截至9月30日，鲁银投资股东户数2.78万，较上期减少6.98%；人均流通股24300股，较上期增加7.50%。 2025年1月-9月，鲁银投资实现营业收入24.81亿元，同比减少3.65%；归母净利润1.61亿元，同比减少 36.48%。 分红方面，鲁银投资A股上市后累计派现2.80亿元。近三年，累计派现1.19亿元。 鲁银投资今年以来股价涨2.29%，近5个交易日涨1.42%，近20日涨10.36%，近60日涨11.74%。 资料显示，鲁银投资集团股份有限公司位于山东省济南市高新区旅游路8777号国泰财智广场3号楼26 层，成立日期1993年9月11日，上市日期1996年12月25日，公司主营业务涉及粉末冶金及制品、房地产 和贸易；盐及盐化工产品的生产和销售。主营业务收入构成为：钢铁粉末46.39%，工业盐20.65%，食 用盐19.73%，其他4.81%，其他(补充)2.68%，光伏发电1.72%，药用盐1.54%，溴素1.42%，贸易 1.05%。 鲁银投资所属申万行业为：基础化工-化学原料-无机盐。所属概念板块包括：小盘、山东国资、债转 股、增持回购、光伏玻璃等。 1月7日，鲁银投资盘中上涨2.00 ...

北京商报讯（记者 马换换 王蔓蕾）1月5日，中国证券业协会官网发布"2026年第一批首发企业现场检查 抽查名单"，中国盐业股份有限公司（以下简称"中盐股份"）被抽中现场检查，也是唯一一家被抽中检 查的主板IPO企业。 上交所官网显示，中盐股份主板IPO于2025年12月30日获得受理，公司主要产品为食用盐、工业盐、其 他用盐等各类盐产品，同时生产味精、鸡精等盐相关产品。 本次冲击上市，中盐股份拟募集资金约16.02亿元。 ...

Core Viewpoint - Cangge Mining Co., Ltd. has announced its production and operation plan for 2026, focusing on the production and sales of potassium chloride, industrial salt, and lithium carbonate, which aims to enhance resource utilization and strengthen the company's competitive edge and sustainable development capabilities [1] Group 1: Production Plans - Cangge Mining's subsidiary, Golmud Cangge Potash Fertilizer Co., Ltd., plans to produce 1 million tons of potassium chloride and sell 1.04 million tons in 2026 [1] - The same subsidiary plans to produce and sell 1.5 million tons of industrial salt in 2026 [1] - Another subsidiary, Golmud Cangge Lithium Industry Co., Ltd., aims to produce and sell 11,000 tons of lithium carbonate in 2026 [1] Group 2: Equity Production Estimates - Cangge Mining's associate company, Tibet Julong Copper Industry Co., Ltd., is expected to produce 300,000 to 310,000 tons of copper concentrate in 2026, with Cangge Mining's equity production estimated at approximately 92,300 to 95,400 tons based on a 30.78% ownership stake [1] - The associate company, Tibet Ali Mami Cuo Mining Development Co., Ltd., is projected to produce 20,000 to 25,000 tons of lithium carbonate in 2026, with Cangge Mining's equity production estimated at around 5,000 to 6,000 tons [1] Group 3: Strategic Implications - The board of Cangge Mining believes that the new industrial salt production plan for 2026 will facilitate the collaborative mining and comprehensive utilization of associated mineral resources, maximizing resource utilization [1] - The 2026 production and operation plan is aligned with the company's current development needs and is expected to steadily advance the overall business strategy [1]

据了解，中盐股份主要产品为食用盐、工业盐、其他用盐等各类盐产品，同时生产味精、鸡精等盐相关 产品。本次冲击上市，公司拟募集资金约16.02亿元，扣除发行费用后，拟投资于中盐东兴盐化股份有 限公司制盐装置智能化绿色化技术升级改造项目、中盐镇江盐化有限公司100万吨/年制盐（二期）扩建 工程、中盐新干盐化有限公司20万吨/年小包装食盐智能化升级项目、数字化升级改造项目、 京津冀绿 色智能食盐储备库项目、补充流动资金。 北京商报讯（记者 马换换 王蔓蕾）12月30日晚间，上交所官网显示，中国盐业股份有限公司（以下简 称"中盐股份"）主板IPO获得受理。 ...

今日晚间重要公告抢先看——20CM两连板超捷股份航空航天零部件业务和人形机器人业务营收占公司 营收比重较小；*ST美谷实施资本公积金转增股本事项，股票停牌；通光线缆预中标国家电网项目1.39 亿元。 【重大事项】 20CM两连板超捷股份：截至2025年9月30日公司航空航天零部件业务和人形机器人业务营收占公司营 收比重较小 超捷股份（301005）公告，公司股票于2025年12月23日至25日连续三个交易日收盘价格涨幅偏离值累计 超过30%，属于股票交易异常波动的情形。公司控股股东上海毅宁投资有限公司在此期间通过大宗交易 方式减持了部分公司股份，本次减持已按计划预先披露并与计划一致。截至2025年9月30日，公司航空 航天零部件和人形机器人业务营收占比小。公司目前经营情况及内外部环境未发生重大变化，不存在应 披露而未披露的信息。公司将继续履行信息披露义务，提醒投资者注意投资风险。 海科新源：与湖南法恩莱特签订战略合作协议预计电解液溶剂及添加剂供货量27万吨 海科新源（301292）公告，公司与湖南法恩莱特新能源科技有限公司签署《战略合作暨原材料供货协 议》，法恩莱特在协议有效期内(2026年1月1日至2028 ...

参股公司西藏巨龙铜业有限公司2026年度预计铜精矿产量为30万吨-31万吨，按照30.78%的持股比例， 公司享有权益产量约9.23万吨-9.54万吨。参股公司西藏阿里麻米措矿业开发有限公司2026年度预计碳酸 锂产量20,000吨-25,000吨，按照持股比例计算，公司享有权益产量约5,000吨-6,000吨。 格隆汇12月25日丨藏格矿业(000408.SZ)公布，根据公司2026年度整体工作安排，结合权属企业和参股 企业各矿区实际产能状况及市场环境形势，公司拟定了2026年度生产经营计划。格尔木藏格钾肥有限公 司2026年度生产经营计划：计划生产氯化钾100万吨、销售氯化钾104万吨；生产工业盐150万吨、销售 工业盐150万吨。格尔木藏格锂业有限公司2026年度生产经营计划：计划生产碳酸锂11,000吨、销售碳 酸锂11,000吨。 ...

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 ...

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].

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]

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].