中盐化工拟全资控股中盐碱业 推动纯碱产业结构迭代升级

Group 1 - The core point of the news is that Zhongyan Chemical (600328) has announced the acquisition of 100% ownership of Zhongyan Alkali Industry by allowing Taihu Investment to exit its stake through a capital reduction, which will enhance the company's control over natural soda mining rights and resources [1][2] - After the transaction, Zhongyan Alkali Industry will become a wholly-owned subsidiary of Zhongyan Chemical, and the company will fully support its operations in natural soda mining and processing [1] - Zhongyan Alkali Industry successfully won the bidding for natural soda mining rights in the Naiman Banner area of Tongliao City for 6.80866 billion yuan, which is the largest proven natural soda deposit in China [1][2] Group 2 - Natural soda has significant advantages over synthetic soda, including lower energy consumption, cost, and environmental benefits, positioning it to become the mainstream in the soda ash industry [2] - Zhongyan Chemical currently has a production capacity of 3.9 million tons of soda ash and has established processes in ammonia-soda and dual-soda methods, which will be complemented by the natural soda method to enhance product competitiveness [2] - The transaction is expected to constitute a major asset restructuring, and the company aims to optimize its industrial structure and enhance competitiveness through innovation and strategic investments in emerging industries [3]