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极致降本 新质成长 雪天盐业双轮驱动穿越周期
雪天盐业在坚守品质的同时,持续加快高端化、差异化和特色化产品战略。公司建成全国首条井矿盐零 添加独立生产线,创新推出纯度高达99.7%的"松態997"生态系列产品,荣获全国首张"生态井矿盐"认证 证书。近两年,公司推出生态盐、海藻碘低钠盐、三餐四季等系列产品,覆盖家庭全场景健康用盐。此 外,公司还通过生成式AI技术推出品牌智能体——"盐知晓",夯实"健康用盐方案解决者"行业定位。 2024年盐产品毛利率提升1.14%,2025年前10个月中高端盐销售占比接近15%,品牌价值达184.99亿 元。 在培育新增长动能上,公司前瞻布局新质生产力。衡阳绿色低碳盐碱产业园构建"盐-盐化工-新材 料"一体化链条,参股子公司美特新材联合共建钠电研究院攻克关键技术,5000吨锂电正极材料智能生 产线建成投产。2025年7月,与复旦大学团队共建未来纤维研究院,拓展盐资源高附加值利用新路径。 通过前瞻性布局新产业领域,雪天盐业正积极开辟第二增长曲线,以驱动公司的未来增长。 截至目前,雪天盐业通过深化改革实现治理效能跃升,降本创效超3.6亿元,精益管理推动主产品综合 能耗较上年下降2.15%,减少二氧化碳排放量5.4万吨。这一系列 ...
雪天盐业双轮驱动穿越周期
转自:新华财经 第八届湖南省省长质量奖的奖杯花落雪天盐业。这份湖南质量领域的最高荣誉,不仅是对其数十年品质 坚守的加冕,更剖开一则"逆势破局"的生存样本:当下行周期压顶,这家湖南省属国企用极致降本筑牢 基本盘、逆势加码布局"新"项目,走出一条"提质增效、强身健体"高质量发展之路。 节流增效 厚植抗周期发展底气 雪天盐业贯彻极致降本理念,集团层面率先垂范,从精简会议开支、压缩差旅标准到严控非生产性支 出。今年1—9月,集团非生产性支出较去年同期下降45.07%。基层一线则掀起"金点子"热潮,员工围绕 生产工艺优化、能耗管控等提出改善建议近500条,采纳实施率达76%。从技术骨干到普通员工,雪天 盐业以"全员冲锋"的姿态,把降本潜力挖到极致,让每一分节约都转化为穿越寒冬的底气。 精益管理 擦亮质量管控金名片 作为"中国盐改第一股",雪天盐业坚定市场化改革,实施高端品牌战略,以科技创新驱动产品升级。公 司建成全国首条井矿盐零添加独立生产线,创新推出纯度高达99.7%的"松態997"生态系列产品,纯度远 超国家优级标准,荣获全国首张"生态井矿盐"认证证书,树立行业品质新标杆。 图为雪天 雪天盐业以卓越绩效模式为框架, ...
中盐化工股价跌5.1%,南方基金旗下1只基金位居十大流通股东,持有804.69万股浮亏损失362.11万元
Xin Lang Cai Jing· 2025-11-21 02:34
11月21日,中盐化工跌5.1%,截至发稿,报8.37元/股,成交2.49亿元,换手率1.99%,总市值122.73亿 元。 资料显示,中盐内蒙古化工股份有限公司位于内蒙古阿拉善左旗乌斯太镇阿拉善经济开发区,成立日期 1998年12月31日,上市日期2000年12月22日,公司主营业务涉及盐化工业务,主要产品包括金属钠、纯 碱等。聚氯乙烯树脂、烧碱、糊树脂、电石等。主营业务收入构成为:纯碱及副产品50.75%,树脂产 品27.76%,制钠产品9.72%,氯碱产品9.19%,其他(补充)3.17%,制药产品1.48%,盐产品1.21%,其他 1.02%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间7年16天,现任基金资产总规模1227.6亿元,任职期间最佳基金回报 180.57%, 任职期间最差基金回报-15.93%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 从中盐化工十大流通股东角度 数据显示,南方基金旗 ...
江盐集团11月19日现1笔大宗交易 总成交金额899.86万元 溢价率为-10.67%
Xin Lang Cai Jing· 2025-11-19 10:15
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 责任编辑:小浪快报 第1笔成交价格为7.87元,成交114.34万股,成交金额899.86万元,溢价率为-10.67%,买方营业部为中 信证券股份有限公司赣州登峰大道证券营业部,卖方营业部为东吴证券股份有限公司上海西藏南路证券 营业部。 进一步统计,近3个月内该股累计发生4笔大宗交易,合计成交金额为3599.33万元。该股近5个交易日累 计下跌0.56%,主力资金合计净流出2716.89万元。 11月19日,江盐集团收涨0.80%,收盘价为8.81元,发生1笔大宗交易,合计成交量114.34万股,成交金 额899.86万元。 ...
亚星化学拟收购天一化学100%股权 拓展业务增长新曲线
Core Viewpoint - Yaxing Chemical (600319) has announced a major asset restructuring plan to acquire 100% equity of Shandong Tianyi Chemical Co., Ltd. through a combination of share issuance and cash payment, aiming to deepen its presence in the salt chemical sector and enhance its product matrix [1][2] Group 1: Acquisition Details - The acquisition involves issuing shares at a price of 5.83 yuan per share, based on 80% of the average trading price over the previous 120 trading days [2] - The company will also raise supporting funds to cover cash payments, transaction taxes, integration costs, and to enhance liquidity for both the listed company and the target asset [2] - Upon completion, Tianyi Chemical will become a wholly-owned subsidiary of Yaxing Chemical, with the controlling shareholder remaining as Weifang City Investment Group [2] Group 2: Tianyi Chemical's Strengths - Tianyi Chemical is recognized as a "hidden champion" in the brominated flame retardant sector, holding over 50% market share in China [3] - The company has established strong technical barriers in its membrane materials business, contributing to national supply chain security [3] - Tianyi Chemical's financials show robust revenue and profit projections, with expected revenues of 1.283 billion yuan in 2023 and net profits of 54 million yuan [3] Group 3: Strategic Development Framework - Yaxing Chemical aims to build a multi-polar development framework focusing on "chlor-alkali + PVDC new materials + brominated flame retardants," enhancing business synergy and risk diversification [4][5] - The company is currently in a capacity recovery phase following a relocation of its production facilities, and the acquisition is seen as a strategic move to optimize operations and achieve growth [4][5] Group 4: Future Growth Potential - Yaxing Chemical's new projects, including a 45,000-ton high-end new materials (PVDC) project, are expected to enhance its sustainable development capabilities [6] - The restructuring is positioned as a strategic layout during a critical transformation period for the traditional chemical industry, aimed at improving operational strength and opening up growth opportunities [6]
江汉盐化工:让“固体废弃物”实现价值再造
Zhong Guo Hua Gong Bao· 2025-11-14 03:28
为让制度真正落地,安全环保部建立"周检查、月通报"机制,每周组织专项检查,重点核查固废暂存、 台账记录等是否合规,每月通报进展情况,对发现的问题明确整改时限与责任人,去年以来已累计整改 各类问题37项。 "以前固废管理有点凭经验,现在制度细化到每一步操作。"安全环保管理岗副主任师陈旭峰介绍,结合 污染防治管理实施细则修订,将固体废物源头削减、收集、贮存、台账、装卸、运输、处置等全流程的 要求进行了细化明确,从源头规避管理漏洞。结合"无废企业"建设任务,基层班组利用班前讲话与每周 HSE活动,学习掌握固体废物规范化管理技能,做到员工宣传教育培训全覆盖。 同时,该公司将"无废企业"建设纳入绩效考核,与干部员工绩效直接挂钩,每季度考核打分,对落实不 力的单位从严问责。如今走进江汉盐化工,标准化危废贮存场内,各类危险废物分类存放、标识牌一目 了然,等待后续资源化利用及无害化处置,企业固废合规处置率始终保持100%。 破解"减废"核心难题 "通过工艺革新,盐泥实现回灌采卤,年减少固废处置成本近50万元;废桶、边角料回收再利用,每年 节约原材料费用近150万元。"近日,中石化江汉盐化工湖北有限公司"无废企业"建设再传捷报 ...
两项核心股权投资被认定为非财务性投资遭问询 苏盐井神回复
Core Viewpoint - Su Yan Jingshen (603299.SH) has disclosed information regarding its recent financial data, revealing that two core equity investments total over 439 million yuan, classified as non-financial investments, prompting inquiries from the Shanghai Stock Exchange [1] Investment Details - The largest investment of 425 million yuan is in Jiangsu Guoxin Su Yan Energy Storage Power Co., Ltd., aimed at constructing one of the world's largest compressed air energy storage projects, the Huai'an Salt Cavern Energy Storage Project, utilizing existing salt cavern resources [1] - The project is referred to as the "air charging treasure," and a long-term lease agreement has been signed, expected to generate stable asset income, with annual salt cavern rental income projected at approximately 14.55 million yuan [1] Additional Investments - Approximately 14 million yuan is distributed among three companies: - A stake in Jiangsu New Energy Investment Management Co., Ltd., aimed at integrating renewable energy resources and expanding salt cavern energy storage scenarios, currently in the planning stage [1] - An investment in Jiangsu Guanggang Gas Jingshen Small Molecule Storage Co., Ltd., focusing on the new field of helium storage in salt caverns, with an expected annual rental income of about 3 million yuan [1] - An early investment in Zhangjiagang New Supply Fresh Fresh Distribution Co., Ltd., aimed at expanding sales channels, currently contributing minimally to business [1] Strategic Focus - Su Yan Jingshen emphasizes that these investments support the company's "salt + energy storage" strategic transformation, primarily aimed at acquiring key technologies, market channels, and resource synergies, rather than pursuing short-term financial returns [1]
雪天盐业荣获第八届湖南省省长质量奖
Core Viewpoint - Hunan Salt Industry Group's subsidiary, Xue Tian Salt Industry, has been awarded the 8th Provincial Governor Quality Award, highlighting its transformation from a traditional salt enterprise to a benchmark for high-quality development in the industry, focusing on quality, innovation, and new business models [1][14]. Group 1: Quality Management - Xue Tian Salt Industry emphasizes quality as the foundation of its products, implementing a "Quality Improvement Three-Year Action Plan" to enhance core competitiveness [3][5]. - The company has established six major salt chemical product production bases and offers a full range of salt products, including well salt, sea salt, and lake salt [3][4]. - By the end of 2024, 74 products from Xue Tian Salt Industry will have received green food certification, with its ecological salt series recognized for quality [3][5]. Group 2: Innovation and Technology - The company has committed to high purity standards, achieving a purity of 99.7% for its ecological well salt products, which have received national certification [4][9]. - Xue Tian Salt Industry has developed a collaborative innovation system with universities and research institutions, focusing on reducing salt and oil without compromising flavor [8][11]. - The company has over 500 authorized patents and has led the establishment of industry standards, enhancing its position as a standard-bearer in the salt industry [9][10]. Group 3: New Business Development - Xue Tian Salt Industry is expanding into new areas, such as sodium battery materials, and has established a sodium battery research institute in collaboration with universities [11][13]. - The company is actively pursuing high-quality projects, including a green low-carbon salt and alkali industrial park, which has been recognized as a top project in Hunan Province [11][13]. - The company has successfully entered international markets, exporting its ecological salt products to six countries and regions, with plans to expand further [13][14]. Group 4: Brand and Market Position - The brand value of Xue Tian has been recognized, with the company ranking first in customer satisfaction in the salt category and being included in the "Top 500 Chinese Brands" list for four consecutive years [5][8]. - The company’s brand valuation reached 18.499 billion yuan in 2025, establishing it as a model for brand development in the industry [5][8]. - Xue Tian Salt Industry has been involved in various public welfare activities and health promotion initiatives, enhancing its brand image and community engagement [5][11].
江盐集团:暂无钍基熔盐相关产品和业务
Mei Ri Jing Ji Xin Wen· 2025-11-10 09:22
每经AI快讯,有投资者在投资者互动平台提问:请问江盐集团有钍基熔盐产品吗?江盐集团都在那些 高科技盐化工产品上投入了科研经费? 江盐集团(601065.SH)11月10日在投资者互动平台表示,公司高度重视科技创新投入,充分释放创新 驱动发展原动力,大力推进燃煤电厂烟道气二氧化碳吸附回收、卤水提锂等关键技术研发,积极助推企 业高质量发展。截至目前,公司暂无钍基熔盐相关产品和业务。 (记者 胡玲) ...
江盐集团:公司总经理杨小军因到龄退休离任
Xin Lang Cai Jing· 2025-11-10 09:12
江盐集团公告称,总经理杨小军因到龄退休,于2025年11月7日不再担任该职务,离任后也不再担任公 司及下属公司任何职务。原定任期到2023年8月6日,因公司第二届董事会延期换届,任期相应顺延。杨 小军离任不会影响公司经营管理层规范运作和正常生产经营,截至公告披露日,其未持有公司股票,也 无未履行的承诺事项。 ...