Core Viewpoint - Jinpu Titanium Industry is facing severe operational challenges due to a combination of declining titanium dioxide prices and rising production costs, leading to significant financial losses and multiple capacity adjustments [1][3][5]. Group 1: Company Operations - Jinpu Titanium Industry announced a temporary shutdown of its sulfuric acid production due to reduced demand, with plans to resume in early March [1][7]. - The company previously halted production at its wholly-owned subsidiary Xuzhou Titanium, which accounted for 50% of its total titanium dioxide capacity [1][7]. - The company has reported continuous financial losses for four consecutive years, with net losses of 145 million yuan, 175 million yuan, and 244 million yuan from 2022 to 2024, respectively [3][9]. Group 2: Financial Performance - In the first three quarters of 2025, Jinpu Titanium's revenue was 1.24 billion yuan, a year-on-year decline of 23.68%, while net losses reached 233 million yuan, a staggering year-on-year increase of 325.09% [3][9]. - The gross margin for the first three quarters of 2025 was -2.44%, indicating that the selling price of products is below production costs, leading to losses on each ton produced [3][9]. - The net cash flow from operating activities was -85.1 million yuan, a significant drop from a positive 17.8 million yuan in the same period last year, highlighting severe cash flow issues [3][9]. Group 3: Industry Context - The titanium dioxide industry is experiencing a dual pressure of falling prices and rising costs, with prices dropping from nearly 40,000 yuan per ton in 2021 to 13,000 yuan per ton currently [1][3]. - The production cost of titanium dioxide is expected to rise significantly, with sulfuric acid prices projected to increase by 83% by 2025, exacerbating the industry's financial struggles [3][9]. - The industry is characterized by overcapacity, with domestic production exceeding 6 million tons in 2025, while global demand is only growing at 2-3% annually, intensifying competition [5][11]. Group 4: Strategic Initiatives - Jinpu Titanium attempted to pivot towards the new energy materials sector with a nearly 10 billion yuan investment in lithium iron phosphate projects, but these plans were ultimately abandoned in April 2025 [4][10]. - A major asset restructuring plan aimed at acquiring a stake in a specialized enterprise was also terminated in September 2025 due to market uncertainties [4][10].

2月6日晚，金浦钛业（000545）发布风险提示公告称，子公司南京钛白化工有限责任公司、徐州钛白化工有限责任公司、安徽金浦新能源科技有限公司累 计到期未付的应付账款总额约为3.92亿元，占2024年度经审计净资产28.08%，占2024年度经审计总资产13.25%。公司暂无金融债务逾期。 为应对子公司经营性债务逾期的情况，公司将持续与债权人进行积极协商，争取尽快与债权人就债务解决方案达成一致意见，同时，公司也将通过加强成 本控制、加快应收账款回收工作等方式全力筹措偿债资金，以尽快解决经营性债务逾期问题。 金浦钛业表示，如公司不能妥善解决逾期债务问题，公司或将面临诉讼、仲裁等风险，以及支付由此产生的相关违约金、滞纳金等情况导致公司财务费用 增加，影响公司正常生产经营。 读创财经记者注意到，在3.92亿元逾期应付账款中，全资子公司徐州钛白化工有限责任公司(以下简称"徐州钛白")是"重灾区"。 1月16日，金浦钛业公告，徐州钛白因与供应商存在合同纠纷，涉及部分房产被轮候查封。涉诉总金额为1285.37万元，被查封房产账面净值1.46亿元，占 公司2024年度经审计净资产的10.45%。 更为严峻的是，金浦钛业同日宣 ...

金浦钛业（000545）(000545.SZ)公告，公司子公司南京钛白化工有限责任公司、徐州钛白化工有限责 任公司、安徽金浦新能源科技有限公司累计到期未付的应付账款总额约为3.92亿元，占2024年度经审计 净资产28.08%，占2024年度经审计总资产13.25%。公司暂无金融债务逾期。 ...

智通财经APP讯，金浦钛业(000545.SZ)公告，公司子公司南京钛白化工有限责任公司、徐州钛白化工有 限责任公司、安徽金浦新能源科技有限公司累计到期未付的应付账款总额约为3.92亿元，占2024年度经 审计净资产28.08%，占2024年度经审计总资产13.25%。公司暂无金融债务逾期。 ...

格隆汇2月6日丨金浦钛业(000545.SZ)公布，截至本公告披露日，金浦钛业股份有限公司子公司南京钛 白化工有限责任公司、徐州钛白化工有限责任公司、安徽金浦新能源科技有限公司累计到期未付的应付 账款总额约为3.92亿元，占2024年度经审计净资产28.08%，占2024年度经审计总资产13.25%。公司暂无 金融债务逾期。 公司将持续与债权人进行积极协商，争取尽快与债权人就债务解决方案达成一致意见，同时，公司也将 通过加强成本控制、加快应收账款回收工作等方式全力筹措偿债资金，以尽快解决经营性债务逾期问 题。如公司不能妥善解决逾期债务问题，公司或将面临诉讼、仲裁等风险，以及支付由此产生的相关违 约金、滞纳金等情况导致公司财务费用增加，影响公司正常生产经营。 ...

证券代码：000545 证券简称：金浦钛业 公告编号：2026－007 公司将持续与债权人进行积极协商，争取尽快与债权人就债务解 决方案达成一致意见，同时，公司也将通过加强成本控制、加快应收 账款回收工作等方式全力筹措偿债资金，以尽快解决经营性债务逾期 问题。 如公司不能妥善解决逾期债务问题，公司或将面临诉讼、仲裁等 风险，以及支付由此产生的相关违约金、滞纳金等情况导致公司财务 费用增加，影响公司正常生产经营。 1 公司将根据债务逾期进展情况及时履行信息披露义务。公司指定 的信息披露媒体为《证券时报》《中国证券报》和巨潮资讯网 （www.cninfo.com.cn），敬请投资者关注相关公告，注意投资风险。 金浦钛业股份有限公司 关于公司子公司经营性债务逾期的风险提示公告 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。 一、子公司经营性债务逾期情况 截至本公告披露日，金浦钛业股份有限公司（以下简称"金浦钛 业"或"公司"）子公司南京钛白化工有限责任公司、徐州钛白化工 有限责任公司、安徽金浦新能源科技有限公司累计到期未付的应付账 款总额约为3.92亿元，占2024 ...

金浦钛业公告，截至本公告披露日，公司子公司南京钛白化工有限责任公司、徐州钛白化工有限责任公 司、安徽金浦新能源科技有限公司累计到期未付的应付账款总额约为3.92亿元，占2024年度经审计净资 产28.08%，占2024年度经审计总资产13.25%。公司将持续与债权人进行积极协商，争取尽快与债权人 就债务解决方案达成一致意见，同时，公司也将通过加强成本控制、加快应收账款回收工作等方式全力 筹措偿债资金，以尽快解决经营性债务逾期问题。 ...

Group 1 - ZTE Corporation plans to invest 200 million RMB to subscribe to the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, focusing on areas supported by national policies such as new generation information technology and biotechnology [1] - Huayi Jewelry's subsidiary has reported overdue loans totaling 200 million RMB due to tight liquidity, with a cumulative overdue principal of 254 million RMB [2] - Guangzhou Baiyunshan Pharmaceutical's subsidiary has received approval for the consistency evaluation of Alfacalcidol soft capsules, which are used to treat calcium metabolism disorders [3] Group 2 - Kunming Pharmaceutical Group reported a 21.72% decline in revenue to 6.577 billion RMB and a 46% drop in net profit to 350 million RMB for 2025 [4] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [5] - Jinchuan Titanium Industry's subsidiary has temporarily suspended its sulfuric acid production due to reduced demand [6] Group 3 - Kelun Pharmaceutical's subsidiary has received approval for a new indication for its antibody-drug conjugate, which is used to treat advanced hormone receptor-positive breast cancer [7] - Fawer Co., Ltd. has completed the relocation of its Chongqing Yuantai Shock Absorber Company and commenced production [8] - Jiuzhoutong's subsidiary has received acceptance for the listing application of Betahistine Hydrochloride tablets [9] Group 4 - Zhongguancun plans to build a traditional Chinese medicine and raw material drug production base in Jiamusi City, Heilongjiang Province [11] - China Wuyi announced that part of its land in Kenya has been requisitioned by the government, with compensation of approximately 6.25 million RMB [12] - Times Electric reported a 15.46% increase in revenue to 28.761 billion RMB and a 10.88% increase in net profit to 4.105 billion RMB for 2025 [13] Group 5 - Top Cloud Agriculture's shareholder has received regulatory measures from the Zhejiang Securities Regulatory Bureau for failing to timely disclose shareholding changes [14] - Xinwanda's subsidiary has reached a settlement in a lawsuit involving over 2.314 billion RMB, with an estimated impact of 500 to 800 million RMB on net profit for 2025 [15] - Dongrui Co., Ltd. reported a 25.19% increase in pig sales revenue in January, totaling 214 million RMB [16] Group 6 - Tianjin Tianshi reported a 3.08% decline in revenue to 8.236 billion RMB, while net profit increased by 15.68% to 1.105 billion RMB for 2025 [17] - Wantong Expressway plans to invest approximately 5.42 billion RMB in the renovation and expansion of the Lianhuo Expressway [18] - Qiaoyin Co., Ltd. has pre-qualified for a sanitation integration service project worth approximately 73.8 million RMB [20] Group 7 - Jindi Co., Ltd. plans to acquire 100% equity of Yuni Precision for 116 million RMB, focusing on precision stamping products [21] - Heng Rui Medicine's HRS-4642 injection has been included in the list of breakthrough therapeutic varieties [22] - Tongde Chemical has had some assets frozen due to a financing lease dispute [23] Group 8 - Zhongli Co., Ltd. is establishing an industrial fund with a total commitment of approximately 408.76 million RMB, focusing on new materials and artificial intelligence [24] - Tianbang Food reported a 9.93% increase in pig sales revenue in January, totaling 674 million RMB [25] - New Hope reported a 10.03% decrease in pig sales revenue in January, totaling 1.628 billion RMB [26] Group 9 - Tainkang's subsidiary has received a drug registration certificate for Minoxidil topical solution [27] - Lihua Co., Ltd. reported a 9.8% increase in chicken sales revenue in January, totaling 1.289 billion RMB [28] - Guojitong General reported a 45.71% increase in net profit to 58.52 million RMB for 2025 [29] Group 10 - Zhixin Co., Ltd. plans to invest up to 1.1 billion RMB in an automotive stamping and welding parts project [30] - Chuangyuan Technology's subsidiary has pre-qualified for a National Grid project worth approximately 94.77 million RMB [31] - Lisheng Pharmaceutical's adenine phosphate raw material has passed the listing application [32] Group 11 - Tongguang Cable's subsidiary has pre-qualified for a National Grid project worth approximately 108 million RMB [33] - Zhenghong Technology reported a 7.74% increase in pig sales revenue in January, totaling 14.35 million RMB [34] - Pengding Holdings reported a 0.07% decrease in consolidated revenue in January, totaling 2.701 billion RMB [35] Group 12 - Hongri Pharmaceutical has received approval for clinical trials of its injectable drug for acute pancreatitis [36][37] - Xinhua Medical has decided to terminate the acquisition of a 36.19% stake in Wuhan Zhongzhi Biotechnology [38] - Tianyu Bio reported an 11.23% decrease in pig sales revenue in January, totaling 54.29 million RMB [39]

格隆汇2月6日丨金浦钛业(000545.SZ)公布，由于临近春节，部分化工企业停产，硫酸需求量有所减 少，金浦钛业股份有限公司控股子公司安徽金浦新能源科技有限公司（简称"金浦新能源"）为避免硫酸 装置继续正常生产导致胀库，其硫酸装置即日起临时停产，计划2026年3月上旬恢复生产。停产期间， 金浦新能源将积极组织技术人员和员工进行安全隐患的整改与装置的全面检维修，并系统开展员工的安 全教育培训，充分做好复产准备，确保后续的持续稳定运行。 ...

由于临近春节，部分化工企业停产，硫酸需求量有所减少，金浦 钛业股份有限公司（以下简称"金浦钛业"或"公司"）控股子公司 安徽金浦新能源科技有限公司（以下简称"金浦新能源"）为避免硫 酸装置继续正常生产导致胀库，其硫酸装置即日起临时停产，计划 2026 年 3 月上旬恢复生产。停产期间，金浦新能源将积极组织技术 人员和员工进行安全隐患的整改与装置的全面检维修，并系统开展员 工的安全教育培训，充分做好复产准备，确保后续的持续稳定运行。 本次金浦新能源临时停产预计不会对公司2026年生产经营产生 重大影响，公司将密切关注金浦新能源临时停产后的相关情况并及时 履行信息披露义务。 公司指定的信息披露媒体为《证券时报》《中国证券报》和巨潮 资讯网（www.cninfo.com.cn），敬请投资者关注相关公告，注意投 资风险。 特此公告。 1 证券代码：000545 证券简称：金浦钛业 公告编号：2026－006 金浦钛业股份有限公司 关于公司控股子公司硫酸装置临时停产的公告 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。 董事会 二○二六年二月六日 2 金浦钛业股份有限公 ...