天眼查商业履历信息显示，天通控股股份有限公司，成立于1999年，位于嘉兴市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本123343.4416万人民币，实缴资本 123343.4416万人民币。公司法定代表人为潘正强。 通过天眼查大数据分析，天通控股股份有限公司共对外投资了25家企业，参与招投标项目144次，知识 产权方面有商标信息7条，专利信息195条，此外企业还拥有行政许可15个。 来源：金融界 金融界消息 截至2025年7月31日收盘，天通股份（600330）报收于8.05元，下跌0.74%，换手率6.85%， 成交量84.48万手，成交金额6.87亿元。 资金流向方面，今日主力资金净流出1062.41万元，占比成交额1.55%。其中，超大单净流出2818.90万 元、占成交额4.11%，大单净流入1756.49万元、占成交额2.56%，中单净流出流出869.54万元、占成交 额1.27%，小单净流入1931.95万元、占成交额2.81%。 天通股份最新一期业绩显示，截至2025一季报，公司营业总收入7.14亿元、同比减少15.39%，归属净利 润4796.16万元，同比增长8 ...

天通股份（600330.SH）7月30日在投资者互动平台表示，公司已经掌握大尺寸铌酸锂材料制备的核心 技术，并开发出12英寸铌酸锂晶体材料，技术自主可控，成功打破国外垄断。 每经AI快讯，有投资者在投资者互动平台提问：请问国内可以生产铌酸锂晶体的上市公司有哪些？公 司是铌酸锂晶体的龙头企业吗？ （文章来源：每日经济新闻） ...

Core Viewpoint - The anti-involution policy in the photovoltaic industry is seen as a positive development for the company, despite potential short-term challenges [1] Industry Impact - The anti-involution policy is expected to improve the competitive environment within the industry, promoting industrial upgrades [1] - Long-term benefits include enhanced core competitiveness and profitability for companies in the sector [1]

格隆汇7月30日丨天通股份(600330.SH)在投资者互动平台表示，公司已经掌握大尺寸铌酸锂材料制备的 核心技术，并开发出12英寸铌酸锂晶体材料，技术自主可控，成功打破国外垄断。 ...

Core Views - The report maintains a positive long-term outlook on gold, copper, and aluminum, emphasizing the importance of strategic metals [1][3] - In H1 2025, domestic economic indicators show signs of bottoming out, with improvements in real estate construction and a gradual shift towards new economic drivers [4][8] - The global economic landscape is being reshaped by fluctuating interest rate expectations from the Federal Reserve and the impacts of trade wars, leading to significant changes in resource sectors [4][8] Investment Strategies - **Main Line 1: Expansion on the Denominator Side - Gold and Silver**: Focus on gold and silver, with specific attention to the performance of gold stocks and the potential for silver due to its high price ratio to gold [4][5] - **Main Line 2: Improvement on the Numerator Side - Aluminum, Copper, Tin**: Anticipate continued high profitability in aluminum due to falling costs, while remaining cautious of potential short-term demand weakness [4][7] - **Main Line 3: Key Strategic Metals**: Highlighting opportunities in rare earths and other strategic metals amid US-China tensions, particularly in six key strategic metals [4][7] - **Main Line 4: Supply-Side Disruptions from Anti-Competition**: The report suggests that supply-side constraints in sectors like lithium carbonate may present attractive bottom-fishing opportunities [4][7] Market Performance - The CRB metal spot index increased by 7.08% from the beginning of 2025 to June 30, 2025, indicating a general upward trend in metal prices [9][10] - Gold prices surged by 23.93% during the same period, driven by expectations of a Federal Reserve rate cut [12][14] - Industrial metals, particularly tin and copper, saw significant price increases of 19.91% and 15.59% respectively, while zinc prices fell by 5.55% [16][19] Supply and Demand Dynamics - Global copper inventories saw a significant reduction, with LME copper stocks decreasing by 66.17% by June 30, 2025 [21][69] - The report anticipates limited growth in global copper supply due to insufficient capital expenditure in mining, projecting only a 2.3% increase in global copper production in 2025 [62][64] - The refined copper market is expected to remain slightly short, with a projected demand growth of 7.1% for 2025, supporting a high price center for copper [69] Sector Performance - The non-ferrous metal sector outperformed the broader market, with a cumulative increase of 19.17% from January to June 2025, compared to a 5.6% rise in the Shanghai Composite Index [38][40] - Sub-sectors such as tungsten, gold, and rare earths performed particularly well, with respective increases of 39.64%, 33.57%, and 31.88% [42][44] - Companies closely tied to resource price fluctuations, particularly in gold and rare earths, showed strong performance, while midstream processing companies faced challenges due to weak downstream demand [44]

Core Viewpoint - TianTong Holdings Co., Ltd. has faced significant revenue and profit declines from 2022 to 2024, primarily due to intense competition in the sapphire materials market, impacting its main business profitability [1]. Financial Performance - The company reported revenues of 4.508 billion yuan in 2022, with a continuous decline in revenue and net profit over two years, with a notable drop in profit margins [1]. - Revenue from sapphire crystal materials decreased by 13.63% in 2023 and by 4.67% in 2024, with gross profit margins dropping by 26.66 and 7.5 percentage points respectively [1]. Customer and Supplier Relationships - The company is required to disclose details about its top ten customers and suppliers over the past three years, including transaction amounts, cooperation duration, and any significant changes [2][3]. - The company must clarify whether there are any related party transactions with these customers and suppliers, providing detailed explanations of the transaction backgrounds and pricing rationality [2]. Market Dynamics - The sapphire materials business has seen a significant impact from industry supply and demand changes, competitive landscape shifts, and variations in customer structure, which have contributed to the decline in revenue and gross profit margins [2][3]. - The company is expected to provide insights into the production and sales conditions of its main products, cost structures, and raw material price fluctuations over the past three years [2].

Core Viewpoint - The company, Tiantong Holdings Co., Ltd., has experienced a significant decline in revenue and net profit over the past two years, primarily due to intense competition in the sapphire material market, which has adversely affected its main business profits [1]. Group 1: Financial Performance - The company reported revenues of 4.508 billion yuan in 2022, with a continuous decline in revenue and net profit for two consecutive years [1]. - Revenue from the sapphire crystal material business decreased by 13.63% in 2023 and by 4.67% in 2024, with gross profit margins dropping by 26.66 and 7.5 percentage points, respectively [1]. Group 2: Customer and Supplier Relationships - The company is required to disclose details about its top ten customers and suppliers over the past three years, including transaction amounts, cooperation duration, and any significant changes [2]. - The company must clarify whether there are any related party transactions with these customers and suppliers, providing detailed explanations of the transaction backgrounds and pricing rationality [2]. Group 3: Market Dynamics - The sapphire materials market has faced increased competition, leading to a substantial impact on the company's profit margins [1]. - The company must analyze the production and sales situation of its main products in the sapphire materials business over the past three years, including cost structure and raw material price changes, to explain the variations in revenue, operating costs, and gross profit margins [2].

关于 2024 年年度报告的信息披露监管问询函所涉事项的 独立意见 天通控股股份有限公司(以下简称"公司")于近目收到上海证券交易所上 市公司管理一部出具的《关于天通控股股份有限公司 2024年年度报告的信息披 露监管问询函》(上证公函【2025】0601 号,以下简称"《问询函》")。根据《中 华人民共和国公司法》《上海证券交易所股票上市规则》和《公司章程》等相关 规定,作为公司独立董事,我们认真审阅了公司提供的相关资料,并基于自身的 独立判断,现就关于 2024 年年度报告的信息披露监管问询函中的有关事项发表 独立意见如下: 1. 年报及前期公告显示, 2022年至2024年公司分别实现营业收入45.08亿 元、36.82亿元、30.71亿元,扣非后归母净利润分别为3.67亿元、2.00亿元、 1170. 28万元,营收、净利润连续两年下降且利润降幅较大,主要原因之一为2023 年以来蓝宝石材料市场竞争激烈,对公司主营业务利润产生较大冲击。2023年 至2024年,公司蓝宝石晶体材料业务收入分别同比减少13.63%、4.67%,毛利率 分别大幅下滑26.66、7.5个百分点。 (1) 分业务列示近三年各年 ...

证券代码：600330 证券简称：天通股份 公告编号：2025-035 天通控股股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 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。 天通控股股份有限公司（以下简称"公司"）于近日收到上海证券交易所上 证公函【2025】0601 号《关于天通控股股份有限公司 2024 年年度报告的信息披 露监管问询函》（以下简称"《问询函》"），公司会同相关中介机构就《问询 函》中涉及的有关事项回复说明如下：（除特别说明外，本回复公告中涉及金额 的单位均为万元） 一、关于问题一 年报及前期公告显示，2022 年至 2024 年公司分别实现营业收入 45.08 亿元、 36.82 亿元、30.71 亿元，扣非后归母净利润分别为 3.67 亿元、2.00 亿元、1170.28 万元，营收、净利润连续两年下降且利润降幅较大，主要原因之一为 2023 年以 来蓝宝石材料市场竞争激烈，对公司主营业务利润产生较大冲击。2023 年至 2024 年，公司蓝宝石晶体材料业务收入分别同比减少 1 ...

目 录 | 一、关于问题一…………………………………………………第 | 1—23 | 页 | | --- | --- | --- | | 二、关于问题二…………………………………………………第 | 23—37 | 页 | | 三、关于问题三…………………………………………………第 | 37—49 | 页 | | 四、关于问题四…………………………………………………第 | 49—54 | 页 | 问询函专项说明 天健函〔2025〕776 号 上海证券交易所： 由天通控股股份有限公司（以下简称天通股份公司或公司）转来的《关于天 通控股股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函〔2025〕 0601 号，以下简称问询函）奉悉。我们已对问询函中需要我们说明的财务事项 进行了审慎核查，现汇报说明如下。（除特别说明外，本专项说明中涉及金额的 单位均为万元） 一、关于问题一 年报及前期公告显示，2022 年至 2024 年公司分别实现营业收入 45.08 亿元、 36.82 亿元、30.71 亿元，扣非后归母净利润分别为 3.67 亿元、2.00 亿元、1170.28 万元，营收、净利润连续两年下降 ...