Group 1 - The core point of the article is that Shandong Haihua has signed a cooperation investment framework agreement with Zhongyan Alkali Industry, Zhongyan Chemical, and Mengyan Group to acquire a 29% stake in Zhongyan Alkali Industry for a total investment of 2.32 billion yuan [1] Group 2 - The investment will be made using the company's own funds through a capital increase and listing [1] - The agreement indicates a strategic partnership aimed at enhancing the company's position in the chemical industry [1] - This move reflects the company's commitment to expanding its investment portfolio and strengthening its market presence [1]

3. 通辽奈曼天然碱项目已完成矿产勘查，其采矿权现由中盐碱业以 68.0866 亿元公开竞得，并于 7 月 9 日与通辽市自然资源局签署了《采矿 权出让合同》。 4. 通辽奈曼天然碱项目面临投资收益不确定、政策变化、安全生产、 环境保护等方面的风险，详见"三、交易标的的基本情况"之"（二）通 辽奈曼天然碱项目情况"之"13.相关风险因素"，敬请投资者注意。 证券代码：000822 证券简称：山东海化 公告编号：2025-030 一、交易概述 山东海化股份有限公司关于签署合作投资框架协议的公告 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。 特别提示： 1. 山东海化股份有限公司（以下简称"公司"）拟以自有资金，通过 增资挂牌摘牌方式参与中盐（内蒙古）碱业有限公司（以下简称"中盐碱 业"）增资，摘牌结果存在不确定性。 2. 本次签署的框架协议为意向协议，正式投资协议签署需经政府相 关部门审核通过。 二、交易对手方介绍 1. 中盐内蒙古化工股份有限公司 企业性质：股份有限公司 注册地址：内蒙古自治区阿拉善盟阿拉善经济开发区（乌斯太镇）贺 兰区 成立日期：1998 ...

证券代码：000822 证券简称：山东海化 公告编号：2025-029 山东海化股份有限公司 第九届监事会 2025 年第一次临时会议决议公告 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。 会议审议通过了《关于签署合作投资框架协议的议案》。 为发挥各方资源互补优势，共同开发天然碱矿产，实现互惠共赢，公 司与中盐（内蒙古）碱业有限公司（简称"中盐碱业"）、中盐内蒙古化工 股份有限公司及内蒙古蒙盐盐业集团有限公司达成合作意向，并签署合作 投资框架协议。根据协议约定，公司拟以自有资金，通过增资挂牌摘牌方 式取得中盐碱业 29%的股权，投资总额 232,000.00 万元（分两期支付： 第一期 197,451.14 万元，第二期 34,548.86 万元）。 该增资事项尚需履行产权交易所挂牌程序，公司将参与摘牌。各方已 达成一致意见，本次签署的合作投资框架协议有关投资意向金支付约定条 款的执行不受挂牌流程影响。 表决结果：同意 5 票，反对 0 票，弃权 0 票。 一、会议召开情况 山东海化股份有限公司(以下简称"公司")第九届监事会 2025 年第 一次临时会议通 ...

Core Viewpoint - Shandong Haihua plans to invest 2.32 billion yuan to acquire a 29% stake in Zhongyan (Inner Mongolia) Soda Industry Co., Ltd through capital increase and listing removal, which has been approved by the company's board and supervisory board [1] Investment Details - The total investment amount for the acquisition is 2.32 billion yuan [1] - The investment does not constitute a related party transaction or a major asset restructuring [1] Company Background - Zhongyan Soda Industry has publicly won the mining rights for natural soda ash in Tongliao Naiman and signed a mining rights transfer contract [1] Risks - The project faces uncertainties in investment returns and potential policy changes [1]

证券代码：000822 证券简称：山东海化 公告编号：2025-028 山东海化股份有限公司 第九届董事会 2025 年第二次临时会议决议公告 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。 第九届董事会 2025 年第二次临时会议决议 特此公告。 会议审议通过了《关于签署合作投资框架协议的议案》。 为发挥各方资源互补优势，共同开发天然碱矿产，实现互惠共赢，公 司与中盐（内蒙古）碱业有限公司（简称"中盐碱业"）、中盐内蒙古化工 股份有限公司及内蒙古蒙盐盐业集团有限公司达成合作意向，并签署合作 投资框架协议。根据协议约定，公司拟以自有资金，通过增资挂牌摘牌方 式取得中盐碱业 29%的股权，投资总额 232,000.00 万元（分两期支付： 第一期 197,451.14 万元，第二期 34,548.86 万元）。 该增资事项尚需履行产权交易所挂牌程序，公司将参与摘牌。各方已 达成一致意见，本次签署的合作投资框架协议有关投资意向金支付约定条 款的执行不受挂牌流程影响。 详 见 同 日 刊 登 在 中 国 证 券 报 、 证 券 时 报 及 巨 潮 资 讯 网 （ht ...

证券之星消息，8月5日化学原料板块较上一交易日上涨0.8%，中毅达领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。化学原料板块个股涨跌见下表： 从资金流向上来看，当日化学原料板块主力资金净流入3.06亿元，游资资金净流出2797.78万元，散户资 金净流出2.78亿元。化学原料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600610 | 中毅达 | 3.11 Z | 23.58% | -9750.40万 | -7.40% | -2.13 Z | -16.18% | | 003017 | 大洋生物 | 5003.44万 | 12.79% | -188.92万 | -0.48% | -4814.52万 | -12.31% | | 000818 | 航锦科技 | 4002.27万 | 7.66% | -2631.68万 | -5.04% ...

[Shandong Haihua 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E5%B1%B1%E4%B8%9C%E6%B5%B7%E5%8C%96%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8%202025%20%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Performance Forecast Details](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant net loss for H1 2025, reversing from a prior year profit and resulting in negative basic EPS Key Financial Performance Indicators | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Same Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 210 million – RMB 290 million | Profit: RMB 224.3527 million | | **Net Profit After Non-Recurring Gains/Losses** | Loss: RMB 240 million – RMB 320 million | Profit: RMB 201.9957 million | | **Basic Earnings Per Share** | Loss: RMB 0.23/share – RMB 0.32/share | Profit: RMB 0.25/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The performance forecast data is a preliminary estimate by the company's finance department and remains unaudited - The performance forecast data is a preliminary estimate by the company's finance department and has not been audited[3](index=3&type=chunk) [Explanation of Performance Change](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance decline is primarily due to significant decreases in soda ash sales price and volume, driven by reduced downstream demand - The shift from profit to loss is primarily due to a significant year-over-year decline in both sales volume and price of the main product, soda ash, driven by a downturn in downstream demand[4](index=4&type=chunk) [Other Relevant Information](index=1&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) Detailed financial data will be disclosed in the semi-annual report on **August 22, 2025**, with the company advising investors to be aware of risks - The detailed **2025 semi-annual report** will be disclosed on **August 22, 2025**[5](index=5&type=chunk) - The company's designated information disclosure media are China Securities Journal, Securities Times, and Juchao Information website, advising investors to be aware of risks[5](index=5&type=chunk)

山东海化（000822）公告，预计2025年上半年净利润亏损2.1亿元-2.9亿元，上年同期为盈利2.24亿元。 ...

1. Report Industry Investment Rating - Not provided in the doc 2. Core Views 2.1纯碱市场 - 检修带动短期产量偏低但后续将提升，计划内检修较少；国外价格到国内暂无优势，进口窗口未开，国内价格低位出口较好；终端备货充足，需求有回落预期，库存压力难解；市场正反馈情绪回落后维持偏空思路，短期防范风险观望为主 [7][9] 2.2玻璃市场 - 部分前期点火产线等待出品，供应端存政策端利多导向但暂未落地；近周末市场氛围受盘面走强提振，观察梅雨季后市场情绪变化；需求情绪走强库存下行；低位多单持有思路，情绪转弱则灵活离场 [153][155] 3. Summary by Directory 3.1纯碱市场 3.1.1市场综述 - 当期总产量70.89万吨，环比持平，预计后续提升；重质产量40.01万吨，环比增0.43万吨；轻质产量30.88万吨，环比降0.43万吨；进口0.03万吨，环比持平；出口4.1万吨，环比持平；浮法玻璃日熔量158425t/d，环比增650t/d；光伏玻璃日熔量91400t/d，环比降600t/d；重碱消费量33.70万吨，环比增0.02万吨；轻碱表需29.57万吨，环比增0.88万吨；纯碱表需65.50万吨，环比降1.13万吨；碱厂库存186.34万吨，环比增5.39万吨；社会库存23.80万吨，环比增1.00万吨；样本终端原料天数23.36天，环比增1.54天；氨碱法成本1281元，环比持平；氨碱法利润 -81元，环比增40元；联碱法成本1142元，环比降8元；联碱法利润8元，环比增48元；华中重碱 - 轻碱价差0元，环比持平；沙河市场价基差 -75元，环比降48元 [7] 3.1.2月度供需 - 展示了2020 - 2025年各月纯碱当月产量、进口量、表观需求量、出口量数据 [15][17][18][20] 3.1.3基差价差 - 展示了纯碱和玻璃期现货价格对照、纯碱合约基差、跨期价差、玻璃 - 纯碱合约/现货价差数据 [24][25][26][27][29][31][32][34][35][36][38][39][40][41] 3.1.4市场价格 - 沙河区域重质纯碱当期价1207元，环比上周涨23元，环比去年降693元；轻重碱区域价格有不同变化；展示了各区域重质、轻质纯碱价格及价差数据 [44][48][68] 3.1.5供应 - 目前多家企业检修/降负荷，部分企业有计划检修；当期国内纯碱开工率81.32%，环比上周持平，环比去年降6.01%；周产量70.89万吨，环比上周持平，环比去年降1.91%；重质纯碱产量40.01万吨，环比上周增0.43万吨，环比去年降2.47万吨；轻质纯碱产量30.88万吨，环比上周降0.43万吨，环比去年增0.56万吨；重质化率56.44%，环比上周增0.61%，环比去年降1.91%；产销比92.40%，环比上周降1.59%，环比去年降18.59% [74][75] 3.1.6需求 - 展示了浮法、光伏玻璃在产日熔量、重质纯碱日耗量、周度需求、周度表观消费量、产销率及光伏玻璃价格数据 [122][124][126][128][130][131][134][135] 3.1.7库存 - 当期纯碱企业库存186.34万吨，环比增5.39万吨，环比去年增87.98万吨；轻质纯碱企业库存79.13万吨，环比降1.35万吨，环比去年增20.80万吨；重质纯碱企业库存107.21万吨，环比增6.74万吨，环比去年增67.18万吨；库存天数15.45天，环比增0.45天，环比去年增7.19天 [139] 3.1.8仓单数量/有效预报 - Not provided in the doc 3.1.9地产相关数据 - Not provided in the doc 3.2玻璃市场 3.2.1市场综述 - 当期浮法玻璃日熔量158425t/d，环比增650t/d；周产量110.90万吨，环比增0.45万吨；表观消费量120.81万吨，环比增9.71万吨；厂库库存335.51万吨，环比降9.92万吨；天然气线成本1408元，环比增8元；天然气线利润 -178元，环比降8元；煤制气线成本931元，环比增12元；煤制气线利润214元，环比降6元；石油焦线成本1051元，环比增8元；石油焦线利润19元，环比降8元；华东 - 华中价差160元，环比持平；沙河5mm大板基差 -79元，环比降47元 [153] 3.2.2月度供需 - 展示了2020 - 2025年平板玻璃当月产量、浮法玻璃当月进口量、当月产量同比、当月出口量数据 [160][162][163][165] 3.2.3基差价差 - 展示了纯碱和玻璃期现货价格对照、玻璃合约基差、跨期价差、玻璃 - 纯碱合约/现货价差数据 [169][170][171][172][174][175][176][178][180][181][183][184][185][186] 3.2.4市场价格 - 展示了浮法玻璃5mm区域价格，包括沙河、华北、华东等地区不同规格价格及环比情况；还展示了各区域浮法玻璃5mm市场价及沙河、湖北部分企业5mm大板含税价数据 [190][192][193][195][196][198][200][202][204][206][208][210][211][213][215][216][217][219][221][223] 3.2.5供应 - 当期浮法玻璃煤制气企业利润108.78元，环比增22.80元；石油焦企业利润 -50.47元，环比增34.29元；天然气企业利润 -183.11元，环比增5.57元 [227] 3.2.6需求 - Not provided separately in the doc 3.2.7库存 - 厂库库存335.51万吨，环比降9.92万吨，预计后续继续下降 [153]

Group 1 - Current soda ash prices are below the production costs of most companies and significantly discounted in the spot market, but the supply-demand imbalance remains unchanged, leading to limited sustainability in price rebounds [1][3] - The soda ash market is currently characterized by oversupply, with production capacity remaining stable and a high operating rate of around 85% in June, despite some companies undergoing maintenance [1][2] - The float glass industry, a key downstream sector, is experiencing weak demand and increasing losses, which may lead to a further decline in soda ash demand if no policy stimulus occurs [2][3] Group 2 - Recent data indicates that the price of soda ash is between 950 to 970 yuan per ton, with delivery costs estimated at 1230 to 1250 yuan per ton, suggesting a potential for arbitrage if spot prices do not rise significantly [3] - The light soda ash demand remains weak, with downstream companies maintaining low operating rates and poor stocking intentions, indicating a lack of recovery in demand [2][3] - The overall market sentiment is pessimistic, with a notable decline in the photovoltaic glass market, further contributing to the pressure on soda ash demand [2]