1月30日消息，天眼查数据显示，中盐内蒙古化工股份有限公司发布中盐内蒙古化工股份有限公司-中盐 化工zywj20260130015通用-127车内外胎/堆垛车承载轮-采购公告，发布时间为2026年1月30日。 ...

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

Core Viewpoint - Zhongyan Chemical's 2025 annual performance forecast indicates a net profit of approximately 75.2 million yuan, representing a year-on-year decrease of about 85%, yet the company remains profitable amidst a challenging soda ash industry, showcasing strong resilience and risk management capabilities [2] Group 1: Performance and Industry Context - The decline in net profit is primarily attributed to significant decreases in soda ash prices due to changes in supply and demand dynamics, leading to a substantial squeeze on gross margins [2] - In December 2025, soda ash prices fell below 1,100 yuan per ton, marking a new low for the year and indicating severe losses within the industry, with an average capacity utilization rate of only 73.4% [2][3] - Many companies in the soda ash sector are reducing production loads to manage losses, with some considering shutting down production lines due to high costs and difficulties in turning profits [2][3] Group 2: Strategic Initiatives and Future Outlook - Zhongyan Chemical is not slowing down its industrial layout; instead, it is enhancing its core business through capacity upgrades to solidify its leading position in the industry [4] - The company plans to invest approximately 83.97 million yuan in expanding its sodium metal production capacity, aiming to maintain over 30% of global sodium metal production capacity [4] - The company has obtained mining rights for natural soda in Inner Mongolia and is advancing a project to produce 5 million tons of natural soda annually, which aligns with national strategies for carbon reduction and industry optimization [5] - The natural soda production method is expected to provide significant advantages in terms of energy consumption, cost, and environmental impact, further enhancing the company's competitive position in the soda ash market [5]

1月29日消息，天眼查数据显示，中盐内蒙古化工股份有限公司发布中盐内蒙古化工股份有限公司- zyzyn20260128电仪012-050称重-采购公告，发布时间为2026年1月29日。 ...

证券代码：600328 证券简称：中盐化工 公告编号：2026-004 中盐内蒙古化工股份有限公司 2025年年度业绩预告 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。 重要内容提示： ●本期业绩预告适用于"净利润与上年同期相比下降50%以上"情形。 ●经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润7,520万元左右，与上年同期 相比，将减少44,360万元左右，同比减少85%左右。 ●预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润405万元左右，与上年同期相 比，将减少34,390万元左右，同比减少99%左右。 一、本期业绩预告情况 （一）业绩预告期间 （二）非经营性损益的影响：1.本期处置鄂托克旗胡杨矿业有限责任公司持有石灰石矿权形成收益 4,834.67万元。2.上期确认金属钠专利技术使用权收益13,018.87万元。 （二）业绩预告情况 经财务部门初步测算： 1.预计2025年年度实现归属于母公司所有者的净利润7,520万元左右，与上年同期（法定披露数据）相 比，将减少 ...

中盐化工（600328）(600328.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润 7520万元左右，与上年同期相比，将减少44,360万元左右，同比减少85%左右。 ...

智通财经APP讯，中盐化工(600328.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净 利润7520万元左右，与上年同期相比，将减少44,360万元左右，同比减少85%左右。 ...

受行业供需变化影响，报告期内公司主营产品纯碱售价同比显著下降，导致公司纯碱产品的毛利率空间 受到挤压，盈利水平下降，尤其中盐昆山有限公司业绩下滑明显。2025年，为应对市场变化，公司采取 优化工艺管控与多维挖潜降本，持续推进节能降碳、节水降耗等措施；同时深化市场攻坚与商业模式创 新，着力拓展盈利空间，以降低产品价格波动对公司经营业绩的影响。 格隆汇1月29日丨中盐化工(600328.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润7,520万元左右，与上年同期相比，将减少44,360万元左右，同比减少85%左右。预计 2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润405万元左右，与上年同期相比，将 减少34,390万元左右，同比减少99%左右。 ...

证券代码：600328 证券简称：中盐化工 公告编号：2026-004 ●经财务部门初步测算，预计 2025 年年度实现归属于母公司所 有者的净利润 7,520 万元左右，与上年同期相比，将减少 44,360 万 元左右，同比减少 85%左右。 ●预计 2025 年年度实现归属于母公司所有者的扣除非经常性损 益的净利润 405 万元左右，与上年同期相比，将减少 34,390 万元左 右，同比减少 99%左右。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 经财务部门初步测算： 中盐内蒙古化工股份有限公司 2025年年度业绩预告 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。 重要内容提示： ●本期业绩预告适用于"净利润与上年同期相比下降 50%以上" 情形。 1.预计 2025 年年度实现归属于母公司所有者的净利润 7,520 万 元左右，与上年同期（法定披露数据）相比，将减少 44,360 万元左 右，同比减少 85%左右； 二、上年同期 ...

中盐化工公告称，预计2025年年度实现归属于母公司所有者的净利润7520万元，同比减少4.44亿元，降 幅85%；扣非净利润405万元，同比减少3.44亿元，降幅99%。上年同期净利润5.19亿元，扣非净利润 3.48亿元。业绩预减一是行业供需变化致主营产品纯碱售价下降，盈利水平降低；二是非经营性损益影 响，本期处置矿权形成收益4834.67万元，上期确认专利技术使用权收益1.30亿元。 ...