Chan Ye Xin Xi Wang·2025-12-06 02:48Core Viewpoint - The Chinese salt industry is experiencing a decline in production, with a reported decrease in output for 2025 compared to the previous year, indicating potential challenges for companies in this sector [1]. Industry Summary - According to the National Bureau of Statistics, the raw salt production in China for October 2025 was 6.31 million tons, representing a year-on-year decrease of 1.8% [1]. - The cumulative raw salt production from January to October 2025 reached 51.459 million tons, showing a cumulative decline of 1.2% [1]. - The report by Zhiyan Consulting outlines investment opportunities and market trends in the Chinese salt industry from 2026 to 2032, suggesting a focus on future growth despite current declines [1]. Company Summary - Listed companies in the salt industry include Su Yan Jingshen (603299), Zhongyan Chemical (600328), Xue Tian Salt Industry (600929), Shandong Haihua (000822), Sanyou Chemical (600409), and Yunnan Salt Chemical (002053) [1]. - These companies may face challenges due to the overall decline in raw salt production, which could impact their financial performance and market positioning [1].