证券代码：600929 证券简称：雪天盐业 公告编号：2025-061 关于控股股东及其一致行动人累积增持公司股份 权益变动触及 1%刻度的提示性公告 持股 5%以上股东湖南盐业集团有限公司（以下简称湖南盐业集团或信 息披露义务人）及其一致行动人保证向本公司提供的信息真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 本次变动情况：湖南盐业集团及其一致行动人于 2025 年 9 月 3 日至 2025 年 12 月 3 日，以集中竞价的交易方式累计增持雪天盐业集团股份有限公司（以 下简称公司或雪天盐业）股份 17,127,900 股，增持金额 102,474,996.65 元，增 持完成后，湖南盐业集团及其一致行动人权益变动触及 1%整数倍。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | √控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实 ...

格隆汇12月3日丨雪天盐业(600929.SH)公布，湖南盐业集团及其一致行动人于2025年9月3日至2025年12 月3日，以集中竞价的交易方式累计增持雪天盐业集团股份有限公司股份1712.79万股，增持金额1.02亿 元，增持完成后，湖南盐业集团及其一致行动人权益变动触及1%整数倍。 ...

格隆汇12月3日丨雪天盐业(600929.SH)公布，湖南盐业集团及其一致行动人于2025年9月3日至2025年12 月3日，以集中竞价的交易方式累计增持雪天盐业集团股份有限公司股份1712.79万股，增持金额1.02亿 元，增持完成后，湖南盐业集团及其一致行动人权益变动触及1%整数倍。 ...

Core Viewpoint - The acquisition of a 41% stake in Hunan Meite New Materials Co., Ltd. by Xue Tian Salt Industry is a strategic move to enhance its "Salt + New Energy" dual-driven strategy, aiming to capitalize on opportunities in the sodium battery cathode materials sector [1][2]. Group 1: Acquisition Details - Xue Tian Salt Industry plans to acquire a 41% controlling stake in Meite New Materials for approximately 261 million yuan, increasing its total ownership to 61% [1]. - The market reacted positively to the announcement, with Xue Tian Salt's stock price rising by 2.11% to 6.28 yuan on December 3 [1]. Group 2: Strategic Implications - This acquisition is part of Xue Tian Salt's long-term strategic planning and aims to leverage its resource focus and industrial strengths to support Meite New Materials in cost control and supply chain security [2]. - The integration is expected to facilitate Xue Tian Salt's transition from traditional salt and chemical sectors to high-tech, high-value new energy materials, aligning with national policies on new energy development [2]. Group 3: Performance of Meite New Materials - Meite New Materials has shown significant improvement in profitability and asset growth, with revenues reaching 640 million yuan in the first nine months of 2025, surpassing the total revenue of 630 million yuan for 2024 [3]. - The net profit for Meite New Materials in the first nine months of 2025 was 35.61 million yuan, a substantial increase from just 3.6 million yuan in 2024 [3]. Group 4: Product Development - In 2023, Meite New Materials launched four sodium battery cathode materials, enhancing its market presence, particularly in the e-cigarette battery segment, where it achieved a 30% market share [4]. - The company successfully established a pilot line for sodium ion battery cathode materials and commenced production on a lithium cobalt oxide expansion project, reaching an annual capacity of 7,500 tons [4]. Group 5: Future Directions - Xue Tian Salt is expanding its footprint in the new energy materials sector, including the establishment of a fiber research institute in collaboration with a prominent academic team, focusing on advanced fiber materials [6][7]. - The fiber research institute aims to develop smart fiber materials and optimize production processes, serving as a technological bridge for Xue Tian Salt's diversification into energy-related businesses [7].

Group 1 - The company held its fifth supervisory board meeting on December 2, 2025, via telecommunication, with all five supervisors participating in the vote, confirming the meeting's legality [2][3]. - The supervisory board approved the proposal to purchase a 41% stake in Hunan Meter New Materials Technology Co., Ltd., which aligns with the company's development strategy of focusing on resources and enhancing synergy [3][9]. - The transaction price is set at approximately 260.63 million yuan, based on an asset evaluation conducted by a qualified third-party institution, ensuring fairness and reasonableness in pricing [9][11]. Group 2 - The company will hold a total of 61% of the shares in Hunan Meter New Materials after the acquisition, thus becoming the controlling shareholder [11][27]. - The transaction does not constitute a major asset restructuring and has been approved by both the board of directors and the supervisory board, with related parties abstaining from voting [9][14]. - The past 12 months saw 163 related transactions with the controlling shareholder, totaling 15.88 million yuan, which is 0.19% of the company's latest audited net assets [9][16]. Group 3 - The evaluation of Hunan Meter's total equity was approximately 629.64 million yuan as of September 30, 2025, indicating a significant increase in value [11][24]. - The company plans to enhance its revenue and profit scale through this acquisition, which is expected to improve its competitive position in the market [31][32]. - The acquisition will not affect the company's shareholding structure as it is a cash transaction [31].

Mergers and Acquisitions - Jiemite announced the termination of its plan to acquire control of Siten Helix due to a lack of agreement on key terms among the parties involved, stating that this decision will not significantly impact the company's current operations, financial condition, or strategic development [1] - Xue Tian Salt Industry plans to purchase a 41% stake in Hunan Meite New Materials Technology Co., Ltd. from its controlling shareholder, Hunan Salt Industry Group, for an estimated price of 261 million yuan, which will increase its total ownership in Meite New Materials to 61% [2] - Aike Co., Ltd. intends to acquire 100% of Dongguan Silicon Xiang through a combination of issuing shares and cash payment, with a preliminary transaction price set at 2.2 billion yuan [3] - Xiangyuan Cultural Tourism's wholly-owned subsidiary plans to acquire 100% of Jinxiu Lianhua Mountain for 345 million yuan, which includes a debt assumption of approximately 290 million yuan [4] Shareholding Changes - Xince Standard announced that shareholder Li Shengping plans to reduce his stake by up to 2.77%, consisting of a maximum of 2.435 million shares through centralized bidding and 4.304 million shares through block trading [5] - Luguan Technology reported that its shareholder, Zhuhai Xiheng Investment Partnership, intends to reduce its holdings by up to 2%, equating to a maximum of 8.2982 million shares [6] - Pioneering Technology disclosed that shareholder Rongke Chuangtou plans to reduce its stake by up to 3%, with a maximum of 2.4536 million shares through centralized bidding and 4.9072 million shares through block trading [7]

本报告依据中国资产评估准则编制 雪天盐业集团股份有限公司 拟收购湖南盐业集团有限公司 持有湖南美特新材料科技有限公司股权 涉及湖南美特新材料科技有限公司 股东全部权益价值 资产评估报告 沃克森评报字（2025）第2164号 沃克森（北京）国际资产评估有限公司 二〇二五年十一月十八日 | 报告编码: | 1111020051202502687 | | | --- | --- | --- | | 合同编号: | 沃克森国际评合同字【2025】第1686号 | | | 报告类型: | 非法定评估业务资产评估报告 | | | 报告文号: | 沃克森评报字(2025)第2164号 | | | 报告名称: | 雪天盐业集团股份有限公司拟收购湖南盐业集团有限公司持有湖 南美特新材料科技有限公司股权涉及湖南美特新材料科技有限公 司股东全部权益价值 | | | 评估结论: | 629.635.626.10元 | | | 评估报告日 : | 2025年11月18日 | | | 评估机构名称: | 沃克森(北京)国际资产评估有限公司 | | | | 成本云 (资产评估师) 正式会员 编号:43000103 | | | 签名人员: ...

Core Viewpoint - Xue Tian Salt Industry is advancing its "Salt + New Energy" strategy by acquiring a 41% stake in Hunan Meter New Materials Technology Co., Ltd., increasing its ownership to 61% and becoming the controlling shareholder, which is expected to enhance its revenue and profit scale while capturing opportunities in the sodium battery materials sector [1][2]. Group 1: Acquisition Details - The company plans to acquire the stake for 261 million yuan, which will allow it to consolidate its position in the new energy materials market [1]. - Previously, Xue Tian Salt held a 20% stake in Meter New Materials, and this acquisition reflects its commitment to expanding in the new energy sector [1]. Group 2: Business Performance and Strategy - Meter New Materials has been actively developing sodium battery materials, launching four new products in 2023, and achieving a 30% market share in the e-cigarette battery segment [2]. - The financial performance of Meter New Materials is on an upward trend, with projected revenue of 629 million yuan and a net profit of 3.6 million yuan for 2024, while the revenue for the first three quarters of this year has already surpassed the total for the previous year [2]. Group 3: Industry Positioning - Xue Tian Salt Industry is enhancing its full industry chain from raw materials to applications, focusing on new energy sectors alongside its traditional salt and chemical business [3]. - The company is also collaborating with academic institutions to develop smart fiber materials, indicating a broader commitment to innovation and technology in its product offerings [3].

Market Overview - A-shares experienced a broad pullback, with the ChiNext Index dropping over 1% and the Shanghai Composite Index closing down 0.42% at 3897.71 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 16,073 billion yuan, a decrease of over 280 billion yuan compared to the previous day [2] - The technology sector, including semiconductor and brokerage stocks, collectively retreated, while consumer sectors like retail and food & beverage saw gains [2] Sector Performance - The food and beverage sector showed strong performance, with stocks like Hai Xin Food and An Ji Food hitting the daily limit, and Xue Tian Salt Industry rising nearly 5% [4][5] - The home furnishing sector also performed well, with stocks such as Hao Li Ke and Meng Tian Home hitting the daily limit, and Meng Tian Home achieving a cumulative increase of approximately 114% over the last 10 trading days [7] Conceptual Trends - The cross-strait integration concept saw significant gains, with stocks like Jia Rong Technology and Zhao Biao Shares hitting the daily limit, supported by new policies from the Fujian government aimed at promoting cross-strait development [10][12] - Fujian's government announced 12 new policy measures to support Taiwanese enterprises, including land and sea guarantees for Taiwanese businesses and tax service optimizations [12][13] Company-Specific Developments - Yun Zong Technology experienced a sharp decline, hitting the daily limit down after a significant increase of over 90% in the previous six trading days [14][16] - The company confirmed that its main business operations remain normal, focusing on consumer electronics and automotive electronics, with no major changes in market conditions or industry policies [16]

证券代码：600929 证券简称：雪天盐业 公告编号：2025-060 雪天盐业集团股份有限公司 关于收购湖南美特新材料科技有限公司 41%股权暨 关联交易的公告 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： 交易简要内容：雪天盐业集团股份有限公司（以下简称雪天盐业或公司） 拟购买控股股东湖南盐业集团有限公司（以下简称湖南盐业集团）控制的湖南美特 新材料科技有限公司（以下简称美特新材或标的公司）41%的股权，预计交易价格 260,633,818.03 元（以下简称本次交易）。 本次交易构成关联交易 本次交易不构成重大资产重组 本次交易事项已经公司第五届董事会第十二次会议和第五届监事会 第十次会议审议通过，关联董事及关联监事回避表决。在董事会审议前，公司 独立董事专门会议对本次关联交易事项审议通过。该交易无需提交公司股东会 审议。 过去 12 个月，公司与控股股东湖南盐业集团有限公司发生的关联交易共 163 笔，累计交易金额为 1,588.21 万元，占公司最近一期经审计净资产的 0.19% （不含本次交易）； ...