中盐内蒙古化工股份有限公司

Core Viewpoint - The company, China Salt Inner Mongolia Chemical Co., Ltd., is planning to revise its articles of association to better align with relevant laws and regulations, which will be submitted for shareholder approval [6][7]. Group 1: Company Announcements - The company will hold its second extraordinary general meeting of 2025 on May 14, 2025, where shareholders can exercise their voting rights [3][5]. - The company has announced its first-quarter operational data for 2025, highlighting significant price declines in several product categories due to market conditions [9][11]. Group 2: Operational Data - The company reported a year-on-year price decrease for key products: sodium metal and sodium chlorate prices fell by 9.67% and 15.81%, respectively, due to intensified market competition [9]. - The price of soda ash dropped by 41.49%, attributed to new capacity coming online and a slowdown in demand from downstream industries like photovoltaic glass [9]. - Conversely, the price of caustic soda increased by 25.39%, driven by expanding demand in downstream sectors such as aluminum [9]. Group 3: Raw Material Price Changes - The procurement prices for major raw materials showed varied trends: raw salt prices decreased by 12.87%, while coal prices fell by 19.61% to 28.62% due to high inventory levels [11]. - The price of liquid ammonia dropped by 20.04%, influenced by declining prices of crude oil and reduced demand from downstream industries [11]. - Licorice extract prices fell by 26.01% as supply chains recovered and import volumes increased [11]. Group 4: Investor Communication - An investor performance briefing will be held on May 30, 2025, to discuss the company's 2024 annual report and first-quarter results for 2025, allowing for interactive communication with investors [12][15]. - Investors can submit questions for the briefing from May 23 to May 29, 2025, through the Shanghai Stock Exchange's online platform [12][15].