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雪天盐业: 2024年年度股东大会决议公告
Zheng Quan Zhi Xing· 2025-05-09 11:01
| 年度利润分配 | 2,081 | ,599 | 00 | | | --- | --- | --- | --- | --- | | 的议案 | | | | | | 关联交易实际 | | | | | | 金额及 2025 年 | | | | | | 度日常关联交 | | | | | | 易预计的议案 | | | | | | 年度董事、监事 | 8,568 | ,412 | | 00 | | 及高级管理人 | | | | | | 员薪酬方案的 | | | | | | 议案 | | | | | (三)关于议案表决的有关情况说明 本次股东大会共 11 项议案,其中第 6、8、9 项议案对 5%以下股东投票情况进行 单独统计。湖南盐业集团有限公司、湖南轻盐创业投资管理有限公司、湖南轻盐 晟富盐化产业私募股权基金合伙企业(有限合伙),对议案 8 回避表决;持有公 司股份的董事、监事、高级管理人员对议案 9 回避表决。 三、 律师见证情况 证券代码:600929 证券简称:雪天盐业 公告编号:2025-026 雪天盐业集团股份有限公司 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 ...
5月9日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-09 10:22
Group 1 - Yitong Century won a bid for a communication engineering construction service project from China Mobile, with a total bid amount of 228 million yuan (including tax) [1] - Zhiyuan New Energy plans to repurchase shares worth between 33 million and 66 million yuan, with a maximum repurchase price of 22.00 yuan per share [1] - GAC Group reported April automobile sales of 116,400 units, a year-on-year decrease of 12.66% [2] - JAC Motors reported April automobile sales of 30,764 units, a year-on-year decrease of 3.55% [3] Group 2 - Fosun Pharma's subsidiary received FDA approval for a clinical trial of a live biotherapeutic product aimed at treating androgenetic alopecia [4] - Liangxin Co. obtained multiple patent certificates, including 2 invention patents and 32 utility model patents [5] - Sainuo Medical's two products received medical device registration certificates in Mexico and Ecuador [5] - Huayu Pharmaceutical's two products received marketing approvals in France and Spain [6] Group 3 - Shengnong Development reported April sales revenue of 1.533 billion yuan, a year-on-year increase of 0.68% [6] - Hasi Lian's potassium chloride and sodium chloride injection passed the consistency evaluation [7] - Shapuaisi received approval for a supplemental application for levofloxacin eye drops [9] - Tianyu Biological reported April sales revenue of 59.32 million yuan from pig sales [10] Group 4 - *ST Weihai was pre-awarded a project worth 108 million yuan [12] - Luoniushan reported April sales revenue of 125 million yuan from pig sales, a year-on-year increase of 12.72% [13] - Minhe Co. reported April sales revenue of 68.30 million yuan from chick sales, a year-on-year increase of 0.51% [14] Group 5 - Double Ring Technology's application for a specific stock issuance was approved by the Shenzhen Stock Exchange [15] - Hualu Hengsheng plans to repurchase shares worth between 200 million and 300 million yuan [16] - Baolong Technology plans to repurchase shares worth between 100 million and 200 million yuan [17] Group 6 - Huasheng Technology's subsidiary plans to sell shares of a company for 200 million yuan [24] - *ST Gengxing's controlling shareholder plans to increase holdings worth between 30 million and 60 million yuan [25] - Ruihuatai's shareholder plans to reduce holdings by up to 1% of the company's shares [26] Group 7 - Foton Motor reported April commercial vehicle sales of 54,816 units, a year-on-year increase of 21.63% [20] - China Merchants Bank plans to invest 15 billion yuan to establish a financial asset investment company [22] - Jinchengxin plans to invest approximately 231 million USD in the Alacran copper-gold-silver mine project [23] Group 8 - Zhongji United's controlling shareholder plans to reduce holdings by up to 2% of the company's shares [30] - Ningbo Huaxiang signed a strategic cooperation agreement to strengthen collaboration in various areas [31] - SMIC reported a net profit of 1.356 billion yuan for Q1 2025, a year-on-year increase of 166.5% [32] Group 9 - FAW Fuwi received a project notification to develop seat products for a luxury brand, with a total sales amount expected to be 1.39 billion yuan [33] - Huakang Clean won a bid for a purification project worth 64.425 million yuan [34] - Lihua Co. reported April sales revenue of 1.125 billion yuan from chicken sales [35]
雪天盐业:已获得建设银行的贷款承诺函 贷款额度为不超过2.7亿元
news flash· 2025-05-08 10:56
雪天盐业(600929)公告,控股股东湖南盐业集团计划在2025年4月23日起的12个月内增持公司股份, 增持总金额不低于1.5亿元,不高于3亿元。湖南盐业集团已获得建设银行的贷款承诺函,贷款额度为不 超过2.7亿元,且不超过增持金额上限的90%。贷款期限不超过3年,专项用于增持雪天盐业股票。增持 资金来源包括自有资金和专项贷款。公司将及时披露相关信息以维护投资者权益。 ...
苏盐井神(603299):公司事件点评报告:利润同比增长,搬迁项目竣工实现盐包装一体化布局
Huaxin Securities· 2025-05-06 14:36
Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [8]. Core Views - The company reported a year-on-year profit growth, with the completion of relocation projects achieving integrated salt packaging [1]. - The company's revenue for 2024 was 5.344 billion yuan, a decrease of 5.95% year-on-year, while the net profit attributable to shareholders was 769 million yuan, an increase of 4.15% year-on-year [3][4]. - The company is advancing its "Salt + Energy Storage" new industry layout, which is expected to promote stable and efficient production systems [6]. Summary by Sections Financial Performance - In 2024, the company experienced a decline in revenue primarily due to a drop in sales prices of its main products. The production and sales figures for various products were as follows: salt products produced 7.5554 million tons (up 0.98% YoY) and sold 7.7422 million tons (down 0.06% YoY); soda products produced 744,800 tons (down 1.17% YoY) and sold 763,000 tons (down 3.17% YoY); calcium products produced 351,100 tons (up 13.76% YoY) and sold 317,300 tons (up 1.09% YoY) [4]. R&D and Cost Management - The company increased its R&D expense ratio due to a sustained investment in technological innovation, with R&D expenses rising year-on-year. The sales, management, financial, and R&D expense ratios changed as follows: sales expenses increased by 0.37%, management expenses decreased by 0.29%, financial expenses decreased by 0.24%, and R&D expenses increased by 0.90 percentage points [5]. Future Outlook - The company forecasts net profits attributable to shareholders for 2025, 2026, and 2027 to be 788 million yuan, 840 million yuan, and 895 million yuan, respectively. The corresponding price-to-earnings ratios are projected to be 9.6, 9.0, and 8.4 times [8][10].
货币资金余额超30亿元 苏盐井神却要定增募资不超18亿
Mei Ri Jing Ji Xin Wen· 2025-05-05 14:24
Core Viewpoint - Su Yan Jingshen's Q1 report fell short of expectations, leading to investor skepticism regarding the company's planned private placement of shares [1][2] Group 1: Financial Performance - As of March 31, 2025, the company's cash balance was 3.073 billion yuan [1] - Q1 revenue decreased by 8.68% year-on-year, while net profit attributable to shareholders dropped by 28.8% [1] - The company attributed the decline in sales prices to market fluctuations, which compressed profit margins [3] Group 2: Private Placement Details - The company plans to issue shares to no more than 35 specific investors, raising up to 1.8 billion yuan for a brine salt comprehensive utilization project [2] - The issuance price will be no less than 80% of the average trading price over the previous 20 trading days [2] - The total investment for the brine salt project is estimated at 1.889 billion yuan, with 1.8 billion yuan sourced from the private placement [2] Group 3: Investor Concerns - Investors expressed concerns about the low issuance price and questioned the need for fundraising given the company's existing cash reserves [1][2] - Following the announcement, the company's stock price fell by 9.12% on April 29 and continued to decline by 1.95% on April 30 [2] Group 4: Company Response - The company emphasized that it has not conducted any equity financing since its listing in 2015 and is in a critical growth phase requiring substantial investment [4][5] - The company stated that relying solely on internal funds and traditional financing is insufficient for its rapid business expansion [5] - The private placement is seen as a necessary step to ensure project success without disrupting normal operations [5] Group 5: Future Outlook - The company is optimistic that the private placement will enhance its core competitiveness and risk resilience, ultimately benefiting shareholders in the long term [5][6] - The pricing mechanism for the private placement is designed to be fair and transparent, reflecting market valuation and investor interest [6]
定增预案惹争议 苏盐井神回应:单纯依赖自有资金和传统融资渠道,已无法满足资金需求
Mei Ri Jing Ji Xin Wen· 2025-04-30 10:12
Core Viewpoint - The company, Su Yan Jing Shen, has faced investor skepticism following its first-quarter report and a proposed private placement of shares, leading to a decline in its stock price over three consecutive days [1][3]. Financial Performance - As of March 31, 2025, the company's cash balance was 3.073 billion yuan [3]. - The first-quarter revenue decreased by 8.68% year-on-year, while the net profit attributable to shareholders dropped by 28.8% [3]. Private Placement Details - The company plans to issue shares to no more than 35 specific investors, including its controlling shareholder, to raise up to 1.8 billion yuan for a brine salt comprehensive utilization project [4][5]. - The issuance price will be no less than 80% of the average trading price over the previous 20 trading days [4]. Project Investment - The total investment for the brine salt comprehensive utilization project is 1.889 billion yuan, with 1.8 billion yuan expected to come from the raised funds [6][8]. - The project aims to produce 3 million tons of solid salt and 1.5 million cubic meters of liquid salt annually [5]. Market Response and Company Strategy - Following the announcement of the private placement, the company's stock price fell by 9.12% on April 29 and continued to decline by 1.95% on April 30 [8]. - The company emphasized the need for capital market resources to support its rapid business development and major project plans, including a significant investment in gas storage facilities [9][10]. Investor Communication - The company has actively engaged with investors to address concerns regarding the pricing of the private placement and the efficiency of its capital planning [11]. - It aims to balance the interests of new and existing shareholders while ensuring compliance with regulatory standards during the pricing process [11].
中盐化工(600328):Q1盈利同比下滑,纯碱景气静待复苏
HTSC· 2025-04-29 11:05
Investment Rating - The investment rating for the company is "Accumulate" with a target price of 7.56 RMB [6][7]. Core Views - The company reported a year-on-year decline in profits for Q1, with a net profit of 0.17 billion RMB, down 73% year-on-year and up 131% quarter-on-quarter. The revenue was 2.77 billion RMB, up 3% year-on-year but down 17% quarter-on-quarter [1][2]. - The company is expected to maintain competitiveness in the low-demand environment due to its integrated production capabilities in the salt chemical industry [1][4]. - The forecast for net profit from 2025 to 2027 has been revised downwards due to weak market conditions, with expected profits of 6.1 billion RMB, 7.8 billion RMB, and 10.1 billion RMB respectively [4][12]. Summary by Sections Q1 Earnings Overview - The company achieved a revenue of 2.77 billion RMB in Q1, a 3% increase year-on-year but a 17% decrease quarter-on-quarter. The net profit attributable to shareholders was 0.17 billion RMB, reflecting a 73% decline year-on-year and a 131% increase quarter-on-quarter [1][2]. Product Performance - The sales volume of soda ash reached 950,000 tons, up 71% year-on-year but down 17% quarter-on-quarter. The average price decreased by 36% year-on-year to 1,274 RMB per ton [2][4]. - The company’s overall gross margin decreased to 9.5%, down 5% year-on-year [2]. Industry Outlook - The soda ash market is expected to recover slowly, with current prices under pressure due to new capacity and weak downstream demand [3][4]. - The company is working on reducing production costs through energy efficiency improvements and has ongoing projects aimed at cost reduction [3][4]. Profit Forecast and Valuation - The profit forecast for 2025-2027 has been adjusted downwards, with expected net profits of 6.1 billion RMB, 7.8 billion RMB, and 10.1 billion RMB, reflecting a decrease of 31%, 27%, and 23% respectively from previous estimates [4][12]. - The target price is set at 7.56 RMB, based on a price-to-earnings ratio of 18x for 2025, considering the company's integrated production advantages [4][11].
苏盐井神:2024年净利润7.69亿元 同比增长4.15%
news flash· 2025-04-28 13:51
Group 1 - The company's operating revenue for 2024 is 5.344 billion yuan, a year-on-year decrease of 5.95% [1] - The net profit attributable to shareholders of the listed company is 769 million yuan, an increase of 4.15% year-on-year [1] - Basic earnings per share is 0.9834 yuan, reflecting a year-on-year growth of 3.13% [1] Group 2 - The company plans to distribute a cash dividend of 4.43 yuan (including tax) for every 10 shares, totaling 346 million yuan (including tax) [1] - The cash dividend accounts for 45.04% of the net profit attributable to shareholders in the annual consolidated financial statements [1]
鲁银投资(600784) - 鲁银投资2025年一季度主要经营数据公告
2025-04-28 09:07
| 产品类别 | 报告期营业收入(单位:万元) | | --- | --- | | 食盐 | 16,064.70 | | 工业盐 | 17,552.19 | | 溴素 | 815.80 | 证券代码:600784 证券简称:鲁银投资 编号:2025-020 鲁银投资集团股份有限公司 2025 年一季度主要经营数据公告 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 担个别及连带责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披 露第十四号食品制造》的要求,公司现将 2025 年一季度主要经营数 据披露如下: 一、公司 2025 年一季度主要经营情况 1.按照产品类别分类情况 以上经营数据信息来源于公司报告期内财务数据,仅为投资者及 时了解公司生产经营情况之用,敬请广大投资者理性投资,注意投资 风险。 特此公告。 鲁银投资集团股份有限公司董事会 2025 年 4 月 28 日 2.按照销售渠道分类情况 | 销售渠道 | 报告期营业收入(单位:万元) | | --- | --- | | 直销 | 20,369.48 | | ...
雪天盐业检测中心获得CNAS实验室认可证书
Core Viewpoint - Xue Tian Salt Industry Group has officially received CNAS laboratory accreditation, indicating its testing capabilities and quality management in the salt industry meet international standards, which will enhance product innovation and quality control across the entire industry chain [1][3]. Group 1: CNAS Accreditation - The CNAS (China National Accreditation Service for Conformity Assessment) is an authoritative recognition body authorized by the State Administration for Market Regulation, operating under the international standard ISO/IEC 17011 [3]. - Only five companies, including Xue Tian Salt Industry, have received CNAS laboratory accreditation, which serves as a "technical passport" for international competition [3]. - The accredited testing center is a core technology platform for Xue Tian Salt Industry, equipped with advanced testing devices and a professional technical team, adhering to CNAS standards for a comprehensive laboratory quality management system [3][4]. Group 2: Technological and Market Impact - The recognition of the testing center will play a crucial role in new product development, process optimization, and quality monitoring, supporting the company's goal of achieving "zero defects" in products [4]. - Xue Tian Salt Industry has successfully developed various eco-salt products and creative packaging, leading the high-end salt market [4]. - This achievement not only recognizes the company's technical strength but also marks a significant step in participating in international standard competition and empowering industry upgrades [4].