宝钛股份（600456）(600456.SH)公告，公司拟以自有资金参与竞拍位于宝鸡市科技新城片区高新大道 以南、实业路以西的一宗国有土地使用权(宗地总面积126198m2，挂牌起始价5734万元，土地用途为二 类工业用地)。 ...

人民财讯9月3日电，宝钛股份（600456）9月3日晚间公告，基于公司中长期战略发展规划，公司拟参与 竞拍位于宝鸡市科技新城片区高新大道以南、实业路以西的一宗国有土地使用权，挂牌起始价5734万 元。 ...

Group 1 - The company, BaoTi Co., Ltd. (600456.SH), announced its intention to participate in the auction for a state-owned land use right located in the Baoji City Technology New City area [1] - The total area of the land is 126,198 square meters, with a starting price of 57.34 million yuan [1] - The intended use of the land is classified as secondary industrial land [1]

Group 1 - The "Youth City Travel" event was successfully held from August 29 to 30, organized by the Baoji Municipal Committee of the Communist Youth League and the Baoji Cultural Relics Bureau, with participation from six companies including Guohe Zirconium Industry and Baoji Titanium Industry [1][3] - A total of 48 new employees, including researchers and skilled talents, participated in the event, showcasing their interest in Baoji's cultural history and future opportunities [1][5] - The event included a visit to the China Bronze Museum, where participants learned about the historical significance of bronze artifacts, enhancing their understanding of the region's rich history [3][5] Group 2 - Participants toured various industrial sites, including the China Petroleum Baoshi Pipe Industry exhibition hall and the production facilities of Xifeng Group, highlighting the integration of culture and industry in Baoji [5][7] - The activities included team-building exercises and cultural experiences in scenic areas, fostering friendships and broadening participants' perspectives on the city's diverse appeal [5][7] - The Guohe Zirconium Industry Youth Committee expressed commitment to continue initiatives that enhance young talents' understanding of Baoji's culture and support their growth in contributing to the city's high-quality development [7]

Core Viewpoint - Titanium alloy is recognized as a "future metal" and "strategic metal" due to its high strength, extreme temperature resistance, corrosion resistance, and biocompatibility, making it essential in aerospace, deep-sea engineering, and medical fields [1][2] Industry Overview - Titanium alloy is a high-performance metal material formed by adding various alloying elements to titanium, which exhibits unique allotropy characteristics [2][3] - The industry is supported by national policies such as the "14th Five-Year Plan for the Development of Raw Material Industry," promoting technological innovation and application [1][4] Industry Chain - China's titanium alloy industry has established a complete "upstream resources - midstream processing - downstream applications" system, with a self-sufficient supply chain [5][7] - The upstream focuses on titanium ore mining and sponge titanium smelting, while the midstream emphasizes alloy melting and processing [5][7] Development Policies - The titanium alloy industry is crucial for national defense modernization and high-tech breakthroughs, receiving systematic support from various government policies [4][5] Current Development Status - The production of titanium processing materials in China has shown steady growth, with an annual compound growth rate of 18% from 2019 to 2024 [9][10] - The market size for titanium alloys is projected to grow from 28.7 billion yuan in 2020 to 43.2 billion yuan in 2024, with a compound annual growth rate of 10.7% [10][11] Competitive Landscape - The industry exhibits a "high-end concentration, low-end dispersion, and emerging rise" competitive structure, with leading companies dominating high-end markets [11][12] - Small and medium-sized enterprises focus on niche markets such as medical implants and consumer electronics [11][12] Future Trends - The industry is accelerating towards high-end, intelligent, and green development, with significant growth in aerospace, deep-sea equipment, and medical implants [12][13] - Emerging applications in renewable energy and consumer electronics are driving market expansion, with a notable increase in demand for hydrogen storage tanks and titanium alloy components [13][14]

本次财报公布的各项数据指标表现不尽如人意。其中，毛利率22.4%，同比增0.06%，净利率8.42%，同 比减30.8%，销售费用、管理费用、财务费用总计1.56亿元，三费占营收比5.26%，同比增17.13%，每股 净资产14.6元，同比增2.97%，每股经营性现金流0.16元，同比减84.6%，每股收益0.43元，同比减49.0% 据证券之星公开数据整理，近期宝钛股份（600456）发布2025年中报。截至本报告期末，公司营业总收 入29.67亿元，同比下降20.45%，归母净利润2.05亿元，同比下降49.0%。按单季度数据看，第二季度营 业总收入15.12亿元，同比下降20.55%，第二季度归母净利润1.24亿元，同比下降49.0%。本报告期宝钛 股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达685.34%。 | 项目 | 2024年中报 | 2025年中报 同比 | | --- | --- | --- | | 营业总收入(元) | 37.3亿 | 29.67 Z | | 归母净利润(元) | 4.03亿 | 2.05亿 | | 扣非净利润(元) | 3.46亿 | 1.73亿 | | ...

8月25日，宝钛股份主力资金净流出2558.44万元，近五日主力资金净流出1.32亿元。 2025年上半年，公司实现营业收入29.67亿元，同比下降20.45%；归母净利润2.05亿元，同比下降 49.00%。经营活动现金流净额为7774.03万元，同比下降84.60%。 截至2025年8月25日收盘，宝钛股份股价报33.86元，较前一交易日上涨1.90%。当日成交额6.36亿元， 换手率3.95%。 宝钛股份主要从事钛及钛合金的生产、加工和销售，是中国最大的钛及钛合金生产、科研基地。公司产 品广泛应用于航空航天、化工、医疗等领域。 风险提示：市场有风险，投资需谨慎。 ...

证券代码：600456 证券简称：宝钛股份 编号：2025－043 宝鸡钛业股份有限公司 监事会认为： 议程序符合法律、行政法规及中国证监会的规定，该报告的内容真实、准确、 完整地反映了公司的实际情况。 员有违反保密规定的行为。 宝钛装备制造（宝鸡）有限公司、宝鸡宝钛装备科技有限公司增资扩股公司 全资子公司西安宝钛新材料科技有限公司，增资金额 3500 万元，公司放弃本 次新增注册资本的优先认缴出资权，不参与本次增资。本次增资完成后，公 司持股比例稀释至 71.08%，西安宝钛新材料科技有限公司由公司全资子公司 变成合并报表范围的控股子公司。 第八届监事会第十一次会议决议公告 本公司监事会及全体监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。 宝鸡钛业股份有限 公司(以下简 称"公司")于 2025 年 8 月 15 日以书面 形式向公司各位监事发出以通讯方式召开公司第八届监事会第十一次会议的 通知。公司于 2025 年 8 月 25 日召开了此次会议，会 议应出席监事 3 人，实 际出席 3 人，会议符 合《公司法》和《公司章程》的有关规 定。 ...

Core Viewpoint - The report highlights a significant decline in the company's financial performance for the first half of 2025, with a notable drop in revenue and net profit compared to the same period in the previous year [2][3][4]. Company Overview and Financial Indicators - Company Name: Baoji Titanium Industry Co., Ltd. [2] - Major Financial Data: - Revenue: CNY 2.97 billion, down 20.45% year-on-year [2] - Total Profit: CNY 308.73 million, down 42.05% year-on-year [2] - Net Profit attributable to shareholders: CNY 205.48 million, down 49.00% year-on-year [2] - Operating cash flow: CNY 77.74 million, down 84.60% year-on-year [2] - Total Assets: CNY 13.97 billion, up 4.64% from the end of the previous year [2] Business Operations and Industry Analysis - The company is the largest producer and research base for titanium and titanium alloys in China, with products used in aerospace, marine, medical, and consumer goods [3][4]. - The company has a mature production and sales model, focusing on market demand and maintaining stable supplier relationships [3]. - The titanium industry is supported by national policies, with significant market potential in high-end applications such as aerospace and medical fields [3][4]. Management Discussion and Analysis - The company aims to enhance its core competitiveness through technological innovation and market expansion, focusing on high-value sectors [3][4]. - The company has established a comprehensive marketing network and emphasizes customer relationships to maintain market share [3]. - The report indicates a strategic focus on research and development, with significant investments in innovation and quality control [3][4]. Financial Performance Analysis - The company experienced a decrease in sales volume for titanium products, with a production volume of 16,632.81 tons and sales volume of 15,843.50 tons, reflecting a decline of 10.98% year-on-year [6]. - Operating costs decreased by 20.46%, indicating efforts to manage expenses amid declining revenues [6]. - The company reported a significant drop in cash flow from operating activities, primarily due to reduced sales and increased costs [6]. Investment and Future Outlook - The company has plans to enhance its production capabilities through strategic investments, including a recent capital increase in a subsidiary to boost titanium alloy production [6]. - The report emphasizes the importance of adapting to market changes and exploring new applications for titanium products to sustain growth [4][6].

金融界消息 截至2025年8月25日收盘，宝钛股份（600456）报收于33.86元，上涨1.9%，换手率3.95%， 成交量18.85万手，成交金额6.36亿元。 资金流向方面，今日主力资金净流出2558.44万元，占比成交额4.02%。其中，超大单净流出2115.34万 元、占成交额3.32%，大单净流出443.10万元、占成交额0.7%，中单净流出流出1034.36万元、占成交额 1.63%，小单净流入3592.80万元、占成交额5.65%。 宝钛股份最新一期业绩显示，截至2025中报，公司营业总收入29.67亿元、同比减少20.45%，归属净利 润2.05亿元，同比减少49.00%，扣非净利润1.73亿元，同比减少50.09%，流动比率1.963、速动比率 1.148、资产负债率45.19%。 天眼查商业履历信息显示，宝鸡钛业股份有限公司，成立于1999年，位于宝鸡市，是一家以从事通用设 备制造业为主的企业。企业注册资本47777.7539万人民币，实缴资本47777.7539万人民币。公司法定代 表人为王俭。 通过天眼查大数据分析，宝鸡钛业股份有限公司共对外投资了12家企业，参与招投标项目2210次 ...