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红四方(603395) - 红四方2025年半年度主要经营数据的公告
2025-08-25 12:38
股票代码:603395 股票简称:红四方 公告编号:2025-041 中盐安徽红四方肥业股份有限公司 2025 年半年度主要经营数据的公告 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。 根据上海证券交易所《上市公司自律监管规则适用指引第 3 号——行业信息 披露》其《第十三号——化工》的要求,中盐安徽红四方肥业股份有限公司(以 下简称"公司")2025 年半年度主要经营数据如下: 注:为与公司定期报告中产品收入分类保持一致,并结合公司硫酸钾生产装置投产,本 次产销数据统计中的主要产品分类发生变化,前期按照"尿素、复合肥(含脲铵氮肥、水溶 肥、硫酸铵)"进行分类列示,本次按照"氮肥产品(包括尿素、脲铵氮肥和农用硫酸铵)、 复合肥(含水溶肥)、硫酸钾"进行分类列示,同期数同口径调整(下同)。 二、主要产品及原材料的价格变动情况 (一)主要产品的价格变动情况(不含税销售均价) | 主要产品 | 2025年半年度销 | 2024年半年度销售价 | 变动比率 | | --- | --- | --- | --- | | | 售价(元/吨 ...
产业帮扶、本地采购 西藏矿业:助力乡村地区经济发展 共享经济发展成果
Zheng Quan Shi Bao Wang· 2025-08-25 00:17
2020年6月,中国宝武钢铁集团有限公司及其一致行动人日喀则珠峰城市投资发展集团有限公司通过参 与西藏矿业资产经营有限公司增资扩股的方式,合计取得改制及增资扩股后西藏矿业资产经营有限公司 52%股权,西藏矿业实际控制人由自治区国资委变更为国务院国资委。 中央及西藏自治区在融资渠道、税收优惠和其他扶持政策等方面实施的一系列特殊政策支持,为西藏矿 业提供了良好的经营环境,降低了运营成本,增强了市场竞争力。 目前,西藏矿业拥有西藏罗布莎铬矿的采矿权,近两年年产量在10万吨左右,产量位于国内同行业前 列。同时,西藏矿业通过子公司西藏扎布耶拥有西藏扎布耶盐湖采矿权。 值得一提的是,虽然西藏扎布耶盐湖采矿权项目开发起步晚,但其对生态环境的保护丝毫未放松,不仅 工艺绿色环保,就连能源也来自西藏矿业通过BOO模式建设的光伏光热电站(中国宝武旗下子公司宝 武清能承建),被称之为"零碳项目"。 "西藏矿业以产业帮扶、定点帮扶及本地采购等方式全面推动乡村地区经济发展。以扎布耶项目开发为 例,公司运输和劳务等方面的业务均委托给当地公司,三年的时间内,当地农民增收接近6000万 元。"证券时报"从资本市场看地方高质量发展"大型融媒报道 ...
西藏矿业(000762):2025 中报点评:锂铬量价下行拖累业绩,资源禀赋与项目进展仍是核心看点
Huafu Securities· 2025-08-23 13:30
公 华福证券 锂 2025 年 08 月 23 日 买入(维持评级) | 基本数据 | | | --- | --- | | 日期 | 2025-08-22 | | 收盘价: | 22.26 元 | | 总股本/流通股本(百万股) | 521.17/520.80 | | 流通 A 股市值(百万元) | 11,593.02 | | 每股净资产(元) | 5.63 | | 资产负债率(%) | 48.35 | | 一年内最高/最低价(元) | 27.45/16.89 | 一年内股价相对走势 评 公司发布 2025 中报。2025H1 公司实现营收 1.34 亿元,同比-66%, 实现归母净利润-0.15 亿元,同比-114%,扣非净利润 0.23 亿元,同比 -124%。25Q2 营收 0.66 亿元,同比-73%,环比-3%,归母净利润-0.02 亿元,同比-102%,环比+0.11 亿。公司上半年受产品销量和售价下降 影响业绩亏损。 团队成员 分析师: 王保庆(S0210522090001) WBQ3918@hfzq.com.cn 研究助理: 曹钰涵(S0210124050059) cyh30565@hfzq. ...
盐湖股份股价微涨0.16% 公司碳酸锂产能达4万吨
Jin Rong Jie· 2025-08-22 17:33
8月22日,盐湖股份主力资金净流出8174.91万元。近五个交易日累计净流出1.20亿元。 盐湖股份主营业务为氯化钾和碳酸锂的生产销售。公司拥有500万吨/年的氯化钾产能装置,同时已建成 4万吨/年的碳酸锂产能。公司表示正在加快实施"走出去"战略,积极布局境内外钾、锂矿资源获取。 盐湖股份最新股价报19.33元,较前一交易日上涨0.16%。盘中最高触及19.40元,最低下探至19.21元, 成交金额9.50亿元。 风险提示:以上内容仅供参考,不构成投资建议。市场有风险,投资需谨慎。 ...
亚钾国际股价下跌2.04% 董事长涉嫌挪用公款被逮捕
Jin Rong Jie· 2025-08-22 17:33
亚钾国际主要从事钾矿开采、钾肥生产与销售业务,产品销往中国、越南、泰国、马来西亚等多个国 家。2024年公司97.65%的收入来自氯化钾产品销售。公司所属行业为化肥行业,注册地位于广东省。 亚钾国际股价报31.75元,较前一交易日下跌0.66元,跌幅2.04%。盘中最高触及32.60元,最低下探至 31.23元,成交量为19.32万手,成交金额达6.13亿元。 8月20日公司公告披露,银川市人民检察院依法以涉嫌挪用公款罪、滥用职权罪对公司董事长郭柏春作 出逮捕决定。公司强调该事项系针对郭柏春个人,与公司无关联,目前生产经营一切正常。2025年上半 年公司预计实现归母净利润7.3亿元至9.3亿元,同比增长170%至244%。 8月22日主力资金净流出6428.01万元,占流通市值比为0.25%。近五日主力资金净流出31416.04万元, 占流通市值比为1.22%。 风险提示:股市有风险,投资需谨慎。 ...
藏格矿业股价小幅回调 碳酸锂期货周度下跌9%
Jin Rong Jie· 2025-08-22 17:06
Group 1 - The stock price of Cangge Mining closed at 49.56 yuan on August 22, 2025, down 0.58% from the previous trading day, with a trading volume of 101,734 hands and a transaction amount of 505 million yuan [1] - Cangge Mining primarily engages in the production and sales of potassium fertilizer and lithium salt, holding mining rights in the Qinhai Chahai Salt Lake, with main products including potassium chloride and lithium carbonate [1] - The company has a competitive advantage in lithium resource development as a significant player in the lithium extraction sector [1] Group 2 - The main contract for lithium carbonate futures fell by 9.14% this week, closing at 78,960 yuan per ton [1] - Cangge Mining has submitted its mining license for review by the Ministry of Natural Resources, and during the suspension period, it completed equipment maintenance, maintaining its annual production and sales plan of 11,000 tons of lithium carbonate [1] - The company recently hosted a research meeting with Ningbo Panshi Investment Management Co., discussing its production and operational status [1] Group 3 - On August 22, the main funds experienced a net outflow of 23.63 million yuan, with a cumulative net outflow of 116 million yuan over the past five days [2]
盐湖股份:公司拥有氯化钾500万吨/年的产能装置,目前已建成4万吨/年碳酸锂产能
Mei Ri Jing Ji Xin Wen· 2025-08-22 14:33
每经AI快讯,有投资者在投资者互动平台提问:您好,请问贵公司在产品类型和产量上有没有远期规 划?谢谢! (文章来源:每日经济新闻) 盐湖股份(000792.SZ)8月22日在投资者互动平台表示,公司主要产品为氯化钾、碳酸锂。公司作为国 内氯化钾生产龙头,拥有氯化钾500万吨/年的产能装置,通过保障钾肥供应,稳固我国农业根基,为国 家粮食安全保驾护航。在新能源领域,以盐湖锂资源开发为依托,为新能源产业的稳定发展提供有力支 撑,国内卤水提锂产能龙头地位持续巩固,目前已建成4万吨/年碳酸锂产能。同时,加快实施"走出 去"步伐,积极在境内外布局钾、锂矿资源的获取,加大在产业链上下游和价值链高端环节的延伸布 局。 ...
东方铁塔(002545):从东方铁塔到东方资源
Tebon Securities· 2025-08-21 08:50
Investment Rating - The report gives a "Buy" rating for the company for the first time [1]. Core Views - The company is transitioning from a traditional steel structure manufacturer to a resource-oriented enterprise, driven by its dual focus on steel structures and potash fertilizer production [4][10]. - The potash fertilizer market is expected to experience price increases due to ongoing supply disruptions and a long-term supply-demand imbalance [4][29]. - The company has significant growth potential in the potash sector, with plans to expand production capacity and explore additional resource opportunities [4][6]. Summary by Sections 1. Steel Structure and Potash Fertilizer Dual Drive - The company has evolved from a single steel structure focus to a dual business model that includes potash fertilizer, following strategic acquisitions and expansions [4][10]. 2. Potash Fertilizer Supply Disruptions and Price Trends - Global potash supply is constrained, with major producers announcing production cuts, which is likely to sustain upward price pressure [4][44]. - The global potash market is characterized by a significant supply-demand mismatch, with major production concentrated in a few countries [39][40]. 3. Successful Overseas Expansion and Product Diversification - The company has successfully established a presence in the potash market, with production capacity reaching 1 million tons per year and plans for further expansion [12][18]. - The company is also diversifying its product offerings through investments in other mineral resources, such as phosphates [6][12]. 4. Mining Sector Layout and Transition to Resource-Oriented Enterprise - The company has made strategic investments in mining, including acquiring stakes in phosphate projects, to enhance its resource base [6][10]. - The company is actively developing potash resources in Laos, which is expected to contribute significantly to its growth [4][6]. 5. Earnings Forecast and Valuation - The company is projected to achieve substantial growth in net profit, with estimates of 1.1 billion, 1.25 billion, and 1.5 billion yuan for 2025, 2026, and 2027 respectively, reflecting a compound annual growth rate of 95.5% [5][6].
三孚股份(603938) - 三孚股份:2025年半年度主要经营数据公告
2025-08-20 10:01
证券代码:603938 证券简称:三孚股份 公告编号:2025-039 注2:硅系列产品产量、硅烷偶联剂产品产量不含公司内部消耗量。 注3:以上销售金额为不含税金额。硅系列产品新增气相二氧化硅、四氯化硅, 并调整同期可比数据,下同。 二、主要产品和原材料的价格变动情况 (一)主要产品价格变动情况 | 主要产品 | 2025年1-6月 平均售价(元/吨) | 2024年1-6月 平均售价(元/吨) | 变动幅度(%) | | --- | --- | --- | --- | | 硅系列产品 | 5,099.61 | 5,871.24 | -13.14 | | 钾系列产品 | 5,116.20 | 4,659.43 | 9.80 | | 硅烷偶联剂产品 | 12,914.28 | 14,336.41 | -9.92 | 唐山三孚硅业股份有限公司 2025年半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个别及连带责任。 本公司根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》 第十三号—化工和相关通知的 ...
盐湖股份终止与高地资源3亿美元交易 实控人完成增持持股比达29.99%
Chang Jiang Shang Bao· 2025-08-18 09:01
Group 1 - Salt Lake Co., Ltd. announced the termination of its significant investment plan, which involved a proposed cash subscription of approximately $300 million to acquire shares in Highfield Resources Limited, aiming to become its largest shareholder and gain control over related projects [1] - The company established a dedicated working group to conduct due diligence on resources, technology, and legal aspects but ultimately decided that the conditions for advancing the project were not mature enough [1] - Despite the termination of the project cooperation, the company stated that it would not adversely affect its financial status or operational performance, and it will continue to focus on its main business development and international strategic layout [1] Group 2 - The actual controller, China Minmetals, has increased its stake in Salt Lake Co., Ltd., acquiring a total of 248 million shares, representing a 4.69% increase, bringing its total ownership to 29.99% [2] - Following the announcement of the share increase plan, the stock price rose from 16.19 yuan per share on April 9 to a peak of 19.98 yuan on August 11, before experiencing a slight decline [2] - In the first quarter of 2025, the company reported a revenue of 3.119 billion yuan, a year-on-year increase of 14.5%, marking the first positive growth in eight quarters, with a net profit of 1.145 billion yuan, up 22.52% year-on-year [2] Group 3 - The company indicated that the production and sales of its core products, potassium chloride and lithium carbonate, remained stable, with market prices significantly rising due to supply and demand factors, contributing to the revenue growth compared to the previous year [3]