证券代码：600929 证券简称：雪天盐业 公告编号：2023-070 雪天盐业集团股份有限公司关于控股股东非公开发行 可交换公司债券对持有的部分公司 A 股股票办理补充 担保及信托登记的公告 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。 截至本公告披露日，控股股东轻盐集团及其一致行动人合计持 有公司 984,664,234 股 A 股股份（包括前次已办理及本次准备办理 担保及信托登记的A股股份合计309,600,000股）,持股比例为59.95% （本次办理担保及信托登记的 A 股股份合计占公司已发行股本总数 的 0.58%）。 本次追加担保及信托登记，不涉及新增融资安排。公司控股股 东轻盐集团资信状况良好，具备良好的资金偿还及风险控制能力。 本次追加担保及信托登记行为不会导致控股股东及实际控制人发生 变化，不构成要约收购。 日 15:00 时上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中证登"）登记在册的雪天盐业全体 A 股股东每股派发现金红利 0.25 元。 根据《湖南省轻工盐业集团有 ...

雪天盐业集团股份有限公司 证券代码：600929 证券简称：雪天盐业 公告编号：2023-037 关于召开 2022 年度暨 2023 年第一季度 业绩说明会的公告 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： 会议召开时间：2023 年 5 月 29 日(星期一)上午 09:00-10:00 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2023 年 5 月 22 日(星期一)至 5 月 26 日(星期 五)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 officer@snowskysalt.com.cn 进行提问。公司将在业 绩说明会上对投资者普遍关注的问题进行回答。 雪天盐业集团股份有限公司（以下简称"公司"）已于 2023 年 4 月 25 日发布了公司 2022 年年度报告和 2023 年一季度报告，为便于 广大投资者更全面深入地了解公司2022 年度和20 ...

Financial Performance - Revenue for Q1 2023 reached ¥1,501,219,423.02, representing a year-on-year increase of 0.46%[3] - Net profit attributable to shareholders was ¥206,281,258.53, up 45.21% compared to the same period last year[3] - Basic earnings per share rose to ¥0.1399, reflecting a growth of 32.98% year-on-year[3] - Diluted earnings per share also increased to ¥0.1399, marking a 39.90% rise[6] - The company reported a net profit for Q1 2023 of RMB 213,128,985.51, representing an increase of 36.25% compared to RMB 156,348,265.00 in Q1 2022[24] - The total comprehensive income for the current period is approximately ¥213.13 million, up from ¥156.35 million, reflecting a growth of 36.3%[45] Cash Flow and Investments - Net cash flow from operating activities increased by 55.46%, totaling ¥102,206,470.76[3] - The cash flow from investing activities in Q1 2023 was negative at RMB -204,424,683.10, compared to a positive cash flow of RMB 446,271,777.54 in Q1 2022[27] - Cash and cash equivalents at the end of Q1 2023 were RMB 1,234,597,665.81, a decrease from RMB 867,877,749.08 at the end of Q1 2022[27] - The company reported a net cash outflow from financing activities of RMB 54,049,597.12 in Q1 2023, contrasting with a cash inflow of RMB 361,247,100.45 in Q1 2022[27] Assets and Equity - Total assets at the end of the reporting period were ¥9,486,282,713.00, up 1.50% from the end of the previous year[6] - Shareholders' equity attributable to shareholders increased to ¥6,428,081,829.19, a growth of 3.44%[6] - The total equity attributable to shareholders of the parent company rose to CNY 6,428,081,829.19 in Q1 2023, compared to CNY 6,214,522,652.21 in Q1 2022, marking an increase of 3.4%[31] Operating Costs and Expenses - Total operating costs for Q1 2023 were RMB 1,274,268,465.92, down 1.49% from RMB 1,293,664,918.70 in Q1 2022[24] - Research and development expenses increased to RMB 36,580,551.68 in Q1 2023, up 13.56% from RMB 32,256,125.94 in Q1 2022[24] - The company incurred a total tax expense of RMB 37,637,229.37 in Q1 2023, compared to RMB 21,455,646.02 in Q1 2022, reflecting a significant increase of 75.5%[24] Market and Product Performance - The company reported a significant increase in gross margin due to high prices of key products like soda ash and ammonium chloride[11] - Cash received from sales of goods and services was CNY 1,133,328,590.43 in Q1 2023, down from CNY 1,188,045,205.96 in Q1 2022, a decrease of 4.6%[36] - The company reported a decrease in cash paid for goods and services to CNY 397,021,231.07 in Q1 2023 from CNY 560,484,801.65 in Q1 2022, a reduction of 29.1%[36] Long-term Investments and Liabilities - The company's long-term equity investments increased to RMB 118,627,357.47 as of March 31, 2023, compared to RMB 4,265,657.47 at the end of 2022[23] - Non-current liabilities totaled CNY 546,006,440.16 in Q1 2023, a decrease from CNY 558,430,037.61 in Q1 2022, indicating a reduction of 2.5%[31] - The company’s long-term borrowings decreased to CNY 349,222,481.95 in Q1 2023 from CNY 366,050,000.00 in Q1 2022, a decline of 4.5%[31] Other Financial Metrics - The weighted average return on equity improved to 3.26%, an increase of 0.57 percentage points[6] - The company's goodwill remained stable at CNY 104,631,021.25 for both Q1 2023 and Q1 2022, indicating no change[31]

Financial Performance - The net cash flow from operating activities for the year-end 2022 was approximately CNY 1.36 billion, representing a 126.93% increase compared to the previous year[1]. - The net assets attributable to shareholders of the listed company increased by 23.22% year-on-year, reaching approximately CNY 6.21 billion at the end of 2022[1]. - Total assets at the end of 2022 amounted to approximately CNY 9.35 billion, reflecting an 11.58% increase from the previous year[1]. - The company reported a total revenue of 283,480.14 million CNY and a net profit of 63,942.12 million CNY, reflecting strong financial performance[97]. - The overall revenue for the company was ¥2,654,605,605.89, with a gross margin of 34.54%, which increased by 3.74 percentage points compared to the previous year[64]. - The company reported a significant increase in revenue, achieving a total of 1.5 billion in 2022, representing a 20% growth compared to the previous year[137]. - The company provided guidance for 2023, projecting a revenue growth of 25% and aiming for a total revenue of 1.875 billion[139]. Market and Industry Insights - The salt industry in China has a production capacity of 11.585 million tons and a production volume of 8.39 million tons in 2022, with a consumption structure where caustic soda accounts for 51.86% and soda ash for 36.85%[12]. - The market size of China's condiment industry reached CNY 395 billion in 2020, with expectations for further growth in the coming years[12]. - Approximately 70% of raw salt consumption in China is directed towards the salt chemical industry, which is a significant contributor to the economy[13]. - The demand for soda ash in China is projected to increase significantly, driven by the growth in the lithium battery and photovoltaic industries, with an expected demand increment of over 10 million tons by 2030[13]. - The company aims to transition from a regional to a national player and expand into international markets during the "14th Five-Year Plan" period, enhancing its core competitiveness[98]. Operational Developments - The company has established 27 provincial branches outside Hunan, expanding its customer base to over 17,000 and enhancing its national sales channels[19]. - The production capacity of the company's subsidiary, Sote Salt Chemical, is 1 million tons/year for well-mined salt, ensuring a continuous supply of brine for salt and salt chemical products[17]. - The company has three operational salt cavern gas storage facilities with a total storage capacity exceeding 1.5 billion cubic meters[15]. - The company is undergoing energy-saving technology upgrades for its ammonia production facilities, with a planned completion by the end of 2023[45]. - The company is focusing on expanding its market presence and enhancing its product offerings through strategic management changes[124]. Research and Development - The company’s research and development expenses increased by 27.71% year-on-year, reflecting a commitment to enhancing innovation[25]. - The company has invested 50 million RMB in R&D for innovative salt processing technologies, aiming to improve production efficiency by 20%[134]. - The company emphasizes technological innovation, aiming for breakthroughs in areas such as lithium extraction from brine and battery-grade soda ash manufacturing[93]. Governance and Management - The company has implemented a robust internal control system to enhance governance and protect shareholder rights[1]. - The company has established a fair and transparent performance evaluation and incentive mechanism for directors and senior management[1]. - The company’s management has been evaluated based on operational responsibility, risk, and performance metrics[1]. - The company has established several specialized committees, including the Audit Committee and the Strategic Committee, to enhance governance[158]. Environmental and Social Responsibility - The company has established comprehensive environmental protection and safety production standards, ensuring compliance with national policies amid increasing regulatory scrutiny[99]. - The company achieved a desulfurization efficiency greater than 90% and a dust removal efficiency greater than 96% for its boiler emissions[188]. - The company has not faced any administrative penalties related to environmental issues during the reporting period[198]. - The company emphasizes the importance of social responsibility, focusing on environmental protection and community welfare initiatives[102]. Future Outlook - The company plans to enhance its investment in safety and environmental protection measures to mitigate risks associated with production processes[99]. - The company plans to increase its dividend payout by 15% in the upcoming fiscal year, reflecting strong financial performance[134]. - The company is expanding its market presence in Southeast Asia, targeting a 10% market share by 2025[141]. - A strategic acquisition of a local competitor was completed, enhancing the company's capabilities and expected to generate 50 million in synergies[142].

证券代码：600929 证券简称：雪天盐业 雪天盐业集团股份有限公司投资者关系活动记录表 2022 年 5 月（下） | --- | --- | --- | |---------------------------------------------|-------------------------------------|--------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 | ☑ 路演活动 | | | ☑ 现场参观 | ☑ 电话通讯 | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 的专场研究员、投资者网络/现场交流会 | 分别由海通证券、方正证券、民生证券、宝盈基金组织 | | 时间 2022 | 年 5 月 18 日-2022 | 年 5 月 31 日 | | 地点 | 通讯形式 | | | 上市公司接待人员姓名 公司董事会秘书刘少华等 | | | | 投资者关 ...

证券代码：600929 证券简称：雪天盐业 雪天盐业集团股份有限公司投资者关系活动记录表 2022 年 5 月（上） | --- | --- | --- | |-----------------------------|----------------------------|--------------------------------------------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 | ☑ 路演活动 | | | □ 现场参观 | ☑ 电话通讯 | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | | 分别由天风证券、长江证券、浙商证券、申万宏源证券、 东北证券组织的专场投资者网络/电话交流会 | | 时间 2022 | 年 4 月 26 日-2022 | 年 5 月 15 日 | | 地点 通讯形式 | | | | 上市公司接待人员姓名 | 公司 ...

证券代码：600929 证券简称：雪天盐业 雪天盐业集团股份有限公司投资者关系活动记录表 编号：2022017 | --- | --- | --- | |-----------------------|-------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □ \n□ \n□ 新闻发布会 \n□ 现场参观 \n□ 其他 | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 \n☑ 路演活动（安信证券策略会） \n☑ 电话通讯 \n（请文字说明其他活动内容） | | | 恒识投资管理(上海)有限公司 | 杜亮 | | | 浙江韶夏投资管理有限公司 | 叶柱良 | | | 淳厚基金管理有限公司 | 田文天 | | | 天治基金管理有限公司 | 王策源 | | | 中庚基金管理 ...

证券代码：600929 证券简称：雪天盐业 编号：2022015 | --- | --- | --- | |------------------------------|------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □ \n□ \n□ 新闻发布会 \n□ 现场参观 \n□ 其他 | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 \n☑ 路演活动（方证证券系列专场） \n☑ 电话通讯 | | | 兴合基金 陈强 | | | 参与单位名称及 人员姓名 | 泰康资产 卢日欣 | | | | 方正证券 刘畅 | | | 时间 2022 | 年 6 月 10 日 | | | ...

证券代码：600929 证券简称：雪天盐业 雪天盐业集团股份有限公司投资者关系活动记录表 编号：2022011 | --- | --- | --- | --- | --- | --- | --- | |----------------|--------|------------------------------------------------|------------------------------------------------------------------|-------|-------|--------------------------| | | | | | | | | | | | | | | | | | | □ □ | | 特定对象调研 □分析师会议 媒体采访 □业绩说明会 | | | | | 投资者关系活动 | □ | 新闻发布会 | ☑ 路演活动 | | | | | 类别 | □ | 现场参观 | ☑ 电话通讯 | | | | | | □ 其他 | | （请文字说明其他活动内容） | | | | | 参与单位名称及 | | 宽潭资本 雯妮、戎勉 | | | | | | 人员姓 ...

证券代码：600929 证券简称：雪天盐业 雪天盐业集团股份有限公司投资者关系活动记录表 编号：2022013 | --- | --- | |-----------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 ☑ 路演活动（安信证券系列专场） ☑ 电话通讯 | | 参与单位名称及 人员姓名 | 刘高晓、钱嘉鎏 张瑞、辛大伟、张亮 姬静远、贺骞辉、邱培宇、鲍骋、项飞燕 | | | | | | | | 时间 2022 地点 | 月 9 日 | | 上市公 ...