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苏盐井神股价涨1.07%,申万菱信基金旗下1只基金重仓,持有703.51万股浮盈赚取77.39万元
Xin Lang Cai Jing· 2025-12-30 03:21
12月30日,苏盐井神涨1.07%,截至发稿,报10.41元/股,成交2679.76万元,换手率0.33%,总市值 81.37亿元。苏盐井神股价已经连续3天上涨,区间累计涨幅0.39%。 资料显示,江苏苏盐井神股份有限公司位于江苏省淮安市淮安区海棠大道18号,成立日期2001年4月6 日,上市日期2015年12月31日,公司主营业务涉及岩盐地下开采;食盐、井矿盐、盐类产品的生产、加 工及食盐批发(以上按许可证核定的具体生产品种和有效期限经营);普通货运;火力发电(生产自用);纯碱 (轻质纯碱、重质纯碱)、食品添加剂(碳酸钠)、小苏打生产、加工;氯化钙(液体氯化钙、固体氯化钙)生 产、加工(限分支机构经营);销售本公司产品。主营业务收入构成为:盐类产品64.44%,碱类产品 27.27%,钙类产品5.02%,其他(补充)3.27%。 从苏盐井神十大流通股东角度 申万菱信多策略灵活配置混合A(001148)成立日期2015年3月31日,最新规模2.86亿。今年以来收益 34.14%,同类排名2575/8087;近一年收益33.04%,同类排名2501/8085;成立以来收益176.14%。 申万菱信多策略灵活配置 ...
江汉盐化工:化全会精神为行动指南
Zhong Guo Hua Gong Bao· 2025-12-29 04:19
推动四中全会精神落地见效,关键在实干,根本靠担当。该公司立足实际把全会精神贯彻落实到各项工 作中,把学习成果转化为提质降本增效的动力。持续推进"降本赋能"措施落实,加强吨产品费用管控, 将成本要素细化到每套装置、每个产品,不断提高装置经济运行水平,降低各项成本,提升产品竞争能 力。1—11月份产品加工费1793.7元/吨,同比下降11.07%。推进节水减排工作,加强水资源重复回收利 用率,实施多项节水措施,1—11月,新鲜水用量同比减少99.44万吨,同比降低34%。 连日来,中石化江汉盐化工湖北有限公司通过党委理论学习中心组学习、支部主题党日、"三会一课"等 形式学习贯彻党的二十届四中全会精神,对标全会精神,梳理各项工作,扎实推进党建引领、安全环 保、提质增效、市场开发、改革发展,把全会精神转化为干事创业的强大动力。 面对年终冲刺和安全环保的双重考验,江汉盐化工运用全会精神积极应对困难挑战、筑牢安全环保防 线。公司制定HSE管理提升方案,围绕风险管控、责任落实两大核心,深刻反思思想、作风、责任三大 深层次问题,健全明责履责追责的责任体系,引导全员落实"一切操作有标准、一切按标准操作"。紧扣 安全生产"雷霆行 ...
国资央企市值管理 步入价值创造新阶段
Zhong Guo Zheng Quan Bao· 2025-12-26 22:13
日前召开的中央企业负责人会议明确,2026年要加强上市公司质量和市值管理。这一表态恰逢国资委 《关于改进和加强中央企业控股上市公司市值管理工作的若干意见》印发满一年之际。 一年来,在政策持续催化下,央企市值管理正加速从监管要求转化为企业的系统性行动与真金白银的市 场承诺。业内人士认为,随着制度体系不断完善,回购增持等举措密集落地,市值管理已日益成为衡量 国企改革成效、提升国有资本效能、稳定资本市场预期的重要综合尺度,以提升价值创造能力为核心的 国企改革新图景正加速铺展。 央企市值管理步入常态化 地方国资发力市值管理 增持方面,新集能源公告称,截至9月末控股股东中国中煤持股比例由30.31%增至31.72%,目前增持计 划正在实施中。 更多央企将市值管理纳入系统性工程。中国石化集团近期启动"中国石化上市公司市值提升专项行动", 着力提升投资价值,增强股东回报;大秦铁路、招商南油等公司陆续制定并实施市值管理制度和股份回 购方案,以真金白银向市场传递发展信心。 国资委数据显示,目前,央企控股上市公司市值超过22万亿元,较"十三五"末增长了近50%,"十四 五"以来,累计实施现金分红2.5万亿元,成为维护资本市场平稳 ...
国资央企市值管理步入价值创造新阶段
Zhong Guo Zheng Quan Bao· 2025-12-26 21:06
增持方面,新集能源公告称,截至9月末控股股东中国中煤持股比例由30.31%增至31.72%,目前增持计 划正在实施中。 更多央企将市值管理纳入系统性工程。中国石化集团近期启动"中国石化上市公司市值提升专项行动", 着力提升投资价值,增强股东回报;大秦铁路、招商南油等公司陆续制定并实施市值管理制度和股份回 购方案,以真金白银向市场传递发展信心。 国资委数据显示,目前,央企控股上市公司市值超过22万亿元,较"十三五"末增长了近50%,"十四 五"以来,累计实施现金分红2.5万亿元,成为维护资本市场平稳运行的重要力量。 ● 本报记者 刘丽靓 日前召开的中央企业负责人会议明确,2026年要加强上市公司质量和市值管理。这一表态恰逢国资委 《关于改进和加强中央企业控股上市公司市值管理工作的若干意见》印发满一年之际。 一年来,在政策持续催化下,央企市值管理正加速从监管要求转化为企业的系统性行动与真金白银的市 场承诺。业内人士认为,随着制度体系不断完善,回购增持等举措密集落地,市值管理已日益成为衡量 国企改革成效、提升国有资本效能、稳定资本市场预期的重要综合尺度,以提升价值创造能力为核心的 国企改革新图景正加速铺展。 央企市 ...
江苏苏盐井神股份有限公司关于2021年限制性股票激励计划预留授予部分第二个解除限售期解除限售暨上市公告
Shang Hai Zheng Quan Bao· 2025-12-23 20:12
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603299 证券简称:苏盐井神 公告编号:2025-056 江苏苏盐井神股份有限公司 关于2021年限制性股票激励计划预留授予部分第二个解除限售期解除限售暨上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示: ● 本次股票上市类型为股权激励股份;股票认购方式为网下,上市股数为609,325股。 本次股票上市流通总数为609,325股。 ● 本次股票上市流通日期为2025年12月30日。 7、2022 年 3 月 24 日,公司召开第四届董事会第二十次会议及第四届监事会第十六次会议,审议通过 了《关于向 2021 年限制性股票激励计划激励对象首次授予限制性股票的议案》。独立董事对相关议案 发表了同意的独立意见,监事会对本激励计划授予日及激励对象名单出具了核查意见。 江苏苏盐井神股份有限公司(以下简称"公司")于2025年12月16日召开第六届董事会第五次会议,审议 通过了《关于2021 年限制性股票激励计划预留授予部分第二个解除限售期解除限售条 ...
新疆若羌县持续优化拓展产业版图
Zhong Guo Jing Ji Wang· 2025-12-23 06:57
近年来,新疆若羌县持续优化拓展产业版图,依托得天独厚的风光资源,聚焦"6+N"现代产业体系,全 力打造国家能源供应保障基地。截至目前,实施新能源项目36个,风电光伏装机达1720.5万千瓦,电化 学储能102万千瓦,成为全国重要的清洁能源输出地。 时至岁末,若羌县掀起推动高质量发展热潮。巴州罗布泊地区管委会综合办主任王芝海表示,将紧密结 合若羌工业园区发展实际,聚焦矿产品精深加工、新能源新材料等主导产业,将高质量发展首要任务落 到实处。着力推动产业转型升级,强化科技创新赋能,为若羌经济社会发展大局贡献力量。 红枣产业是若羌递出的一张名片。23.38万亩优质枣园年产干枣7.34万吨,30余家企业开发出枣醋、红枣 素等28种精深加工产品,品牌价值突破51.49亿元,红枣产业贡献了农民人均可支配收入的一半以上, 是名副其实的"红色引擎"。 2023年12月,国投罗钾碳酸锂项目一次性投料试车成功,翻开罗布泊盐湖资源综合利用开发新篇章。两 年来,该项目已实现从试车成功到稳定高效运行的高质量发展阶段。国投罗钾全力支持国投锂业锚定目 标,创新实干,在稳产增效、创新驱动等领域全面发力、全员攻坚,改革发展成效硕果盈枝,书写了高 ...
江苏苏盐井神股份有限公司关于董事、高级管理人员增持股份进展的公告
Shang Hai Zheng Quan Bao· 2025-12-22 19:52
Core Viewpoint - Jiangsu Suyuan Jingshen Co., Ltd. has announced a share buyback plan by certain directors and senior management, aiming to enhance shareholder value and demonstrate confidence in the company's long-term prospects [2][4]. Summary by Sections 1. Buyback Plan Details - The company plans for some directors and senior management to use their own or raised funds to buy back shares through the Shanghai Stock Exchange starting from September 23, 2025, for a period of six months, with a total investment between RMB 1.9 million and RMB 2.66 million [2]. 2. Progress of the Buyback Plan - As of the date of the announcement, over half of the buyback period has elapsed, with a total of 87,100 shares purchased, amounting to RMB 876,300. The buyback plan is not yet complete, and further purchases will depend on market conditions [2][4]. 3. Risk Factors Related to the Buyback Plan - There are potential risks that could affect the execution of the buyback plan, including changes in the capital market or other unforeseen factors. The company will fulfill its information disclosure obligations if any risks arise during the buyback process [2][3]. 4. Control and Compliance - The buyback plan will not result in a change of the company's controlling shareholder or actual controller. The actual number of shares bought back is below half of the planned amount, but the buyback will continue as per the plan [4][5]. 5. Regulatory Compliance - The buyback actions comply with the Securities Law and relevant regulations, and the company will continue to monitor the implementation of the buyback plan in accordance with the Shanghai Stock Exchange rules [5][6].
雪天盐业跨界新能源胜算几何
Bei Jing Ri Bao Ke Hu Duan· 2025-12-22 16:12
在业绩持续下滑的背景下,此次收购美特新材,雪天盐业出于完善公司新能源产业链布局、提高盈利能 力和市场竞争力的目的。不过,业内人士也指出,美特新材较为依赖钴酸锂产品价格的业绩、尚未规模 化量产的钠电正极材料业务等,都给雪天盐业的"盐+新能源"布局增加了几分不确定性。 完善新能源产业链布局 雪天盐业一笔跨界收购即将落地。近日,雪天盐业发布公告称,公司已正式签署收购美特新材41%股权 的《股权转让协议》,并完成工商变更登记手续。本次收购对价为2.61亿元,雪天盐业现持有美特新材 61%股权,成为其控股股东。 转自:北京日报客户端 雪天盐业正通过跨界投资寻找新的业绩增长点。近日,雪天盐业发布公告称,公司已签署收购湖南美特 新材料科技有限公司(以下简称"美特新材")41%股权相关协议并完成工商变更登记,雪天盐业持股比 例由20%提升至61%,实现对美特新材的控股。转让价款将在工商变更后分期支付,资金来源为自有或 自筹资金。 知名战略定位专家、福建华策品牌定位咨询创始人詹军豪指出,美特新材业绩较为依赖钴酸锂价格,若 未来钴酸锂价格下跌,其业绩将受冲击,进而影响雪天盐业收购收益。且美特新材的钠电正极材料尚处 研发阶段,未能 ...
收购美特新材 雪天盐业跨界新能源
Bei Jing Shang Bao· 2025-12-22 15:39
Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% to gain control over the company [1][2]. Group 1: Acquisition Details - The acquisition of Meter New Material was formalized with a share transfer agreement, with a transaction value of 261 million yuan [2]. - Xue Tian Salt Industry aims to enhance its new energy industry chain, improve profitability, and increase market competitiveness through this acquisition [2][3]. - The company previously acquired a 20% stake in Meter New Material for 114 million yuan in November 2022, indicating a strategic long-term relationship [2]. Group 2: Financial Performance - Meter New Material's performance is closely tied to the price fluctuations of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [3]. - Projected revenues for Meter New Material are 629 million yuan in 2024 and 640 million yuan in the first three quarters of 2025, with net profits of 3.6 million yuan and 35.6 million yuan respectively [3]. - The company is also developing sodium battery materials, having sold ton-level products in the first half of 2025, although this segment is still in the R&D phase and not yet mass-produced [3]. Group 3: Industry Context - Xue Tian Salt Industry's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, respectively, marking declines of 2.77% and 13.9% year-on-year [4]. - The company's net profit has also decreased significantly, with a drop of 90.37% in the first three quarters of 2025 compared to the previous year [4]. - The main products of Xue Tian Salt Industry include various types of salt and chemical products, with soda ash being a significant contributor to revenue, which has been adversely affected by falling prices [4][5]. Group 4: Challenges and Strategic Insights - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to leverage its existing resources and chemical production technology to enter the new energy sector [5]. - However, the company faces challenges such as rapid technological changes in sodium battery technology, intense market competition, and the need for ongoing R&D investment [5].
收购美特新材 雪天盐业跨界新能源胜算几何
Bei Jing Shang Bao· 2025-12-22 12:20
Group 1 - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, having signed an agreement to acquire a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% [2][3] - The acquisition aims to enhance the company's new energy industry chain layout, improve profitability, and increase market competitiveness amid declining performance [2][3] - The acquisition price is set at 261 million yuan, with the funding sourced from self-owned or raised funds [3] Group 2 - Meter New Material's performance is closely tied to the price of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [4] - In 2024, Meter New Material achieved revenue of 629 million yuan and a net profit of 3.6 million yuan, with revenue of 640 million yuan and a net profit of 35.6 million yuan in the first three quarters of 2025 [4] - The company is also developing sodium battery materials, but this business is still in the research and development stage and has not yet achieved mass production [5] Group 3 - Xue Tian Salt Industry's performance has been declining, with revenues of 6.262 billion yuan and 5.392 billion yuan in 2023 and 2024, respectively, representing year-on-year declines of 2.77% and 13.9% [6] - The company's net profit dropped significantly, with a decline of 57.13% in 2024, resulting in a net profit of 304 million yuan [6] - The main business of Xue Tian Salt Industry includes the production and sale of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [6] Group 4 - The price of soda ash has been in a downward trend since early 2024, with light soda ash prices dropping by 45.23% and heavy soda ash by 43.3% [7] - The industry is facing an imbalance in supply and demand, with prices continuing to decline into 2025 [7] - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to expand into the new energy sector, leveraging its existing resources and chemical production technology [7]