main business of Xue Tian Salt Industry includes the production and sale of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [6] Group 4 - The price of soda ash has been in a downward trend since early 2024, with light soda ash prices dropping by 45.23% and heavy soda ash by 43.3% [7] - The industry is facing an imbalance in supply and demand, with prices continuing to decline into 2025 [7] - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to expand into the new energy sector, leveraging its existing resources and chemical production technology [7]

Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Materials Technology Co., Ltd., increasing its ownership to 61% and becoming the controlling shareholder [1][3]. Group 1: Acquisition Details - The acquisition price for Meter New Materials is 261 million yuan, with the payment to be made in installments from self-owned or self-raised funds [3]. - Xue Tian Salt previously held a 20% stake in Meter New Materials, acquired for 114 million yuan in November 2022, aimed at extending its soda ash industry chain [3]. - The acquisition is expected to enhance the company's main business revenue and profit scale, improving its competitiveness in the new energy sector [3]. Group 2: Financial Performance - Meter New Materials' performance is closely tied to the price of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [4]. - Projected revenues for Meter New Materials are 629 million yuan in 2024 and 640 million yuan in the first three quarters of 2025, with net profits of 3.6 million yuan and 35.6 million yuan respectively [4]. - The company is also developing sodium-ion battery materials, but this segment is still in the research phase and has not yet achieved mass production [4]. Group 3: Industry Context - Xue Tian Salt's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, representing year-on-year declines of 2.77% and 13.9% respectively [5]. - The company's net profit for 2024 dropped significantly by 57.13% to 304 million yuan, with a further decline in 2025's first three quarters, where revenue fell by 21.99% to 3.244 billion yuan and net profit decreased by 90.37% to 32.6 million yuan [5]. - The main products of Xue Tian Salt include various types of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [5]. Group 4: Market Challenges - The price of soda ash has been in a downward trend since early 2024, with light soda ash prices dropping by 45.23% and heavy soda ash by 43.3% [6]. - The acquisition of Meter New Materials aligns with Xue Tian Salt's strategy to leverage its chemical production expertise and resources, but it faces challenges in technology, market competition, and management due to the rapid evolution of sodium-ion technology [6].

（企业公告） 此外，根据《中华人民共和国公司法》等相关法律法规以及《公司章程》的相关规定，公司于2025年12 月18日召开了职工代表大会，选举李雪为公司第五届董事会职工代表董事，任期自本次职工代表大会审 议通过之日起至公司第五届董事会任期届满之日止。 12月18日，雪天盐业发布公告称，公司董事会近日收到非独立董事徐青提交的辞职报告，因公司治理结 构调整，徐青申请辞去公司第五届董事会非独立董事、董事会审计委员会委员职务。该辞职报告自送达 公司董事会之日起生效，徐青离任后将继续在公司担任其他职务。 ...

证券日报网讯12月18日晚间，雪天盐业（600929）发布公告称，选举李雪女士为公司第五届董事会职工 代表董事。 ...

北京商报讯(记者郭秀娟王悦彤)12月18日，雪天盐业（600929）发布公告称，公司董事会收到非独立董 事徐青的辞职报告，因公司治理结构调整，徐青申请辞去董事及审计委员会委员职务，辞职报告自送达 董事会之日起生效。徐青离任后将继续在公司担任企业管理部部长。公司于2025年12月18日召开职工代 表大会，选举李雪为第五届董事会职工代表董事，任期至第五届董事会任期届满之日止。 ...

证券代码：600929 证券简称：雪天盐业 公告编号：2025-065 雪天盐业集团股份有限公司 关于董事辞任暨选举职工代表董事的公告 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。 雪天盐业集团股份有限公司（以下简称公司）董事会近日收到非 独立董事徐青女士提交的辞职报告，因公司治理结构调整，徐青女士 申请辞去公司第五届董事会非独立董事、董事会审计委员会委员职务。 该辞职报告自送达公司董事会之日起生效，徐青女士离任后将继续在 公司担任其他职务。 一、董事离任情况 （二）离任对公司的影响 特此公告。 雪天盐业集团股份有限公司董事会 2025 年 12 月 19 日 李雪女士简历 李雪，1974 年出生，中国国籍，无境外永久居留权，本科学历。 历任湖南省轻工盐业集团有限公司人力资源部主管，党群工作部副部 长(离退办党支部书记)，纪检党群部高级经理，党群工作部高级经理 (离退办党总支部书记)，企业离退办主任(副部长实职级)、工会副主 席，组织宣传部副部长、工会副主席，党群综合部副部长、工会副主 席(部长实职)，湖南盐业集团有限公司工 ...

格隆汇12月18日丨雪天盐业(600929.SH)公布，公司董事会近日收到非独立董事徐青女士提交的辞职报 告，因公司治理结构调整，徐青女士申请辞去公司第五届董事会非独立董事、董事会审计委员会委员职 务。该辞职报告自送达公司董事会之日起生效，徐青女士离任后将继续在公司担任其他职务。 ...

雪天盐业公告，公司董事会收到非独立董事徐青的辞职报告，因公司治理结构调整，徐青申请辞去董事 及审计委员会委员职务，辞职报告自送达董事会之日起生效。徐青离任后将继续在公司担任企业管理部 部长。公司于2025年12月18日召开职工代表大会，选举李雪为第五届董事会职工代表董事，任期至第五 届董事会任期届满之日止。 ...