证券代码：603299 证券简称：苏盐井神 公告编号：2025-044 江苏苏盐井神股份有限公司 董事、高级管理人员增持股份计划公告 增持主体名称 张旭东 增持主体身份 控股股东或实控人 是 否 控股股东或实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 是 否 其他：__________ 本公司董事会、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： | 增持主体名称 | 吴旭峰 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东或实控人 | 是 | 否 | | | 控股股东或实控人的一致行动人 | 是 | 否 | | | 直接持股 5%以上股东 | 是 | 否 | 一、增持主体的基本情况 增持主体基本情况 本次增持主体为公司董事长吴旭峰先生,副董事长肖立松先 生,职工董事万泽湘先生,常务副总经理丁光旭先生,副总经理张旭东先生、赵敏 前先生、刘洋先生,总会计师许海军先生，总经理助理尚庆旺先生，董事会秘书 戴亮先生。增持主体在本次增持前 ...

智通财经APP讯，苏盐井神(603299.SH)发布公告，公司董事长吴旭峰先生,副董事长肖立松先生,职工董 事万泽湘先生,常务副总经理丁光旭先生,副总经理张旭东先生、赵敏前先生、刘洋先生,总会计师许海军 先生，总经理助理尚庆旺先生，董事会秘书戴亮先生基于对公司未来发展的信心以及对公司长期价值的 认可，计划自公告披露之日起6个月内，使用其自有资金或自筹资金，通过上海证券交易所交易系统以 集中竞价的方式增持公司股份。合计拟增持金额不低于人民币190万元(含)且不超过266万元(含)。 ...

格隆汇9月22日丨苏盐井神(603299.SH)公布，增持主体基于对公司未来发展的信心以及对公司长期价值 的认可，计划自公告披露之日起6个月内，使用其自有资金或自筹资金，通过上海证券交易所交易系统 以集中竞价的方式增持公司股份。合计拟增持金额不低于人民币190万元（含）且不超过266万元 （含）。本次增持计划不设定价格区间，将根据公司股票价格波动情况及资本市场整体趋势，择机逐步 实施增持计划。 本次增持主体为公司董事长吴旭峰先生,副董事长肖立松先生,职工董事万泽湘先生,常务副总经理丁光旭 先生,副总经理张旭东先生、赵敏前先生、刘洋先生,总会计师许海军先生，总经理助理尚庆旺先生，董 事会秘书戴亮先生。增持主体在本次增持前所持股份均为2021年限制性股票激励计划所授予的股票。 ...

格隆汇9月22日丨苏盐井神(603299.SH)公布，增持主体基于对公司未来发展的信心以及对公司长期价值 的认可，计划自公告披露之日起6个月内，使用其自有资金或自筹资金，通过上海证券交易所交易系统 以集中竞价的方式增持公司股份。合计拟增持金额不低于人民币190万元（含）且不超过266万元 （含）。本次增持计划不设定价格区间，将根据公司股票价格波动情况及资本市场整体趋势，择机逐步 实施增持计划。 本次增持主体为公司董事长吴旭峰先生,副董事长肖立松先生,职工董事万泽湘先生,常务副总经理丁光旭 先生,副总经理张旭东先生、赵敏前先生、刘洋先生,总会计师许海军先生，总经理助理尚庆旺先生，董 事会秘书戴亮先生。增持主体在本次增持前所持股份均为2021年限制性股票激励计划所授予的股票。 ...

苏盐井神公告，董事长吴旭峰、副董事长肖立松等多位董事、高级管理人员计划自2025年9月23日起6个 月内，通过上海证券交易所集中竞价方式增持公司股份，合计增持金额不低于190万元且不超过266万 元，资金来源为自有或自筹资金，本次增持计划不设价格区间。 ...

Core Insights - The article highlights a trend of decreasing shareholder accounts among 803 companies, indicating a concentration of shares. Notably, 110 companies have seen a decline in shareholder accounts for more than three consecutive periods, with some like ST Huawen experiencing a drop for 12 periods, totaling a 14.42% decrease [1]. Group 1: Shareholder Account Trends - A total of 803 companies reported their latest shareholder account numbers as of September 10, with 110 companies showing a continuous decline for over three periods [1]. - ST Huawen has the highest decline, with 63,064 accounts, down 14.42% over 12 periods, while *ST Jinglun has 39,050 accounts, down 36.88% over 11 periods [1]. - Other companies with significant declines include Guotou Fengle, Su Yan Jingshen, and Dongfang Yuhong, indicating a broader trend of share concentration [1]. Group 2: Market Performance - Among the companies with declining shareholder accounts, 43 saw their stock prices increase, while 67 experienced declines. Notable gainers include Yanshang Yanshang, *ST Qingyan, and Dongfang Yuhong, with increases of 65.56%, 37.28%, and 31.03% respectively [2]. - 22 companies outperformed the Shanghai Composite Index, representing 20% of the declining shareholder accounts group, with Yanshang Yanshang, *ST Qingyan, and Lijure Neng showing relative returns of 57.48%, 28.43%, and 23.40% [2]. Group 3: Industry and Institutional Interest - The industries with the highest concentration of companies experiencing declining shareholder accounts include machinery equipment, basic chemicals, and pharmaceutical biology, with 21, 12, and 10 companies respectively [2]. - In terms of institutional interest, 17 companies with declining shareholder accounts were investigated by institutions in the past month, with Donggang Co., Dalian Heavy Industry, and Tengya Precision Engineering receiving the most attention [2].

Group 1 - The core viewpoint of the article highlights the growth in China's raw salt production, with a reported output of 5.1 million tons in July 2025, reflecting a year-on-year increase of 0.7% [1] - From January to July 2025, the cumulative production of raw salt in China reached 35.569 million tons, marking a cumulative growth of 2.8% [1] - The article references a report by Zhiyan Consulting, which provides insights into the supply and demand dynamics of the raw salt industry in China from 2025 to 2031, along with investment prospects [1] Group 2 - The listed companies in the raw salt industry include Su Yan Jingshen (603299), Zhongyan Chemical (600328), Xue Tian Salt Industry (600929), Shandong Haihua (000822), Sanyou Chemical (600409), and Yunnan Salt Chemical (002053) [1] - The data presented is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, indicating the reliability of the statistics [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, reflecting industry challenges, but demonstrated resilience through cost management and production increases [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 2.36 billion yuan, a year-on-year decrease of 16.6% [1] - The net profit attributable to shareholders was 340 million yuan, down 28.5% year-on-year [1] - The adjusted net profit was 270 million yuan, a decline of 40.6% year-on-year [1] - In Q2 2025, revenue was 1.09 billion yuan, down 24.2% year-on-year and 14.0% quarter-on-quarter [1] - The net profit attributable to shareholders for Q2 was 180 million yuan, a year-on-year decrease of 28.2% but a quarter-on-quarter increase of 13.1% [1] - The adjusted net profit for Q2 was 120 million yuan, down 48.1% year-on-year and 14.3% quarter-on-quarter [1] Industry Context - The industry is facing pressure, with prices for salt and soda ash declining: H1 2025 saw salt prices drop by 12.8% and soda ash prices by 35.3% year-on-year [1] - The company managed to maintain relatively stable salt product prices compared to the East China market [1] - Production of salt and salt chemical products increased to 4.7232 million tons in H1 2025, a year-on-year increase of 6.78% [1] - The company benefited from lower procurement costs for raw materials, with average prices for coal, coke, and stone down by 17.3%, 24.3%, and 16.7% respectively [1] Competitive Advantages - The company is a leading player in the East China salt industry, leveraging its abundant high-quality salt resources and low-cost supply chain [2] - The underground gas storage project is expected to enhance profits, with the first phase already injecting 14,870 million cubic meters of gas [2] - The integration of salt cavern resources is progressing, with clear long-term performance returns anticipated [2] Profit Forecast - The company is projected to achieve net profits of 630 million yuan, 840 million yuan, and 1.05 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of -17.7%, +32.0%, and +25.6% [3] - The current stock price corresponds to P/E ratios of 13.7, 10.4, and 8.3 for the respective years [3] - The traditional business has cost advantages, and the development of gas storage and other integrated utilization methods is expected to open a second growth curve for the company [3]

Investment Rating - The report maintains a "Buy" investment rating for the company [1][9] Core Views - The company is focusing on the development of three major industries and is making steady progress on key projects [1][7] - Despite a decline in the sales prices of major products leading to a year-on-year profit decrease, the company continues to push forward with significant projects [5][9] - The company has slightly adjusted its profit forecast for 2025 due to the decline in product prices but remains optimistic about ongoing project developments [9] Summary by Sections Market Performance - The current stock price is 11.09 yuan, with a total market capitalization of 8.7 billion yuan and a total share capital of 782 million shares [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.358 billion yuan, a year-on-year decrease of 16.56%, and a net profit attributable to shareholders of 344 million yuan, down 28.51% year-on-year [4][5] - The average price of salt products decreased by 12.8%, while the average price of alkali products fell by 35.29% in the first half of 2025 [5] Research and Development - The company has seen an increase in R&D expenses, with the R&D expense ratio rising due to increased investment in research [6] Project Development - The company has made progress on 11 key projects, completing 58% of its annual investment plan in the first half of 2025 [7] - Significant projects include the completion of the Zhangxing gas storage project and the establishment of a helium storage project [7][8] Profit Forecast - The company’s net profit forecasts for 2025, 2026, and 2027 are 733 million yuan, 853 million yuan, and 1.014 billion yuan, respectively [9][11]

证券代码：603299 证券简称：苏盐井神 公告编号：2025-043 江苏苏盐井神股份有限公司 关于 2025年半年度业绩说明会召开情况的公告 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。 江苏苏盐井神股份有限公司（以下简称"公司"）于 2025 年 8 月 28日 9:00—10:00，通 过 上 海 证 券 交 易 所 上 证 路 演 中 心 （网 址 ： http://roadshow.sseinfo.com/）以网络文字互动的方式召开了2025 年半年度 业绩说明会。现将相关情况公告如下： 一、业绩说明会召开情况 公司于 2025 年 8 月 20 日披露了《关于召开2025年半年度业绩说明会 的公告》（公告编号：2025-039）。2025 年 8 月 28 日 9:00—10:00，公司 董事长吴旭峰先生、副董事长肖立松先生、常务副总经理丁光旭先生、总会计 师许海军先生、董事会秘书戴亮先生、独立董事都晓芳女士出席了本次业绩说 明会，与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍 关注的问题进行了 ...