Industry Overview - Silicon iron (FeSi) is produced using raw materials such as coke, steel scrap, and quartz in electric furnaces, primarily used as a deoxidizer in steelmaking and as an alloying agent in various steel types [1][6] - The demand for silicon iron has been increasing due to the recovery of the domestic and international economy, with production expected to reach 5.438 million tons in 2024, a nearly 1% increase from the previous year [6][10] Production Capacity and Distribution - As of the end of 2024, China's silicon iron production capacity is projected to exceed 8 million tons per year, indicating potential overcapacity and intensified market competition [6][8] - The production is highly concentrated in regions rich in energy and resources, such as Inner Mongolia, Ningxia, and Shaanxi, with Inner Mongolia's share rising from 27.2% in 2022 to 32% in 2024 due to its green energy initiatives [8][10] Market Pricing - The price of silicon iron in China showed a downward trend in 2024, decreasing from 6,661.43 CNY/ton at the beginning of the year to 6,024.29 CNY/ton by the end, a decline of approximately 9.56% [10] - Factors influencing price fluctuations include demand weakness, production adjustments, and changes in raw material costs [10] Import and Export Dynamics - China remains a net exporter of silicon iron, with imports in 2024 reaching 82,900 tons, a 40.51% increase year-on-year, driven by demand for high-end specialty silicon iron products [12] - Exports slightly increased to 428,800 tons in 2024, marking a 5.43% growth, while net export volume and trade surplus showed cyclical fluctuations [12] Competitive Landscape - The silicon iron industry in China is characterized by an oligopolistic structure with regional concentration, where companies leverage local resource advantages to enhance competitiveness [14][18] - Companies like Ordos, with an annual production capacity of 1.6 million tons, dominate the market due to their integrated coal-electricity-silicon iron production model [14][18] Development Trends - The industry is shifting towards high-end and specialized products, with increasing demand for high-purity and specialty silicon iron alloys driven by advancements in downstream applications [20] - Environmental policies are pushing the industry towards greener practices, with companies adopting technologies to reduce energy consumption and emissions [21] - The global market is becoming more competitive, with rising trade barriers and the emergence of new production regions, prompting companies to diversify their export markets and localize production [22]

证券代码：601216 证券简称：君正集团 公告编号：临 2025-022 号 内蒙古君正能源化工集团股份有限公司 关于 2025 年 5 月为子公司提供担保的进展公告 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： ? 被担保人名称：连云港港口国际石化仓储有限公司（以下简称"连云港 仓储"），为内蒙古君正能源化工集团股份有限公司（以下简称"公司"）全资 子公司上海君正物流有限公司（以下简称"君正物流"）持股 51%的下属子公司。 ? 担保金额：1,530 万元人民币。 ? 已实际为其提供的担保余额：截至 2025 年 5 月 31 日，公司子公司累计 向连云港仓储提供的担保余额为 5,102 万元人民币（含本次担保）。 ? 本次担保是否有反担保：无 ? 对外担保逾期的累计数量：无 ? 特别风险提示：本次被担保人连云港仓储最近一期经审计资产负债率超 过 70%，敬请广大投资者注意相关风险。 一、担保情况概述 （一）2025 年度担保额度预计情况 公司分别于 2025 年 4 月 25 日、5 月 16 日召开第 ...

证券代码：601216 证券简称：君正集团 公告编号：临 2025-022 号 内蒙古君正能源化工集团股份有限公司 关于 2025 年 5 月为子公司提供担保的进展公告 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： 特别风险提示：本次被担保人连云港仓储最近一期经审计资产负债率超 过 70%，敬请广大投资者注意相关风险。 （二）2025 年 5 月担保实施情况 一、担保情况概述 被担保人名称：连云港港口国际石化仓储有限公司（以下简称"连云港 仓储"），为内蒙古君正能源化工集团股份有限公司（以下简称"公司"）全资 子公司上海君正物流有限公司（以下简称"君正物流"）持股 51%的下属子公司。 （一）2025 年度担保额度预计情况 公司分别于 2025 年 4 月 25 日、5 月 16 日召开第六届董事会第十五次会议、 2024 年年度股东大会，审议通过《关于预计 2025 年度担保额度的议案》，同意 公司预计 2025 年度担保总额度合计不超过人民币 167 亿元（含 167 亿元，含等 值外币），其中为最近一期 ...

Core Viewpoint - Junzheng Group (601216) reported a closing price of 5.32 yuan as of May 30, 2025, reflecting a decrease of 0.75% from the previous week's price of 5.36 yuan [1] Company Performance - The highest intraday price for Junzheng Group on May 29 was 5.62 yuan, while the lowest was 5.25 yuan [1] - The current total market capitalization of Junzheng Group is 44.89 billion yuan, ranking 3rd out of 56 in the chemical raw materials sector and 292nd out of 5146 in the A-share market [1] Dividend Announcement - Junzheng Group announced a cash dividend of 0.15 yuan per share (before tax), with the A-share registration date set for June 5, 2025 [1] - The total cash dividend distribution amounts to 1.2657 billion yuan, based on a total share capital of 8,438,017,390 shares [1] - The dividend distribution plan was approved at the annual shareholders' meeting held on May 16, 2025 [1] Taxation Details - For individual shareholders and securities investment funds, the company will not withhold personal income tax, resulting in a net cash dividend of 0.15 yuan per share [1] - For QFII shareholders, a 10% corporate income tax will be withheld, leading to a net cash dividend of 0.135 yuan per share [1] - For Hong Kong investors holding shares through "Shanghai-Hong Kong Stock Connect," the same 10% tax applies, resulting in a net cash dividend of 0.135 yuan per share [1] - Other institutional investors and corporate shareholders will receive the full cash dividend of 0.15 yuan per share without tax withholding [1]

Core Viewpoint - Inner Mongolia Junzheng Energy Chemical Group Co., Ltd. has announced a cash dividend distribution of 0.15 RMB per share (including tax) for its A-shares, totaling approximately 1.27 billion RMB in cash dividends to be distributed to shareholders [1][2]. Dividend Distribution Details - The cash dividend distribution has been approved at the 2024 annual shareholders' meeting held on May 16, 2025 [1]. - The total share capital before the distribution is 8,438,017,390 shares, leading to a total cash dividend payout of 1,265,702,608.50 RMB [1]. Relevant Dates - The key dates for the dividend distribution are as follows: - Record date: June 5, 2025 - Ex-dividend date: June 6, 2025 - Cash dividend payment date: June 6, 2025 [2]. Implementation Method - Cash dividends for shareholders who have not made designated transactions will be held by China Securities Depository and Clearing Corporation Limited, Shanghai Branch, until they complete the designated transaction [2]. - Shareholders who have made designated transactions can receive their cash dividends on the payment date at their designated securities business department [2]. Taxation Information - For individual shareholders and securities investment funds, the actual cash dividend per share is 0.15 RMB (including tax), with personal income tax not withheld at the time of distribution [3]. - The tax burden varies based on the holding period of the shares, with a maximum tax rate of 20% for shares held for one month or less, and a reduced rate of 10% for shares held between one month and one year [3]. - For Qualified Foreign Institutional Investors (QFII), a 10% withholding tax applies, resulting in a net cash dividend of 0.135 RMB per share [4][6].

证券代码：601216 证券简称：君正集团 公告编号：临 2025-021 号 内蒙古君正能源化工集团股份有限公司 2024年年度权益分派实施公告 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： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | 股 A | 2025/6/5 | － | 2025/6/6 | 2025/6/6 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案已经内蒙古君正能源化工集团股份有限公司（以下简称"公 司"）于2025 年 5 月 16 日召开的2024年年度股东大会审议通过。 二、 分配方案 1、 发放年度：2024年年度 2、 分派对象： 截至股权登记日下午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"中国结算上海分公司"）登记在册的本公司全体股 东。 3、 分配方案： 本次利润分配以方案实施前的公司总股本8,438 ...

Group 1 - The report highlights that Junzheng Group's revenue for 2024 is projected to reach 25.211 billion yuan, representing a year-on-year increase of 31.83%, with a net profit of 2.804 billion yuan, up 2.96% year-on-year [3][4] - The company has completed new project constructions in 2024, leading to increased revenue from various chemical products, with the basic chemical raw materials manufacturing sector achieving revenue of 10.252 billion yuan, a year-on-year increase of 18.35% [4] - The report indicates that the company has a comprehensive circular economy industrial chain, integrating coal, electricity, and chemical production, with significant production capacities across various products [10] Group 2 - The report states that Changjiang Media achieved a revenue of 2.101 billion yuan in Q1 2025, reflecting a year-on-year growth of 9.31%, with a net profit of 401 million yuan, up 53.14% year-on-year [17] - The company plans to distribute a cash dividend of 0.15 yuan per share for the 2024 fiscal year, totaling approximately 1.266 billion yuan, which represents 45.14% of the net profit attributable to shareholders [13] - The report projects that Changjiang Media's revenue will grow steadily, with expected revenues of 7.295 billion, 7.491 billion, and 7.669 billion yuan from 2025 to 2027 [18] Group 3 - The semiconductor industry is experiencing a recovery, with strong performance in digital chip design driven by national subsidies and AI applications, leading to significant revenue and profit growth [19][20] - The report notes that the semiconductor equipment sector is optimistic about order growth due to domestic wafer plant expansions and increased localization of equipment [20] - The demand for consumer electronics is robust, with a notable increase in sales of smart devices and PCs, supported by national policies [22]

证券代码：601216 证券简称：君正集团 公告编号：临2025-020 号 内蒙古君正能源化工集团股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有否决议案：无 内蒙古君正能源化工集团股份有限公司（以下简称"公司"）2024 年年度 股东大会采取现场投票和网络投票相结合的表决方式进行，公司于 2025 年 4 月 26 日在《中国证券报》《上海证券报》及上海证券交易所网站披露了关于召开本 次股东大会的通知，并于 2025 年 5 月 10 日在上海证券交易所网站披露了《君正 集团 2024 年年度股东大会会议资料》。 一、 会议召开和出席情况 (一) 股东大会召开的时间：2025 年 5 月 16 日 (二) 股东大会召开的地点：内蒙古乌海市滨河新区海达君正街君正长河华 府办公楼 209 室 (三) 出席会议的普通股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 1,162 | | --- | --- | | 2、出席会议的股东所持有表 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于内蒙古君正能源化工集团股份有限公司 2024 年年度股东大会的法律意见书 国枫律股字[2025]A0205 号 致：内蒙古君正能源化工集团股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2024 年年度股东大会（以下简称"本次会议"）。 2．本所律师无法对网络投票过程进行见证，参与本次会议网络投票的股东资格、 网络投票结果均由上海证券交易所交易系统和互联网投票平台予以认证； 3．本所及经办律师依据《证券法》《证券法律业务管理办法》《证券法律业务执 业规则》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定 1 职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见所认 定的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导 性陈述或者重大遗漏，并承担相应法律责任； 4．本法律意见书仅供贵公司本次会议之目的使用， ...

Core Viewpoint - The company, Inner Mongolia Junzheng Energy Chemical Group Co., Ltd., is preparing for its 2024 annual shareholders' meeting, focusing on maintaining shareholder rights and ensuring efficient meeting procedures. Group 1: Meeting Procedures - The shareholders' meeting will be held on May 16, 2025, at 14:00, with both on-site and online voting options available [3][4]. - Shareholders must register according to the specified procedures, and incomplete documentation will result in denied entry [2][3]. - The meeting will include a sign-in process, announcement of attendees, and a voting process for various proposals [4][5][6]. Group 2: Financial Performance - For the reporting period, the company achieved a revenue of 25.211 billion yuan, a year-on-year increase of 31.83% [8]. - The net profit attributable to shareholders was 2.804 billion yuan, reflecting a 2.96% increase compared to the previous year [8]. - The total assets of the company reached 42.823 billion yuan, marking a growth of 6.59% from the beginning of the year [8]. Group 3: Corporate Governance - The company adheres to regulatory requirements and maintains a governance structure that includes a shareholders' meeting, board of directors, and supervisory board [8][11]. - During the reporting period, the company held four shareholders' meetings and nine board meetings, ensuring transparency and compliance in decision-making processes [11][28]. - The company has revised its governance policies to align with new regulatory requirements, enhancing internal controls and risk management [11][12]. Group 4: Strategic Development - The company aims to balance internal growth and external expansion, focusing on the circular economy and global logistics networks [14]. - It plans to strengthen its existing energy and chemical sectors while exploring strategic investments in emerging industries [14][15]. - The company is recognized as a national model for circular economy practices, integrating various production processes to optimize resource utilization [15][16]. Group 5: Technological Innovation - The company emphasizes technological innovation and management capabilities, investing in research and development to enhance production efficiency [20][21]. - It has implemented digital and intelligent systems across its operations to improve data management and operational efficiency [21][22]. - The company has achieved several industry firsts in technology application, contributing to its competitive advantage [17][18].