资料显示，宝鸡钛业股份有限公司位于陕西省宝鸡市高新开发区高新大道88号，成立日期1999年7月21 日，上市日期2002年4月12日，公司主营业务涉及本公司主要从事钛及钛合金的生产、加工和销售等。 主营业务收入构成为：钛产品86.74%，其他金属产品8.74%，其他(补充)4.52%。 宝钛股份所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：大飞机、航母产业、航 天军工、商业航天（航天航空）、核电等。 截至6月30日，宝钛股份股东户数6.30万，较上期减少2.94%；人均流通股7588股，较上期增加3.03%。 2025年1月-6月，宝钛股份实现营业收入29.67亿元，同比减少20.45%；归母净利润2.05亿元，同比减少 49.00%。 9月15日，宝钛股份盘中下跌2.02%，截至14:06，报31.50元/股，成交2.31亿元，换手率1.52%，总市值 150.50亿元。 分红方面，宝钛股份A股上市后累计派现25.23亿元。近三年，累计派现5.69亿元。 资金流向方面，主力资金净流出3382.16万元，特大单买入365.94万元，占比1.59%，卖出1869.62万元， 占比8.10%；大 ...

转自：中国质量报 在中国制造向中国创造跨越、中国速度向中国质量转变的时代浪潮中，钛及钛合金为支撑航空航天、高端装备等战略性新兴产业发展提供了关键材料支持。 宝钛集团有限公司始建于1965年，是国家"三五"期间为满足国防建设、尖端科技发展需要，以"九〇二"为工程代号而投资兴建的国家重点企业。 宝鸡钛业股份有限公司（以下简称"宝钛股份"）是宝钛集团有限公司下属的独立法人公司，成立于1999年7月，并作为中国钛工业第一股于2002年在上交所 上市。宝钛股份建立了海绵钛、熔铸、锻造、板材、带材、无缝管、焊管、棒丝材、精密铸造、原料处理十大生产系统，钛材产量和综合实力世界领先。 宝钛股份是国家科技部命名的钛及钛合金国际科技合作基地，陕西省钛、锆、镍工程技术中心，陕西省首批双高认证的高新技术企业，钛锆等稀有金属标准 的主要制定者。宝钛股份先后承担8000多项新材料研制任务，取得重大科技成果600多项，宝钛股份始终以"强企"为根基、以"强链"为使命，构建起覆盖全 产业链的质量管控体系，掌握行业标准话语权，引领中国钛产业实现从"跟跑"到"并跑"再到"领跑"的跨越式发展。 凭借雄厚的创新实力、扎实的专业技术和优秀的经营业绩，宝 ...

宝钛股份所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：大飞机、航母产业、航 天军工、商业航天（航天航空）、核电等。 截至6月30日，宝钛股份股东户数6.30万，较上期减少2.94%；人均流通股7588股，较上期增加3.03%。 2025年1月-6月，宝钛股份实现营业收入29.67亿元，同比减少20.45%；归母净利润2.05亿元，同比减少 49.00%。 分红方面，宝钛股份A股上市后累计派现25.23亿元。近三年，累计派现5.69亿元。 机构持仓方面，截止2025年6月30日，宝钛股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1327.71万股，相比上期减少202.21万股。富国中证军工龙头ETF（512710）位居第三大流 通股东，持股551.03万股，相比上期增加190.43万股。国泰中证军工ETF（512660）位居第四大流通股 东，持股334.46万股，相比上期增加55.62万股。南方中证1000ETF（512100）位居第六大流通股东，持 股264.57万股，相比上期增加50.77万股。国防ETF（512670）位居第七大流通股东，持股193.84万股， 为新进 ...

截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了23家具有代表性的上市公司进行业绩比对分析。在我们选取的23家工业金属公司中，我们可以 看到，多数上市公司的利润状况有所改善。 中矿资源、厦门钨业、宝武镁业、金钼股份四家上市公司增收不增利。其中，中矿资源归母净利润由 2024年H1的4.73亿元同比下降81.16%至0.89亿元；宝武镁业归母净利润由2024年H1的1.2亿元同比下降 46.47%至0.64亿元；厦门钨业归母净利润由2024年H1的10.17亿元同比下降4.37%至9.72亿元；金钼股份 归母净利润由2024年H1的15.07亿元同比下降8.27%至13.82亿元。 北方稀土、东方钽业、章源钨业、安宁股份、华锡有色、贵研铂业、中钨高新、锡业股份8家上市公司 业绩双增，中国稀土、云南锗业、盛和资源、翔鹭钨业、华阳新材、东方锆业、广晟有色7家上市公司 业绩由亏转盈。其中，中国稀土归母净利润由2024年H1的亏损2.44亿元转为盈利1.62亿元；云南锗业归 母净利润由2024年H1的亏损0.09亿元转为盈利0.22亿元；盛和资源归母净利润由 ...

Core Viewpoint - The analysis focuses on the inventory status of 23 representative industrial metal companies as of the first half of 2025, highlighting significant changes in inventory scale and turnover efficiency. Inventory Scale Analysis - In the first half of 2025, most industrial metal companies experienced an increase in inventory scale, with Huaxi Nonferrous's inventory growing the most, reaching 795 million yuan, a year-on-year increase of 51% [1] - The inventory scale of Guiyan Platinum Industry was 7.391 billion yuan, up 44.24% year-on-year, with inventory accounting for 37.34% of total assets [2][3] - Other companies with notable inventory scales include: - Xianglu Tungsten Industry: 781 million yuan, up 10.97%, 36.36% of total assets [2][3] - China Rare Earth: 2.025 billion yuan, up 28.61%, 36.14% of total assets [2][3] - Northern Rare Earth: 15.958 billion yuan, up 16.74%, 33.73% of total assets [2][3] - Guangsheng Nonferrous: 2.406 billion yuan, up 7.01%, 30.76% of total assets [2][3] Inventory Turnover Efficiency - Most companies reported inventory turnover days below 180 days, indicating efficient inventory management [3] - Companies with low inventory turnover efficiency and turnover days exceeding 300 days include: - Baotai Co., Ltd.: 312.34 days [3] - Yunnan Geology: 327.51 days [3] - Jintian Titanium Industry: 330.15 days [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了23家具有代表性的上市公司进行业绩比对分析。在我们选取的23家工业金属公司中，我们可以 看到，多数上市公司的利润状况有所改善。 北方稀土、东方钽业、章源钨业、安宁股份、华锡有色、贵研铂业、中钨高新、锡业股份8家上市公司 业绩双增，中国稀土、云南锗业、盛和资源、翔鹭钨业、华阳新材、东方锆业、广晟有色7家上市公司 业绩由亏转盈。其中，中国稀土归母净利润由2024年H1的亏损2.44亿元转为盈利1.62亿元；云南锗业归 母净利润由2024年H1的亏损0.09亿元转为盈利0.22亿元；盛和资源归母净利润由2024年H1的亏损0.69亿 元转为盈利3.77亿元；翔鹭钨业归母净利润由2024年H1的亏损0.1亿元转为盈利0.18亿元；华阳新材归母 净利润由2024年H1的亏损0.49亿元转为盈利0.82亿元；东方锆业归母净利润由2024年H1的亏损0.6亿元 转为盈利0.29亿元；广晟有色归母净利润由2024年H1的亏损3.02亿元转为盈利 ...

Group 1 - Baoti shares: The controlling shareholder has increased its stake by 1.004% [1] - Chengda Pharmaceutical: Qianhai Shengtai plans to reduce its holdings by 7.27% [1] - Huawu Co., Ltd.: Nie Jinghua and others plan to reduce their holdings by no more than 3% within three months [1] Group 2 - Changjiang Materials: The controlling shareholder plans to reduce its holdings by no more than 3% [1] - Weishi Electronics: The controlling shareholder's reduction plan does not exceed 3% [1] - Jialian Technology: A related party plans to reduce its holdings by 2.6166% within three months [1] Group 3 - Funeng Technology: Shareholders plan to reduce their holdings by no more than 2% [1] - Lanfeng Biochemical: Hainan Wenqin reduced its holdings by 2.00% [1] - Koweil: Shareholders Jingkun Investment and Hetu Investment plan to reduce their holdings by no more than 2.34% [1] Group 4 - Huayin Power: Hunan Energy plans to reduce its holdings by 1% [1] - Bid Pharmaceutical: Zhoushan Xinxin plans to reduce its holdings by 1.00% [1] - Guanhao High-tech: Shareholder Yuechuang Investment plans to reduce its holdings by no more than 1% [1] Group 5 - Juxin Technology: Zhuhai Chenyour plans to reduce its holdings by no more than 0.5% [1] - Tianji Shares: Shantou Tianji reduced its holdings by 0.61% [1]

Core Viewpoint - The announcement details the progress of the shareholding increase plan by the controlling shareholder, Baoti Group, for Baoshan Titanium Industry Co., Ltd., indicating a commitment to enhance shareholder value through strategic investment [1][2]. Group 1: Shareholding Increase Plan - Baoti Group plans to increase its shareholding in Baoshan Titanium by investing between 150 million and 300 million RMB within six months from the announcement date, aiming to acquire between 1% and 2% of the total share capital [1][3]. - As of September 4, 2025, Baoti Group has acquired 4,795,753 A-shares, representing 1.004% of the total share capital, with an investment amounting to 146,351,322.55 RMB (excluding transaction fees) [2][3]. - The increase plan is set to continue, with Baoti Group indicating that it will proceed with further acquisitions as per the outlined strategy [2]. Group 2: Shareholding Details - Prior to the increase, Baoti Group held 228,227,298 shares, which constituted 48.77% of the total share capital [3]. - The shareholding increase plan was first disclosed on April 11, 2025, and is scheduled to be implemented until October 2025 [3]. - The funding for the share acquisition will come from Baoti Group's own funds and specialized loans from financial institutions [3].

Group 1 - The core point of the article is that Baotai Group has increased its stake in Baotai Co., Ltd. by acquiring 4,795,753 A-shares, representing 1.004% of the total share capital, with an investment amount of 146,351,322.55 yuan as of September 4, 2025 [2] - The share acquisition was conducted through the Shanghai Stock Exchange's centralized bidding trading system [2] - Baotai Group plans to continue increasing its shareholding in the company according to the ongoing share acquisition plan [2]

Group 1 - The core point of the article is that Baoti Group has increased its stake in Baoti Co., Ltd. by acquiring 4,795,753 A-shares, which represents 1.004% of the company's total share capital, with an investment amount of 146,351,322.55 yuan as of September 4, 2025 [1] - The share acquisition was conducted through the Shanghai Stock Exchange's centralized bidding trading system, and the plan is not yet fully implemented, indicating that Baoti Group will continue to opportunistically increase its holdings in the company [1]