证券代码：601065 证券简称：江盐集团 公告编号：2025-037 江西省盐业集团股份有限公司 2025 年上半年主要经营数据公告 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法律责任。 一、主要产品的产量、销量及收入实现情况 | 主要产品 | | 产量（万吨） | | 销量（万吨） | 营业收入 | | --- | --- | --- | --- | --- | --- | | | 报告期 | 同期 | 报告期 | 同期 | （万元） | | 食盐 | 29.66 | 28.36 | 29.10 | 28.10 | 19,988.21 | | 工业盐 | 132.18 | 114.01 | 128.27 | 111.36 | 36,086.52 | | 氯化钙 | 11.19 | 7.54 | 6.06 | 5.72 | 3,482.28 | | 纯碱 | 39.04 | 37.69 | 36.02 | 34.68 | 46,279.42 | | 小苏打 | 2.81 | 2.60 | 2.87 | 2.36 | 3,583.0 ...

Core Viewpoint - Yunnan Energy Investment (stock code: 002053.SZ) reported a steady performance in the first half of 2025, achieving operating revenue of 1.595 billion yuan, total profit of 333 million yuan, and net profit attributable to shareholders of 311 million yuan, focusing on green energy and salt industry transformation [1] Group 1: New Energy Business - The company made significant progress in the new energy sector, with total installed capacity reaching 1.9964 million kilowatts and ongoing projects totaling 722,300 kilowatts [2] - The company accelerated the construction of wind and solar projects, with notable achievements including the early completion of the Malong District bamboo garden photovoltaic project and the connection of the first batch of wind turbines at the Yongning Wind Farm [2] - Collaboration with the controlling shareholder, Energy Investment Group, has led to the signing of agreements for projects totaling 1.10396 million kilowatts, enhancing resource acquisition [3] Group 2: Industry Growth Potential - The new energy generation industry is expected to continue its rapid growth, with an average annual increase of 300 million kilowatts in installed capacity during the 14th Five-Year Plan period, potentially doubling the total installed capacity to over 3 billion kilowatts by 2030 [4] - Yunnan Province possesses abundant wind and solar resources, providing a favorable environment for the company's project development and resource acquisition [4] Group 3: Salt Industry Performance - The salt business remains a core traditional segment for the company, benefiting from high-quality raw salt resources and a strong brand presence in the market [5] - The company achieved a year-on-year reduction of 8.13% in unit production costs through efficient management and green production initiatives [5] - Sales volume of salt products increased by 4.54% and 2.25% year-on-year, with a stable market share of over 80% in the province and a 7.4% increase in sales outside the province [6] Group 4: Future Outlook - The company aims to become a leading green energy enterprise in Yunnan and a competitive comprehensive operator in the region, focusing on expanding its green energy business through self-construction and acquisitions [6] - The salt industry will continue to evolve, reinforcing market advantages and contributing to the company's high-quality development [6]

上半年，云南能投聚焦核心业务发展，一方面做强做优做大绿色能源主业，持续推进项目建设与布局， 6月末已完成新能源总装机199.64万千瓦，另有在建新能源项目装机72.23万千瓦、筹建新能源项目装机 41.375万千瓦，绿色能源规模稳步扩张；另一方面加快推动盐业转型升级，市场表现稳健，当期食盐产 销量同比分别增长4.54%、2.25%，其中食盐省内市场占有率稳固保持在80%以上，省外食盐销量同比提 升7.4%。 8月21日晚间，云南能投(002053)披露2025年上半年业绩报告。报告期内，公司实现营业收入15.95亿 元；实现归属于上市公司股东的净利润3.11亿元。 （文章来源：证券时报网） ...

Core Viewpoint - Yunnan Energy Investment (002053) reported its performance for the first half of 2025, highlighting a focus on core business development and steady growth in green energy and salt industry segments [1] Group 1: Financial Performance - The company achieved an operating revenue of 1.595 billion yuan in the first half of 2025 [1] - The net profit attributable to shareholders reached 311 million yuan during the same period [1] Group 2: Green Energy Development - Yunnan Energy Investment is strengthening its core business in green energy, with a total installed capacity of 1.9964 million kilowatts in renewable energy projects completed by the end of June [1] - There are ongoing renewable energy projects with an additional installed capacity of 722,300 kilowatts and planned projects with a capacity of 413,750 kilowatts, indicating steady expansion in green energy scale [1] Group 3: Salt Industry Performance - The company is accelerating the transformation and upgrading of its salt business, showing stable market performance [1] - The production and sales volume of table salt increased by 4.54% and 2.25% year-on-year, respectively [1] - The market share of table salt in the province remains strong at over 80%, with sales outside the province increasing by 7.4% year-on-year [1]

Core Viewpoint - The conference on quality management innovation in the light industry aims to enhance quality standards and promote high-quality development in the sector, aligning with national strategies for building a quality-oriented economy [3][4]. Group 1: Conference Overview - The 2025 Annual Quality Management Innovation Exchange Conference for the light industry was held in Hohhot, Inner Mongolia, from August 13 to 15, organized by the China Light Industry Federation and other associations [3]. - The conference summarized the achievements of quality management activities in the light industry and showcased advanced quality management results [3][4]. Group 2: Quality Management Innovation Achievements - Over the years, the light industry has recognized 3,643 excellent quality management teams and 1,198 trustworthy quality teams, with 44 outstanding quality managers [5]. - The establishment of a dedicated quality standards department has significantly advanced quality management innovation in the light industry [5]. Group 3: Participation and Engagement - More than 4,500 enterprises and over 200,000 individuals have participated in quality management innovation activities, fostering a culture where everyone is concerned with and contributes to quality [6]. - Leading companies like Haier and Midea have set benchmarks, encouraging widespread employee involvement in quality improvement initiatives [6]. Group 4: Impact and Benefits of Quality Management - Quality management innovations have led to cost reductions and efficiency improvements, such as a 5-fold increase in efficiency and a 50% reduction in dust for Moutai Group's new screening machine [7]. - The light industry has developed a positive mechanism focused on problem-solving and continuous improvement, resulting in significant quality enhancements across various sectors [7]. Group 5: Future Directions and Recommendations - The light industry must strengthen self-discipline and promote quality management, emphasizing a "zero defects" quality mindset and a commitment to high-quality development [9]. - Technological innovation is essential for improving product and service quality, with plans to establish collaborative innovation platforms and recognize high-level technological achievements [10]. - The industry will focus on standardization to enhance quality management, with goals to develop and revise numerous national standards during the 14th Five-Year Plan period [10]. - Building quality brands is crucial, with initiatives to evaluate and promote competitive enterprises and quality management practices [11]. - Skills training for talent in the light industry will be prioritized, with plans to train 50,000 skilled workers annually to support quality improvement efforts [12].

Group 1 - Qinghai Taihui Salt Industry Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Zheng Shanshan [1] - The business scope includes non-edible salt processing and sales, fertilizer sales, and various other sales and services [1] Group 2 - The company is involved in the sale of metal materials, plastic products, and smart agricultural equipment [1] - It also provides technical services, digital technology services, and environmental protection monitoring [1] - The company engages in the wholesale and retail of hardware products and daily necessities [1]

Core Insights - The 2025 China Brand Festival opened in Shenzhen, focusing on the intelligent and global development of Chinese brands, with participation from various sectors including government, business, and media [1][3] - The festival featured significant events, including the release of the "Top Brand 2025 China 500" and "Top Brand 2025 World 500" rankings, highlighting the achievements of brands like Xue Tian Salt Industry [3][4] Company Highlights - Xue Tian Salt Industry was ranked 383rd in the "Top Brand 2025 China 500" list, improving by 15 places from 2024, with a brand value of 18.499 billion yuan [3][4] - The company emphasizes a transformation towards high-end, intelligent, green, and international branding, leveraging AI and digital technologies to enhance its competitive edge [6][9] Strategic Themes - The festival's theme "AI and Going Global" reflects the synchronization of brand development with contemporary trends, as discussed by industry leaders [3][4] - Ma Tianyi, a key speaker, introduced three types of thinking for brand development: "Active Water Thinking," "Ecological Thinking," and "Human-Centered Thinking," emphasizing collaboration and shared growth in the global market [4][6] Ecological and Sustainable Practices - Xue Tian Salt Industry focuses on sustainable practices, including the development of green mining and production solutions, aligning with national carbon reduction goals [7][8] - The company has initiated collaborative actions with other salt industry leaders to promote a cooperative business ecosystem, moving away from competition towards mutual growth [8][9] Product Innovation and Community Engagement - The company offers a diverse product range, including low-sodium and calcium-enriched salts, catering to various consumer needs while promoting healthy dietary habits [9] - Xue Tian Salt Industry is committed to enhancing the quality of life for consumers, positioning itself as a provider of healthy salt solutions and engaging in educational initiatives [9]

八十年前，中华民族以血肉之躯筑起钢铁长城，取得了抗日战争的伟大胜利。在渤海之滨的百里盐滩 上，天津长芦汉沽盐场的前身芦台场的盐工与盐民们也以独特的方式投身这场民族救亡运动，用海盐作 武器、盐滩为战场，谱写了一曲荡气回肠的抗战壮歌。如今，硝烟散尽，精神永续，这片浸润着英雄鲜 血的盐田，正将红色基因融入时代脉搏，让伟大抗战精神在新时代绽放新的光芒。 汉沽盐场七彩盐田航拍图 战略物资的生死较量——盐滩上开辟"隐形战场" 清晨的阳光洒在汉沽盐场的结晶池上，折射出晶莹的光芒。这片年产百万吨海盐的现代化盐场，在八十 多年前曾是敌我双方激烈争夺的战略要地。盐，不仅是人类生命的必需品，也是当时我国重要的税收来 源，同时还是化工基础原料。 汉沽海盐在古代被誉为"芦台玉砂"，为明、清时期的贡盐，清代光绪年间曾出口到日本。1937年，日寇 为了实施战略掠夺和切断根据地的盐供应，将盐列入战争二类管控物品，严格管理。日寇觊觎汉沽海盐 已久，为了控制这一战略资源，日寇打着共同开发的名义，通过华北"兴中公司"在天津滨海地区疯狂开 滩，掠夺盐业资源。据史料记载，抗战期间，日寇在汉沽盐场累计掠走海盐229万多吨，仅盐税一项就 给我国造成3.2 ...

Core Viewpoint - The company aims to empower deep transformation and upgrading of the industry through new quality productivity, striving towards the strategic goals of becoming a first-class salt chemical enterprise and an innovator in new energy materials [1][3]. Group 1: Company Overview - Hunan Salt Industry Group's subsidiary, Xue Tian Salt Industry, is recognized as the first stock in China's salt reform and is a leading company in the salt industry, transitioning from local to national and now aiming for international markets [6]. - The company has a rich history, starting from the first salt well in Hunan in 1969, evolving from not producing salt to becoming a significant player in the salt and salt chemical industry [3][4]. Group 2: Business Goals and Strategies - The company has set a target of achieving total assets exceeding 10 billion yuan, brand value of 11.8 billion yuan, and a market value exceeding 10 billion yuan, with a firm commitment to maintaining salt and salt chemical as its core business [3][4]. - The company is focused on three major transformations: transitioning from a regional to a national company, evolving its industrial structure, and transforming from a traditional state-owned enterprise to a modern enterprise [5]. Group 3: Technological Innovation - Xue Tian Salt Industry's core competitiveness lies in its scale and technological innovation, with a daily production capacity of approximately 22,000 tons and several national designated production enterprises [4]. - The company has developed a series of high-end salts to meet diverse consumer needs and has introduced an AI assistant named "Salt Knowledge" to enhance customer engagement and education [5]. Group 4: Expansion into New Industries - The company is expanding into the new energy sector, particularly focusing on sodium battery materials, having invested in Meite New Materials to capture opportunities in this niche market [7]. - A partnership with Fudan University and Changsha Lugu Investment Development Co., Ltd. has been established to explore large-scale production technology for fiber electronic devices, with an initial investment of 51 million yuan [8]. Group 5: Future Outlook - The company plans to master the industrial value chain by extending and strengthening its core business of salt and resources, aiming to create a model for cross-industry transformation in the national salt industry [9].

Group 1: Blue Glass Technology - Blue Glass Technology officially listed on the Hong Kong Stock Exchange on July 9, 2025, marking a significant milestone in its globalization strategy [8][14] - The company has invested 18 billion yuan over ten years, resulting in over 2,200 authorized patents, showcasing its commitment to innovation [13][34] - Blue Glass has transitioned from manufacturing mobile phone glass to becoming a leading supplier in the smart hardware sector, including AI glasses and robotics [19][21] Group 2: Warner Pharmaceutical - Warner Pharmaceutical, primarily focused on generic drugs, reported a revenue of over 1.4 billion yuan in 2024, with R&D investment reaching 158 million yuan, accounting for 11.21% of its revenue [26][34] - The company is transitioning from a generic drug manufacturer to an innovative pharmaceutical enterprise, focusing on niche markets such as depression and rare animal medicine substitutes [27][33] - Warner Pharmaceutical has established a strong production base with over 80 drug registration approvals, aiming to enhance its competitive edge in the pharmaceutical industry [29][30] Group 3: Xue Tian Salt Industry - Xue Tian Salt Industry, known as China's first salt reform stock, is expanding from traditional salt production to new energy materials, including sodium batteries and fiber materials [38][39] - The company aims to achieve total assets exceeding 10 billion yuan and brand value of 11.8 billion yuan, with a strategic focus on becoming a leading salt chemical enterprise [36][41] - Xue Tian is investing in a fiber research institute to explore the mass production of fiber electronic devices, further diversifying its business [40][41] Group 4: Huashu High-Tech - Huashu High-Tech has developed a complete industrial-grade additive manufacturing technology system, focusing on 3D printing applications across various industries [42][48] - The company has achieved significant growth, with over 1,200 units of its 3D printing equipment sold globally, and is actively expanding its R&D capabilities [48][49] - Huashu High-Tech emphasizes the importance of innovation and focus in overcoming challenges in the 3D printing industry, positioning itself for future market growth [47][49]