Core Insights - Jiangyan Group (601065) reported that as of October 20, 2025, the number of shareholders is 35,897 [1] Summary by Category - **Company Information** - Jiangyan Group has a total of 35,897 shareholders as of the specified date [1]

Group 1 - The chemical raw materials sector increased by 0.94% compared to the previous trading day, with Zhihua Co. leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Group 2 - In terms of capital flow, the chemical raw materials sector experienced a net outflow of 205 million yuan from main funds, while retail investors saw a net inflow of 232 million yuan [2] - The table provided shows the net inflow and outflow of various stocks within the sector, highlighting significant movements in individual stocks such as Ti'an Co. and Shilong Industry [2]

Group 1 - The company, Jiangyan Group, reported that as of October 10, 2025, the number of shareholders is 35,827 [2]

证券代码：601065 证券简称：江盐集团 江西省盐业集团股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 电话会议 其他 参与单位名 称及人员姓 名 线上参与江盐集团（601065）2025 年半年度业绩说明会的全体投 资者 时间 2025 年 9 月 15 日 15:00-16:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接 待人员 董事长万李、独立董事谢海东、董事会秘书任雁飞、证券事务代 表张露 投资者关系 活动主要内 容介绍 1.公司上半年利润同比有所下滑，请问主要原因是什么？ 答:尊敬的投资者，您好。下滑的主要原因是主营产品价格下 行，行业整体盈利收缩，工业盐、氯化钙、纯碱、小苏打等主营 产品价格均同比下降，其中纯碱价格同比下降 33.24%，工业盐价 格同比下降 18.03%。面对行业周期性波动，公司正通过稳产保供、 降本增效等措施积极应对。感谢您对公司的关注。 2.公司第二大股东为何持续减持？未来其他大股东是否还有 减持计划？ 答:尊敬的投资者，您 ...

证券日报网讯9月8日晚间，江盐集团（601065）发布公告称，公司拟于2025年9月15日下午15：00-16： 00举行2025年半年度业绩说明会。 ...

证券代码：601065 证券简称：江盐集团 公告编号：2025-038 （一） 会议召开时间：2025 年 9 月 15 日下午 15:00-16:00 江西省盐业集团股份有限公司 关于召开 2025 年半年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： 投资者可于 2025 年 9 月 15 日(星期一)前，访问网址 https://eseb.cn/1r6Ah9 XfXA4 进行会前提问，或将需要了解的情况和关注问题通过邮件发送至公司邮 箱 jydb_office@163.com，公司将在说明会上对投资者普遍关注的问题进行回答。 江西省盐业集团股份有限公司（以下简称"公司"）拟于 2025 年 9 月 15 日下午 15:00-16:00 举行 2025 年半年度业绩说明会（以下简称"说明会"），就 投资者关心的问题进行沟通交流。具体情况如下： 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度业绩的 具体情况与投资者进行互动交流和沟通，在信息披露允许的范 ...

Group 1 - The company, Jiangyan Group (601065), reported that as of August 29, 2025, the number of shareholders is 36,428 [1]

Group 1 - On August 29, Jiangyan Group executed a block trade of 1.1842 million shares, with a transaction amount of 8.9999 million yuan, accounting for 16.34% of the total transaction volume for the day [1] - The transaction price was 7.6 yuan, which represents a discount of 10.17% compared to the market closing price of 8.46 yuan [1]

Core Viewpoint - Jiangyan Group reported a significant decline in financial performance for the first half of 2025, with net profit down 45.36% and total revenue down 18.98% compared to the previous year [1][6]. Financial Performance Summary - Total revenue for the first half of 2025 was 1.142 billion yuan, a decrease of 18.98% from 1.41 billion yuan in 2024 [1]. - Net profit attributable to shareholders was 148 million yuan, down 45.36% from 270 million yuan in the previous year [1][6]. - The gross profit margin fell to 31.48%, a decline of 16.4% year-on-year, while the net profit margin decreased to 13.39%, down 32.78% [1]. - Operating expenses, including sales, management, and financial costs, totaled 132 million yuan, accounting for 11.56% of revenue, an increase of 11.48% year-on-year [1]. - Earnings per share dropped to 0.23 yuan, a decrease of 45.24% from 0.42 yuan in 2024 [1]. Cash Flow and Financial Metrics - Operating cash flow per share was 0.39 yuan, down 30.09% from 0.55 yuan [1]. - The company experienced a 30.09% decline in net cash flow from operating activities due to reduced cash receipts from sales [3]. - The company's return on invested capital (ROIC) was 10.6% last year, indicating average capital returns [5]. Changes in Financial Items - Financial expenses increased by 47.13% due to decreased interest income from idle funds [3]. - Accounts receivable rose by 31.63% to 68.1 million yuan, indicating a potential increase in credit risk [1]. - The company reported a 168.88% increase in credit impairment losses, attributed to the recovery of previously written-off receivables [4]. Operational Challenges - The decline in revenue was primarily due to a significant drop in the prices of the company's main products, influenced by macroeconomic conditions [5][6]. - The company faced a 10.95% decrease in operating costs, benefiting from lower raw material prices and improved cost management [4].

Core Insights - Jiangyan Group reported a significant decline in net profit by 45.36% year-on-year for the first half of 2025, with total revenue decreasing by 18.98% to 1.142 billion yuan [1] - The company's gross margin fell to 31.48%, down 16.4% year-on-year, while net margin decreased to 13.39%, down 32.78% [1] Financial Performance - Total revenue for the second quarter was 570 million yuan, a year-on-year decrease of 20.56%, with net profit for the same period at 72.977 million yuan, down 43.93% [1] - The total of selling, administrative, and financial expenses reached 132 million yuan, accounting for 11.56% of revenue, an increase of 11.48% year-on-year [1] - Earnings per share dropped to 0.23 yuan, a decrease of 45.24% year-on-year, while operating cash flow per share was 0.39 yuan, down 30.09% [1] Changes in Financial Items - Accounts receivable financing decreased by 30.61% due to a reduction in bank acceptance bills [2] - Construction in progress saw a significant decline of 56.28% due to an increase in unpaid engineering and equipment costs [2] - Prepayments increased dramatically by 297.16% due to higher prepaid but unsettled freight costs [2] - Revenue decreased by 18.98% primarily due to a significant drop in product prices [2] - Operating costs fell by 10.95% due to lower raw material prices and improved cost management [2] Cash Flow and Profitability - Net cash flow from operating activities decreased by 30.09% due to reduced cash receipts from sales [3] - Credit impairment losses increased by 168.88% as a result of recovering previously written-off receivables [3] - Total profit decreased by 45.68% due to ongoing price declines in key products, leading to reduced gross margins [3] Business Evaluation - The company's return on invested capital (ROIC) was 10.6%, indicating average capital returns, while the net profit margin was 17.85%, suggesting high added value [4] - Historical data shows a median ROIC of 8.26% since the company went public, with the worst year being 2019 at 3.8% [4]