新疆赛里木现代农业股份有限公司 1 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 为进一步加强与投资者的互动交流，新疆赛里木现代农业股份有限公司（以下简 称"公司"）将参加由新疆上市公司协会根据新疆证监局工作部署，联合深圳市全景 网络有限公司举办的"2025 年新疆辖区上市公司投资者网上集体接待日活动"，现将 相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2025 年 5 月 23 日（周五）15:00-17:30。届时公司高管 将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、融资计划、股权激 励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊 跃参与。 特此公告。 2025 年 5 月 16 日 证券代码：600540 证券简称：新赛股份 公告编号：2025-028 新疆赛里木现代农业股份有限公司 关于参加新疆辖区上市 ...

Group 1 - The agriculture and forestry sector has seen a rise, with Zhongxing Junye (002772) hitting the daily limit up [1] - Bo Wen Technology (600883) previously reached the limit up, indicating strong market interest [1] - Other companies such as Shen Nong Seed Industry (300189), Xue Rong Biological (300511), Hua Lv Biological (300970), Quan Yin Gao Ke (300087), and Xin Sai Co., Ltd. (600540) also experienced gains [1]

本文来自微信公众号：软科，作者：发现优质高等教育，原文标题：《43%毕业生是公务员！中国最强"双非"，来了》， 题图来自：视觉中国 大胆幻想，如果有一所毕业即就业的"神仙大学"，那该是什么样的？ 在高等教育的广阔天地里，一些学校或许不是以211或985的光环闪耀，但凭借"专精特新"的办学定位，构筑起独特的"就业 护城河"。 5月，海关总署公布了海关系统2025年度拟录用公务员公示公告（第一、二、三批），共有2679人被拟录用。统计毕业院校 后发现，上海海关学院有444名本科毕业生被录取，数量呈现断层优势（第二名仅52人），占比高达16.57%。这一结果，再 一次印证上海海关学院在国家海关系统"人才池"中，占据了"半壁江山"。 考公务员，这些高校有"特权"？ "宇宙的尽头是编制，编制的尽头是公务员"，这句话的含金量一直在上升。 当1222万毕业生即将涌入社会，就业问题，成为压在每个人心中的"千斤石"。面对这一困境，人们似乎更想追求一份"铁饭 碗"的工作。 近日，多所"双一流"高校发布了2024届毕业生就业质量年度报告。软科通过挖掘高校毕业生的就业单位信息，发现不少高 校的毕业生在党政机关就业（即公务员）的占比较 ...

证券代码：600540 证券简称：新赛股份 公告编号：2025-027 新疆赛里木现代农业股份有限公司 关于召开2024年年度股东大会的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 股东大会召开日期：2025年5月20日 ● 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统。新疆赛里木现代农业股 份有限公司（以下简称"公司"）已于2025年4月28日在《上海证券报》《证券时报》及上海证券交易所 网站（http://www.sse.com.cn）上刊登了《公司关于召开2024年年度股东大会的通知》，现将召开年度 股东大会的提示公告如下： 一、召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025年5月20日10点30分 召开地点：新疆双河市经济开发区新赛股份二楼会议室 (五)网络投票的系统、起止 ...

新疆赛里木现代农业股份有限公司 | | | 新疆赛里木现代农业股份有限公司 新疆赛里木现代农业股份有限公司 XINJIANG SAILIMU MODERN AGRICULTURE CO.，LTD . 2024 年年度股东大会资料 二 O 二五年五月二十日 | | 新疆赛里木现代农业股份有限公司 | 2024 | 年年度股东大会会议议程 | 2 | | --- | --- | --- | --- | --- | | 议案 | 1：《公司 2024 | 年度董事会工作报告》 3 | | | | 议案 | 2：《公司 2024 | 年度监事会工作报告》 8 | | | | 议案 | 3：《公司 2024 | 年度独立董事履职情况报告》 | | 12 | | 议案 | 4：《公司关于 | 2024 年度计提资产减值准备的议案》 | | 13 | | 议案 | 5：《公司 2024 | 年度财务决算报告及 2025 年度财务预算报告》 | | 16 | | 议案 | 6：《公司关于 | 2024 年度利润分配及资本公积金转增股本的预案》 | | 23 | | 议案 | 7：《公司 2024 | 年度报告正文及摘要》 2 ...

新疆赛里木现代农业股有限公司 证券代码：600540 证券简称：新赛股份 公告编号：2025-027 新疆赛里木现代农业股份有限公司 关于召开2024年年度股东大会的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股东大会召开日期：2025年5月20日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统。新疆赛里木现代农业股份有限公司（以下简称"公司"）已于2025年4月28 日在《上海证券报》《证券时报》及上海证券交易所网站（http://www.sse.com.cn） 上刊登了《公司关于召开2024年年度股东大会的通知》，现将召开年度股东大会 的提示公告如下： 一、召开会议的基本情况 (一) 股东大会类型和届次 2024年年度股东大会 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 20 日 至2025 年 5 月 20 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为 ...

氯碱周报 S H ： 现 货 偏 强 带 动 盘 面 ， 关 注 后 续 库 存 变 化 及 氧 化 铝 采 买 意 愿 V ：长线供需矛盾仍突出 ， 宏观驱动显乏力盘面仍弱 广发期货研究所 化工组 金果实 从业资格：F3083706 投资咨询资格：Z0019144 本报告及路演当中所有观点仅供参考，请务必阅读此报告倒数第二页的免责声明 观点及策略建议 烧碱主要观点：中长线看氧化铝利润在扩产过剩下堪忧，对烧碱需求驱动不足且烧碱有新产能投放，届时供需预期偏弱，烧碱中期维持高空思路。短期看烧碱供应端仍处于集 中检修阶段，节前氧化铝需求有所好转、非铝驱动不足，现货节间表现较好支撑价格上提，盘面节后亦有走强。后续关注山东主力氧化铝厂采买意愿及碱厂库容情况。短期反弹暂 观望，思路上维持高空参与为主，近月关注2550附近阻力。 PVC主要观点：PVC供需大的方向看过剩矛盾较为凸显，地产链仍呈弱势下PVC内需驱动不足，出口一季度有支撑但多以价换量。后续看金三银四后内进入梅雨季节终端需求支 撑片乏力；出口方面BIS延期至6月，关注阶段性出口是否有提前放量，若最终落地将对PVC形成利空压制，持续关注进展。整体看PVC长线的过剩 ...

Group 1 - The seed industry sector experienced a short-term surge, with Pingtan Development (000592) hitting the daily limit up [1] - Qiule Seed Industry saw an increase of over 7%, indicating strong market interest [1] - Other companies such as Kangnong Seed Industry, Shennong Seed Industry (300189), and Xinsai Co., Ltd. (600540) also experienced upward movement [1]

Investment Strategy - The report emphasizes the strategic importance of Xinjiang in the context of national energy security and the Belt and Road Initiative, highlighting its transition from a geographical hinterland to a frontline hub [9][10] - The coal chemical industry in Xinjiang is poised for growth due to favorable external conditions, including rising coal prices and a shift towards resource-rich western regions [9][10] - The report suggests focusing on two main investment themes: coal chemical investments and state-owned enterprise reforms in Xinjiang [9][10] Xinjiang Index Situation - The Xinjiang index stands at 101.14, reflecting a week-on-week increase of 1.75%, while the coal chemical investment index is at 100.21, up 3.98% [16] - The top three performing companies this week include Fostda (603173.SH) with a 26.22% increase, followed by Sanwei Chemical (002469.SZ) at 21.83%, and Tianfu Energy (600509.SH) at 12.32% [16][17] Key Data Tracking - Key prices in Xinjiang include Q5000 mixed coal at 140 CNY/ton, Q5200 mixed coal at 225 CNY/ton, and urea at 1638 CNY/ton, with significant year-on-year production increases noted [21][29] - In March 2025, coal railway shipments from state-owned key coal mines reached 3.24 million tons, a year-on-year decrease of 16.9%, while raw coal production was 51.46 million tons, up 24.13% year-on-year [21][29] Key News and Company Announcements - The Ministry of Ecology and Environment has accepted the environmental impact assessment for the National Energy Group's 2 billion cubic meters per year coal-to-gas project, which will produce natural gas and several by-products [35][39] - Recent announcements from companies like Guanghui Energy indicate significant revenue declines, with a 40.72% drop in total revenue for 2024 compared to the previous year [38] Project Overview - The report outlines several key coal chemical projects in Xinjiang, including the National Energy Group's coal-to-gas project with an investment of 250 billion CNY and a production capacity of 40 billion cubic meters per year [41] - The total planned capacity for coal-to-gas, coal-to-oil, coal-to-olefins, and coal-to-methanol projects in Xinjiang is projected to reach 9,203 billion CNY in investments [41][43]

Report Summary 1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core Viewpoints of the Report - **Macro Aspect**: Domestic important meetings have released positive policy signals, and the negative impact of US tariffs has weakened. Market risk - aversion sentiment has cooled down, and attention should be paid to the negotiation situation [4]. - **Supply - demand Aspect**: It is expected that the previously overhauled plants will resume production this week. The market's end - of - month settlement prices are gradually released, and demand for restocking has slowed down. The East China liquid caustic soda market is expected to be weak and stable. With the approaching of the May Day holiday, downstream buyers are resistant to high prices. To keep inventory levels stable, some enterprises have offered discounts on sales, which is reasonable [4]. - **Overall Logic**: The weak operation of alumina prices continues to have a negative feedback effect on caustic soda. Attention should be paid to the cost - end support below. Caustic soda may be weak and consolidate at a low level this week [4]. 3. Summary by Directory 3.1 Market Review - **Spot Market**: The price of liquid caustic soda in Shandong has weakened again. The basis of 32% liquid caustic soda in Shandong has fluctuated steadily. From April 18th to April 24th, the price of 32% ion - membrane liquid caustic soda in Shandong dropped from 820 yuan/ton to 810 yuan/ton, a decrease of 1.22%; the price of 50% ion - membrane liquid caustic soda dropped from 1460 yuan/ton to 1420 yuan/ton, a decrease of 2.74%. The prices of other products such as raw salt, flake caustic soda, and light soda ash remained unchanged [9][12][18]. - **Futures Market**: The report presents the price trends of caustic soda futures (active contracts) compared with soda ash, alumina, PVC futures, and the change in caustic soda warehouse receipts [15][16]. 3.2 Market Analysis - **Supply Side**: From April 18th to April 24th, 2025, the average capacity utilization rate of China's caustic soda sample enterprises with a capacity of 200,000 tons and above was 82.1%, a month - on - month decrease of 0.2%. Affected by newly added overhaul plants in Northwest, Central, and South China, the load decreased, while the load in North and Southwest China increased after the overhaul of plants ended. In Shandong, there were both复产 and减产 enterprises, and the复产 capacity was greater than the减产 capacity, with the capacity utilization rate increasing by 4.0% to 91%. It is expected that the capacity utilization rate of caustic soda will rise to about 84%, and the weekly output will be about 809,500 tons [20]. - **Downstream - Alumina**: There were both production increases and decreases in the alumina market during the week. Overall, the operating capacity of alumina increased significantly. Some previously overhauled alumina enterprises resumed production after the overhaul, while some enterprises started roasting furnace overhauls due to unstable product quality. As of April 24th, China's alumina production capacity was 107.4 million tons, the operating capacity was 85.4 million tons, and the operating rate was 81.97% (+ 0.23%) [25]. - **Inventory Side**: As of April 24th, 2025, the factory inventory of fixed liquid caustic soda sample enterprises with a capacity of 200,000 tons and above in China was 408,500 tons (wet tons), a month - on - month decrease of 3.02% and a year - on - year decrease of 3.77%. The storage capacity ratio of liquid caustic soda sample enterprises in China was 24.38%, a month - on - month decrease of 1%. The storage capacity ratios in Northwest, Central, Northeast, and Southwest China increased month - on - month, while those in North, East, and South China decreased month - on - month [29]. - **Liquid Chlorine**: From April 18th to April 24th, 2025, the average price of liquid chlorine in Shandong was - 143 yuan/ton, a month - on - month decrease of 25%. At the beginning of the week, the supply was stable, but downstream enterprises carried out plant overhauls due to profit shrinkage, resulting in a significant reduction in demand, poor trading atmosphere, and mostly lower prices. The price of liquid chlorine in Jiangsu also decreased following the trend in Shandong, with the current mainstream price at around - 250 yuan/ton. The downstream operating rate was not high, and purchases were made on demand. The mainstream price in Anhui was - 50 yuan/ton. The domestic PVC market continued to operate weakly [32]. - **Chlor - alkali Cost and Profit**: From April 18th to April 24th, 2025, the average weekly gross profit of chlor - alkali enterprises in Shandong was 347 yuan/ton, a month - on - month increase of 46.41%. During the week, the price of liquid caustic soda in Shandong increased, while the price of liquid chlorine decreased slightly, resulting in an overall increase in chlor - alkali profits [35].