证券代码：601568 证券简称：北元集团 公告编号：2025-045 陕西北元化工集团股份有限公司 关于 2025 年度"提质增效重回报"行动方案的公告 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。 为深入贯彻落实国务院《关于进一步提高上市公司质量的意见》，积极响应 上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》，切 实保护投资者尤其是中小投资者合法权益，承担起高质量发展和提升自身投资价 值的主体责任，陕西北元化工集团股份有限公司（以下简称"公司"）结合企业 发展战略和实际经营情况，制定了 2025 年度"提质增效重回报"行动方案，具体 举措如下： 一、深耕主业，筑牢经营发展根基 2025 年，公司锚定"抓管理、提效率、降成本、增效益"核心导向，围绕 安全环保、生产运营、成本管控等维度，夯实主营业务发展基石。 一是守牢安全环保底线。深化安全生产治本攻坚，强化管理体系落地，推行 "一岗一清单"全员责任制，落实安全"一票否决"机制，力争通过安全生产标 准化一级企业验收。强化环保治理，突出"三废"的源头削减、 ...

Core Insights - The list of provincial-level listed backup enterprises for 2025 in Shaanxi Province has been released, with 25 companies from Yulin City included [1] - Yulin City has one A-level enterprise, three B-level enterprises, and 21 C-level enterprises, showcasing a strong emphasis on technology [1] - Among the selected enterprises, 20 are technology-oriented, accounting for 80%, including 11 specialized and innovative enterprises and 13 technology-based small and medium-sized enterprises [1] Company Distribution - The selected enterprises cover multiple key industrial chains in the province, with 22 companies in 34 key manufacturing industry chains, primarily in high-end energy and chemical, coal, new materials, hydrogen energy, energy conservation and environmental protection, modern medicine, high-end equipment manufacturing, artificial intelligence, and information technology [1] - Private enterprises are a significant force, with 21 out of the 25 selected companies being private, representing 84% [1] Support and Development Initiatives - Yulin City has been actively promoting enterprise listings as a key strategy to enhance industrial competitiveness and cultivate new productive forces [3] - The city collaborates with major stock exchanges and organizations to strengthen the gradient cultivation of listed backup enterprises, conducting various activities to assist companies in understanding capital market rules and expanding financing channels [3][4] - Yulin City provides comprehensive listing guidance and policy support for backup enterprises, focusing on equity management, investment and financing connections, and restructuring guidance [4] Capital Market Structure - As of June 30 this year, Yulin City has two main board listed companies and five companies listed on the New Third Board, along with 449 companies listed on regional equity trading centers, forming a multi-tiered capital market structure [5] - The city plans to further enhance the role of technology innovation in enterprises and continue to discover, select, cultivate, and service listed backup enterprises [5]

行 业 研 究 2025 年 08 月 08 日 投资评级：看好（维持） 行业走势图 -10% 0% 10% 19% 29% 38% 2024-08 2024-12 2025-04 2025-08 基础化工 沪深300 数据来源：聚源 相关研究报告 《中共中央政治局会议再度明确"反 内卷"决心，国家发改委将对内卷行 业展开摸底调查—化工行业周报》 -2025.8.3 《多国政策支持生物燃料行业发展， 行业景气度向上—行业点评报告》 -2025.8.1 《农药行业开展"正风治卷"三年行 动，看好供给优化助力盈利修复、景 气反转—行业点评报告》-2025.7.28 ——行业深度报告 氯碱盈利已触底，PVC 亏损严重，反内卷政策推动下行业盈利有望修复。2025 年 7 月 1 日，中央财经委员会第六次会议明确强调，依法依规治理企业低价无序竞 争，推动落后产能有序退出。从氯碱行业上市公司 2024 年利润情况看，在我们统计 的 14 家上市企业中，6 家企业的氯碱业务处于盈亏平衡或者亏损的状态，可能非上 市公司的情况更差。据我们测算，2025 年 7 月，片碱行业平均盈利约为 1,053 元/吨、 PVC 行业平均亏 ...

Group 1 - The company Shaanxi Beiyuan Chemical Group Co., Ltd. has obtained a patent for a specialized tool for open temperature measurement devices, with the patent number CN223172896U and application date July 2024 [1] - The patent describes a utility model that includes a rotating cylinder with a detachable hexagonal sleeve, a soft ring for sealing, and a drainage mechanism to prevent hot liquid from splashing on workers [1] - The tool is designed for easy operation in confined spaces, minimizing the risk of damage to temperature sensors and preventing burns from leaking hot liquids [1] Group 2 - Shaanxi Beiyuan Chemical Group Co., Ltd. was established in 2003 and is located in Yulin City, primarily engaged in the manufacturing of chemical raw materials and products [2] - The company has a registered capital of approximately 397.22 million RMB and has made investments in four other enterprises [2] - The company has participated in 5,000 bidding projects, holds 586 patents, and has 80 trademark registrations, along with 148 administrative licenses [2]

Core Viewpoint - The liquid caustic soda (liquid alkali) industry in China is experiencing stable growth driven by government support, technological innovation, and changes in competition and environmental policies, with a projected production increase in the coming years [1][6][20]. Industry Definition and Classification - Liquid caustic soda, chemically known as sodium hydroxide solution (NaOH), is a colorless and transparent liquid produced by dissolving solid caustic soda in water. It can be categorized into different concentrations, primarily 32% and 50% [2][3]. Current Industry Status - The liquid caustic soda industry is a significant high-energy-consuming sector. Post-COVID-19, global demand for liquid caustic soda is increasing, with a projected global production of 7,662.6 million tons in 2024, up by 236.8 million tons from 2023 [6][8]. Production and Demand Forecast - In China, the liquid caustic soda production is expected to reach 3,415.85 million tons in 2024, an increase of 68.94 million tons from 2023, with demand projected at 3,348.85 million tons [8][10]. Market Size and Pricing - The market size for liquid caustic soda in China is estimated at 75.329 billion yuan in 2024, a decrease of 13.181 billion yuan from 2023, with an average price of 2,249.4 yuan per ton [10][20]. Industry Chain - The liquid caustic soda industry chain includes upstream raw materials such as salt (NaCl) and limestone, midstream production primarily through electrolysis, and downstream applications across various sectors including chemical, textile, and food industries [12]. Competitive Landscape - The liquid caustic soda industry is capital-intensive, with major players including Tangshan Sanyou Chemical, Binhai Chemical Group, Zhejiang Juhua, and Jiangsu Meilan Chemical. The industry is seeing increased concentration due to government reforms and environmental policies [14][16]. Key Enterprises - Major companies in the liquid caustic soda sector include: - Binhai Chemical Group, with a production capacity of 610,000 tons and a revenue of 2 billion yuan in 2024 [16]. - Ningxia Yinglite Chemical, producing 211,000 tons of caustic soda in 2024, with a revenue of 394 million yuan [18]. Development Trends - The liquid caustic soda industry is expected to maintain stable growth, influenced by chlorine-alkali balance, renewable energy demand, and environmental policies, indicating a promising future [20].

Core Viewpoint - Beiyuan Group (601568) has shown a slight increase in stock price, closing at 4.23 yuan, up 1.44% from the previous week, with a total market capitalization of 16.803 billion yuan [1] Company Announcements - Beiyuan Group announced a cash dividend of 0.1 yuan per share, with the A-share registration date set for July 4, 2025. The ex-dividend date and cash dividend payment date are both July 7, 2025 [1] - The profit distribution plan was approved at the 2024 annual shareholders' meeting on June 19, 2025, with a total cash dividend payout of 397.222 million yuan based on the total share capital of 3,972,222,224 shares [1] - For individual shareholders and securities investment funds, the actual cash dividend received will be 0.1 yuan per share (including tax), while QFII shareholders will receive 0.09 yuan per share after a 10% withholding tax [1]

Core Viewpoint - The company announced a cash dividend distribution of 0.1 yuan per share, totaling approximately 397.22 million yuan, approved at the 2024 annual shareholders' meeting on June 19, 2025 [1][2][3]. Dividend Distribution Details - The cash dividend of 0.1 yuan per share (including tax) will be distributed based on a total share capital of 3,972,222,224 shares [1][2]. - Key dates for the dividend distribution include: - Record date: July 4, 2025 - Last trading date: July 7, 2025 - Ex-dividend date: July 7, 2025 [1][2]. Taxation Information - For individual shareholders and securities investment funds, the actual cash dividend received will be 0.1 yuan per share (including tax), with the company not withholding personal income tax [2][3]. - Tax liabilities for individual shareholders depend on the holding period: - Holding period within 1 month: 20% tax - Holding period between 1 month and 1 year: 10% tax - Holding period over 1 year: exempt from personal income tax [3]. - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.09 yuan per share [3][4]. Price Adjustment Information - The minimum reduction price for shares held by major shareholders has been adjusted to 7.94 yuan per share following the dividend distribution [4]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the Securities Legal Affairs Department of the company at 0912-8493288 [5].

证券代码：601568 证券简称：北元集团 公告编号：2025-042 陕西北元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： 每股分配比例 A 股每股现金红利0.1元 相关日期 | 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 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/4 | － | 2025/7/7 | 2025/7/7 | 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 本次利润分配方案经公司2025 年 6 月 19 日的2024年度股东大会审议通过。 二、 分配方案 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3,972,222,224股为基数，每股派发现金红利0.1 元（含税），共计派发现金红利 ...

Core Viewpoint - The article highlights the performance and growth of the Zhongzheng Dividend Low Volatility 100 Index and its corresponding ETF, indicating a bullish outlook on bank stocks driven by low interest rates and a long-term market trend [3][4]. Performance Summary - As of June 27, 2025, the Zhongzheng Dividend Low Volatility 100 Index rose by 0.31%, with constituent stocks such as Lanzhou Bank and Guizhou Bank showing significant gains [3]. - The Zhongzheng Dividend Low Volatility 100 ETF (159307) has seen a recent price increase of 0.38%, marking its sixth consecutive rise, with a latest price of 1.05 yuan and a trading volume of 484.03 million yuan [3]. - Over the past year, the ETF's net value increased by 14.89%, ranking first among comparable funds [4]. Fund Growth and Inflows - The ETF experienced a substantial increase in shares, growing by 7.26 million shares over the past year, placing it second among comparable funds [4]. - Despite a recent net outflow of 209.37 million yuan, the ETF has seen net inflows on 8 out of the last 10 trading days, totaling 3.35 million yuan [4]. Risk and Return Metrics - The ETF's maximum drawdown this year was 6.18%, with a recovery period of 36 days, indicating relatively low risk compared to peers [4]. - The ETF's management fee is 0.15% and the custody fee is 0.05%, which are the lowest among comparable funds [5]. Index Composition - The Zhongzheng Dividend Low Volatility 100 Index includes 100 stocks characterized by high liquidity, continuous dividends, high dividend yields, and low volatility [5]. - The top ten weighted stocks in the index account for 19.64% of the total index weight, with notable companies including Jizhong Energy and Daqin Railway [5][6].

Core Points - The company has completed the registration of changes in its business scope and has obtained a new business license [2][3] - The company has revised its articles of association to cancel the supervisory board and expand its business scope to include safety consulting services and special operations personnel safety technical training [2] Group 1 - The company held meetings on May 28, 2025, and June 19, 2025, to approve the cancellation of the supervisory board and the revision of the articles of association [2] - The new business license was issued on June 26, 2025, by the Yulin Administrative Approval Service Bureau [2] - The registered capital of the company is 3.972222 billion RMB [2] Group 2 - The company's business scope now includes manufacturing and sales of synthetic materials, chemical products, and safety consulting services [2] - The company is classified as a listed, state-controlled joint-stock company [2] - The company was established on May 6, 2003, and is located in the Jin Jie Industrial Park, Shenmu City, Yulin, Shaanxi Province [2]