南财智讯1月29日电，中盐化工发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润约为 7520万元，同比预减约85.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润约 为405万元，同比预减约99.00%。本期业绩预减的主要原因：（一）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。（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4834.67万元。2.上期确认金属钠专利技术使用权收益13018.87万元。 ...

Core Viewpoint - The article discusses the current state and future outlook of the salt industry in China, highlighting a decline in raw salt production and providing insights into investment opportunities within the sector [1]. Industry Overview - According to the National Bureau of Statistics, China's raw salt production in December 2025 was 3.83 million tons, representing a year-on-year decrease of 12.4% [1]. - The cumulative raw salt production in China for the year 2025 reached 60.01 million tons, showing a slight decline of 0.3% compared to the previous year [1]. Companies Mentioned - The article lists several companies involved in the salt industry, including: - Su Yan Jing Shen (603299) - Zhong Yan Chemical (600328) - Xue Tian Salt Industry (600929) - Shandong Haihua (000822) - San You Chemical (600409) - Yunnan Salt Chemical (002053) [1]. Research Report - The article references a report by Zhiyan Consulting titled "Analysis of Investment Opportunities and Market Outlook Trends in China's Salt Industry from 2026 to 2032," indicating a focus on future market trends and investment potential [1].

Group 1: Leadership Changes in State-Owned Enterprises - Shen Zhaojun has been appointed as the Chairman and Party Secretary of China Salt Industry Group Co., Ltd., replacing his previous roles at China Aviation Oil Group [3] - Zu Bin has been appointed as the Chairman and Party Secretary of China Poly Group Co., Ltd., succeeding his previous positions at various state-owned enterprises [4][5] Group 2: Company Profiles - China Salt Industry Group, established in 1950, is a leading state-owned enterprise in the salt industry, with a workforce of 25,000 and a business model that includes salt resource exploration, engineering design, R&D, production, and marketing [3] - China Poly Group has developed a diversified business model over 40 years, covering areas such as trade, real estate, culture, technology, engineering, and finance, with operations in over 100 cities domestically and nearly 100 countries globally [5] Group 3: Corporate Developments - China Salt Industry Group has two listed companies: China Salt Chemical and Hong Sifang, with plans for another core subsidiary, China Salt Co., to submit an IPO prospectus by the end of 2025 [3] - China Poly Group controls five listed companies, including Poly Development and Poly Property Group, reflecting its extensive business reach [5] Group 4: Changes in External Directors - Recent changes in external directors include the appointment of Zhao Yongfeng and Gao Ligang to China Coal Energy Group, and the appointment of Gao Chunlei, Li Yueping, Jia Shirui, and Fan Qixiang to China Communications Construction Group [6]

Group 1: Leadership Changes in State-Owned Enterprises - Shen Zhaojun has been appointed as the Chairman and Party Secretary of China Salt Industry Group Co., Ltd., replacing his previous roles at China Aviation Oil Group [3] - Zu Bin has been appointed as the Chairman and Party Secretary of China Poly Group Co., Ltd., succeeding his previous positions at various state-owned enterprises [4][5] Group 2: Company Profiles - China Salt Industry Group, established in 1950, is a leading state-owned enterprise in the salt industry, with a workforce of 25,000 and a business model that includes salt resource exploration, engineering design, R&D, production, and marketing [3] - China Poly Group has developed a diversified business model over 40 years, covering areas such as trade, real estate, culture, technology, engineering, and finance, with operations in over 100 cities domestically and nearly 100 countries globally [5] Group 3: Changes in External Directors - Recent changes in external directors have been noted at China Coal Energy Group and China Communications Construction Group, with new appointments and removals of external directors [6]

Core Viewpoint - The company emphasizes the importance of investor relations management and aims to enhance the quality of information disclosure to increase investor recognition of its long-term investment value [1] Group 1: Investor Relations - The company is committed to addressing investor needs and improving communication through multiple channels [1] - The focus is on increasing investor confidence in the company's long-term value [1] Group 2: Business Strategy - The company is concentrating on its core responsibilities and functions while accurately understanding market and policy trends [1] - There is a continuous effort to strengthen and develop advantageous products [1] - The company is actively exploring strategic emerging industries to enhance product competitiveness and added value [1]

Core Viewpoint - The company emphasizes the importance of market value management, focusing on strengthening its fundamentals and enhancing overall value to instill investor confidence [1] Group 1: Company Strategies - The company is committed to focusing on its core business and continuously improving corporate governance and internal operations to solidify its fundamentals and support performance [1] - The company is implementing share buybacks, cash dividends, and enhancing the quality of information disclosure to boost overall value [1] - Strengthening investor relations management is part of the company's strategy to communicate effectively with the market [1]

（编辑 任世碧） 证券日报网讯 1月12日，中盐化工在互动平台回答投资者提问时表示，公司持续聚焦主业，推进优势板 块规模化、高端化、差异化，提升优势产品的产业引领力、标准影响力、价格主导力和价值创造力；推 动传统产业优化升级，绿色化数字化智能化发展；积极布局新业务领域，拓展新发展空间，塑造新的竞 争优势，推动企业高质量发展。 ...

Group 1 - The company currently has a soda ash production capacity of 3.9 million tons per year, with cost control in the Qinghai region being among the best in the industry, providing strong market competitiveness [2] - The company is planning a new project to produce 5 million tons of natural soda ash, which will significantly enhance its cost advantages in soda ash production and further strengthen its scale advantages in the industry [2] - The completion and full production of the new project will consolidate the company's leading position in the soda ash industry and increase its influence within the sector [2]

Group 1 - The core viewpoint of the article is that Zhongyan Chemical has completed its share repurchase plan, with a total of 9.03657 million shares repurchased for a total amount of 67.0411 million yuan, excluding transaction fees [1] Group 2 - The company disclosed the details of the share repurchase in its announcement dated December 24, 2025, under the announcement number 2025-108 [1]

Core Viewpoint - The company, Zhongyan Chemical, provided financial performance data for its subsidiaries, indicating strong revenue and profit figures for the first half of 2025 [1] Financial Performance Summary - The sodium subsidiary reported a revenue of 621,946,258.51 yuan, an operating profit of 67,445,293.11 yuan, and a net profit of 59,361,391.59 yuan [1] - The chlor-alkali subsidiary achieved a revenue of 2,465,231,051.15 yuan, with an operating profit of 137,167,575.34 yuan and a net profit of 128,783,940.17 yuan [1] - The company emphasized its commitment to high-quality information disclosure, ensuring that all disclosures are true, accurate, and complete [1]