每经记者｜彭斐 每经编辑｜文多 10月21日晚间，中盐化工（SH600328，股价7.84元，市值114.96亿元）与山东海化（SZ000822，股价 5.60元，市值50.13亿元）双双发布公告，确认了关于中盐（内蒙古）碱业有限公司（以下简称中盐碱 业）增资扩股合作协议的签署。这标志着中盐碱业总额高达80亿元的注册资本全部规划到位。 在这场资本盛宴中，股权结构清晰明了：中盐化工以40.8亿元的出资额，锁定51%的控股权。剩余49% 的股权（合计39.2亿元出资额）则由三家战略投资者分"食"：国内合成碱巨头山东海化出资额为23.2亿 元，股权占比29%。内蒙古蒙盐化工投资有限公司（以下简称蒙盐投资）、中国国有企业结构调整基金 二期股份有限公司（以下简称国调基金二期）出资额分别为8亿元，各占10%股权。 此次80亿元资本集结，意在中盐碱业在2025年6月竞得的内蒙古通辽大沁他拉地区天然碱采矿权。该项 目被认为是国内目前已发现的最大储量天然碱资源，采矿权成交价达68.09亿元。 《每日经济新闻》记者注意到，对于中盐化工而言，这一矿权利于巩固其纯碱行业龙头地位。对于山东 海化来说，此举是在2024年净利润同比下滑9 ...

证券代码：000822 证券简称：山东海化 公告编号：2025-042 山东海化股份有限公司 关于摘牌取得中盐（内蒙古）碱业有限公司 29%股权 暨签署《增资扩股合作协议》的进展公告 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、交易概述 2025 年 8 月 5 日，山东海化股份有限公司（以下简称"公司"）第九 届董事会 2025 年第二次临时会议审议通过了《关于签署合作投资框架协 议的议案》，为共同开发天然碱矿产，同意公司投资 232,000.00 万元，通 过增资挂牌摘牌方式取得中盐（内蒙古）碱业有限公司（以下简称"中盐 碱业"）29%的股权。根据相关规定，该投资事项不属于关联交易，不构成 《上市公司重大资产重组管理办法》规定的重大资产重组情形，无需提交 股东会审议。 详见 2025 年 8 月 6 日刊登在中国证券报、证券时报及巨潮资讯网 （http://www.cninfo.com.cn）上的《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》（公告编号：2025-030）。 二、交易进展情况 2025 年 10 月 16 日，公司收到山东 ...

本报讯(记者袁传玺)天眼查App显示，近日，青海海化昆仑矿业有限公司成立，注册资本1亿元，经营范 围包括矿产资源勘查、矿物洗选加工等，由山东海化（000822）集团有限公司、天恩能源有限公司、江 西天行化工有限责任公司共同持股。 ...

企查查APP显示，近日，青海海化昆仑矿业有限公司成立，法定代表人为刘建路，注册资本1亿人民币，经营范围包括矿产资源勘查、矿物洗选加工、非金 属矿物制品制造等。企查查股权穿透显示，该公司由山东海化集团有限公司、天恩能源有限公司、江西天行化工有限责任公司共同持股。 | 缔造有远见的商业传奇 | 青海海化昆仑矿业有限公司 2国企业信用查询系统 | | × 晋一下 | | --- | --- | --- | --- | | 基本信息 16 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 刘建路 | 登记状态 注册资本 | 开业 10000万元 | | 组织机构代码 | MAG12068-1 | 工商注册号 | 632801910052568 | | 企业类型 | 其他有限责任公司 | 营业期限 | 2025-10-10 至 9999- | | 人员规模 | l | 参保人数 | - | | 所属地区 | 青海省海西蒙古族藏族自治州格尔木 市 | 登记机关 | 格尔木市市场监督管 | | 国标行业 | 其他采矿业（B1200）∨ | 英文名 | Qinghai Haihua Kunl | | 注册地址 ...

天眼查App显示，近日，青海海化昆仑矿业有限公司成立，法定代表人为刘建路，注册资本1亿人民 币，经营范围包括矿产资源勘查、矿物洗选加工、非金属矿物制品制造、土壤污染治理与修复服务等， 由山东海化集团有限公司、天恩能源有限公司、江西天行化工有限责任公司共同持股。 ...

格隆汇10月13日丨山东海化(000822.SZ)在投资者互动平台表示，公司研发部门在一种COFs材料制备方 面申请了相关专利。 ...

Group 1 - The company is currently in the research and development phase for the NASION-type solid electrolyte preparation and its application in LI/LIFEPO4 solid-state batteries [1] - The reported revenue of 200,000 yuan is derived from government subsidies related to the project [1] - There are no current plans for mass production or expansion of production capacity [1]

Group 1 - The company has reported that the NASION-type solid electrolyte preparation, modification, and application project in LI/LIFEPO4 solid-state batteries has generated revenue of 200,000 yuan, indicating some level of financial progress [2] - The project is still in the research and development stage, and the reported revenue is attributed to government subsidies received for the project [2]

Core Viewpoint - Company is experiencing fluctuations in product and raw material prices since the beginning of the third quarter, and it plans to disclose its third-quarter report in October [1][3]. Group 1: Financial Performance - Company reported a loss of 250 million in the first half of the year [3]. - There is concern about the potential for further losses in the third quarter due to product price declines, such as the 50 yuan decrease in the price of soda ash from 1300 yuan to 1250 yuan [3]. Group 2: Market Conditions - The company acknowledges that both thermal coal and raw salt prices have increased in the context of industry competition, but its products are facing price reductions [3]. - The company is implementing detailed measures to increase revenue and reduce costs across all operational aspects to mitigate the impact of current market conditions [1].

Group 1 - The company announced the resignation of non-independent director Wang Kebin due to work changes, effective immediately upon delivery of the resignation report [2] - Wang Kebin did not hold any shares in the company at the time of his resignation and had completed the necessary work handover [2] - The board expressed gratitude for Wang Kebin's contributions during his tenure [2] Group 2 - The company held the fourth session of the seventh employee representative assembly on September 11, 2025, where He Shutong was elected as the employee representative director for the ninth board [2] - He Shutong's term will last until the end of the ninth board, and the number of employee representative directors does not exceed half of the total board members, complying with relevant laws and regulations [2] - He Shutong has held various positions within the company, including roles in production and management, and currently serves as the director and party secretary of the company's soda ash plant [4][5]