Lantai Industry (600328): The company is a manufacturer of salt and salt chemical products, the most advanced sodium chlorate producer in China's lake salt industry, and the largest producer of metallic sodium and high-purity sodium in the world. The company owns Jilantai Salt Lake with mineral reserves of1.1.400 million tons. At present, the company's raw salt production capacity is 6.5438+0.5 million tons, of which about 500,000 tons are for its own use. It is a designated salt production enterprise in China.
Shandong Haihua (000822): The Dongying salt mine development project invested by the company will provide more adequate guarantee for the company's soda ash and chlor-alkali production and improve the company's overall competitiveness. The salt mine is about 75 kilometers away from Shandong Haihua. The geological reserves of the first mining area are about 290 million tons, which can be mined for 64 years and the prospective reserves can reach 5 billion tons. The planned scale of the whole project is an annual output of 2 million tons of mineral salt, with an investment of 4 1 10,000 yuan, of which the first phase has an annual output of 1 10,000 tons and an investment of 260 million yuan. After the completion of the first phase, we will invest 654.38+0.5 billion yuan to expand the second phase project with an annual output of 654.38+0.0 million tons. As of June 20 10, the actual investment of this project is 34.59 million yuan, and the project progress is about 10.42%.
Shuanghuan Technology (000707)20 10 In June, the shareholders' meeting agreed that Chongqing Yihua, a subsidiary of Shuanghuan Alkali Industry, a holding subsidiary of the company, invested 399.22 million yuan to acquire 99.9868% equity of Chongqing Suote Salt Chemical Co., Ltd., with a registered capital of 654.38+0.67 million yuan. Suote Salt Chemical is engaged in rock salt development, production, sales and packaging of salt and salt chemical products. This acquisition is of positive significance to ensure the supply of raw materials for Chongqing Yihua and find new profit growth points.
Nanfeng Chemical Industry (000737): China Salt Chemical Industry, like Yunnan Salt Chemical Industry, is one of the few listed salt chemical companies. Under the policy of increasing the integrated listing of central enterprises in the coming year, the overall listing of China Salt Industry Group will be put on the agenda sooner or later. Yuncheng Salt Lake developed by the company is the third largest inland lake of sodium sulfate type in the world, and the quality of potassium sulfate ranks first among similar products. The company's annual output of potassium sulfate is 6.5438+0.6 million tons, and its reserves of sodium sulfate are more than 80 million tons, ranking first in the world. In Hongze, Jiangsu, Meishan, Sichuan, Hengyang, Hunan and other areas rich in mirabilite resources, the company has obtained a large number of mirabilite mining rights, and the annual output of sodium sulfate can reach 2.6 million tons, ranking first in the world. In addition, the company is the largest export base of Sodium Sulfate in China. Nanfeng chemical potash mine is rich in resources. Yuncheng Salt Lake developed by Nanfeng Chemical Industry is located in Jinnan Basin, Shanxi Province, with an area of 1.32 square kilometers. It ranks alongside the Great Salt Lake in Utah, USA and the Cuciuc Salt Lake in Siberia, Russia as the three largest inland lakes of sodium sulfate in the world. Potash, magnesium, sulfate and salt in the water gradually combine with the early siltation layer to form a thick seam. Nanfeng Chemical holds 5 1% equity of Shanxi Potash Co., Ltd., and the new process of producing potassium sulfate by mirabilite method initiated by Yuncheng Salt Lake with its own technological advantages is a breakthrough and significant achievement in international potassium sulfate production technology. The raw materials used in the product are taken from natural mirabilite in Yuncheng Salt Lake, which can ensure the comprehensive nutritional needs of crops. At the same time, the product contains no free acid and the chlorine content is extremely low. It overcomes the side effects on soil and crops, and the quality of Yunpai potassium sulfate ranks first among similar products. At present, the company's annual output of potassium sulfate is 6.5438+0.6 million tons, and other fertilizers such as foliar fertilizer, flower fertilizer, trace fertilizer, stick fertilizer and medicinal fertilizer are 654.38+0.00 tons/year, making it the third largest potash fertilizer production base in China. Yili Energy (600277): The company has abundant reserves of mirabilite, trona and salt, including mirabilite reserves of 654.38+800 million tons, alkali reserves of 6 million tons and salt reserves of 5 million tons. The company has achieved an annual output of 6.5438+300,000 tons of sodium sulfide, 300,000 tons of sodium sulfate, 250,000 tons of dried nitrate, 800,000 tons of crystallized nitrate and 80,000 tons of industrial salt. In addition, it also has rich coal reserves, with a total reserve of 2.4 billion tons. It is also rich in fluorite and limestone.
Guannong (60025 1): acquired 5 1.25% equity of Potash Science and Technology for 87 million yuan, and became the controlling shareholder of Xinjiang Lop Nur Potash Science and Technology Development Co., Ltd. Lop Nur Potash Company owns the exploration right of Lop Nur Salt Lake 166 1.53 square kilometers and the mining right of 288.79 square kilometers.
Salt Lake Potash Fertilizer (000792): Salt Lake Potash Fertilizer is located in Chaerhan Salt Lake, Qinghai Province, and is the largest soluble potassium magnesium salt deposit in China. The total reserves of various salt resources in the lake area are more than 60 billion tons, and the total proven reserves of potassium chloride are 500 million tons, of which the on-balance-sheet reserves of potassium chloride are 65.438+0.45 billion tons, accounting for 97% of the national proven reserves; The reserves of magnesium chloride are 65.438+65 million tons, and the reserves of lithium chloride are 8.246 million tons, ranking first in the country. The reserve of sodium chloride is 42.62 billion tons, which can be eaten by people all over the world in 2000.
Yunnan Salinization (002053)
1) It is estimated that the domestic caustic soda market demand will continue to maintain a steady growth trend, with an average annual growth rate of about 5.5%; Domestic PVC market demand will continue to grow rapidly, with an average annual growth rate of about 18%. Based on salt and chlor-alkali chemical products, the company actively expands into the fine chemicals and chemical building materials industries with high added value.
2) The production and operation of the company's salt industry is relatively stable. On the one hand, due to the particularity of salt industry, the state implements a franchise policy for salt and strictly manages the industrial salt market. On the other hand, salt is a necessity of people's life and an irreplaceable essential element in the process of human growth and development. Its demand is mainly determined by the average annual consumption of the population, so the market demand elasticity is small. The company's salt production and operation are stable and have certain advantages.
3) The company has the advantage of salt resources. Our company has controlled the main salt production resources in Yunnan Province and gained the advantages in salt production. The four salt mines with the largest salt resources and the best production cost in Yunnan Province-Kunming Salt Mine and Yipinglang Salt Mine.
Mine, Qiaohou Salt Mine and Mohei Salt Mine are branches of our company, which form the absolute advantage and production cost advantage of our company in salt resources in the province.
4) Advantages of integrated management mode of salt production and marketing. The company is the only enterprise in Yunnan Province that has a wholesale license for salt production, and Yunnan is one of the earliest regions in China to realize the salt business model of integrated production and sales. The company's integrated management mode of production and marketing enables the company to effectively plan and control all links from production to sales, thus improving operating efficiency.
Lantai Industry (600328)
1. concept of scarce resources: the company is a producer of salt and salt chemical products, the most mechanized producer in China Lake salt industry, the most technologically advanced producer of sodium chlorate in China, and the largest producer of metallic sodium and high-purity sodium in the world. The company owns Jilantai Salt Lake, with mineral reserves of1.1.40 million tons and annual production capacity of finished salt of 1.5 million tons. China is a designated salt production enterprise. In 2008, the gross profit margin of salt products reached 78. 13%.
2. Metal sodium faucet: The company takes salt lake resources as raw materials, introduces the most advanced production technology of DuPont Company in the United States, and produces the highest quality metal sodium products in China at present, with an annual production scale of 45,000 tons of metal sodium, becoming the largest sodium producer in the world, and also the one with the lowest power consumption, lowest cost and best quality in China, with a domestic market share of 42%. The company cooperated with China Institute of Atomic Energy to build the "National 863 Plan" industrial-scale large-scale nuclear-grade sodium plant, which filled the gap in the technical field of industrial-scale nuclear-grade sodium purification in China. Through the technical input of the Institute of Atomic Energy, the company has mastered the production technology of nuclear-grade sodium, enabling the company to successfully cut into the nuclear energy collar of high technology. In May 2008, the company completed the first cooperation with China Institute of Atomic Energy to supply sodium for the last car, and successfully realized the first cooperation between the two parties in supplying nuclear metal sodium. So far, the company has successfully provided 336 tons of nuclear-grade sodium for China Experimental Fast Reactor.
3. Capacity expansion: Jiangxi Lantai Chemical Company (registered capital of 80 million yuan, accounting for 5 1% of the company) was jointly established by the company and Zhongyan Jiangxi Salt Chemical Company, and 654.38+10,000 tons/year sodium chlorate project was invested, with 50,000 tons each in two phases. The total investment of the first phase project is about 200 million yuan, and the construction period is 654.38+02 months. The company also plans to expand another 50,000 tons of sodium chlorate by self-financing, so as to expand the production capacity to 654.38+10,000 tons, with a total investment of 654.38+56 million yuan and a construction period of 654.38+02 months (civil works and installation works have been completed by the end of 2008). In August 2008, Jiangxi Lantai plans to invest in a new hydrogen peroxide production line with a capacity of 6.5438+0.5 million tons/year, with an investment of 248 million yuan (relevant preliminary construction procedures are being handled at the end of 2008). In March 2009, the company and Jiangxi Salt Chemical Co., Ltd. planned to increase the capital of Jiangxi Lantai by 80 million yuan according to the original capital contribution ratio to ensure the smooth progress of the above new projects. Among them, the company contributed 40.8 million yuan. After the capital increase and share expansion, the total share capital of Jiangxi Lantai is 654.38+0.60 million yuan (the company holds 565.438+0% of the shares).
4. Available-for-sale financial assets: The 2008 annual report shows that the company holds (000611) 5616000 shares of Time Technology, with an initial investment cost of 9,335,900 yuan and a book value of 19992 million yuan at the end of the period.