Jiangxi Salt Industry 江盐集团
8 significant filings since 30 May 2026: 3 on major holder selling, 2 on loan extension and 1 on change of interest, and 2 other kinds. The latest, on 29 Aug 2026: 关于持股5%以上股东减持计划实施完毕暨减持结果的公告. On 14 Jul 2026 the company said it expects net profit for the period ending 30 Jun 2026 to fall by 67.40% to 74.18% from the same period a year earlier.
自 30 May 2026 起有 8 份重大公告：major holder selling 3 份、loan extension 2 份、change of interest 1 份，另有 2 类。最新一份（29 Aug 2026）：关于持股5%以上股东减持计划实施完毕暨减持结果的公告。14 Jul 2026 公司预告截至 30 Jun 2026 的净利润较上年同期下降 67.40% 至 74.18%。
Price History 价格走势
5 sessions 个交易日, 18 Sep to 24 Sep 2026 · Live one-minute prices · High 最高 ¥6.80 · Low 最低 ¥6.66 · −0.89% on the previous close of ¥6.73As of 25 Sep 2026 截至2026年9月25日
Jiangxi Salt Industry is a basic chemicals company listed on the Shanghai Stock Exchange since 10 Apr 2023. The company reported a 2025 revenue of RMB2.26bn, down from RMB2.68bn in 2024, with attributable net profit falling to RMB250.8m from RMB461.0m. Profit quality is strong, with operating cash flow at 2.27x net profit in 2025. The balance sheet remains healthy, with liabilities to assets at 21.5% as of 30 Jun 2026. However, recent performance has weakened: the six-month period to 30 Jun 2026 saw attributable net profit drop 70.2% year-on-year, in line with a pre-announcement of a 67% to 74% decline. Margins and cash flow per share also declined in the latest half. The company paid a dividend of RMB0.12 per share in July 2026.
江盐集团是一家基础化工企业，于2023年4月10日在上交所上市。公司2025年营业收入为22.61亿元，低于2024年的26.82亿元；归母净利润从4.61亿元降至2.51亿元。2025年经营现金流为净利润的2.27倍，盈利质量较强。截至2026年6月30日，资产负债率为21.5%，财务结构稳健。但近期业绩走弱：2026年上半年归母净利润同比下滑70.2%，与7月14日预告的下降67%至74%相符。毛利率、每股经营现金流在当期亦下降。公司于2026年7月7日每股派发现金0.12元。
| Flag 标记 | Risk 风险 | Mechanism 影响机制 |
|---|---|---|
| Pre-announced profit fall of more than 50% 预告净利润降幅超过50% | The company pre-announced a significant drop in attributable net profit. 公司业绩预告显示归母净利润大幅下滑。 | A profit decline of 67% to 74% for the first half of 2026 suggests weakening earnings power, which could pressure future cash flows and investor confidence. This follows a 45.6% drop in full-year 2025 profit. 2026年上半年归母净利润预计下降67%至74%，显示盈利能力减弱，可能影响未来现金流与投资者信心。此前2025年全年归母净利润已同比下降45.6%。 |
- Attributable net profit for the full year 2026
2026年全年归母净利润 - Operating cash flow per share in 2026
2026年每股经营现金流 - Revenue trend in the second half of 2026
2026年下半年营业收入趋势 - Changes in gross margin beyond 29.1% in 2025
毛利率是否偏离2025年的29.1% - Liabilities to assets ratio at year-end 2026
2026年末资产负债率 - Next dividend announcement and amount
下一次股息公告及金额
- Company: Jiangxi Salt Industry 江盐集团, Shanghai Stock Exchange 601065; industry Basic Chemicals; listed 10 Apr 2023.
公司：江盐集团，上海证券交易所 601065；行业：化学原料；上市日期：2023年4月10日。 - Close on 24 Sep 2026 RMB6.67; close on 24 Sep 2025 RMB8.39, RMB8.25 in today's terms; one-year change, adjusted for distributions and share changes -19.1%.
2026年9月24日收盘价6.67元；2025年9月24日收盘价8.39元（前复权8.25元）；一年涨跌幅（复权）-19.1%。 - 52-week range in today's terms, adjusted for distributions and share changes RMB6.56 to RMB9.07.
52周区间（前复权）6.56元至9.07元。 - Market capitalisation RMB4.29bn; P/E TTM 29.2; price to book 0.96x.
总市值42.87亿元；市盈率（TTM）29.2；市净率0.96倍。 - Revenue 2025 RMB2.26bn; 2024 RMB2.68bn; change -15.7%.
营业收入2025年22.61亿元；2024年26.82亿元；同比-15.7%。 - Attributable net profit 2025 RMB250.8m; 2024 RMB461.0m; change -45.6%.
归属于母公司股东的净利润2025年2.51亿元；2024年4.61亿元；同比-45.6%。 - Net profit excluding non-recurring items, 2025 change -58.3%.
2025年扣除非经常性损益后的净利润同比-58.3%。 - Basic EPS 2025 RMB0.39; 2024 RMB0.72.
基本每股收益2025年0.39元；2024年0.72元。 - Operating cash flow per share 2025 RMB0.91; 2024 RMB0.84; operating cash flow to net profit 2.27x.
每股经营现金流2025年0.91元；2024年0.84元；经营现金流与净利润之比2.27倍。 - 2025 gross margin 29.1%; net margin 11.4%; ROE 5.7%.
2025年毛利率29.1%；净利率11.4%；净资产收益率5.7%。 - At 30 Jun 2026: liabilities to assets 21.5%; current ratio 1.69; quick ratio 1.51; receivable days 11; inventory days 43.
截至2026年6月30日：资产负债率21.5%；流动比率1.69；速动比率1.51；应收账款周转天数11；存货周转天数43。 - Period to 30 Jun 2026 (six months, not comparable with the full years above): revenue RMB1.03bn, change -9.7%; attributable net profit RMB43.9m, change -70.2%; operating cash flow per share RMB0.28.
截至2026年6月30日的报告期（六个月，不可与上述全年数据直接比较）：营业收入10.32亿元，同比-9.7%；归母净利润4,393.8万元，同比-70.2%；每股经营现金流0.28元。 - Pre-announcement of 14 Jul 2026 for the period to 30 Jun 2026: attributable net profit change -74% to -67%.
2026年7月14日发布的截至2026年6月30日业绩预告：归母净利润同比-74%至-67%。 - Ownership: controlling shareholder 江西省国有资本运营控股集团有限公司; actual controller 江西省国有资产监督管理委员会; largest holder at 30 Jun 2026: 江西省国有资本运营控股集团有限公司, 35.24%.
股权：控股股东：江西省国有资本运营控股集团有限公司；实际控制人：江西省国有资产监督管理委员会；2026年6月30日第一大股东：江西省国有资本运营控股集团有限公司，持股35.24%。 - Latest distribution: ex-date 7 Jul 2026, cash RMB0.12 per share.
最近一次分配：除权除息日2026年7月7日，每股现金0.12元。 - Aurelian Grade C, score 56.0 of 100, graded within a peer group of 61 companies in its industry; no rank among peers is given.
金源评级C，得分56.0（满分100），于行业同业61家中评定；未提供其在同业中的排名。 - Not held for this report: receivable ageing, litigation case amounts, the order book, the auditor's opinion and key audit matters, segment revenue.
本报告未掌握：应收账款账龄、诉讼案件金额、在手订单、审计意见及关键审计事项、分部收入。