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收购美特新材,雪天盐业跨界新能源胜算几何
Sou Hu Cai Jing· 2025-12-22 12:17
Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Materials Technology Co., Ltd., increasing its ownership to 61% and becoming the controlling shareholder [1][3]. Group 1: Acquisition Details - The acquisition price for Meter New Materials is 261 million yuan, with the payment to be made in installments from self-owned or self-raised funds [3]. - Xue Tian Salt previously held a 20% stake in Meter New Materials, acquired for 114 million yuan in November 2022, aimed at extending its soda ash industry chain [3]. - The acquisition is expected to enhance the company's main business revenue and profit scale, improving its competitiveness in the new energy sector [3]. Group 2: Financial Performance - Meter New Materials' 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]. - Projected revenues for Meter New Materials 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 [4]. - The company is also developing sodium-ion battery materials, but this segment is still in the research phase and has not yet achieved mass production [4]. Group 3: Industry Context - Xue Tian Salt's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, representing year-on-year declines of 2.77% and 13.9% respectively [5]. - The company's net profit for 2024 dropped significantly by 57.13% to 304 million yuan, with a further decline in 2025's first three quarters, where revenue fell by 21.99% to 3.244 billion yuan and net profit decreased by 90.37% to 32.6 million yuan [5]. - The main products of Xue Tian Salt include various types of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [5]. Group 4: Market Challenges - 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% [6]. - The acquisition of Meter New Materials aligns with Xue Tian Salt's strategy to leverage its chemical production expertise and resources, but it faces challenges in technology, market competition, and management due to the rapid evolution of sodium-ion technology [6].
苏盐井神(603299.SH):部分董事、高级管理人员增持8.71万股公司股份
Ge Long Hui A P P· 2025-12-22 08:17
Core Viewpoint - Su Yan Jing Shen (603299.SH) announced that certain directors and senior management plan to increase their shareholding in the company through the Shanghai Stock Exchange trading system starting from September 23, 2025, for a period of six months, with a total intended investment amount between RMB 1.9 million and RMB 2.66 million [1] Summary by Sections - **Shareholding Increase Plan** - The company plans for its directors and senior management to use their own or raised funds to purchase shares [1] - The total intended increase in shareholding is not less than RMB 1.9 million and not more than RMB 2.66 million [1] - **Current Status of Shareholding Increase** - As of the date of the announcement, the implementation period for the shareholding increase plan has passed the halfway mark [1] - The shareholding entities have collectively increased their holdings by 87,100 shares, amounting to RMB 876,300 [1] - The plan has not yet been fully executed, and the entities will continue to proceed with the increase based on market conditions within the implementation period [1]
苏盐井神:部分董事、高级管理人员增持8.71万股公司股份
Ge Long Hui· 2025-12-22 07:58
截止本公告披露日,增持计划实施期限已过半,增持主体合计增持股份8.71万股,合计增持股份金额 87.63万元。本次增持计划尚未实施完毕,后续增持主体将根据市场情况,在本增持计划实施周期内逐 步推进增持事宜。 格隆汇12月22日丨苏盐井神(603299.SH)公布,公司部分董事、高级管理人员计划自2025年9月23日起6 个月内使用自有或自筹资金通过上海证券交易所交易系统以集中竞价的方式增持公司股份。合计拟增持 金额不低于人民币190万元(含)且不超过266万元(含)。 ...
苏盐井神:部分董事及高管增持87.63万元股份
Xin Lang Cai Jing· 2025-12-22 07:55
Core Viewpoint - The company, Su Yan Jing Shen, announced that certain directors and senior management plan to increase their shareholding within a six-month period starting from September 23, 2025, with a total intended investment amount between 1.9 million and 2.66 million yuan [1] Group 1 - As of the date of the announcement, the share buyback plan has passed the halfway mark, with the buying entities having acquired a total of 87,100 shares, amounting to 876,300 yuan [1] - The share buyback plan has not yet been fully executed, and the buying entities will gradually proceed with the share acquisition based on market conditions during the implementation period of the buyback plan [1]
“一粒盐”的升级蝶变
Xin Lang Cai Jing· 2025-12-21 13:34
转自:唐山发布 做大做强县域特色产业 "一粒盐"的升级蝶变 ——探访曹妃甸南堡经济开发区 唐山劳动日报记者 景立华 初冬的渤海湾,海风掠过曹妃甸南堡经济开发区的万亩盐田。在三友集团电池级碳酸钠项目的智能包装车间里,AGV电动叉车机器人穿梭其 间,将电池级碳酸钠成品精准运抵立体仓库;数智大屏上,生产数据实时跳动,像产业蓬勃的脉搏;超洁净分析室内,技术员手中的精密仪器 显示产品纯度稳稳定格在99.9%——这幅充满科技感的繁忙图景,正是这片土地上海洋化工产业生机勃发的缩影。 从昔日的盐碱荒滩到如今的原盐、纯碱、PVC、有机硅、三氯氢硅等产品,销往全国各地,出口世界120个国家和地区;从单一制盐到全产业 链集群发展,曹妃甸南堡经济开发区如何让"一粒盐"蝶变成新能源、新材料领域的"香饽饽",进而形成盐化工产业集群?循着产业发展的脉 络,答案藏在龙头引领、技术突破与绿色转型的实践里。 图为河北南堡盐场有限公司的工人正在操作扒盐机。唐山劳动日报 杜雯拓 摄 龙头领航: 三友集团扛起"盐化工"大旗 "这瓶白色粉末,是制造钠离子电池正极的重要材料,标志着我们成功实现了从基础化工材料向高端储能电池材料的转型。"三友集团纯碱公司 ...
国调基金二期、山东海化入股中盐化工旗下碱业公司,后者增资至80亿
Qi Cha Cha· 2025-12-19 02:27
企查查APP显示,近日,中盐(内蒙古)碱业有限公司发生工商变更,新增中国国有企业结构调整基金二期股份有限公司、山东海化(000822)、内蒙古蒙 盐化工投资有限公司为股东,同时原全资股东中盐化工(600328)持股比例降至51%,公司注册资本由1960万元增至80亿元。企查查信息显示,该公司成立 于2025年3月,经营范围包含:非煤矿山矿产资源开采;食品添加剂生产;饲料添加剂生产;热力生产和供应等。 股东信息 ① ♠ [E 股权结构 股东信息4 历史股东信息1 历史股东镜像3 | 序号 | | | 股东名称 | 持股比例 ⇒ | | --- | --- | --- | --- | --- | | 1 | + | | 中盐内蒙古化工股份有限公司 | 51.00% C | | | | | 国有企业 大股东 中盐化工 (600328.SH) | | | 2 | + | (its | 山东海化股份有限公司 | 29.00% | | | | | 国有企业 山东海化 (000822.SZ) | | | 3 | + | 国有 | 中国国有企业结构调整基金二期股份有限公司 | 10.00% | | | | | 央企子公司 私 ...
国调基金二期、山东海化入股中盐化工旗下碱业公司
人民财讯12月19日电,企查查APP显示,近日,中盐(内蒙古)碱业有限公司发生工商变更,新增中国国 有企业结构调整基金二期股份有限公司、山东海化(000822)、内蒙古蒙盐化工投资有限公司为股东, 同时原全资股东中盐化工(600328)持股比例降至51%,公司注册资本由1960万元增至80亿元。企查查 信息显示,该公司成立于2025年3月,经营范围包含非煤矿山矿产资源开采;食品添加剂生产;饲料添 加剂生产;热力生产和供应等。 ...
雪天盐业:徐青因公司治理结构调整辞职
Xin Lang Cai Jing· 2025-12-18 09:25
雪天盐业公告,公司董事会收到非独立董事徐青的辞职报告,因公司治理结构调整,徐青申请辞去董事 及审计委员会委员职务,辞职报告自送达董事会之日起生效。徐青离任后将继续在公司担任企业管理部 部长。公司于2025年12月18日召开职工代表大会,选举李雪为第五届董事会职工代表董事,任期至第五 届董事会任期届满之日止。 ...
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 限售期解除限售条件成就的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 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法律责任。 重要内容提示 ●江苏苏盐井神股份有限公司(以下简称"公司")2021 年限制性股票激励计划(以下简称"《激励计 划》")预留授予部分第二个解除限售期将于2025年12月29日届满,相应的解除限售条件已经成就,符 合解除限售条件的激励对象共计28名,可解除限售的限制性股票数量合计609,325股,约占目前公司总 股本的0.0780%。 ●本次限制性股票办理完解除限售手续后,在上市流通前,公司将发布相关提示性公告,敬请投资者注 意。 一、董事会召开情况 公司第六届董事会第五次会议于2025年12月16日以通讯表决的方式召开,会议通知已于2025年12月11日 以电子邮件的方式发出。本次会议应参加表决董事9名,实际参加表决董事9名。会议的召集、召开与表 决程序符合《公司法》《公司章程》《董事会议事规则》等有关规定,会议合法有效。会议以同意9 票、反对0票、弃权0票审议通过了《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 ...
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条件成就的公告
Core Viewpoint - Jiangsu Suyuan Jingshen Co., Ltd. has announced that the second unlock period for the reserved grant portion of its 2021 restricted stock incentive plan will expire on December 29, 2025, and the conditions for unlocking have been met, allowing 28 eligible participants to unlock a total of 609,325 shares, representing approximately 0.0780% of the company's total share capital [2][12]. Group 1: Board Meeting and Decision-Making Process - The sixth meeting of the company's sixth board of directors was held on December 16, 2025, via communication voting, with all 9 directors participating, and the proposal regarding the unlocking conditions was approved unanimously [3]. - The decision-making process for the incentive plan has been compliant with relevant laws and regulations, including the Company Law and the company's articles of association [3][4]. Group 2: Incentive Plan Implementation and Conditions - The second unlock period for the reserved grant portion of the incentive plan is defined as the period from the first trading day after 36 months from the completion of the stock registration to the last trading day within 48 months [10]. - The conditions for unlocking the restricted stocks have been met, allowing the eligible participants to unlock their shares according to the provisions of the incentive plan [11][12]. Group 3: Legal and Compliance Opinions - The legal opinion from Beijing Junzhi Law Firm confirms that the necessary approval and authorization procedures for the unlocking have been fulfilled, and the conditions for unlocking have been satisfied [13]. - The unlocking of shares is in compliance with the relevant laws, regulations, and the provisions of the incentive plan, ensuring no harm to the interests of the company and its shareholders [12][13].