Core Insights - The titanium dioxide sector experienced a 0.73% increase, ranking fifth among concept sectors, with five stocks rising, including Zhenhua Co., which hit the daily limit, and Guocheng Mining, Tianyuan Co., and Jinpu Titanium, which rose by 8.45%, 6.23%, and 3.36% respectively [1] Group 1: Market Performance - The titanium dioxide concept saw a net inflow of 90 million yuan from main funds, with Tianyuan Co. leading the inflow at 86.26 million yuan, followed by Zhenhua Co., Guocheng Mining, and Jinpu Titanium with inflows of 76.28 million yuan, 46.07 million yuan, and 13.72 million yuan respectively [2][3] - The top stocks by net inflow ratio included Tianyuan Co. at 8.61%, Guocheng Mining at 5.65%, and Jinpu Titanium at 5.44% [3] Group 2: Stock Performance - Zhenhua Co. recorded a 10% increase, while Guocheng Mining and Tianyuan Co. rose by 8.45% and 6.23% respectively [1][3] - The stocks with the largest declines included Daon Co. at -9.32%, followed by Titan Chemical at -1.93% and Huiyun Titanium at -1.84% [1][4]

Market Overview - The chemical raw materials sector increased by 0.17% compared to the previous trading day, with Zhenhua Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Top Performers - Zhenhua Co., Ltd. (603067) closed at 23.98, up 10.00% with a trading volume of 715,800 shares and a transaction value of 1.656 billion [1] - Tianyuan Co., Ltd. (002386) closed at 5.80, up 6.23% with a trading volume of 1,710,700 shares and a transaction value of 1.002 billion [1] - Hualitai (001217) closed at 13.37, up 3.80% with a trading volume of 177,500 shares and a transaction value of 237 million [1] Underperformers - Shilong Industry (002748) closed at 12.56, down 9.96% with a trading volume of 539,800 shares and a transaction value of 69.5 million [2] - Huarong Chemical (301256) closed at 10.46, down 3.86% with a trading volume of 84,800 shares and a transaction value of 89.946 million [2] - Jinniu Chemical (600722) closed at 6.38, down 2.89% with a trading volume of 147,700 shares and a transaction value of 94.854 million [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 220 million from main funds, while retail investors saw a net inflow of 250 million [2] - The main funds showed a significant net inflow in Zhenhua Co., Ltd. (964.713 million) and Tianyuan Co., Ltd. (877.636 million) [3] - Retail investors had a net outflow in Zhenhua Co., Ltd. (-304.61 million) and Tianyuan Co., Ltd. (-655.620 million) [3]

Group 1 - The company Jinpu Titanium Industry (SZ 000545) announced that its ninth board meeting was held via telecommunication on October 29, 2025 [1] - For the first half of 2025, the company's revenue composition was as follows: titanium dioxide industry accounted for 97.43%, supply chain accounted for 2.08%, and other industries accounted for 0.49% [1] - As of the report, Jinpu Titanium Industry has a market capitalization of 2.6 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation [1] - A new "slow bull" market pattern is emerging, indicating a shift in market dynamics [1]

Financial Performance - The company's operating revenue for Q3 2025 was ¥319,080,140.77, a decrease of 35.51% compared to the same period last year[5]. - The net profit attributable to shareholders was -¥46,704,577.44, representing a decline of 34.48% year-on-year[5]. - The net cash flow from operating activities was -¥85,106,035.74, a significant decrease of 578.82% compared to the previous year[5]. - The company reported a basic earnings per share of -¥0.0473, a decrease of 34.38% year-on-year[5]. - The company experienced a 23.68% decrease in total operating revenue year-to-date, primarily due to a reduction in sales volume and prices of titanium dioxide[8]. - Total operating revenue decreased to CNY 1,239,757,557.98 from CNY 1,624,394,349.23, representing a decline of approximately 23.7% year-over-year[19]. - Net loss for the period was CNY -233,218,225.12, compared to a net loss of CNY -54,747,442.79 in the previous period, indicating a significant increase in losses[19]. - The basic and diluted earnings per share were both CNY -0.2358, compared to CNY -0.0555 in the previous period[20]. Cash Flow - The company's cash flow from operating activities was CNY 758,112,198.47, down from CNY 929,785,768.44, reflecting a decrease of approximately 18.4%[22]. - The total cash flow from operating activities reflects a significant decrease, indicating potential challenges in revenue generation and cash management[22]. - The net cash flow from operating activities was -$85.1 million, a decrease from $17.8 million in the previous period[23]. - Cash outflow for operating activities totaled $864.4 million, slightly lower than $919.0 million in the previous period[23]. - The net cash flow from financing activities was -$103.5 million, worsening from -$42.2 million in the previous year[24]. - Cash inflow from financing activities was $607.6 million, an increase from $469.0 million last year[23]. - The company received $167.9 million from the disposal of subsidiaries and other business units[23]. - Cash outflow for investment activities was $144.0 million, compared to $167.2 million in the previous year[23]. - The company paid $696.4 million in debt repayments, up from $483.7 million last year[24]. - The impact of exchange rate changes on cash and cash equivalents was an increase of $1.5 million[24]. Assets and Liabilities - Total assets at the end of the reporting period were ¥2,477,445,845.33, down 16.18% from the end of the previous year[5]. - The company's total assets decreased from 2,955,573,106.43 RMB at the beginning of the period to 2,477,445,845.33 RMB at the end of the period, a reduction of approximately 16.1%[15]. - Current assets decreased from 800,445,946.99 RMB to 622,238,799.89 RMB, a decline of about 22.2%[15]. - The company’s cash and cash equivalents decreased from 169,291,210.85 RMB to 110,648,943.33 RMB, a drop of approximately 34.6%[15]. - The company’s inventory decreased from 154,316,157.63 RMB to 120,012,176.12 RMB, a reduction of about 22.2%[15]. - The company’s long-term equity investments decreased from 186,555,456.09 RMB to 141,042,672.95 RMB, a decline of approximately 24.4%[15]. - The company’s fixed assets increased slightly from 1,031,750,156.31 RMB to 1,050,686,931.38 RMB, an increase of about 1.8%[15]. - The total liabilities decreased to CNY 1,315,948,734.93 from CNY 1,558,981,502.04, a decline of about 15.6%[16]. - The total equity attributable to shareholders decreased to CNY 912,120,649.21 from CNY 1,146,649,604.67, a drop of approximately 20.5%[16]. Research and Development - The company's R&D expenses for the year-to-date were ¥39,083,739.38, down 35.60% compared to the same period last year[8]. - Research and development expenses decreased to CNY 39,083,739.38 from CNY 60,689,380.60, a reduction of about 35.5% year-over-year[19]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 70,850, with no preferred shareholders having restored voting rights[10]. - The largest shareholder, Jinpu Investment Holdings, holds 185,700,000 shares, representing 18.82% of total shares, with all shares pledged[10]. - The company completed the acquisition of a 50.9434% stake in Anhui Jinpu New Energy Technology Development Co., Ltd. from its wholly-owned subsidiary, Nanjing Titanium White Chemical Co., Ltd.[12]. Investment Income - The investment income for the year-to-date was -¥29,811,614.90, a decline of 126.80% year-on-year due to losses from the sale of a subsidiary[8]. - The company reported an investment loss of CNY -29,811,614.90, compared to a loss of CNY -13,144,570.16 in the previous period[19].

证券代码：000545 证券简称：金浦钛业 公告编号：2025－100 金浦钛业股份有限公司 第九届董事会第四次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有 任何虚假记载、误导性陈述或者重大遗漏。 二、董事会会议审议情况 全体与会董事经认真审议，形成以下决议： （一）2025年第三季度报告 2025年第三季度报告的具体内容详见公司指定信息披露媒体《证 券时报》《中国证券报》及巨潮资讯网（www.cninfo.com.cn）。 表决结果：同意 5 票，反对 0 票，弃权 0 票，此项决议通过。 特此公告。 金浦钛业股份有限公司 董事会 二○二五年十月二十九日 一、董事会会议召开情况 金浦钛业股份有限公司（以下简称"金浦钛业"或"公司"）第 九届董事会第四次会议，于2025年10月24日以电邮方式发出会议通知， 并于2025年10月29日上午10:00以通讯方式召开。会议应到董事五人， 实到董事五人，会议由公司董事长郭彦君女士主持，会议的召集召开 符合《中华人民共和国公司法》《公司章程》的有关规定。 ...

证券代码：000545 股票简称：金浦钛业 公告编号：2025-099 金浦钛业股份有限公司 | 序 | | 本次拍卖股 | 成交股份 | | 占其所 | 占公司 | 竞买人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 股东名称 | 份数量（股） | 数量（股） | 成交金额（元） | 持股份 | 总股本 | 名称 | | | | | | | 比例 | 比例 | | | | 金浦投资 | | | | | | | | 1 | 控股集团 | 40,375,869 | 40,375,869 | 86,002,000.00 | 21.74% | 4.09% | 魏巍 | | | 有限公司 | | | | | | | 在网络拍卖中竞买成功的用户，必须依照标的物《竞买须知》《竞 买公告》要求，按时交付标的物网拍成交余款、办理相关手续。 标的物最终成交以无锡市滨湖区人民法院出具拍卖成交裁定为 准。 二、股东股份累计被司法拍卖的情况 关于控股股东所持公司部分股份司法拍卖的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有 任何虚假记载、误 ...

Core Viewpoint - The company has exported a small portion of its products to EU countries in the past two years [1] Company Summary - Jinpu Titanium Industry (000545.SZ) confirmed on an investor interaction platform that it has had limited exports to EU countries over the last two years [1]

Core Points - The company, Jinpu Titanium Industry Co., Ltd., has reported that its subsidiary, Anhui Jinpu New Energy Technology Development Co., Ltd., has had some bank account funds frozen due to a payment dispute with a contractor, with a lawsuit amounting to 57.56 million yuan [1] - The company holds a 50.9434% stake in Jinpu New Energy, which is involved in a battery materials integration project, currently facing delays due to market price fluctuations and new technologies in downstream products [1] - In 2024, Jinpu New Energy reported an audited revenue of 184,400 yuan, accounting for 0.01% of the listed company's total audited revenue, and a net loss of 19.13 million yuan, representing 7.83% of the listed company's total audited net profit [1] Company Response - The company is actively communicating with creditors to seek a settlement and expedite the lifting of the bank account freeze [2] - The total amount of frozen funds is 27.47 million yuan, which is 1.97% of the listed company's audited net assets for 2024 and 16.23% of its total audited cash [2] - The frozen accounts are not the company's main bank accounts, and the company has not guaranteed or assumed joint liability for the debts, indicating no substantial impact on its cash flow or daily operations [2] Information Disclosure - The company will closely monitor the situation and fulfill its information disclosure obligations in accordance with relevant laws and regulations [3] - Designated media for information disclosure include Securities Times, China Securities Journal, and Giant Tide Information Network [3]

Core Viewpoint - Jinpu Titanium Industry (000545.SZ) is facing legal issues due to contract payment disputes, resulting in the freezing of bank accounts and significant financial implications for its subsidiary, Jinpu New Energy [1][2]. Group 1: Legal and Financial Issues - Jinpu New Energy has had its bank accounts frozen due to a lawsuit involving a payment dispute, with the frozen amount totaling 22.4685 million yuan and the related lawsuit amount reaching 57.56 million yuan [1]. - This incident marks the second time in 2023 that a subsidiary of Jinpu Titanium has faced account freezes, with a previous case involving its wholly-owned subsidiary, Xuzhou Titanium White Chemical Co., which had 10 accounts frozen for 2.4 million yuan [1]. - Despite these legal challenges, company representatives stated that the account freezes have not materially affected the overall production and operations of Jinpu Titanium [1]. Group 2: Operational Status and Projects - Jinpu New Energy is not in a state of stagnation; its sulfuric acid project has entered the trial production phase, while the previously planned iron phosphate project is currently on hold [1]. - In 2022, Jinpu Titanium aimed to enter the lithium battery materials sector by leveraging its industrial advantages in producing iron phosphate from titanium dioxide by-products, planning a total investment of nearly 10 billion yuan for a 200,000 tons/year iron phosphate and lithium iron phosphate project [1]. - In July 2023, Jinpu Titanium established Gansu Jinlin Lithium Battery New Materials Co., intending to advance a 200,000 tons/year lithium iron phosphate project, but this investment plan is set to terminate by April 2025, with a 50 million yuan capital contribution from Nanjing Titanium White yet to be paid [2]. Group 3: Financial Performance - Jinpu Titanium has experienced a decline in revenue for three consecutive years from 2022 to 2024, with net profits of -145 million yuan, -175 million yuan, and -244 million yuan, totaling a cumulative loss of approximately 560 million yuan [2]. - In the first half of 2025, the company's losses further expanded, reporting a revenue of 921 million yuan, a year-on-year decrease of 18.50%, and a net profit of -186 million yuan, reflecting a significant decline of 829.71% [2].

Core Viewpoint - Jinpu Titanium Industry (000545) announced that its subsidiary, Jinpu New Energy, has had some bank accounts frozen due to a payment dispute with a contractor, amounting to a total of 22.4685 million yuan [1] Financial Impact - The frozen amount of 22.4685 million yuan is related to a lawsuit for a total claim of 57.56 million yuan due to overdue payments [1] - The frozen bank accounts are not the main accounts of the company, and the company has not provided guarantees or assumed joint liability for the debt [1] Operational Impact - The freezing of the accounts has not caused any substantial impact on the company's cash flow or daily operational activities [1]