证券代码：603299 证券简称：苏盐井神 公告编号：2025-051 二、投资者提出的主要问题及公司回复情况 公司通过上海证券交易所上证路演中心网络平台就投资者提出的问题及本次 业绩说明会前以临时公告公开预征集的投资者普遍关心问题进行了回复，主要问 题及回复情况如下： 问题1：公司在成本上，与竞争对手相比，有哪些具体优势？能否举例分类别进 行说明？ 江苏苏盐井神股份有限公司 关于2025年第三季度业绩说明会召开情况的公告 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。 江苏苏盐井神股份有限公司（以下简称"公司 "）于 2025 年 10 月 29 日 9:00—10:00，通 过 上 海 证 券 交 易 所 上 证 路 演 中 心 （网 址 ： http://roadshow.sseinfo.com/）以网络文字互动的方式召开了2025 年第三季度 业绩说明会。现将相关情况公告如下： 一、业绩说明会召开情况 公司于2025年10月21日披露了《关于召开2025年第三季度业绩说明会的公告》 （公告编号：2025-046）。20 ...

Core Viewpoint - The company is currently in a critical phase of project construction and market expansion for its energy storage business, with significant revenue not expected until 2025 [1] Group 1 - The energy storage business is still in the project construction or market expansion phase [1] - The company does not anticipate large-scale and stable revenue generation until 2025 [1] - The company will continue to promote the implementation and commercialization of energy storage projects [1]

Group 1 - The company Su Yan Jing Shen (SH 603299) announced its fourth board meeting of the sixth session on October 27, 2025, to discuss the adjustment of the 2025 investment plan [1] - For the year 2024, the company's revenue composition is 90.65% from salt and salt chemical products, while other businesses account for 9.35% [1] - As of the report, Su Yan Jing Shen has a market capitalization of 8.7 billion yuan [1]

Core Viewpoint - Su Yan Jing Shen (603299.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 3.357 billion yuan, representing a year-on-year decrease of 17.04% [1] - The net profit attributable to shareholders of the parent company was 410 million yuan, down 37.46% year-on-year [1] - The basic earnings per share stood at 0.5244 yuan [1]

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。 重要内容提示 一、交易情况概述 （一）交易目的 公司主要生产食盐、工业盐、纯碱等产品，近年受国际国内宏观经济、行业 证券代码：603299 证券简称：苏盐井神 公告编号：2025-049 江苏苏盐井神股份有限公司 关于开展套期保值业务的公告 - 1 - 交易目的：为合理规避产品及原材料价格波动对公司生产经营的影响，提升 整体抵御风险能力，江苏苏盐井神股份有限公司（以下简称"公司"）及所 属子公司拟开展与生产经营相关的期货套期保值业务。 交易品种及场所：郑州商品交易所上市的纯碱期货，大连商品交易所上市的 焦煤期货。 交易金额：公司及所属子公司开展套期保值交易保证金额度不超过人民币 3 亿元，该额度可循环使用，但期限内任一时点交易保证金总额不超过人民币 3 亿元。 履行的审议程序：该事项已经公司第六届董事会审计与风控委员会 2025 年 第三次会议、第六届董事会第四次会议审议通过，无需提交公司股东会审议。 特别风险提示：公司开展套期保值业务可以部分规避价格风险，有利于稳定 公司的正常 ...

(一）主要产品价格变动情况（不含税） | 主要产品 | 报告期 | 同期 | 价格同比增减 | 增减变动 | | --- | --- | --- | --- | --- | | | （元/吨） | （元/吨） | （元/吨） | （%） | | 盐类产品 | 350.19 | 403.95 | -53.76 | -13.31 | | 碱类产品 | 1,236.98 | 1,862.45 | -625.47 | -33.58 | | 钙类产品 | 656.09 | 787.86 | -131.77 | -16.73 | 证券代码：603299 证券简称：苏盐井神 公告编号：2025-050 江苏苏盐井神股份有限公司 2025 年前三季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法律责任。 江苏苏盐井神股份有限公司（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 3 号—行业信息披露第十三号—化工》有关规定，现将 2025 年前三季度主要经营数据披露如下： | 主要产品 | 产量（吨） | | 销量（吨 ...

公司主要生产食盐、工业盐、纯碱等产品，近年受国际国内宏观 经济、行业政策调整以及市场供需结构变化等多重因素影响，产品及 原材料的价格波动加剧，对公司生产经营带来了较大风险。开展套保 业务，有助于公司充分利用期货市场价格发现、风险对冲、避险保值 功能，规避或减少因产品及原材料价格发生不利变动引起的损失，降 低对企业正常生产经营的不利影响，提升整体抵御风险的能力。 二、开展套期保值业务的概况 江苏苏盐井神股份有限公司 关于开展套期保值业务的可行性分析报告 江苏苏盐井神股份有限公司（以下简称"公司"）及所属子公司 拟使用自有资金开展与生产经营相关的套期保值业务。 一、开展套期保值业务的目的及必要性 （一）交易品种 郑州商品交易所上市的纯碱期货，大连商品交易所上市的焦煤期 货。 （二）交易金额 公司及所属子公司开展套期保值交易保证金额度不超过人民币 3 亿元，该额度可循环使用，但期限内任一时点交易保证金总额不超 过人民币 3 亿元（含所属子公司保证金）。 （三）资金来源 公司自有资金。 （四）交易期限 董事会审议通过之日起 12 个月内。 三、开展套期保值业务的可行性 （一）公司根据《上海证券交易所股票上市规则》《上 ...

一、董事会召开情况 江苏苏盐井神股份有限公司（以下简称"公司"）第六届董事会第四次会议 于 2025 年 10 月 27 日在公司以现场会议及通讯表决相结合的方式召开，会议通 知已于 2025 年 10 月 17 日以电子邮件的方式发出。本次会议由董事长吴旭峰先 生主持，应参加表决董事 9 名，实际参加表决董事 9 名。会议的召集、召开与表 决程序符合《公司法》《公司章程》《董事会议事规则》等有关规定，会议合法有 效。 二、董事会审议情况 证券代码：603299 证券简称：苏盐井神 公告编号：2025-048 江苏苏盐井神股份有限公司 第六届董事会第四次会议决议公告 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。 表决情况：同意【9】票，反对【0】票，弃权【0】票。 3、审议通过了《关于公司 2025 年度投资计划调整的议案》 本议案已经公司第六届董事会战略与 ESG 委员会 2025 年第二次会议审议通 过。 表决情况：同意【9】票，反对【0】票，弃权【0】票。 特此公告。 江苏苏盐井神股份有限公司董事会 1、审议通过了《2 ...

Financial Performance - The company's operating revenue for the third quarter was ¥998,872,089.07, a decrease of 18.14% compared to the same period last year[4]. - The total profit for the third quarter was ¥140,555,124.51, down 33.37% year-on-year[4]. - The net profit attributable to shareholders was ¥65,695,662.06, reflecting a significant decline of 62.24% compared to the previous year[4]. - The net profit after deducting non-recurring gains and losses for the third quarter was ¥33,773,860.43, a decrease of 79.71% year-on-year[4]. - Basic earnings per share for the third quarter were ¥0.0840, a decline of 62.83% year-on-year[5]. - Net profit for the first three quarters of 2025 was CNY 416,638,142.77, down 37.0% from CNY 661,702,529.81 in the same period of 2024[21]. - Basic and diluted earnings per share for the first three quarters of 2025 were CNY 0.5244, compared to CNY 0.845 in the same period of 2024[22]. Cash Flow - The cash flow from operating activities for the year-to-date period was ¥176,548,225.23, down 82.87% compared to the previous year[5]. - Cash flow from operating activities generated a net amount of CNY 176,548,225.23, a significant decrease from CNY 1,030,571,364.70 in the first three quarters of 2024[25]. - Cash received from sales of goods and services was CNY 2,908,438,176.26, down from CNY 4,216,433,738.84 in the previous year, indicating a decline of 30.9%[25]. - Total cash outflow from operating activities was CNY 3,147,860,983.55, compared to CNY 3,611,772,141.37 in the same period of 2024[25]. - The net increase in cash and cash equivalents was -$331.56 million, leading to an ending balance of approximately $2.22 billion[26]. - The cash and cash equivalents at the beginning of the period were approximately $2.55 billion, compared to $3.03 billion in the previous period[26]. Assets and Liabilities - Total assets at the end of the reporting period were ¥10,670,771,394.15, an increase of 8.70% from the end of the previous year[5]. - The total liabilities reached CNY 4,105,520,084.36, compared to CNY 3,359,859,580.78 in the prior year, reflecting an increase of approximately 22.1%[17]. - The company's current assets totaled CNY 4,020,667,864.60, slightly up from CNY 4,007,228,041.40 in the previous period, indicating a marginal increase of about 0.3%[15]. - The company's total equity attributable to shareholders was CNY 6,155,065,744.83, up from CNY 6,053,372,977.34, showing an increase of approximately 1.7%[17]. Non-Recurring Gains and Expenses - The company reported non-recurring gains of ¥31,921,801.63 for the current period[8]. - The decline in net profit was primarily due to a significant drop in sales prices of major salt products, leading to reduced operating profit[9]. - The company reported a decrease in research and development expenses to CNY 192,252,721.28 from CNY 178,268,159.72, reflecting an increase of 7.4%[20]. Investment Activities - Investment activities generated cash inflow of CNY 30,949,659.49, a decrease from CNY 955,986,491.88 in the previous year[25]. - Investment activities cash outflow totaled approximately $1.12 billion, with a net cash flow from investment activities of -$1.09 billion[26]. - The company reported a significant decrease in net cash flow from investment activities, dropping from -$170.33 million to -$1.09 billion[26]. Financing Activities - Financing activities cash inflow amounted to approximately $3.01 billion, while cash outflow for financing activities was about $2.43 billion, resulting in a net cash flow from financing activities of approximately $584.26 million[26]. - The company received $3.01 billion from borrowings, a significant increase compared to $1.05 billion in the previous period[26]. - Cash paid for debt repayment was approximately $2.05 billion, up from $1.24 billion in the prior period[26]. - Cash paid for dividends and interest was approximately $376.11 million, slightly higher than $363.27 million in the previous period[26]. Other Information - The impact of exchange rate changes on cash and cash equivalents was minimal, with a positive effect of $2,301.26[26]. - The company will not apply new accounting standards starting from 2025[27].

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with dividend yields [1] Group 1: Stock Performance - The top stock, Su Yan Jing Shen (603299 SH), experienced a daily increase of 5.93% and a year-to-date increase of 15.78%, with a dividend yield of 3.60% [1] - Dai Mei Co., Ltd. (603730.SH) saw a daily rise of 4.43% and a year-to-date rise of 14.15%, with a dividend yield of 3.57% [1] - China Steel International (000928.SZ) reported a daily increase of 4.27% and a year-to-date increase of 12.30%, with a dividend yield of 4.38% [1] - Jiangyin Bank (002807.SZ) had a daily increase of 3.56% and a year-to-date increase of 25.93%, with a dividend yield of 3.82% [1] - China National Offshore Oil Corporation (600938.SH) increased by 3.51% daily but has a year-to-date decline of 3.50%, with a dividend yield of 4.69% [1] Group 2: Additional Notable Stocks - Agricultural Bank of China (601288.SH) showed a daily increase of 2.67% and a remarkable year-to-date increase of 58.31%, with a dividend yield of 2.99% [1] - Jiufeng Energy (605090 SH) had a daily rise of 2.60% and a year-to-date rise of 24.16%, with a dividend yield of 3.37% [1] - Youfa Group (601686.SH) reported a daily increase of 2.57% and a year-to-date increase of 31.09%, with a dividend yield of 4.25% [1] - Gujia Home Furnishing (603816.SH) increased by 2.36% daily and 16.31% year-to-date, with a dividend yield of 4.54% [1] - CITIC Bank (601998 SH) had a daily increase of 2.32% and a year-to-date increase of 15.81%, with a dividend yield of 4.41% [1]