Core Viewpoint - The collaboration between Beiyuan Group and Xi'an Jiaotong University on the "CO2 and Hydrogen to Aviation Kerosene" project has reached the laboratory small-scale testing phase, achieving expected results and is now moving towards the pilot testing stage [2] Group 1 - Beiyuan Group is actively preparing for the pilot testing phase of the CO2 and Hydrogen to Aviation Kerosene project [2] - The project has completed laboratory small-scale tests successfully [2] - Investors are encouraged to monitor the company's announcements or periodic reports for updates on the project's progress and its potential impact on the company's financial performance [2]

Group 1 - The core point of the article highlights the trading activity of Beiyuan Group, which saw a closing price increase of 0.77% to 3.92 yuan on December 1 [1] - A significant block trade occurred, with a total volume of 800,000 shares and a transaction amount of 3.136 million yuan, indicating a premium rate of 0.00% [1] - Over the past three months, Beiyuan Group has recorded two block trades with a cumulative transaction amount of 7.936 million yuan [1] Group 2 - In the last five trading days, the stock has also seen a cumulative increase of 0.77%, with a net inflow of main funds totaling 9.8164 million yuan [1]

Group 1 - The core transaction of Beiyuan Group involved 800,000 shares traded on December 1, with a total transaction value of 3.136 million yuan, accounting for 4.83% of the total trading volume for that day [1][2] - The transaction price was 3.92 yuan per share, which remained stable compared to the market closing price of 3.92 yuan [1][2]

Group 1 - The core point of the article is the announcement by Beiyuan Group regarding the resignation of Ms. Liu Na as the securities affairs representative and the appointment of Mr. Liang Jun to the position [1] - Beiyuan Group's revenue composition for the year 2024 is as follows: chemical products account for 90.12%, building materials account for 6.73%, other businesses account for 2.94%, and power products account for 0.21% [1] - As of the report, Beiyuan Group has a market capitalization of 15.5 billion yuan [1]

证券代码：601568 证券简称：北元集团 公告编号：2025-053 附件：梁军简历 关于更换证券事务代表的公告 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。 根据《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》及《陕西北元化工集团股份有限公司章程》的有关规定，陕西北 元化工集团股份有限公司（以下简称"公司"）聘任证券事务代表，协助公司董事会秘 书履行职责。 2025 年 11 月 27 日，刘娜女士向公司提交辞职报告，因工作调整原因申请辞去公 司证券事务代表职务，该等辞职报告自送达董事会之日起生效。刘娜女士担任公司证 券事务代表期间，敬业笃行、严谨务实，凭借扎实的专业素养和丰富的实务经验，深 度参与公司董事会规范运作、信息披露、投资者关系管理及重大战略决策工作，在公 司治理效能提升、规范运作和企业可持续发展等方面发挥了重要作用，有力推动了企 业的稳健经营和高质量发展，公司对刘娜女士任职期间为公司发展所作出的贡献表示 衷心感谢！ 陕西北元化工集团股份有限公司董事会 2025 年 1 ...

Core Viewpoint - The company, Beiyuan Group, has indicated that the recent withdrawal of BIS certification requirements for PTA, POY, FDY, and PVC products by the Indian Ministry of Commerce will have a minimal impact on its PVC exports to India, as the company had already prepared for the certification process before the policy was rescinded [1] Group 1 - The company's primary product exported to India is PVC [1] - The company had actively prepared for the BIS certification requirements for PVC before the policy was withdrawn, indicating proactive measures taken [1] - The impact of the Indian anti-dumping policy on the company is currently negligible as it has not been formally implemented [1] Group 2 - The company plans to continue monitoring developments related to the Indian anti-dumping policy [1] - The company aims to leverage its strengths in product quality and customer service to further consolidate and expand its market presence in India [1]

Core Viewpoint - The company is open to exploring investment opportunities in emerging industries while balancing its development strategy and actual circumstances [1] Group 1: Management Response - The management acknowledges the investor's suggestion to invest dividend funds into emerging industries such as AI, robotics, computing power, and chips [1] - The company expresses gratitude for the investor's interest and valuable suggestions [1] - The company emphasizes its commitment to actively explore new investment opportunities in line with its strategic development [1]

Core Viewpoint - The company, Beiyuan Group (601568.SH), currently has no plans to enter the new electrolyte fields such as solid-state batteries and sodium-ion batteries [1] Group 1 - The company is actively advancing the research and development of carbon dioxide hydrogenation technology for aviation kerosene [1] - The company is also in the trial production phase of the proton membrane electrolysis hydrogen production project [1]

Core Viewpoint - Beiyuan Group (601568.SH) has established an integrated circular economy industrial chain that includes coal, salt, power generation, calcium carbide, chlor-alkali chemicals (ion membrane caustic soda, PVC), and comprehensive utilization of industrial waste to produce cement, which aligns with the policy of "coal and new energy integration development" [1] Group 1 - The company has built a 300MW photovoltaic power generation project, demonstrating a solid foundation for the collaborative utilization of energy resources [1] - The company's strategic direction focuses on energy conservation and emission reduction, optimizing energy structure, and lowering overall energy consumption, which is positively influenced by the current policy environment [1] - The integration of coal and new energy development is expected to significantly promote the company's green transformation and development [1]

Group 1 - The core stock price of Beiyuan Group increased by 2.18% to 4.21 CNY per share, with a total market value of 16.723 billion CNY as of November 13 [1] - The company has seen a year-to-date stock price increase of 2.68%, with a 4.99% rise over the last five trading days and a 6.58% increase over the last twenty days [1] - Beiyuan Group's main business involves the production and sales of polyvinyl chloride and caustic soda, with 90.88% of revenue coming from basic chemical raw materials manufacturing [1] Group 2 - As of September 30, Beiyuan Group reported a total revenue of 6.762 billion CNY for the first nine months of 2025, a year-on-year decrease of 9.91%, and a net profit attributable to shareholders of 214 million CNY, down 10.88% year-on-year [2] - The company has distributed a total of 5.186 billion CNY in dividends since its A-share listing, with 3.019 billion CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders increased to 66,200, while the average circulating shares per person decreased by 2.94% to 60,011 shares [2][3]