登录新浪财经APP 搜索【信披】查看更多考评等级 西部超导材料科技股份有限公司于2025年8月26日收到陕西证监局出具的行政监管措施决定书，公司及 董事长冯勇等4人因多项违规问题被采取责令改正、出具警示函措施。 收入核算不规范致2024年财报数据披露不准 陕西证监局检查发现，西部超导2024年对个别客户收入确认不及时，导致公司2024年财务报表相关数据 披露不准确。这一事项不符合《企业会计准则 - 基本准则》第十九条规定，反映出公司销售业务相关内 部控制运行不规范。 募集资金管理存空窗期操作 因未将属于某同一控制人控制的客户在年报中合并列示，以及对个别客户收入确认不及时，西部超导 2024年年度报告前五大客户金额、占比等披露不准确，不符合《公开发行证券的公司信息披露内容与格 式准则第2号 - 年度报告的内容与格式》规定。 陕西证监局认定，上述事项违反《上市公司信息披露管理办法》相关规定，董事长冯勇、总经理杜予 晅、财务总监李魁芳、董事会秘书王凯旋对违规事项负有主要责任，因此对公司采取责令改正措施，并 对上述4人采取出具警示函措施，要求公司30日内提交书面整改报告。 西部超导表示，公司及相关人员高度重视问题，将 ...

Core Viewpoint - The company West Superconducting (688122) has received an administrative regulatory measure from the Shaanxi Securities Regulatory Bureau due to issues related to revenue accounting, improper use of raised funds, and inaccurate disclosure of major customer details in the 2024 annual report [3][4]. Company Overview - West Superconducting was established on February 28, 2003, with a registered capital of 649.664497 million RMB. The company is headquartered in Xi'an Economic and Technological Development Zone and specializes in the R&D, production, and sales of superconducting products, high-end titanium alloy materials, and high-performance high-temperature alloy materials [5][6]. - The current chairman is Feng Yong, and the company has 1,710 employees. The actual controller is the Shaanxi Provincial Department of Finance [6]. Financial Performance - The company's operating revenues for 2022, 2023, and 2024 were 4.227 billion RMB, 4.159 billion RMB, and 4.612 billion RMB, reflecting year-on-year growth rates of 44.41%, -1.62%, and 10.91% respectively [6]. - The net profit attributable to the parent company for the same years was 1.08 billion RMB, 752 million RMB, and 801 million RMB, with year-on-year growth rates of 45.65%, -30.33%, and 6.44% respectively [6]. - The asset-liability ratios for the years 2022, 2023, and 2024 were 43.73%, 44.26%, and 46.60% respectively [6]. Regulatory Actions - The Shaanxi Securities Regulatory Bureau has mandated the company to rectify the identified issues and has issued warning letters to key executives including the chairman, general manager, financial director, and board secretary [4]. - The company has committed to actively rectify the issues and submit a written report on the corrective actions taken [5]. Risk Information - The company has 107 internal risk alerts and 29,857 external risk alerts, with 692 warnings currently active [7].

证券代码：688122 证券简称：西部超导 公告编号：2025-024 西部超导材料科技股份有限公司 关于公司及相关人员收到陕西证监局 行政监管措施决定书的公告 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、准确性和完整性依法承担法律责任。 西部超导材料科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日收 到中国证券监督管理委员会陕西监管局（以下简称"陕西证监局"）出具的《关于 对西部超导材料科技股份有限公司采取责令改正并对冯勇、杜予晅、李魁芳、王 凯旋采取出具警示函行政监管措施的决定》（陕证监措施字〔2025〕27 号）（以下 简称《决定书》），现将有关情况公告如下： 一、你公司全体董事和高级管理人员应加强对证券法律法规的学习，不断提 高履职能力，忠实勤勉、谨慎履职，切实提高公司规范运作和信息披露水平。 "西部超导材料科技股份有限公司，冯勇、杜予晅、李魁芳、王凯旋： 经查，你公司存在以下问题： 一、收入核算不规范 你公司 2024 年对个别客户收入确认不及时，导致公司 2024 年财务报表相关 数据披露不准确。前述事项不符合《企业会 ...

Group 1 - The issuance of satellite internet licenses marks a significant step towards commercial operations in China's satellite internet sector [1] - As of August 25, 2025, the Zhongzheng National Defense Index (399973) rose by 1.56%, with notable increases in constituent stocks such as Zhongke Xingtou (688568) up 11.97% and Hongyuan Electronics (603267) up 6.86% [1] - The National Defense ETF (512670) increased by 1.62%, with the latest price reported at 0.88 yuan [1] Group 2 - The National Defense ETF closely tracks the Zhongzheng National Defense Index, which includes listed companies under the top ten military industrial groups and those providing equipment to the armed forces [2] - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng National Defense Index accounted for 43.88% of the index, with companies like AVIC Shenyang Aircraft (600760) and AVIC Aviation Power (600893) among the leaders [2] - The management and custody fees for the National Defense ETF are the lowest in its category at 0.40% [2]

Group 1 - The core viewpoint of the article highlights the performance of the Science and Technology Innovation Enhanced ETF (588520), which opened with a gain of 0.67% at 1.195 yuan [1] - The top holdings of the ETF include companies such as SMIC, which rose by 1.59%, and Cambricon, which increased by 3.76%, while others like Jianyuan Technology and Transsion Holdings experienced slight declines [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Composite Price Index, managed by Yongying Fund Management Company, with a return of 18.66% since its inception on June 27, 2025, and a return of 13.59% over the past month [1]

Group 1 - The Shanghai Stock Exchange National New Sci-Tech Board State-Owned Enterprises Index (950253) increased by 2.5%, closing at 1126.03 points with a trading volume of 37.353 billion yuan [1] - The index has risen by 11.82% over the past month, 16.07% over the past three months, and 15.75% year-to-date [1] - The index reflects the overall performance of state-owned enterprises listed on the Sci-Tech Board, selected from companies with state capital participation and no actual controllers, with a base date of December 30, 2022, set at 1000.0 points [1] Group 2 - The top ten weighted stocks in the index include Huahong Semiconductor (6.01%), Huahai Qingke (5.0%), Western Superconducting (4.97%), Haiguang Information (4.92%), SMIC (4.74%), China Resources Microelectronics (4.68%), Zhongwei Company (4.34%), Jinghe Integrated (3.43%), Guodun Quantum (3.33%), and Zhongke Xingtou (2.96%) [1] - The index's holdings are entirely composed of stocks listed on the Shanghai Stock Exchange, with a 100% allocation [1] Group 3 - In terms of industry composition, the index's sample shows that Information Technology accounts for 54.27%, Industry for 29.22%, Materials for 9.09%, Communication Services for 4.90%, and Healthcare for 2.52% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2]

金融界消息 截至2025年8月15日收盘，西部超导（688122）报收于58.15元，上涨5.52%，换手率 2.52%，成交量16.36万手，成交金额9.37亿元。 来源：金融界 通过天眼查大数据分析，西部超导材料科技股份有限公司共对外投资了19家企业，参与招投标项目517 次，知识产权方面有商标信息32条，专利信息598条，此外企业还拥有行政许可142个。 资金流向方面，今日主力资金净流入4823.67万元，占比成交额5.15%。其中，超大单净流入3588.86万 元、占成交额3.83%，大单净流入1234.81万元、占成交额1.32%，中单净流出流出3955.33万元、占成交 额4.22%，小单净流出868.34万元、占成交额0.93%。 西部超导最新一期业绩显示，截至2025一季报，公司营业总收入10.74亿元、同比增长35.31%，归属净 利润1.70亿元，同比增长53.85%，扣非净利润1.42亿元，同比增长52.73%，流动比率2.032、速动比率 1.277、资产负债率47.25%。 天眼查商业履历信息显示，西部超导材料科技股份有限公司，成立于2003年，位于西安市，是一家以从 事其他制造业为 ...

Core Insights - The rare metals theme index rose by 2.12% as of August 15, 2025, with significant gains in constituent stocks such as Zhongke Sanhuan (up 8.73%) and Platinum New Materials (up 8.02%) [1][3] - The rare metals ETF (562800) also saw a half-day increase of 2.12%, indicating strong market interest [1] Trading Activity - The rare metals ETF had a turnover rate of 4.49% with a half-day trading volume of 64.58 million yuan [3] - Over the past week, the ETF averaged daily trading of 127 million yuan, ranking first among comparable funds [3] - The ETF's scale increased by 143 million yuan in the past week, also the highest among comparable funds [3] - The ETF's shares grew by 19.5 million in the past week, marking significant growth and leading in new share issuance among comparable funds [3] - In the last five trading days, the ETF attracted a total of 125 million yuan in inflows [3] Performance Metrics - As of August 14, 2025, the rare metals ETF's net value increased by 65.05% over the past year, ranking 354 out of 2961 index stock funds, placing it in the top 11.96% [3] - The ETF achieved a maximum monthly return of 24.02% since inception, with the longest consecutive monthly gain being three months and a maximum cumulative increase of 29.68% [3] - The average return during rising months was 8.13% [3] - The ETF outperformed its benchmark with an annualized excess return of 8.17% over the past three months [3] Key Holdings - As of July 31, 2025, the top ten weighted stocks in the rare metals theme index included Northern Rare Earth, Salt Lake Co., Luoyang Molybdenum, and others, collectively accounting for 55.85% of the index [3] Market Developments - The shutdown of the world's largest single lithium mica mine operated by CATL due to expired mining licenses is expected to increase lithium prices and reduce supply, impacting manufacturers of cathode materials, battery manufacturers, and end vehicle manufacturers [4] - Despite a currently relaxed lithium carbonate market, the uncertainty in resource availability reinforces the "lithium scarcity" narrative, favoring leading companies with compliant mining licenses [4] - Tungsten product prices are reaching new highs due to decreased supply from domestic quotas and environmental inspections, while international supply increases are below expectations [5]

Group 1 - The company has significant achievements in technological innovation and industrial incubation, with broad applications across three major business segments, and anticipates continued growth in superconducting materials and magnets over the next three to five years [3][4] - The company is a domestic leader in low-temperature superconducting wire production and has developed high-performance Bi and MgB2 high-temperature superconducting materials, achieving internationally advanced core technology [4][5] - The demand for titanium and high-temperature alloys is expected to grow steadily in sectors such as new aircraft, transport aircraft, engines, and naval vessels, with collaborations to support gas turbine research and development [3][5] Group 2 - The company has successfully commercialized low-temperature superconducting wire and is the only domestic enterprise capable of full-process production of superconducting materials, with significant market share [4][5] - The company is actively engaging in domestic major nuclear fusion projects and expects substantial growth in orders for superconducting products, particularly in semiconductor and medical applications [5][6] - The company is expanding its foreign trade business and diversifying applications of titanium and high-temperature alloy products in various sectors, with ongoing certification processes for international markets [6]

Group 1 - The Shaanxi Provincial Government announced the 2024 Science and Technology Awards, recognizing significant contributions in the field [1] - Notable winners include Chinese Academy of Sciences Academician Dou Kefeng and Chinese Academy of Engineering Academicians Wang Shuangming and Kang Zhensheng, who received the highest science and technology award [1] - The chairman of Shaanxi Huaqin Technology Industry Co., Ltd., Zhe Shengyang, was awarded the Outstanding Contribution Award for Innovation-Driven Qin Chuang Yuan [1] Group 2 - A total of 19 projects received the first prize for the Shaanxi Provincial Technology Invention Award, including "Key Technologies and Complete Equipment for High-Performance Forming of Complex Shaft Parts" [1] - The second prize for the Shaanxi Provincial Technology Invention Award was awarded to 16 projects, including "Key Technologies and Applications of High-Energy Environmentally Friendly Cutting Lubrication for Aerospace High-Precision Difficult-to-Process Components" [1] - The Shaanxi Provincial Science and Technology Progress Award recognized 45 projects with the first prize, including "Laser Multi-Dimensional Long-Distance Non-Destructive Testing Technology and Its Major Equipment Applications" [2] Group 3 - Foreign experts Vladislav Blatov and Jeong Deok-ho received the Shaanxi Provincial International Science and Technology Cooperation Award [3]