证券代码：000683 证券简称：博源化工 公告编号：2025-045 1 持股股数未发生变化 增加0.17 本次权益变动方式（可多选） 通过证券交易所的集中交易 通过证券交易所的大宗交易 其他 □ □ ☑（公司回购注销部分限制性股票 完成后总股本减少导致股东的持 股比例被动增加） 本次增持股份的资金来源（可 多选） 自有资金 其他金融机构借款 其他 不涉及资金来源 □ □ □（请注明） ☑ 银行贷款 股东投资款 □ □ 股份性质 本次变动前持有股份 本次变动后持有股份 股数(万股) 占总股本比例(%) 股数(万股) 占总股本比例(%) 合计持有股份 115,479.2990 30.88 115,479.2990 31.05 其中：无限售条件股份 82,131.7403 21.97 82,131.7403 22.09 有限售条件股份 33,347.5587 8.92 33,347.5587 8.97 本次变动是否为履 行已作出的承诺、意向、计划 是□ 否☑ 如是，请说明承诺、意向、计划的具体情况及履行进度。 本次变动是否存在 违反《证券法》《上市公司收 购管理办法》等法律、行政法 规、部门规章、规范性文件和 ...

内蒙古博源化工股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1.内蒙古博源化工股份有限公司（以下简称公司）本次回购注销的限制性股 票数量为 20,437,500 股，占回购注销前公司总股本的 0.55%。本次回购注销完 成后，公司股份总数为 3,718,739,060 股。 2.本次回购注销涉及 47 名激励对象，首次授予限制性股票的回购价格为 3.36 元/股，预留部分的限制性股票的回购价格为 3.4 元/股。 3.截至 2025 年 5 月 29 日，上述限制性股票已在中国证券登记结算有限责任 公司深圳分公司办理完成注销手续。 一、公司 2023 年限制性股票激励计划已履行的相关审批程序 证券代码：000683 证券简称：博源化工 公告编号：2025-044 （一）2023 年 9 月 20 日，公司召开九届五次董事会和九届五次监事会，审 议通过了《关于<公司 2023 年限制性股票激励计划（草案）>及其摘要的议案》 《关于<公司 2023 年限制性股票激励计划实施考核管理办法>的议案 ...

证券代码：000683 证券简称：博源化工 公告编号：2025-047 内蒙古博源化工股份有限公司 关于公司向银行申请贷款的公告 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。 公司拟向进出口银行申请人民币80,000万元流动资金贷款，公司控股股东内 蒙古博源控股集团有限公司（以下简称博源集团）拟以其持有公司的2亿股无限 售流通A股提供最高额质押担保，同时公司控股子公司河南中源化学股份有限公 司（以下简称中源化学）拟继续以其持有的采矿许可证做最高额抵押担保，最高 债权金额不超过150,000万元，本笔贷款期限3年，具体利率以签订的借款合同为 准。该笔流动资金贷款办理完成后，公司在进出口银行存量贷款授信额为102,000 万元，其中存量贷款业务22,000万元，本次申请续贷80,000万元。 根据相关法律、法规及《公司章程》的规定，上述贷款事项需经公司董事会 审议通过，无需提交公司股东大会审议批准。 二、担保人基本情况 1.公司名称：内蒙古博源控股集团有限公司 2.注册地址：内蒙古自治区鄂尔多斯市东胜区鄂托克西街博源大厦 内蒙古博源化工股份有限公司（以下简称公司 ...

以刚需为主，汽车玻璃厂备货量增加难以抵消地产相关需求疲软，光伏玻璃需求也面临库存压力。当下价 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 拉动。注意仓位操作，操作上建议，纯碱主力逢高空.玻璃方面，供应端：部分地区产线复产，且下周有产 线存点火计划，预计周度产量存增加预期。行业整体利润不佳，企业挺价意愿有限，供应压力对价格上行 免责声明 形成阻力。需求端当前地产形势不容乐观，传统淡季下需求将进一步走弱。下游深加工订单不稳定，采购 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 纯碱玻璃产业日报 2025-05-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 纯碱主力合约收盘价(日,元/吨) | 1203 | -12 玻璃主力合约收盘价(日,元/吨) | 985 | -24 | | | 纯碱与玻璃价差(日,元/吨) | 218 | 12 纯碱主力合约持仓量 ...

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the given content. Group 2: Report's Core View - For soda ash, supply pressure remains high despite a decline in the industry's operating rate due to some enterprises' maintenance plans, as new capacity from companies like Yuanxing Energy may be released at any time. Demand from the glass industry is weak, with float glass affected by the sluggish real - estate sector and the photovoltaic industry facing over - capacity issues. Other downstream industries have limited demand. It is recommended to short the soda ash main contract on rallies [2]. - For glass, some production lines are resuming production, and there are plans for more ignitions, increasing supply pressure. Demand is weak due to the poor real - estate situation and the traditional off - season. However, prices may have a technical rebound near the cost line of some low - cost production lines. It is recommended to go long on the glass main contract on dips [2]. Group 3: Summary by Relevant Catalogs Futures Market - Soda ash main contract closing price is 1215 yuan/ton, down 16 yuan; glass main contract closing price is 1009 yuan/ton, down 22 yuan. The price difference between soda ash and glass is 206 yuan/ton, up 6 yuan. Soda ash main contract open interest is 1561375 lots, up 2314 lots; glass main contract open interest is 1524157 lots, up 42066 lots [2]. - Soda ash's top 20 net open interest is - 267397 lots, up 2876 lots; glass's top 20 net open interest is - 225883 lots, down 68587 lots. Soda ash exchange warehouse receipts are 1691 tons, unchanged; glass exchange warehouse receipts are 0 tons, unchanged [2]. - The price difference between September and January contracts of soda ash is 8 yuan, down 11 yuan; that of glass is - 59 yuan, down 6 yuan. Soda ash basis is 19 yuan/ton, up 23 yuan; glass basis is 49 yuan/ton, down 12 yuan [2]. Spot Market - North China heavy soda ash price is 1250 yuan/ton, unchanged; Central China heavy soda ash price is 1400 yuan/ton, unchanged. East China light soda ash price is 1365 yuan/ton, down 35 yuan; Central China light soda ash price is 1325 yuan/ton, down 10 yuan [2]. - Shahe glass large - plate price is 1080 yuan/ton, unchanged; Central China glass large - plate price is 1110 yuan/ton, unchanged [2]. Industry Situation - Soda ash plant operating rate is 78.63%, down 1.64 percentage points; float glass enterprise operating rate is 75.34%, up 0.34 percentage points. Glass in - production capacity is 15.63 million tons/year, unchanged; glass in - production line number is 223, up 1 [2]. - Soda ash enterprise inventory is 160.23 million tons, down 7.45 million tons; glass enterprise inventory is 6776.9 million weight boxes, down 31.3 million weight boxes [2]. Downstream Situation - Real - estate new construction area cumulative value is 17835.84 million square meters, up 4839.38 million square meters; real - estate completion area cumulative value is 15647.85 million square meters, up 2587.58 million square meters [2]. Industry News - The China - EU semiconductor upstream and downstream enterprise symposium was held in Beijing. As of the end of April, the national local government debt balance was 506931 billion yuan. From January to April, state - owned enterprises' total revenue was 262755.0 billion yuan, the same as last year, and the total profit was 13491.4 billion yuan, down 1.7% year - on - year. The National Data Bureau is formulating policies to cultivate the national integrated data market [2].

Group 1 - The core point of the announcement is that Inner Mongolia Boyuan Chemical Co., Ltd. has received notification from its controlling shareholder, Boyuan Holding Group Co., Ltd., regarding the release and re-pledging of a portion of its shares [2][6] - Boyuan Group has released the pledge on 104,700,000 shares and re-pledged them to Inner Mongolia Bank for financing purposes [2][6] - As of March 31, 2025, Boyuan Group's total interest-bearing debt is 46,550 million yuan, with a significant portion of pledged shares due in the next six months [5][6] Group 2 - Boyuan Group and its concerted action party, Beijing Zhongji Hongli Asset Management Co., Ltd., have a high proportion of pledged shares, with over 80% of Boyuan Group's shares pledged [2][3] - The financing from the pledged shares is primarily intended for daily operations and external investments, with no immediate risk of forced liquidation [7] - The company will continue to monitor the progress of the share pledge and ensure compliance with information disclosure obligations [8][9]

证券代码：000683 证券简称：博源化工 公告编号：2025-043 内蒙古博源化工股份有限公司 关于控股股东部分股份解除质押及再质押的公告 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。 特别风险提示： 截至本公告披露日，内蒙古博源化工股份有限公司（以下简称公司）控股股 东内蒙古博源控股集团有限公司（以下简称博源集团）质押股份数量占其所持公 司股份数量比例超过 80%，请投资者注意相关风险。 公司近日收到控股股东博源集团的通知，其将持有公司的部分股份解除质押 冻结并重新办理了质押登记，具体事项如下： 一、股东股份本次解除质押及质押基本情况 1.股东股份本次解除质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次解除质押 | 占其所持股 | 占公司总 | 起始日 | | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | 股份数量（股） | 份比例 | 股本比例 | | | | | | | | ...

Core Viewpoint - The announcement indicates that the controlling shareholder, Boyuan Group, has pledged 105 million shares of Boyuan Chemical to Inner Mongolia Bank for financing purposes, which raises concerns about the company's financial stability and shareholder equity [1] Group 1: Share Pledge Details - Boyuan Group pledged 105 million shares, representing 9.33% of its total holdings in Boyuan Chemical and 2.80% of the company's total share capital [1] - As of the announcement date, Boyuan Group and its concerted parties have pledged a total of 1.122 billion shares, accounting for 100% of their holdings and 30.02% of the company's total share capital [1]

Group 1 - The core viewpoint is that despite the significant decline in soda ash futures prices, the oversupply situation in the market remains unresolved, making it difficult for prices to find a bottom [1] - Soda ash futures prices have dropped from a peak of 1640 yuan/ton to a low of 1251 yuan/ton, representing a decline of 23.7% [1] - The production cost of soda ash has decreased significantly due to falling raw material prices, particularly for salt and coal, which are key components of production costs [2][3] Group 2 - The price of raw salt, which accounts for about 25% of soda ash production costs, has fallen from 340 yuan/ton to 210 yuan/ton, a decrease of 38.2% [2] - Coal prices have also declined, with the price of 5500 kcal thermal coal dropping from 670 yuan/ton to 410 yuan/ton, a decline of 38.8% [3] - As of May 23, the production cost for soda ash using the ammonia-soda method in North China is 1285 yuan/ton, down 25.3% from 1720 yuan/ton [4] Group 3 - New production capacities are being successfully launched, contributing to an increase in soda ash supply, which exacerbates the oversupply situation [7] - Recent data shows that soda ash exports have increased significantly, with April 2025 exports reaching 17.06 million tons, a 112% increase compared to the same period last year [9] - However, the demand for glass, a major end-use for soda ash, remains weak, particularly due to declining prices in the real estate sector [9] Group 4 - The current production profits for soda ash are still positive despite the price drop, which may lead to further capacity additions rather than reductions [10] - The industry may not find a bottom until production costs force less efficient producers out of the market, particularly those using the ammonia-soda method, which has the highest production costs [10] - The price of soda ash may need to fall below 1200 yuan/ton to trigger a reduction in production capacity, with a potential target range of 1100-1150 yuan/ton to achieve supply-demand balance [10]

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The fundamentals of soda ash show a pattern of strong supply and weak demand. The supply has declined from a high level, and the terminal demand improvement is limited. Although the inventory has been continuously decreasing, it is still at a high level in the same period. The mismatch between supply and demand in the industry has not been effectively improved. In the short term, it is expected to mainly operate in a low - level oscillation [2][4]. Summary by Directory 1. Daily Viewpoints - **Fundamentals**: Alkali plant maintenance is gradually resuming, supply has declined from a high level and is gradually stabilizing. The daily melting volume of downstream float and photovoltaic glass is stable, terminal demand is average, and the soda ash plant inventory has decreased but is still at a historical high; bearish [2]. - **Basis**: The spot price of heavy - quality soda ash in Hebei Shahe is 1300 yuan/ton, the closing price of SA2509 is 1254 yuan/ton, and the basis is 46 yuan, with the futures at a discount to the spot; bullish [2]. - **Inventory**: The national soda ash plant inventory is 167.68 tons, a decrease of 2.06% from the previous week, and the inventory is running above the 5 - year average; bearish [2]. - **Disk**: The price is running below the 20 - day line, and the 20 - day line is downward; bearish [2]. - **Main Position**: The main position is net short, and short positions are decreasing; bearish [2]. - **Expectation**: The fundamentals of soda ash show strong supply and weak demand, and it is expected to mainly operate in a low - level oscillation in the short term [2]. 2. Influencing Factors - **Likely to be Bullish**: The production capacity of downstream photovoltaic glass has increased, boosting the demand for soda ash. The Sino - US tariff negotiation has made progress [4]. - **Likely to be Bearish**: Since 2023, the soda ash production capacity has expanded significantly, and there are still large production - launching plans this year, with the industry output at a historical high in the same period. The cold - repair of downstream float glass for heavy - quality soda ash is at a high level, the daily melting volume is continuously decreasing, and the demand for soda ash is weak [4]. 3. Soda Ash Futures Market - The closing price of the main contract is 1254 yuan/ton, the low - end price of heavy - quality soda ash in Shahe is 1300 yuan/ton, and the main basis is 46 yuan. The closing price of the main contract has increased by 0.08% compared with the previous value, the price in Shahe has remained unchanged, and the basis has decreased by 2.13% [5]. 4. Soda Ash Spot Market - The low - end price of heavy - quality soda ash in Hebei Shahe is 1300 yuan/ton, unchanged from the previous day [11]. - **Production Profit**: The profit of the joint - soda method for heavy - quality soda ash in East China is 188 yuan/ton, and the profit of the ammonia - soda method for heavy - quality soda ash in North China is - 14.60 yuan/ton. The production profit of soda ash is at a historical low in the same period [14]. - **Operating Rate and Production Volume**: The weekly operating rate of the soda ash industry is 78.63%, and the operating rate is expected to stabilize and rebound. The weekly production volume of soda ash is 67.38 tons, of which the heavy - quality soda ash is 36 tons, and the production volume has declined from a historical high [18][20]. - **Capacity Changes**: In 2023, the newly - added capacity was 640 tons; in 2024, it was 180 tons; in 2025, the planned newly - added capacity is 750 tons, with an actual production - launching of 60 tons [22]. 5. Fundamental Analysis - Demand - **Production and Sales Rate**: The weekly production heavy - quality rate of soda ash is 54.23% [24]. - **Downstream Demand**: The daily melting volume of national float glass is 15.67 tons, and the operating rate of 75.34% is continuously declining, with weak demand for soda ash. The price of photovoltaic glass has stabilized, the daily melting volume in production has rebounded to 9.1 tons, and the production has stabilized [27][30]. 6. Fundamental Analysis - Inventory - The total inventory of domestic soda ash manufacturers is 167.68 tons, of which the heavy - quality soda ash is 84.40 tons, and the inventory is at a historical high in the same period [33]. 7. Fundamental Analysis - Supply - Demand Balance Sheet - From 2017 to 2024E, the effective capacity, production, operating rate, import, export, net import, apparent supply, total demand, supply - demand difference, capacity growth rate, production growth rate, apparent supply growth rate, and total demand growth rate of soda ash are presented in the table, showing different trends in different years [34].