2025 年第二季度主要经营数据公告 证券代码：601216 证券简称：君正集团 公告编号：临2025-026号 内蒙古君正能源化工集团股份有限公司 注：上表中列示的平均售价为不含税价。 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《上市公司自律监管指引第 3 号——行业信息披露》之 《第十三号——化工》的要求，内蒙古君正能源化工集团股份有限公司（以下简 称"公司"）现将 2025 年第二季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 | | | | | | | 单位：万吨、万元 | | --- | --- | --- | --- | --- | --- | --- | | 主要产品 | 年 2025 | 月 4-6 | 年 2025 | 月 4-6 | 年 2025 4-6 | 月 | | | 产量 | | 销量 | | 销售收入（不含税） | | | 聚氯乙烯 | | 23.24 | | 23.24 | 105,145.80 | | | 烧碱 | | 15.31 | | 15.25 ...

上海氯碱化工股份有限公司董事会 以上经营数据未经审计，为投资者及时了解公司生产经营情况之用，并未对 公司未来经营情况作出任何预测或保证，敬请投资者注意投资风险。 特此公告。 | 证券代码：600618 900908 证券简称：氯碱化工 | | | | 氯碱 | B 股 | 公告编号：临 | 2025-20 | | --- | --- | --- | --- | --- | --- | --- | --- | | 上海氯碱化工股份有限公司 | | | | | | | | | 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。 | | | | | | | | | 上海氯碱化工股份有限公司（以下简称"公司"）根据《上海证券交易所上 | | | | | | | | | 市公司自律监管指引第 号——行业信息披露：第十三号—化工》要求，现将 | 3 | | | | | | | | 一、 主要产品的产量、销售及收入实现情况 | | | | | | | | | 单位：万吨、万元 | | | | | | | | ...

证券代码：600618 900908 证券简称：氯碱化工 氯碱 B 股 公告编号：临 2025-20 上海氯碱化工股份有限公司 五、其他说明 以上经营数据未经审计，为投资者及时了解公司生产经营情况之用，并未对 公司未来经营情况作出任何预测或保证，敬请投资者注意投资风险。 其中：氯产品 2025 年 1-6 月的自用量为 22.607 万吨。 | 主要产品 | 2025 | 年上半年平均售价 | 2024 | 年上半年平均售价 | 变动比率（%） | | --- | --- | --- | --- | --- | --- | | 聚氯乙烯 | | 4,617.55 | | 5,185.85 | -10.96 | | 烧碱 | | 2,729.58 | | 2,480.97 | 10.02 | | 氯产品 | | 1,668.46 | | 1,827.59 | -8.71 | 三、 主要原材料的价格变动（不含税） 四、报告期内无其他对公司生产经营具有重大影响的事项。 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 ...

鲁银投资作为行业的重要企业，其主要业务范围为盐业，粉末冶金。 金融界上市公司研究院构建了一套上市公司韧性评价体系，从企业盈利、科技创新、股东回报、经营抗风 险、市值表现及机构吸引力六个维度对企业进行量化评分，满分为100分。鲁银投资的韧性评价总分为 55.13分，在A股5405家可比上市公司中排名第1547位。 从所属行业角度来看，在申万一级综合行业的19家上市公司中，鲁银投资位列行业第3位，行业平均分为 42.03分，显示出公司在行业内的领先地位。 创新维度：该维度得分70.21分，折合分数9.83分。该维度以研发费用及占比为核心指标，同时结合研发人 员数量、专利数量及销售费用占比等辅助指标，综合评估企业的创新能力。 盈利维度：该维度得分70.04分，折合分数14.01分。 抗风险维度：该维度得分56.36分，折合分数9.02分。 机构维度：该维度得分31.15分，折合分数5.61分。 市值维度：该维度得分60.01分，折合分数9.6分。 排名证券名称回报得分创新得分盈利得分抗风险得分机构得分市值得分六力总分1东阳光 8.48913.0910.7415.329.0665.692南京新百7.128.7811. ...

Core Viewpoint - The Oman Ministry of Energy and Minerals has signed three new exploration and mining agreements with two companies, with a total estimated investment of 192 million Omani Rials (500 million USD) [1] Group 1: Agreements and Investments - The first agreement grants Gulf Mining Materials Company exploration and mining rights in the 11-C concession area in Al Buraimi, which shows signs of copper and chrome deposits [1] - The second and third agreements are with Novel-Muscat International Company, focusing on comprehensive industrial projects in the 51-GC and 51-G2 concession areas, including the establishment of a plant for producing salt and sodium carbonate (soda ash) and a plant for producing quicklime [1] Group 2: Economic Impact - The agreements are expected to contribute to economic diversification, enhance the competitiveness of Omani products, and increase the mining sector's contribution to the national GDP [1] - The projects will also create job opportunities in the local area and provide support services for local small and medium-sized enterprises [1]

Core Insights - The New Fourth Army's Seventh Division was a remarkable military unit during the Anti-Japanese War, known for its ability to win battles, generate resources, and support other units while being self-sufficient [1][9] - Initially, the Seventh Division faced severe resource shortages, struggling to provide basic necessities for its soldiers, but eventually transformed its situation through innovative economic strategies [3][5] Historical Context - The origins of the Seventh Division trace back to 1937 when the Red Army guerrilla forces in the south were reorganized into the New Fourth Army, facing oppression from Chiang Kai-shek [3] - The division was nearly destroyed after the Wan'an Incident, but leaders Zhang Dingcheng and Zeng Xisheng managed to regroup and form the foundation of the Seventh Division [3] Economic Strategies - Economic experts Cai Hui and Ye Jinming proposed that the division engage in trade to sustain itself, leveraging the rich agricultural resources of the Jiangnan region [3][5] - The division initiated grain trade, disrupting enemy supply lines and attracting merchants from major cities, which led to the establishment of a bustling black market [5] Resource Accumulation - The Seventh Division not only traded with local merchants but also engaged in high-priced transactions with Japanese and puppet forces, acquiring essential military supplies and resources [5][7] - The establishment of the "Wanjiang Trade Bureau" and the issuance of "Dajiang Currency" created a local financial system, allowing the division to achieve economic self-sufficiency [5] Operational Challenges - The division's success came at a high cost, with constant threats from enemy forces and the risk of severe punishment for those involved in underground financial activities [7] - Each transaction was fraught with danger, highlighting the sacrifices made to achieve economic stability [7] Legacy - After the war, the Seventh Division's accumulated wealth and experience laid the groundwork for the liberation of East China, demonstrating their dual role as both warriors and builders [9] - The story of the Seventh Division serves as a beacon of hope, illustrating the importance of resilience and adaptability in challenging times [9]

Group 1: Utilities - Recommended stock: Su Yan Jing Shen (603299.SH) due to its stable cash flow from traditional salt and salt chemical businesses, and the potential growth from gas storage projects [3][4] - The company is expected to enter a performance release period with the first phase of the gas storage project nearing production [4] Group 2: Pharmaceuticals - Recommended stock: Ang Li Kang (002940.SZ) as the impact of centralized procurement is gradually clearing, and new products are expected to drive revenue growth [4] - The introduction of ALK-N001, a promising anti-tumor candidate, is anticipated to enhance the company's innovation capabilities [4] Group 3: Media - Recommended stock: Alibaba-W (09988.HK) with a focus on the stabilization of traditional e-commerce and the potential for growth in the instant retail sector [5] - Alibaba Cloud's leading position in the domestic market and continuous revenue growth are highlighted [5] Group 4: Electronics - Recommended stock: Zhong Wei Company (688012.SH) due to its robust order backlog and continuous revenue growth driven by new product launches [6] Group 5: Non-Banking Financials - Recommended stock: China Life (601628.SH) for its excellent asset-liability matching and early transformation in dividend insurance sales [8] - The company is expected to release significant solvency capacity following asset reclassification [8] Group 6: Automotive - Recommended stock: Li Auto (02015.HK) as the company is positioned to leverage its strategic foresight and adaptability in the evolving automotive landscape [9] - The i-series is expected to maintain strong sales momentum, with the first model projected to achieve over 5,000 monthly sales [9] Group 7: Transportation - Recommended stock: YTO Express (600233.SH) with a leading growth rate in business volume, benefiting from the "anti-involution" trend in the industry [10] Group 8: Agriculture - Recommended stock: De Kang Agriculture (02419.HK) as it is positioned at a pivotal point in the agricultural sector, leveraging technology and innovative models for growth [12] - The company's platform strategy is expected to extend into other agricultural segments, enhancing its market presence [12] Group 9: Metals and New Materials - Recommended stock: Luoyang Molybdenum (603993.SH) with a strong performance in the first quarter, exceeding expectations [14] Group 10: North Exchange - Recommended stock: Yuan Hang Precision (833914.BJ) as a leading player in the domestic nickel-based conductor materials sector, benefiting from stable demand across multiple industries [14][15]

Core Viewpoint - Excessive salt intake is linked to increased risks of fatty liver, liver cancer, and other health issues, emphasizing the importance of reducing salt consumption for liver health [3][5][6] Group 1: Health Risks Associated with High Salt Intake - High salt consumption significantly raises the risk of fatty liver, with those who frequently add salt to their food having a 40% higher risk compared to those who rarely do [3] - The study tracked nearly 500,000 participants over 13 years, revealing a direct correlation between salt intake frequency and liver disease risks [3] - High salt diets are also associated with increased risks of cardiovascular diseases, kidney strain, stomach cancer, osteoporosis, and cognitive decline [5][6][7][8][9] Group 2: Recommendations for Reducing Salt Intake - Use a limited salt spoon for cooking, suggesting 2 grams of salt per meal to control daily intake [11] - Substitute salt with various spices and ingredients like vinegar, chili, and mushrooms to enhance flavor without adding salt [13] - Add salt only at the end of cooking to minimize overall salt consumption [14] - Consider low-sodium salt alternatives to reduce sodium intake while maintaining taste [16] - Be aware of hidden salt in processed foods and check nutritional labels for sodium content [17] - Limit dining out, as restaurant meals often exceed recommended sodium levels [18] - Gradually reduce salt intake to allow taste buds to adjust without compromising appetite [19] - Learn to read nutrition labels, noting that 1 gram of sodium equals 2.54 grams of salt [20]

Core Viewpoint - The company is focused on deepening reform and innovation, optimizing its industrial layout, and enhancing governance capabilities to achieve sustainable growth and value creation in the salt industry. Group 1: Company Strategy and Operations - The company aims to enhance the comprehensive development and utilization of salt resources, focusing on vertical and horizontal integration to drive profitability and create a complete supply chain for salt and related products [5][6]. - The company has increased its R&D investment to 3.8% of revenue, resulting in 30 new patents in 2024 and recognition for technological advancements in salt and chemical production [6][7]. - The company is committed to improving governance and operational compliance, receiving an "excellent" rating from the provincial state-owned assets supervision and administration commission for its board construction [7][9]. Group 2: Financial Performance - As of December 31, 2024, the company reported total assets of 566,110.95 million yuan, a decrease of 1.31% from the previous year, while total liabilities decreased by 21.96% to 121,838.85 million yuan [17][19]. - The company achieved a net profit of 460.97 million yuan in 2024, a decline of 6.88% compared to the previous year, attributed to lower product prices [19][22]. - The company proposed a cash dividend of 2.20 yuan per 10 shares, amounting to a total distribution of 141.41 million yuan, representing 30.68% of the net profit [22][23]. Group 3: Future Outlook - The company plans to focus on technological innovation and digital transformation to upgrade traditional industries and explore new growth areas in the "dual new" sectors [11][12]. - The company aims to enhance its ESG framework and market value management to align with national policies and improve its overall corporate responsibility [12][19]. - The company anticipates continued operational stability and aims to leverage its financial strength to support future growth initiatives [20][21].

Group 1: Industry Development - Sichuan is emerging as a leader in the low-altitude economy, with companies like WoFei ChangKong focusing on the development and commercialization of global low-altitude smart transportation vehicles [2] - The Sichuan General Aviation Industry Park showcases the strength of the aviation industry cluster, featuring the largest low-altitude reform pilot airspace in China and two unique general airports [2] - The biotechnology sector in Sichuan is also making significant strides, exemplified by Sichuan Zhongke Aoge Biotechnology Co., which is involved in the research and cultivation of genetically modified pigs for organ transplantation [2] Group 2: Cultural Heritage and Traditional Industries - Traditional industries such as salt production in Zigong and liquor production in Luzhou are highlighted as vital components of local development and cultural heritage [3] - The Daqian Cultural Industry Park in Neijiang houses over 200 pieces of art by Zhang Daqian, attracting more than 600,000 visitors annually, including over 20,000 overseas Chinese [4] - The Luzhou Laojiao Museum and Li Jiang Liquor Company illustrate the rich liquor culture of Luzhou, with a strong international appeal for Sichuan liquor [4] Group 3: Media Engagement and Global Communication - The "Chasing Dreams in China: Understanding Sichuan" event serves as a platform for overseas Chinese media to gain insights into Sichuan's achievements in industry and culture [4] - Canadian media representatives express the need for deeper coverage of Sichuan's developments, aiming to share authentic stories about the region with a global audience [4]