新年伊始，调味品行业发生了几件大事。 中炬高新拟收购四川味滋美55%的股权，花了大价钱，把川式复合调味料收入囊中；恒顺醋业推出的一款"香醋可乐"，480ml装，上线两周，据说卖出四 万多瓶；还有日辰股份，宣布拟2.66亿元投资大数据基础软件。 把这些新闻放在一起，会发现有一个共性：都是跨界。有人是花几个亿买一家公司，有人是跨出自己的舒适区，大胆尝试新领域的产品。 如果拉长时间线来看，调味品企业似乎对跨界这件事都有执念，跨领域、跨产品布局的例子已愈加频繁。但这当中，有些人是为了"去占领一个明天"，有 些人更像是在"想办法熬过今天"。 这不是调侃。调味品行业已发生过太多这样的分岔路口。今天我们想跟你聊聊，调味品企业跨界这件事，背后到底藏着什么样的心思。 都是跨界，但跨出方式不一样 先来看看调味品企业跨界，都有啥偏好？ 当然，更多人还是选择在自己熟悉的圈子里试探。恒顺做醋饮、做气泡水、做文创雪糕，海天做酱油麻薯冰淇淋，亨氏和美国的冰沙品牌合作做番茄酱冰 沙……把调味品从后厨带到前厅，从烹饪场景带到即食场景，让自己能被更多消费者看到。 △图片来源：海天公众号 赚钱肯定是第一位，所以他们往往偏爱利润更厚的生意，关注那些 ...

证券代码：600929 证券简称：雪天盐业 公告编号：2026-008 雪天盐业集团股份有限公司 关于控股股东可交换公司债券解除担保及信托登记办 雪天盐业集团股份有限公司（以下简称公司）控股股东湖南盐业集 团有限公司（下称湖南盐业集团）于2023年1月10日以其所持公司部分A 股股票为标的非公开发行可交换公司债券（第一期）（以下简称本次可 交换债券、23轻盐EB），并将其持有公司的415,000,000股股份办理了担 保及信托登记手续。2026年1月15日，公司披露了《雪天盐业集团股份有 限公司关于控股股东非公开发行可交换公司债券到期赎回暨拟办理解除 可交换公司债券担保及信托登记的提示性公告》（公告编号：2026-002） ，湖南盐业集团拟向中国证券登记结算有限责任公司上海分公司申请办 理"23轻盐EB"解除质押手续，将质押专户持有的公司415,000,000股股 份解除担保及信托登记。 近日，公司收到控股股东发来的《关于可交换公司债券解除担保及 信托登记办理完成的提示函》，湖南盐业集团已办理完成上述415,000,000 股股份解除担保及信托登记手续，"23轻盐EB"信托及担保财产专户不 再持有公司股份，本 ...

Group 1 - The core viewpoint of the news is that Xue Tian Salt Industry has experienced a decline in stock price and significant changes in financing activities, indicating potential challenges in its financial performance [1][2]. - On February 2, Xue Tian Salt Industry's stock fell by 3.07%, with a trading volume of 178 million yuan. The financing buy-in amount was 20.72 million yuan, while the financing repayment was 19.17 million yuan, resulting in a net financing buy of 1.55 million yuan [1]. - As of February 2, the total margin balance for Xue Tian Salt Industry was 272 million yuan, with the financing balance accounting for 2.76% of the circulating market value, indicating a relatively high level compared to the past year [1]. Group 2 - As of September 30, the number of shareholders for Xue Tian Salt Industry was 37,500, a decrease of 9.21% from the previous period, while the average circulating shares per person increased by 10.14% to 43,711 shares [2]. - For the period from January to September 2025, Xue Tian Salt Industry reported an operating income of 3.244 billion yuan, a year-on-year decrease of 21.99%, and a net profit attributable to shareholders of 32.63 million yuan, down 90.37% year-on-year [2]. - Since its A-share listing, Xue Tian Salt Industry has distributed a total of 1.294 billion yuan in dividends, with 843 million yuan distributed over the past three years [3].

Core Viewpoint - The company, Xue Tian Salt Industry Group Co., Ltd., anticipates a significant decline in its annual performance for 2025, with net profit expected to drop by 75.51% to 83.68% compared to the previous year [2][4]. Group 1: Performance Forecast - The company estimates that the net profit attributable to shareholders for 2025 will be between 49.6 million and 74.4 million yuan, a decrease of 22.94 million to 25.42 million yuan from the previous year [2][4]. - The net profit after deducting non-recurring gains and losses is projected to be between 1.3 million and 1.95 million yuan, reflecting a reduction of 23.27 million to 23.33 million yuan year-on-year [2][4]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 368.13 million yuan, with a net profit attributable to shareholders of 303.83 million yuan and a net profit after deducting non-recurring gains and losses of 234.62 million yuan [5]. Group 3: Reasons for Performance Decline - The significant decline in net profit is primarily attributed to the chemical sector's performance, which has been adversely affected by macroeconomic conditions and market changes, leading to a decrease in prices of key products such as soda ash [7]. - The company plans to focus on core business development and innovation, implementing lean management and cost reduction measures to enhance market competitiveness [7]. - The estimated non-recurring gains and losses for 2025 are approximately 64 million yuan, influenced by various factors including government subsidies and asset disposal gains [8].

Core Viewpoint - The company Snowy Sky Salt Industry expects a significant decline in net profit for the fiscal year 2025, projecting a range of 49.6 million to 74.4 million yuan, representing a year-on-year decrease of 75.51% to 83.68% [1] Financial Performance - The anticipated decline in net profit is attributed to the chemical sector's performance, which has been adversely affected by macroeconomic conditions and market fluctuations [1] - The prices of key products, such as soda ash, have decreased compared to the previous year, contributing to the profit drop [1] Future Strategy - For 2026, the company plans to focus on core business development and innovation-driven growth, aiming to enhance market competitiveness [1] - The company will continue to implement lean management and cost-reduction measures to create value for efficient operations [1]

Core Viewpoint - The company, Xue Tian Salt Industry (600929.SH), expects a significant decline in net profit for the year 2025, projecting a range of 49.6 million to 74.4 million yuan, which represents a year-on-year decrease of 75.51% to 83.68% [1] Financial Performance - The anticipated net profit attributable to the parent company for 2025 is expected to be between 49.6 million and 74.4 million yuan, reflecting a substantial decline compared to the previous year [1] - The projected net profit after deducting non-recurring gains and losses for 2025 is estimated to be between 1.3 million and 1.95 million yuan, indicating a drastic year-on-year decrease of 99.17% to 99.45% [1] Market Conditions - The significant decline in net profit is primarily attributed to the chemical sector's performance, which has been adversely affected by macroeconomic conditions and market fluctuations [1] - The prices of key products, such as soda ash, have decreased compared to the previous year, contributing to the overall decline in profitability [1] Future Strategy - In 2026, the company plans to focus on core business development and innovation-driven growth, aiming to enhance market competitiveness [1] - The company will continue to implement lean management and extreme cost reduction measures to create value for efficient operations [1]

Core Viewpoint - The company, Xue Tian Salt Industry, anticipates a significant decline in net profit for the year 2025, projecting a range of 49.6 million to 74.4 million yuan, which represents a decrease of approximately 229 million to 254 million yuan compared to the previous year, equating to a year-on-year decline of 75.51% to 83.68% [1] Summary by Categories Financial Performance - The expected net profit for 2025 is between 49.6 million and 74.4 million yuan, marking a substantial decrease from the previous year [1] - The decline in net profit is attributed to the impact of the main business, particularly in the chemical sector, where prices for key products like soda ash have decreased year-on-year due to macroeconomic and market changes [1] Business Strategy - In 2026, the company plans to focus on deepening its core business and driving innovation, while continuing to implement lean management and cost reduction measures to enhance market competitiveness [1] Non-Operating Income - The preliminary estimate for non-operating income for 2025 is approximately 6.4 million yuan, influenced by factors such as a loss of about 3.4 million yuan from Meite New Materials and around 3 million yuan from government subsidies, asset disposal gains, and other non-operating income [1]

Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, projecting a range of 49.6 million to 74.4 million yuan, representing a year-on-year decrease of 75.51% to 83.68% [1] Financial Performance - The net profit attributable to shareholders is expected to decrease substantially compared to the previous year [1] - The decline in profit is primarily attributed to the chemical sector being affected by macroeconomic conditions and market changes [1] Product Pricing - The prices of key products, such as soda ash, have decreased year-on-year, contributing to the overall decline in profitability [1]

Financial Performance Forecast - The company expects a net profit attributable to shareholders for 2025 to be between 49.6 million and 74.4 million CNY, representing a decrease of 22.94 million to 25.42 million CNY, or a decline of 75.51% to 83.68% compared to the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 1.3 million and 1.95 million CNY, a decrease of 23.27 million to 23.33 million CNY, or a decline of 99.17% to 99.45% year-on-year [5]. - The total profit for the previous year was 368.13 million CNY, with a net profit attributable to shareholders of 303.83 million CNY and a net profit after deducting non-recurring gains and losses of 234.62 million CNY [6]. Factors Influencing Profit Decline - The decline in net profit is primarily due to the impact of macroeconomic and market changes on the chemical sector, leading to a decrease in prices of key products such as soda ash [7]. - The company anticipates non-operating gains and losses to be approximately 64 million CNY, influenced by factors such as government subsidies and asset disposal gains [8]. Strategic Focus and Management - The company will continue to focus on its core business and innovation-driven development, implementing lean management and cost reduction measures to enhance market competitiveness [7]. - The earnings forecast is based on preliminary estimates and has not been audited by an accounting firm, with no significant uncertainties expected to affect the accuracy of the forecast [10]. - The data provided is preliminary and the final financial figures will be disclosed in the official 2025 annual report [11].

Core Viewpoint - The company Snowy Salt Industry expects a significant decrease in net profit for the year 2025, projecting a range of 49.6 million to 74.4 million yuan, which represents a year-on-year decline of 75.51% to 83.68% due to adverse effects from macroeconomic conditions and market changes impacting the chemical sector, particularly the price drop of key products like soda ash [1] Summary by Category Financial Performance - The projected net profit for 2025 is estimated to be between 49.6 million and 74.4 million yuan [1] - This represents a substantial year-on-year decrease of 75.51% to 83.68% [1] Industry Impact - The chemical sector is facing challenges due to macroeconomic factors and market fluctuations [1] - Key products, such as soda ash, have experienced a decline in prices compared to the previous year [1]