What are the edible salt stocks?
Salt concept stocks mainly include salt production and salt sales companies, such as Yunnan Salt Chemical, Lantai Industrial, Nanfeng Chemical, etc. These companies have benefited from the consumption rigidity of the salt industry and the growing market demand. Their performance has been stable and their stock prices have performed well, which deserves investors' attention. Below, the editor brings you some edible salt stocks. Let’s take a look at them. I hope they can be used as a reference.
What are the stocks of edible salt?
1. Yunnan Salt Chemical (02053): The company is the only enterprise in Yunnan Province with salt production and wholesale licenses, and Yunnan is the first in the country to achieve production and sales. One of the areas with integrated salt industry business model. The company has controlled the main salt production resources in Yunnan Province. The four salt mines with the largest salt resource reserves and the best production costs in the province - Kunming Salt Mine, Yipinglang Salt Mine, Qiaohou Salt Mine and Mohei Salt Mine are already subsidiaries of the company. The company has formed an absolute advantage in salt resources and production cost advantages in the province.
2. Lantai Industrial (600328): The company is a salt and salt chemical products manufacturer. It is the most mechanized manufacturer in the domestic lake salt industry, the most technologically advanced sodium chlorate manufacturer in the country, and The world's largest manufacturer of metallic sodium and high-purity sodium. The company owns the Gilantai Salt Lake with mineral reserves of 114 million tons. At present, the company's raw salt production capacity is 1.5 million tons, of which about 500,000 tons are used for its own use. It is a nationally designated salt production enterprise.
3. Shandong Haihua (000822): The Dongying Salt Mine Development Project invested by the company will provide more sufficient 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 Haihua, Shandong. The geological reserves in the first mining area are about 290 million tons. It can be mined for 64 years and the prospective reserves can reach 5 billion tons. The entire project is planned to have an annual output of 2 million tons of mineral salt, with an investment of 410 million yuan. The first phase has an annual output of 1 million tons, with an investment of 260 million yuan. After the completion of the first phase, 150 million yuan will be invested to expand the second phase of the project with an annual output of 1 million tons. As of June 2010, the actual investment in this project has been 34.59 million yuan, and the project progress is approximately 10.42 million yuan.
4. Shuanghuan Technology (000707) In June 2010, the shareholders’ meeting agreed that Chongqing Yihua, a subsidiary of Shuanghuan Alkali Industry, the company’s holding subsidiary, would invest 399.22 million yuan to acquire Chongqing Soter Salt Chemical Co., Ltd. 99.9868 of equity. Sote Salt Chemical has a registered capital of 167 million yuan and operates rock salt development, production and sales of salt and salt chemical products, sales of packaging materials, efficient ecological agriculture technology, and high-tech mariculture technology consulting. Sauter Salt Chemical Co., Ltd. is my country's current main mine salt production base and a large national iodized edible salt production enterprise. This acquisition has positive significance in ensuring the supply of raw materials to Chongqing Yihua and finding new profit growth points.
5. Nanfeng Chemical (000737): A Chinese salt chemical enterprise, like Yunnan Salt Chemical, is one of the few listed salt chemical companies. As the country intensifies its policy on the integration and listing of central enterprises in the coming year, the overall listing of China Salt Group will also be on the agenda sooner or later. The Yuncheng Salt Lake developed by the company is the third largest sodium sulfate inland lake in the world, and the quality of potassium sulfate ranks first among similar products. The company has an annual output of 160,000 tons of potassium sulfate, and its sodium sulfate reserves reach more than 80 million tons, making it the world's largest production and sales volume. The company has acquired the mining rights of a large number of thenardite mines in areas rich in mirabilite resources such as Hongze in Jiangsu, Meishan in Sichuan, and Hengyang in Hunan. Its annual output of sodium sulfate can reach 2.6 million tons, ranking first in the world. In addition, the company is also the largest export base of Yuanming powder in China. Nanfeng Chemical is rich in potash resources. The Yuncheng Salt Lake it developed is located in the Shanxi Jinnan Basin, covering an area of ??132 square kilometers. It is one of the three largest sodium sulfate inland lakes in the world, along with the Great Salt Lake in Utah, USA, and the Kuchuk Salt Lake in Siberia, Russia. The potash, magnesium, sulfate and salt in the water gradually combined with the early siltation layer to form a thick ore layer.
Nanfeng Chemical holds 51% of Shanxi Potash Fertilizer Co., Ltd., and uses the Yuncheng Salt Lake's Glauber's Salt resource advantages and its own technical advantages to create a new process for producing potassium sulfate using the Glauber's Salt method. It is a breakthrough and major achievement in international potassium sulfate production technology. The raw materials used in the product are from The natural Glauber's salt from Yuncheng Salt Lake [collected by friends of retail investors] can ensure the comprehensive nutritional needs of crops. At the same time, the product does not contain free acid and has extremely low chloride content, which overcomes the side effects on soil and crops, making the "Yun" brand The quality of potassium sulfate ranks first among similar products. The company currently produces 160,000 tons of potassium sulfate per year, and other products such as foliar fertilizer, flower fertilizer, micro-fertilizer, stick fertilizer, and medicinal fertilizer, with an annual scale of 100 tons. It is the third largest potash fertilizer producer in my country. base.
6. Elion Energy (600277): The company has abundant reserves of Glauber's salt, trona, salt and other resources, including 180 million tons of Glauber's salt reserves, 6 million tons of alkali, and 5 million tons of salt. The company has achieved excellent performance with an annual output of 130,000 tons of sodium sulfide, 300,000 tons of Yuanming powder, 250,000 tons of solar nitrate, 800,000 tons of crystallized nitrate, and 80,000 tons of industrial salt. It also has abundant coal reserves, with total reserves reaching 2.4 billion tons. It also has abundant fluorite and limestone mines.
7. Guannong Shares (600251): Acquired 51.25 shares of Potash Technology for 87 million yuan and became the controlling shareholder of Xinjiang Lop Nur Potash Technology Development Co., Ltd. Lop Nur Potash Company owns 1,661.53 square kilometers of exploration rights and 288.79 square kilometers of mining rights in Lop Nur Salt Lake. Its proven resources are 2.5 billion tons, accounting for half of China’s proven potash reserves.
8. Salt Lake Potash (000792): Salt Lake Potash is located in Qarhan Salt Lake in Qinghai Province, which is the largest soluble potassium and magnesium salt deposit in my country. The total reserves of various salt resources in the lake area reach more than 60 billion tons, and the total proven reserves of potassium chloride are 500 million tons, of which the on-table reserves of potassium chloride are 145 million tons, accounting for 97% of the country's proven reserves; The reserves of magnesium chloride are 1.65 billion tons and the reserves of lithium chloride are 8.246 million tons, both ranking first in the country; the reserves of sodium chloride are 42.62 billion tons, which can be consumed by people all over the world for 2000.
What are the salt industry reform concept stocks?
The salt industry reform concept sector currently involves very few stocks in A-shares, including 600328 Lantai Industrial, 600409 Sanyou Chemical, 002053 Yunnan Energy Investment and so on.
What concept stock is China Salt Chemical?
1. From a company perspective
China Salt Chemical is a company integrating salt, salt chemicals, pharmaceutical and health products, etc. A comprehensive enterprise integrating production and sales, the company's main business includes salt products, fine chemical products, basic chemical products and pharmaceutical and health care products. The world's No. 1 sodium metal production base is here, and it is a soda ash production enterprise with technology that is far ahead in related fields. After briefly introducing the company, let’s look at the company’s advantages.
Advantage 1. Global metal sodium leader
The company's sodium metal production capacity is 65,000 tons, accounting for 41.01% of the total domestic designed production capacity. It has technological and resource advantages in the industry and is in a leading position in the industry , is the world's largest manufacturer of sodium metal.
Advantage 2. Huge scale and resources, leading technology, and complete industrial chain facilities
The company owns the Jilantai Salt Lake located in Alxa League, Inner Mongolia and the Qaidam Basin in Qinghai Province. Keke Salt Lake also has abundant reserves of limestone, coal and other resources, providing high-quality resource guarantee for the development of the salt chemical industry. The metal sodium production process adopts the American DuPont sodium production technology. After years of digestion and absorption, the production process is superb. It has considerable advantages in DC power consumption, power efficiency, and salt consumption. They are all at international level and ahead of domestic and foreign counterparts.
What does the salt lake lithium extraction concept stock mean?
1. Salt lake lithium extraction, as the name suggests, refers to the lithium-containing brine formed by extracting potassium salt from salt lake brine for deep magnesium removal, After carbonization and impurity removal and complexation and calcium removal, lithium carbonate is obtained, and lithium carbonate is an important raw material in the new energy industry. Lithium extraction from salt lakes is to extract lithium carbonate from old brine after potassium chloride has been extracted.
All lithium batteries for new energy vehicles, whether they are ternary lithium batteries or lithium iron phosphate batteries, are mainly made of lithium carbonate. Lithium extraction from salt lakes actually involves extracting lithium carbonate through an extraction process.
2. Concept stocks refer to stocks with a certain special connotation, and this connotation is usually regarded as a stock selection and speculation theme, becoming a hot spot in the stock market. They have specific names, things, themes, etc., such as financial stocks, real estate stocks, asset restructuring stocks, brokerage stocks, Olympic theme stocks, insurance stocks, futures concepts, etc., which are all called concept stocks. To put it simply, concept stocks are early speculations on the growth of the operating performance of the industry in which the stock is located.
1. Concept stocks rely on a certain theme such as the concept of asset restructuring, the concept of three links, etc. to support prices. Chinese concept stocks are what foreign investors call all Chinese stocks listed overseas because they are optimistic about China's economic growth.
2. Concept stocks are relative to performance stocks. Performance stocks need to be supported by good performance. Concept stocks rely on a certain theme such as the concept of asset restructuring, the concept of three links, etc. to support prices.
3. It is understood that the total global lithium resources are between 31.9 and 51.9 million tons, distributed in brine and ores, of which brine lithium resources account for 62.60%. Compared with using ore as raw material to produce lithium salt, using brine as raw material to produce lithium salt has low energy consumption and low cost, and the overall cost can be saved by 30 to 50 yuan.
What are the stocks of listed hydrochloric acid companies?
Hydrochloric acid, scientific name is hydrochloric acid, is an aqueous solution of hydrogen chloride (chemical formula: HCl) and is a monobasic acid. Hydrochloric acid is a strong acid, and concentrated hydrochloric acid is extremely volatile. Therefore, when a container containing concentrated hydrochloric acid is opened, acid mist can be seen above. It is the small droplets of hydrochloric acid produced after the volatilization of hydrogen chloride combines with water vapor in the air. Hydrochloric acid is a common chemical. Under normal circumstances, the mass fraction of hydrogen chloride in concentrated hydrochloric acid is around 38. At the same time, the main component of gastric acid is also hydrochloric acid.
Hydrochloric acid concept stock Qingsong Jianhua (Quotes,
Information): 2011 performance is in line with expectations
CITIC Guoan (Quotes,
Information): Resources, information services and real estate troika
Guannong Shares (Quotes,
Information): Luopotassium investment income increased, promoting performance growth
Salt Lake Shares (Quotes,
Information): Two factors promote the recovery of the potash fertilizer market
Hubei Yihua (Quotes,
Information): Completed additional issuance, Financial pressure has eased
Shandong Haihua (Quotes,
Information): Soda ash boom has declined, and high growth is difficult to continue
Lantai Industrial (Quotes,
Information)
Information): The Pearl of the Gobi is unknown, and salt lake resources create an inflection point
Shuanghuan Technology (Quotes,
Information) Comments on the third quarter report: Rising soda ash prices lead to performance Stocks that benefited from the surge in the stocks of listed hydrochloric acid companies
From an investment perspective, continue to focus on Yantai Wanhua (Quotes,
Information) (MDI), Xingfa Group (Quotes,
Information) (Phosphorus Chemical), Winbond Pharmaceutical (Quote,
Information), Yangnong Chemical (Quote,
Information) (Pesticide), Hualu Hengsheng (Quotes,
Information), Hubei Yihua, Yuntianhua (Quotes,