Group 1 - Shandong Haihua announced a cooperation agreement with China Salt Chemical, Inner Mongolia Salt Industry Group, and Inner Mongolia Mengyan Salt Industry Group to jointly invest in China Salt Chemical, with Shandong Haihua investing 2.32 billion yuan for a 29% stake [1] - After the capital increase, the registered capital of China Salt Chemical will change to 8 billion yuan, with shareholding ratios of 61% for China Salt Chemical, 29% for Shandong Haihua, and 10% for Mengyan Group [1] Group 2 - China Salt Chemical owns a natural soda ash mine in Tongliao, with a mineral resource of 1.447 billion tons, including 521 million tons of resources with a salt content of ≤9.54% [3] - The mining rights for this project were acquired for 6.809 billion yuan, with a total project investment estimated at 26.1 billion yuan, including 8 billion yuan in registered capital and 18.1 billion yuan to be raised through bank loans [3] - The project plans to deploy 730 wells, with an initial deployment of 75 wells, aiming to achieve a production capacity of 5 million tons of soda ash by 2028 [3] Group 3 - The chemical synthetic soda industry faces high costs and environmental pressures, leading to overcapacity, while natural soda ash is becoming a trend due to its lower costs and simpler processes [4] - Shandong Haihua's financial situation is challenging, with projected revenues of approximately 6.013 billion yuan in 2024, a 29.5% decline year-on-year, and a net profit of about 39.22 million yuan, down 96.24% [4] - Following the investment, Shandong Haihua expects an average annual net profit of approximately 482 million yuan from its 29% stake, which could significantly impact the industry landscape and potentially disrupt its existing soda ash business [4]

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。 格隆汇8月5日丨中盐化工（维权）(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%。 ...