青海盐湖工业股份有限公司 关于对五矿集团财务有限责任公司的持续性 风险评估报告 根据《深圳证券交易所上市公司自律监管指引第 7 号—交易与关联交易》的 要求，青海盐湖工业股份有限公司（以下简称"公司"）通过查验五矿集团财务有 限责任公司（以下简称"财务公司"）《金融许可证》、《营业执照》等证件资料， 审阅了财务公司 2025 年上半年财务报表及相关资料，对财务公司的经营资质、 业务和风险状况进行了评估，现将有关风险评估情况报告如下： 一、财务公司基本情况 财务公司是中国五矿集团有限公司（以下简称"中国五矿"）下属金融机构， 于 1992 年经中国人民银行批准设立，2001 年改制为有限责任公司，是由中国五 矿股份有限公司、五矿资本控股有限公司两方共同出资，接受国家金融监督管理 总局监管的非银行金融机构。财务公司的注册资本为人民币 350,000 万元。 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 准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）（不 得从事国家和本市产业政策禁止和限制类项目的经营活动。） 二、财务公司风险管理情况 （一）控制环境 财务公司已根据现代公 ...

上市公司2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 在限公司 单位:人民币万元 | 非经营性资金占 | | 占用方与上市公 | 上市公司核算的 | 2024年期初占 | 2024年度占用累计发 | 2024年度占用资金 | 2024年度偿还累 | 2024年期末占用 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | A 48 H | 资金 百用方名称 | 司的关联关系 | 会计科目 | 用资金余额 | 生金额(不含利息) | 的利息(如有) | 计发生金额 | 资金余额 | 占用形成原因 | 占用性质 | | 控股股东 实际 | | | | | | | | | | 非经营性占用 | | 控制人及其附属 All Kannatial A | | | | | | | | | | 非经营性占用 | | 小计 | | | | | | | | | | | | 前控股股东、实 | | | | | | | | | | 非经营性占用 | | 际控制人及其附 | | | | | | | | | | | | 压企 ...

青海盐湖工业股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 青海盐湖工业股份有限公司 2025 年半年度财务报告 青海盐湖工业股份有限公司 2025 年半年度财务报告 2025 年 8 月 30 日 1 编制单位：青海盐湖工业股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 18,988,715,048.96 | 15,623,633,120.29 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 6,602,086.61 | 5,242,411.05 | | 衍生金融资产 | | | | 应收票据 | 1,614,845,348.32 | 4,382,531,985.04 | | 应收账款 | 187,194,815.02 | 164,687,959.58 | | 应收款项融资 | 43,573,061.03 ...

本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：000792 证券简称：盐湖股份 公告编号：2025-051 青海盐湖工业股份有限公司 九届监事会第十一次会议决议公告 表决结果：此议案审议通过。 （二）审议《关于对五矿集团财务有限责任公司的持续性风险评估报告》 本议案内容详见 2025 年 8 月 30 日《证券时报》《中国证券报》《证券日报》 《上海证券报》及巨潮资讯网 www.cninfo.com.cn 公告。 一、监事会会议召开情况 青海盐湖工业股份有限公司（以下简称公司）九届监事会第十一次会议通知 及议案材料于 2025 年 8 月 15 日以电子邮件方式发给公司监事。本次会议于 2025 年 8 月 28 日在青海省西宁市胜利路 19 号盐湖海润酒店 21 楼 3 号会议室以现场 和通讯相结合的方式。会议应到监事 6 人，实到监事 6 人，会议召开符合《公司 法》等相关法律法规及《公司章程》的规定，本次会议审议了如下议案： 二、监事会会议审议情况 （一）审议《2025 年半年度报告全文及摘要》 公司全体监事认真审核了公司 2025 年半年度 ...

证券代码：000792 证券简称：盐湖股份 公告编号：2025-050 青海盐湖工业股份有限公司 九届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、董事会会议召开情况 青海盐湖工业股份有限公司（以下简称"公司"）九届董事会第十三次会议 通知及会议议案材料于 2025 年 8 月 15 日以电子邮件方式发给公司九届董事会全 体董事。本次会议于 2025 年 8 月 28 日在青海省西宁市胜利路 19 号盐湖海润酒 店 21 楼 3 号会议室以现场和通讯相结合的方式。本次会议由董事长侯昭飞先生 主持，会议应参与表决董事 12 人，实际参与表决董事 12 人。会议召开符合《公 司法》等相关法律法规及《公司章程》的规定，本次会议审议了如下议案： 二、董事会会议审议情况 （一）审议《2025 年半年度报告全文及摘要》 董事会认为公司《2025 年半年度报告全文及摘要》的编制符合法律、法规、 中国证监会和深圳证券交易所的相关规定，报告内容真实、准确、完整地反映了 公司的实际情况，不存在任何虚假记载、误导性陈述或重大遗漏。 本议案内容详见 ...

[Important Notice and Definitions](index=2&type=section&id=%E7%AC%AC%E4%B8%80%E8%8A%82%20%E9%87%8D%E8%A6%81%E6%8F%90%E7%A4%BA%E5%92%8C%E9%87%8A%E4%B9%89) This section provides crucial disclaimers, management guarantees, and definitions of key terms used throughout the report for clarity [Important Notice](index=4&type=section&id=%E9%87%8D%E8%A6%81%E6%8F%90%E7%A4%BA) Management guarantees report accuracy and completeness; no cash dividends or bonus shares planned - The Board of Directors, Supervisory Board, and senior management guarantee the report's truthfulness, accuracy, and completeness, assuming legal responsibility[10](index=10&type=chunk) - The company's principal, chief accountant, and accounting department head declare the financial report to be true, accurate, and complete[10](index=10&type=chunk) - The company plans not to distribute cash dividends, bonus shares, or convert capital reserves into share capital[10](index=10&type=chunk) [Definitions](index=5&type=section&id=%E9%87%8A%E4%B9%89) This section defines key terms, company names, related parties, and the reporting period for accurate report interpretation - Company, the Company, and Salt Lake Stock refer to Qinghai Salt Lake Industry Co., Ltd[17](index=17&type=chunk) - The reporting period refers to January 1, 2025, to June 30, 2025[17](index=17&type=chunk) - China Minmetals is the company's ultimate controlling shareholder, and China Salt Lake is the controlling shareholder[17](index=17&type=chunk) [Company Profile and Key Financial Indicators](index=5&type=section&id=%E7%AC%AC%E4%BA%8C%E8%8A%82%20%E5%85%AC%E5%8F%B8%E7%AE%80%E4%BB%8B%E5%92%8C%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) Company profile, key financial performance, and non-recurring gains and losses are presented [Company Profile](index=7&type=section&id=%E4%B8%80%E3%80%81%E5%85%AC%E5%8F%B8%E7%AE%80%E4%BB%8B) Qinghai Salt Lake Industry Co., Ltd. (000792) is listed on Shenzhen Stock Exchange; contact and disclosure info unchanged - Stock Abbreviation: Salt Lake Stock, Stock Code: **000792**, Listed Exchange: Shenzhen Stock Exchange[23](index=23&type=chunk) - Company Legal Representative: Hou Zhaofei[23](index=23&type=chunk) - The company's contact information and information disclosure locations remained unchanged during the reporting period[25](index=25&type=chunk)[26](index=26&type=chunk) [Key Accounting Data and Financial Indicators](index=8&type=section&id=%E5%9B%9B%E3%80%81%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) During the reporting period, revenue decreased by 6.30%, but net profit attributable to shareholders increased by 13.69%, with operating cash flow significantly up by 76.28%, and both total assets and net assets growing 2025 Semi-Annual Key Accounting Data and Financial Indicators | Indicator | Current Reporting Period (RMB) | Prior Year Same Period (RMB) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 6,780,620,522.27 | 7,236,628,197.19 | -6.30% | | Net Profit Attributable to Shareholders of Listed Company | 2,515,130,477.62 | 2,212,325,948.88 | 13.69% | | Net Profit Attributable to Shareholders of Listed Company (Excluding Non-recurring Gains/Losses) | 2,509,247,590.09 | 2,158,606,288.53 | 16.24% | | Net Cash Flow from Operating Activities | 6,162,615,889.20 | 3,495,899,624.96 | 76.28% | | Basic Earnings Per Share (RMB/share) | 0.4753 | 0.4181 | 13.68% | | Diluted Earnings Per Share (RMB/share) | 0.4753 | 0.4181 | 13.68% | | Weighted Average Return on Net Assets | 7.12% | 6.70% | 0.42% | | **End of Current Reporting Period (RMB)** | **End of Prior Year (RMB)** | **Change from End of Prior Year** | | | Total Assets | 49,058,579,702.16 | 45,782,850,934.85 | 7.15% | | Net Assets Attributable to Shareholders of Listed Company | 39,077,305,446.02 | 36,574,787,737.51 | 6.84% | [Non-recurring Gains and Losses and Amounts](index=8&type=section&id=%E5%85%AD%E3%80%81%E9%9D%9E%E7%BB%8F%E5%B8%B8%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%8F%8A%E9%87%91%E9%A2%9D) Non-recurring gains and losses totaled 5.88 million RMB, primarily from government subsidies and fair value changes, positively impacting net profit after tax 2025 Semi-Annual Non-recurring Gains and Losses and Amounts | Item | Amount (RMB) | | :--- | :--- | | Gains or losses from disposal of non-current assets | -1,075,671.11 | | Government subsidies recognized in current profit or loss | 9,008,269.05 | | Gains or losses from changes in fair value and disposal of financial assets and liabilities | 1,359,675.56 | | Other non-operating income and expenses apart from the above | -2,284,090.90 | | Less: Income tax impact | 1,030,947.17 | | Impact on minority interests (after tax) | 94,347.90 | | Total | 5,882,887.53 | [Management Discussion and Analysis](index=9&type=section&id=%E7%AC%AC%E4%B8%89%E8%8A%82%20%E7%AE%A1%E7%90%86%E5%B1%82%E8%AE%A8%E8%AE%BA%E4%B8%8E%E5%88%86%E6%9E%90) This section analyzes the company's main business operations, core competencies, financial performance, investment activities, and risk management strategies [Main Business Operations During the Reporting Period](index=11&type=section&id=%E4%B8%80%E3%80%81%E6%8A%A5%E5%91%8A%E6%9C%9F%E5%86%85%E5%85%AC%E5%8F%B8%E4%BB%8E%E4%BA%8B%E7%9A%84%E4%B8%BB%E8%A6%81%E4%B8%9A%E5%8A%A1) The company's core businesses are potash and lithium salts, operating in industries with concentrated global supply, high import dependence for potash, and volatile prices for lithium, driven by strong new energy vehicle demand - Potash industry overview: Global potash capacity is highly concentrated, with Canada, Russia, and Belarus accounting for **65%**; China's output is **13%**, ranking fourth globally[38](index=38&type=chunk) - Potash import dependence: China heavily relies on potash imports, with a **67% import dependency in 2024**, primarily from Russia, Belarus, Canada, and Laos[39](index=39&type=chunk)[40](index=40&type=chunk) - Potash price trend: Reduced production from Russia and Belarus, coupled with increased transportation costs, is expected to drive international potash prices up, with China's 2025 import contract price rising **27% to $346/ton**[43](index=43&type=chunk)[45](index=45&type=chunk) - Lithium salt industry trends: Global lithium resource capacity is expanding in 2025, with slow mine clear-out, potentially leading to wide price fluctuations; domestic lithium carbonate output increased by **45.1% year-on-year**, and imports rose by **15.3%**[49](index=49&type=chunk)[51](index=51&type=chunk)[53](index=53&type=chunk) - Lithium salt demand forecast: Global lithium carbonate demand is projected to reach **1.462 million tons in 2025**, a **19.2% year-on-year increase**, primarily driven by power battery and energy storage sectors[54](index

Group 1 - The agricultural chemical sector increased by 1.07% on August 29, with Yuntu Holdings leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Key stocks in the agricultural chemical sector showed significant price increases, with Yuntu Holdings rising by 3.88% to a closing price of 11.52 [1] Group 2 - The agricultural chemical sector experienced a net outflow of 355 million yuan from institutional investors, while retail investors saw a net inflow of 361 million yuan [2] - Major stocks like Salt Lake Co. and Baiao Chemical had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - Salt Lake Co. had a net inflow of 98.03 million yuan from institutional investors, while it faced a net outflow of 99.10 million yuan from retail investors [3]

Group 1 - The core viewpoint indicates that the chemical industry is experiencing an increase in export and domestic market prices due to tight raw material supply and strong demand, leading to improved industry sentiment and active performance of related stocks such as Juhua Co. and Yalake Co. [1] - Institutional investors are optimistic about growth styles, particularly in cyclical leaders and the chemical sector, which shows price elasticity potential, with new capital focusing on low-priced assets [1] - Morgan Stanley believes that the A-share bull market can be sustained, supported by policies that promote the exit of outdated capacity in the petrochemical industry, with improved liquidity benefiting the market [1] Group 2 - Huachuang Securities highlights potential beneficiaries in the chemical sector under the scenario of RMB appreciation, particularly after a potential US dollar interest rate cut, which could lead to accelerated settlement of overseas corporate earnings and increased hot money inflow [2] - Beneficiary direction includes businesses with foreign currency cost settlements and RMB income settlements, such as large refining companies, with an example of Rongsheng Petrochemical potentially seeing a profit increase of 4 billion annually due to a 3% exchange rate fluctuation [2] - Foreign capital is expected to increase purchases of core assets, including major chemical companies like Wanhua Chemical and large refining firms, with a suggestion for foreign investors to consider buying chemical ETFs as a direct investment in the sector [2]

Group 1 - The core viewpoint of the articles highlights the positive performance of agricultural stocks and the grain industry index, with specific stocks like Agricultural Products (000061) and Cangge Mining (000408) showing significant increases in value [1][2] - As of August 29, 2025, the National Grain Industry Index (399365) has seen a rise in its component stocks, with a notable increase of 9.96% for Agricultural Products and 6.00% for Cangge Mining [1] - The total early rice production in China for 2025 is projected to be 28.513 million tons (570.3 billion jin), reflecting a year-on-year increase of 339,000 tons (6.8 billion jin), or 1.2% [1] Group 2 - The National Grain Industry Index (399365) closely tracks the performance of listed companies related to the grain industry on the Shanghai and Shenzhen stock exchanges [2] - As of July 31, 2025, the top ten weighted stocks in the National Grain Industry Index account for 50.43% of the index, with major companies including Dabeinong (002385) and Longping High-Tech (000998) [2] - The industry is expected to benefit from ongoing support policies for seed industry and the maturation of new biological breeding technologies, which may optimize the competitive landscape [1]

Group 1 - The core viewpoint of the news is that Salt Lake Co., Ltd. has shown significant stock performance and financial growth in recent months, with a notable increase in both stock price and revenue [1][2]. - As of August 29, Salt Lake's stock price increased by 22.05% year-to-date, with a 3.93% rise in the last five trading days and an 11.67% increase over the past 20 days [1]. - The company reported a revenue of 31.19 billion yuan for the first quarter of 2025, reflecting a year-on-year growth of 14.50%, and a net profit of 11.45 billion yuan, which is a 22.52% increase compared to the previous year [2]. Group 2 - Salt Lake Co., Ltd. primarily engages in the development, production, and sales of potassium fertilizers and lithium salts, with its main business revenue composition being 77.39% from potassium products and 20.32% from lithium products [1]. - The company has a total market capitalization of 106.3 billion yuan and a trading volume of 4.99 billion yuan on August 29 [1]. - The number of shareholders as of March 31 was 214,400, with an average of 24,683 circulating shares per person, indicating a slight increase in shareholder count but a decrease in average shares held [2][3].