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中盐化工: 中盐化工关于投资建设中盐(内蒙古)碱业有限公司年产500万吨天然碱矿溶采试验项目的公告
Zheng Quan Zhi Xing· 2025-08-14 16:15
证券代码:600328 证券简称:中盐化工 公告编号: (临)2025-085 ●投资标的名称:中盐(内蒙古)碱业有限公司(以下简称"中 盐碱业" )年产 500 万吨天然碱矿溶采试验项目 ●投资金额:项目总概算投资金额为36,029.54万元 ●相关风险提示:本项目钻井水溶开采技术对溶腔发育控制的要 求较为严格,存在井筒稳定性控制要求高、溶采液浓度控制较难、水 平对接井施工精度出现偏差,可能会造成井组连通性不足,从而影响 注采效率等风险。应对措施一是通过建立三维地质模型,实时监测溶 腔扩展的压力、温度、浓度等相关参数,时时掌控优化注采平衡;二 是采用陀螺测斜仪等定向钻井技术,将水平井轨迹偏差控制在 0.5° 以内。 本项目总工期为 7 个月,钻井施工、设备安装调试若出现延误或 项目占林占草、安评、环评等审批手续存在延期,均可能会对试验进 度产生影响。应对措施一是针对两组试验井组分别采用两家专业施工 队伍,加快实施钻井工程;二是中盐碱业成立溶采试验项目组,组织 协调解决试验过程中出现的各类问题并及时分阶段组织项目验收工 作;三是项目组设立手续办理组,指定专人跟进相关事项。积极加强 与政府相关单位的沟通交流,明 ...
中盐化工(600328.SH):拟3.6亿元投建中盐碱业年产500万吨天然碱矿溶采试验项目
Ge Long Hui A P P· 2025-08-14 09:18
为了加快天然碱资源开发项目实施,经科学论证,公司拟实施中盐碱业年产500万吨天然碱矿溶采试验 项目,旨在通过系统的试验研究,全面掌握该矿区天然碱矿的开采特性,为后续天然碱工业化规模开发 奠定的技术基础,项目总概算投资金额为3.6亿元。 格隆汇8月14日丨中盐化工(维权)(600328.SH)公布,公司为了提升公司纯碱产业核心竞争力,积极布 局天然碱产业,2025年3月参与投资设立中盐碱业,并以中盐碱业为主体开展内蒙古自治区通辽市奈曼 旗大沁他拉地区天然碱资源的获取和开发工作。2025年6月16日通过网上竞拍,竞得该天然碱采矿权, 2025年7月9日签订天然碱采矿权出让合同,正式获得该采矿权。2025年8月8日,公司重大资产重组事项 通过了股东会审议,中盐碱业减资已完成决策及监管流程,目前正在办理工商变更,届时,中盐碱业将 成为公司全资子公司。 ...
中盐化工: 中盐内蒙古化工股份有限公司参股公司减资之重大资产重组报告书(草案)(修订稿)摘要
Zheng Quan Zhi Xing· 2025-08-05 16:20
股票代码:600328 股票简称:中盐化工 上市地点:上海证券交易所 中盐内蒙古化工股份有限公司 参股公司减资之重大资产重组 报告书(草案)(修订稿)摘要 项目 名称 交易对方 中石油太湖(北京)投资有限公司 独立财务顾问 二〇二五年八月 中盐内蒙古化工股份有限公司 重大资产重组报告书(草案)(修订稿)摘要 交易各方声明 一、上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要内容的真实、准确、完整, 并对其内容的虚假记载、误导性陈述或者重大遗漏,承担个别和连带的法律责任。如因 提供的信息存在虚假记载、误导性陈述或重大遗漏,给公司或者投资者造成损失的,将 依法承担赔偿责任。 本公司保证向参与本次重组的各中介机构所提供的资料均为真实、准确、完整的原 始书面资料或副本资料,资料副本或复印件与原始资料或原件一致;所有文件的签名、 印章均是真实的,该等文件的签署人员经合法授权并有效签署该文件,不存在任何虚假 记载、误导性陈述或重大遗漏。根据本次重组的进程,需要继续提供相关文件及相关信 息时,本公司保证继续提供的文件和信息仍然符合真实、准确、完整的要求。 本公司全体董事、高级管理人员承诺,如本次交易所披露或 ...
中盐化工:拟对中盐碱业增资并签署合资协议
Ge Long Hui· 2025-08-05 09:48
格隆汇8月5日丨中盐化工(600328.SH)公布,为保证中盐碱业开发建设天然碱项目资金需要,公司拟对 中盐碱业投资,增加中盐碱业注册资本至80.00亿元。为降低公司财务费用,优化中盐碱业资本结构, 分散投资风险,加快天然碱资源开发项目建设,公司拟通过本次增加中盐碱业注册资本时机,引入战略 投资者,计划引入资金规模不超过39.20亿元。中盐化工增资金额将不超过48.80亿元,实际增资金额将 在引入战略投资者后确定。本次增资及引入战略投资者,不改变公司对中盐碱业的控制权,公司具体增 资金额及其他投资人持股比例在具体实施时确定,即公司对中盐碱业持股权比例不低于51%,其他投资 人合计持股比例将不超过49%。 经协商,山东海化及蒙盐集团同意对中盐碱业增资,并已签署意向《合资协议》,约定山东海化增资不 超过23.2亿元,蒙盐集团增资不超过8亿元。其他投资人将在产权交易所挂牌时确定,具体对象及投资 金额暂不确定。截至目前,中盐碱业股东太湖投资减资事项按计划推进中;中盐碱业增资事项需履行产 权交易所挂牌程序,最终投资方及投资金额尚存在不确定性。 ...
山东海化拟23.2亿元取得中盐碱业29%股权 参与天然碱资源开发
Zhi Tong Cai Jing· 2025-08-05 09:14
山东海化(000822)(000822.SZ)公告,公司拟以自有资金,通过增资挂牌摘牌方式参与中盐(内蒙古)碱 业有限公司(简称"中盐碱业")增资。公司与中盐碱业、中盐化工(600328)及内蒙古蒙盐盐业集团有限 公司(简称"蒙盐集团")达成合作意向,并签署合作投资框架协议。根据协议约定,公司拟以自有资金, 通过增资挂牌摘牌方式取得中盐碱业29%的股权,投资总额23.2亿元。 目前该天然碱矿项目尚未开始建设。根据中油辽河工程有限公司编制的预可行性研究报告,该项目共部 署井730口,先期部署75个直平组合井组(75口水平井+150口直井),2026~2027年钻井,2027~2028年 分两年建成500万吨纯碱产能;后期部署共121个井组、水平井侧钻上返各矿段142口,形成产能接替,保 持500万吨产能规模。地面工程新建500万吨/年天然碱加工厂1座及配套公用工程,新建办公及生活区, 新建采集卤管网、供水管线及供电线路等。项目预计总投资约为261亿元,其中标的公司注册资本金80 亿元,剩余181亿元由标的公司通过银行项目贷款方式筹集。 公告显示,中盐碱业成立后尚未实际开展经营活动,围绕获取天然碱采矿权开展可行性 ...
山东海化(000822.SZ)拟23.2亿元取得中盐碱业29%股权 参与天然碱资源开发
智通财经网· 2025-08-05 09:14
Core Viewpoint - Shandong Haihua plans to invest 2.32 billion yuan to acquire a 29% stake in Zhongyan (Inner Mongolia) Alkali Industry Co., Ltd. through a capital increase and listing removal method, aiming to enhance its profitability and ensure sustainable development [1][2] Group 1: Investment Details - The total investment amount for acquiring the stake in Zhongyan Alkali Industry is 2.32 billion yuan [1] - The company has signed a cooperation investment framework agreement with Zhongyan Alkali Industry, Zhongyan Chemical, and Inner Mongolia Mengyan Salt Industry Group [1] - Zhongyan Alkali Industry has obtained the natural soda mining rights in the Daqintala area of Tongliao City, Inner Mongolia, for 6.80866 billion yuan [1] Group 2: Project Overview - The natural soda project will deploy a total of 730 wells, with an initial deployment of 75 horizontal wells and 150 vertical wells [2] - The project aims to achieve a production capacity of 5 million tons of soda ash by 2028, with a total investment of approximately 26.1 billion yuan [2] - The registered capital of the target company is 8 billion yuan, with the remaining 18.1 billion yuan to be raised through bank project loans [2] Group 3: Strategic Implications - Participation in the natural soda resource development is expected to provide stable investment returns and create a new profit growth point for the company [2] - This investment is seen as a way to effectively compensate for the decline in profitability of existing products, contributing to the company's ongoing development [2]
今年A股首份中报出炉!中盐化工上半年推动可持续发展,培育成长潜力
Core Viewpoint - The company demonstrates confidence in accelerating the quality upgrade of traditional industries and developing strategic emerging industries, enhancing its sustainable development and risk resistance capabilities through its 2025 semi-annual report [1] Group 1: Financial Performance - In the first half of 2025, the company achieved an operating income of 5.998 billion yuan and a net profit attributable to shareholders of 52.7155 million yuan [1] - The sales of key products such as soda ash, sodium metal, and resin experienced significant year-on-year growth, with soda ash production and sales reaching 2.1605 million tons and 2.1452 million tons, respectively, representing increases of 38.31% and 38.75% [2] - The company reported a 17.62% year-on-year increase in revenue from caustic soda, driven by rising prices due to demand expansion in downstream sectors [2] Group 2: Product Development and Market Position - The company is solidifying its market position in the sodium metal sector, with a year-on-year sales increase of 29.06% and revenue growth of 10.68% in the fine chemical industry [3] - The company is advancing a 10,000-ton/year sodium metal relocation project to reduce production costs and enhance automation [3] - The company is focusing on high-end special resin production, with a 30,000-ton/year project nearing completion, aimed at increasing product value [2] Group 3: Cost Management and Resource Development - The company maintains a cost advantage in its soda ash business, with average procurement prices for key raw materials decreasing significantly, including a 27.90% drop in raw salt prices [4] - The company is actively developing natural soda resources, having successfully acquired the largest known natural soda mining rights in China, which is expected to enhance its competitive edge in the soda ash industry [5][6] Group 4: Sustainability and Shareholder Returns - The company is committed to green and low-carbon development, achieving a 23% share of green electricity in its power operations [7] - The company has initiated a share buyback program, having repurchased 9.03657 million shares, representing 0.616% of its total share capital, with a total expenditure of 67.0411 million yuan [8] - The company has distributed cash dividends totaling 180 million yuan to shareholders, reflecting its commitment to shareholder returns [7]
太湖投资退出天然碱资源合作,中盐化工能否扛起大旗?
Bei Ke Cai Jing· 2025-06-25 04:07
Core Viewpoint - Recently, Zhongyan Chemical announced a significant change in the equity structure of its subsidiary Zhongyan Alkali Industry, with PetroChina Taihu Investment Co., Ltd. planning to exit its stake, allowing Zhongyan Chemical to achieve 100% ownership and full control [1][2]. Group 1: Company Actions and Strategy - Zhongyan Chemical believes that this move will improve the structure of its soda ash industry and enhance its core competitiveness [1][4]. - The acquisition of the natural soda mining rights in Inner Mongolia is seen as a strategic step to optimize the company's product structure, as natural soda has advantages over synthetic soda in terms of energy consumption, cost, and environmental impact [4][6]. - Following the exit of Taihu Investment, Zhongyan Chemical will independently develop the natural soda mine, which raises questions about its capacity to manage the project alone [5][6]. Group 2: Financial and Operational Context - The company has faced declining performance over the past three years, with revenues dropping from 190.5 billion yuan in 2022 to an estimated 128.9 billion yuan in 2024, and net profits decreasing from 18.65 billion yuan to 5.19 billion yuan in the same period [6]. - The total investment for the natural soda mining rights was 6.809 billion yuan, and the company plans to implement a detailed financing strategy to support the project, including attracting strategic investors and utilizing bank loans [6][7]. - As of March 2025, the company's asset-liability ratio was 28.65%, indicating a relatively strong long-term debt repayment capability, although there are concerns about potential increases in this ratio affecting future operations [6][7]. Group 3: Industry Position and Market Dynamics - Zhongyan Chemical is the third-largest soda ash producer in China, with a production capacity of 3.9 million tons, and is part of a broader industry facing challenges such as oversupply and declining demand from downstream sectors [4][6]. - The domestic soda ash production capacity is projected to reach approximately 38.38 million tons in 2024, with a significant portion coming from ammonia soda and natural soda processes [6].
中盐化工(600328):新获大型天然碱资源,规模优势巩固
HTSC· 2025-06-20 10:45
Investment Rating - The report maintains an "Accumulate" rating for the company [8] Core Views - The company has successfully acquired a large natural soda ash mining right, which will significantly increase its soda ash production capacity and enhance its cost and scale advantages [1][2] - The mining area has abundant water resources and advantageous geographical location, which will support the company's operations [2] - The company will fully consolidate the joint venture with PetroChina, further expanding its soda ash scale advantages and enhancing its core competitiveness in the industry [3] Summary by Sections Acquisition and Resource Advantages - The company, in partnership with PetroChina, won the natural soda ash mining rights in Tongliao City for 6.8 billion RMB, with estimated reserves of 1.447 billion tons of natural soda ash [2] - The mining area benefits from a favorable annual rainfall of 350-450mm and a significant river runoff, providing ample water resources [2] Production Capacity and Cost Efficiency - The company currently has a nominal soda ash production capacity of 3.9 million tons, ranking third in the domestic market [3] - The company is implementing multiple technical upgrades to reduce production costs, which is expected to enhance profitability [4] Financial Forecast and Valuation - The company’s projected net profits for 2025-2027 are 610 million, 780 million, and 1.01 billion RMB, respectively, with corresponding EPS of 0.42, 0.53, and 0.69 RMB [5] - The target price is set at 8.40 RMB, reflecting a 20x PE valuation for 2025, indicating growth potential from the newly acquired natural soda ash resources [5][9]
中盐化工: 中盐化工关于拟同意中石油中盐(内蒙古)碱业有限公司股东减资暨成为公司全资子公司暨构成重大资产重组的提示性公告
Zheng Quan Zhi Xing· 2025-06-19 13:17
Transaction Overview - The company plans to agree to the reduction of capital by PetroChina Zhongyan (Inner Mongolia) Soda Industry Co., Ltd., which will result in it becoming a wholly-owned subsidiary of the company [1][2][3] - PetroChina Zhongyan Soda Industry Co., Ltd. won the bidding for the natural soda mining rights in the Inner Mongolia region for 6.80866 billion yuan [1][3] - After the capital reduction, the company will hold 100% of the shares in Zhongyan Soda Industry, which will be included in the company's consolidated financial statements [1][4] Asset Restructuring - The acquisition of Zhongyan Soda Industry constitutes a significant asset restructuring as per the regulations of the "Management Measures for Major Asset Restructuring of Listed Companies" [2][4] - The transaction does not constitute a related party transaction and will not lead to a change in the control of the listed company [2][4] Financial Implications - The company’s debt-to-asset ratio was 28.65% as of March 2025, indicating a relatively low level of debt in the industry [2][8] - The total investment required for the development of the natural soda project is expected to be substantial, which may impact the company's financial position [2][8] Strategic Importance - The project aligns with national economic development requirements and industry policies, supporting the company's strategy to enhance its core competitiveness in the soda industry [6][7] - The natural soda method has significant cost advantages over synthetic soda production, positioning it as a mainstream option in the industry [7][8] Future Plans - The company will support Zhongyan Soda Industry in the development and processing of natural soda resources, aiming for early construction and production to benefit shareholders [6][7] - A detailed financing plan will be developed to ensure project funding through various means, including strategic investors and bank loans [8]