证券代码：601568 证券简称：北元集团 公告编号：2025-046 陕西北元化工集团股份有限公司 2025年上半年主要经营数据公告 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。 陕西北元化工集团股份有限公司（以下简称"公司"）根据上海证券交易所 《上海证券交易所上市公司自律监管指引第3号——行业信息披露》有关规定，将 公司2025年上半年主要经营数据披露如下： 一、2025年上半年主要产品的产量、销量及收入实现情况 | 主要产品 | 产量（吨） | 销量（吨） | 营业收入（万元人民币） | | --- | --- | --- | --- | | 聚氯乙烯 | 684,000.34 | 674,594.72 | 291,052.38 | | 烧碱 | 453,024.85 | 450,370.85 | 121,682.79 | | 水泥 | 1,122,782.18 | 1,116,604.42 | 26,417.16 | | 合计 | 2,259,807.37 | 2,241,569.99 | 439,152.33 | ...

2025 年 1-6 月份，陕西北元化工集团股份有限公司(以下简 称"公司")及控股子公司与陕西煤业化工集团财务有限公司(以 下简称"财务公司")关联交易的日存款最高余额为 9.30 亿元，6 月末存款余额为 6.11 亿元；应收票据日最高余额 6.13 亿元；应 付票据日最高余额为零。公司与财务公司发生关联存贷款等金融 业务的风险主要体现在相关存款的安全性和流动性。根据财务公 司提供的有关资料和财务报表，并经公司调查、核实，现将有关风 险评估情况报告如下： 一、财务公司基本情况 关于陕西煤业化工集团财务有限公司的风险持 续评估报告 财务公司系由中国银监会 2012 年 6 月 28 日出具的关于陕西 煤业化工集团财务有限公司开业的批复(银监复〔2012〕332 号) 同意开业，并颁布《金融许可证》，并于 2012 年 7 月 3 日办理 了工商登记，取得《营业执照》，财务公司的基本情况如下： 统一社会信用代码为：91610000598794107W 金融许可证机构编码：L0155H261010001 注册资本：叁拾亿元人民币 经营范围：企业集团财务公司服务。（依法须经批准的项目， 经相关部门批准后方可开展经 ...

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]

Investment Rating - The investment rating for the industry is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a bottoming out of profitability, with the potential for recovery driven by anti-involution policies. As of July 2025, the average profit for the caustic soda industry is estimated at 1,053 RMB/ton, while the PVC industry is facing an average loss of 767 RMB/ton. The implementation of anti-involution policies is expected to improve the overall profitability of the chlor-alkali industry [5][21][22]. Chlor-Alkali Industry - The chlor-alkali industry primarily produces caustic soda and polyvinyl chloride (PVC), which are essential for various sectors including infrastructure and real estate. The profitability of the chlor-alkali industry has been under pressure due to low demand in downstream sectors, particularly in real estate [15][20]. - The industry is characterized by high energy consumption, with significant electricity usage per ton of product. The total electricity consumption for caustic soda and PVC production is substantial, indicating potential regulatory challenges in the future [16][19]. PVC Market - The PVC industry is currently facing weak profitability, with a projected new capacity of only 220,000 tons/year in 2025. The demand for PVC has been declining, with a 5.04% year-on-year decrease in apparent consumption in the first half of 2025 [6][39]. - The demand for PVC is heavily influenced by the real estate market, which has been underperforming. However, urban renewal initiatives may provide a boost to PVC demand in the future [40][44]. - The supply side is expected to see a shift towards ethylene-based production methods, as outdated acetylene-based capacities are phased out. This transition is anticipated to stabilize the market [45]. Caustic Soda Market - The caustic soda market is expected to benefit from a gradual recovery in demand, particularly from the aluminum sector, which is seeing increased production capacity. The exit of outdated production capacities is likely to improve the supply-demand balance [7][27]. - The average consumption of caustic soda in the first half of 2025 was 1,941 million tons, reflecting a slight year-on-year decline of 2.35% [7]. Beneficiary Stocks - Key beneficiaries in the chlor-alkali sector include Zhongtai Chemical, Xinjiang Tianye, and Jiayuan Energy, among others. These companies are positioned to capitalize on the anticipated recovery in the chlor-alkali industry [33].

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 ...