上半年出口同比增长22.9% 江盐集团主要从事岩盐地下开采，食盐、工业盐、元明粉等盐产品及纯碱、小苏打等盐化工产品的研 发、生产、加工和销售。 2025年上半年，由于国内产能持续释放，整体市场供大于求，盐产品价格快速回落，其中食盐是人们生 活的必需品，随着公众健康意识的提升，消费者对食盐产品的选择正逐步从传统品种向功能性、健康化 方向演进，如低钠盐、无碘盐等特殊品类的市场接受度不断提高，带动整个食盐品类结构持续升级。 "随着消费者对健康生活的追求和对食盐品质要求的提高，健康型食盐产品市场占比将持续上升。未来 具备健康属性和功能属性的盐产品将成为盐资源价值提升的重要增长点。"福建华策品牌定位咨询创始 人詹军豪表示。 而工业盐作为重要原料，其市场需求主要集中在两碱行业等下游领域，价格敏感度较高，周期性较为明 显，上半年市场价格呈现下行趋势。此外，纯碱市场整体呈现低迷走势，价格波动较大且持续下滑。 尽管面临上述挑战，上半年江盐集团大力实施"降本增效""提质增效"系列举措，实现了产销两端量的合 理增长和质的有效提升。报告期内，公司完成各类产品生产214.88万吨，其中盐产品生产161.48万吨， 同比增长13.68% ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is a leading player in the salt industry, focusing on "salt + energy storage," with significant undervaluation of its salt cavern storage value [3] - The company has a stable profit model with low debt and high cash flow, benefiting from the decline in coal prices [3] - The company is expected to achieve substantial performance growth through its salt cavern storage projects and integrated development of salt, alkali, and calcium [3] Summary by Sections Company Overview - The company is a regional leader in salt mining, with a focus on low debt and stable profitability [5][9] - It is controlled by the Jiangsu Provincial State-owned Assets Supervision and Administration Commission [9] Salt Chemical Business - The company develops a circular economy involving salt, alkali, and calcium, with stable pricing for salt products [3][30] - In 2024, the company expects to sell 774,000 tons of salt products, 76,000 tons of alkali products, and 32,000 tons of calcium products [3][30] - The company has a unique underground cyclic soda production technology that enhances resource utilization and environmental safety [3][39] Salt Cavern Utilization - The company is entering the production phase of its gas storage projects, which are expected to contribute to profit growth [3][49] - The company plans to build two major gas storage projects with a total capacity of 81 billion cubic meters by 2030 [3][67] - The Zhangxing gas storage project is expected to generate significant profits, with a projected net profit increase of 4.1 billion yuan by 2030 [3][76] Financial Performance - The company has maintained a net profit of around 7 billion yuan from 2022 to 2025, benefiting from stable pricing and reduced costs [25] - The company's financial health is improving, with a decrease in debt ratios and stable cash flow [25][19] Market Demand - The demand for natural gas storage is increasing, particularly in Jiangsu Province, which has the highest natural gas consumption in China [56] - The company’s gas storage facilities are strategically located to meet the seasonal demand fluctuations in the region [67][49]

Core Viewpoint - The approval of the lithium salt production expansion project by Zhongmin Resources signifies a strategic move towards cost reduction, technological upgrade, and enhanced competitiveness in the lithium salt industry [1] Company Summary - Zhongmin Resources is set to increase its lithium salt production capacity from 66,000 tons per year to 71,000 tons with the completion of the new project [1] - The total investment for the new project is 121 million yuan, focusing on the production of battery-grade lithium carbonate and lithium hydroxide, with a production line upgrade aimed at reducing production costs [1] - The project will involve a six-month shutdown for maintenance and technological upgrades, optimizing traditional roasting equipment and processing methods [1] Industry Summary - The expansion project aligns with the industry's shift towards green and low-carbon development models, reflecting a broader trend in the lithium salt sector [1] - The move is expected to enhance the overall competitiveness of Zhongmin Resources in the lithium salt market, which is crucial given the increasing demand for lithium in battery production [1]

Core Insights - Zhenjiang Port has officially surpassed 1,000 vessel calls, marking a significant milestone in its operational capacity [1] - The port achieved a cargo throughput of 295 million tons in 2024, ranking among the top 20 ports in China for the first time, with the highest growth rate among Yangtze River ports [1] - Three new "golden routes" have been launched, focusing on iron ore, agricultural materials, and general cargo, enhancing the port's logistics capabilities [1] Group 1: Iron Ore Operations - Zhenjiang Port serves as the final stop for Capesize vessels transporting iron ore from Australia and Brazil, benefiting from a deep-water channel that has increased loading capacity [2] - The port's deep-water channel has improved the draft capacity from 11.36 meters to 12 meters, allowing for an additional 8,000 tons of iron ore per voyage, saving local enterprises approximately 55 million yuan annually [2] - The port is collaborating with Baowu Steel Group to establish an iron ore processing hub, aiming to become a modern iron ore hub connecting the Yangtze River and global markets [2] Group 2: Agricultural Materials - Zhenjiang Port is the largest potassium fertilizer import port in China, facilitating the efficient transfer of agricultural materials to major production areas [3] - In the first five months of this year, the port handled 652,000 tons of potassium fertilizer and 1.5 million tons of sulfur, ensuring a steady supply of agricultural inputs [3] - The port's policies have reduced vessel docking times by over 30%, enhancing the speed of material delivery to agricultural fields [3] Group 3: General Cargo and Manufacturing Exports - The port has seen a significant increase in general cargo shipments, with a volume exceeding 250,000 tons in 2024 and a tenfold increase in equipment exports [4] - Zhenjiang Port is working with various companies to optimize shipping processes for non-standardized goods, aiming to become the largest export hub for certain products [4] - Future plans include adding new shipping routes and expanding cargo types to enhance the port's operational vitality [4] Group 4: Service Enhancements - The "golden routes" are supported by an upgraded navigation guarantee mechanism, including priority docking and streamlined procedures [5] - The port has established a "green channel" for efficient processing, reducing redundant checks and improving overall transit efficiency [5] - These enhancements connect global markets with Chinese manufacturing and agricultural sectors, positioning Zhenjiang Port for broader operational horizons [5]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源： 赣州市行政审批局 日前，江西湘南新能源有限公司 年产15000吨碳酸锂项目 （重新报批）环评获批。 文件显示，江西湘南新能源有限公司年产15000吨碳酸锂项目（重新报批）位于江西大余工业园新华工业 小区，总投资21亿元，其中环保投资2500万元，占总投资的1.19%。 建设内容包括项目主体工程租赁焙烧生产区、磨粉卤水车间、电池级碳酸锂车间102、电池级碳酸锂车间 107-2、电池级碳酸锂车间108等主体工程，原料仓库1~3#、成品仓库1~2#等贮存工程，办公楼、生活 服务中心、机修车间、配电房、专家楼（含化验室）门卫室和宿舍等公辅工程，新建废气治理设施、废水 治理设施（污水处理车间）、噪声治理设施、固废暂存设施、初期雨水池、事故应急池等环保工程。 项目 建成后将具备电池级碳酸锂15000吨/年、 副产元明粉73483.25吨/年的生产能力。 END 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到 ...

江西赣州将新建一碳酸锂项目！ 据 赣州市行政审批局公告显示， 6月10日， 江西湘南新能源有限公司年产15000吨碳酸锂项目（重新报批）环评获批。 文件显示， 江西湘南新能源有限公司年产15000吨碳酸锂项目（重新报批）位于 江西大余工业园新华工业小区， 总投资21亿元 ，其中环保 投资2500万元，占总投资的1.19%。 建设内容包括 项目主体工程租赁焙烧生产区、磨粉卤水车间、电池级碳酸锂车间102、电池级碳酸锂车间107-2、电池级碳酸锂车间108等 主体工程，原料仓库1~3#、成品仓库1~2#等贮存工程，办公楼、生活服务中心、机修车间、配电房、专家楼（含化验室）门卫室和宿舍等公 辅工程，新建废气治理设施、废水治理设施（污水处理车间）、噪声治理设施、固废暂存设施、初期雨水池、事故应急池等环保工程。 项目建成后将 具备 电池级碳酸锂15000吨/年、 副产元明粉73483.25吨/年的生产能力。 此外项目建设单位为 江西湘南新能源有限公司，成立于2022年7月，注册资本 6020万元，由 湖南卓光售配电有限公司、 湖南省乡恋新能源 有限公司共同持股。 经营范围包括：新兴能源技术研发，选矿，高性能有色金属及合 ...

Group 1 - The core project of China Metallurgical Group's new materials phase II in Tangshan, Hebei, has been completed 75% and is expected to finish construction in the first half of 2025, entering the equipment installation phase [1] - The project involves an investment of 1.343 billion yuan, covering an area of 196 acres with a building area of 91,300 square meters, including new extraction, nickel sulfate, and other facilities [1] - Upon completion, the combined annual production capacity of phases I and II will reach 60,000 tons of high-nickel lithium-ion battery ternary precursor materials, sufficient to equip approximately 400,000 electric vehicles, along with producing 45,000 tons of battery-grade nickel sulfate, 40 tons of high-purity scandium oxide, and 163,000 tons of mirabilite, with projected sales of about 7.5 billion yuan and annual tax revenue of about 800 million yuan [1]

Core Insights - The second phase of the China Metallurgical Group's new materials project in Tangshan, Hebei, has been completed 75% and is expected to finish construction in the first half of 2025, entering the equipment installation phase [1] Group 1: Project Overview - The project is being developed by China Metallurgical Ruimu New Energy Technology Co., Ltd. with an investment of 1.343 billion yuan, covering an area of 196 acres and a building area of 91,300 square meters [1] - The second phase includes the construction of extraction plants, nickel sulfate plants, and manganese sulfate plants, along with the renovation of the first phase [1] Group 2: Production Capacity and Financial Projections - Upon completion, the combined capacity of both phases will reach 60,000 tons of high-nickel lithium-ion battery ternary precursor materials, sufficient to equip approximately 400,000 electric vehicles [1] - The project will also produce 45,000 tons of battery-grade nickel sulfate, 40 tons of high-purity scandium oxide, and 163,000 tons of mirabilite, with projected sales revenue of about 7.5 billion yuan and annual tax and profit of approximately 800 million yuan [1]

证券代码：601065 证券简称：江盐集团 公告编号：2025-015 江西省盐业集团股份有限公司 2024 年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法律责任。 江西省盐业集团股份有限公司（以下简称"公司"）根据上海证券交易所《上 市公司行业信息披露指引第十三号——化工》有关规定，现将 2024 年度主要经 营数据披露如下： 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 | 61.11 | 57.79 | 60.90 | 57.52 | 44,492.44 | | 工业盐 | 246.96 | 217.10 | 241.81 | 216.95 | 82,979.76 | | 元明粉 | 0.42 | 7.23 | 0.50 | 7.57 | 199.78 | | 氯化钙 | 15.78 | ...

江西省盐业集团股份有限公司 中国（上海）自由贸易试验区世纪大道 1589 号长泰国际金融大 厦 16/22/23 楼 江西省盐业集团股份有限公司 招股说明书（注册稿） 发行人声明 Jiangxi Salt Industry Group Co.,Ltd （江西省南昌市红谷滩区庐山南大道 369 号） 首次公开发行股票并在主板上市 招股说明书 （注册稿） 保荐人（主承销商） 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 发行人及全体董事、监事、高级管理人员承诺本招股说明书的内容真实、准 确、完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺， 并承担相应的法律责任。 发行人控股股东承诺本招股说明 ...