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 ...

智通财经APP讯，金浦钛业(000545.SZ)公告，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。 ...

金浦钛业（000545）(000545.SZ)公告，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。 ...

南财智讯2月6日电，金浦钛业公告，因临近春节，部分化工企业停产导致硫酸市场需求减少，为避免胀 库，公司控股子公司安徽金浦新能源科技有限公司硫酸装置即日起临时停产，计划于2026年3月上旬恢 复生产；停产期间将开展安全隐患整改、装置全面检维修及员工安全教育培训；本次临时停产预计不会 对公司2026年生产经营产生重大影响。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000545 股票简称：金浦钛业 公告编号：2026-005 金浦钛业股份有限公司 关于公司控股股东所持公司股份被轮候冻结的公告 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。 特别风险提示： 1、金浦钛业股份有限公司（以下简称"金浦钛业"或"公司"）控股股东金浦投资控股集团有限公司（以 下简称"金浦集团"）持有公司股份145,324,131股，占公司总股本的14.73%。本次金浦集团被轮候冻结的 股份为128,351,494股。 2、截至本公告披露日，金浦集团被质押的股份累计为145,324,131股，占其所持股份数的100%，占公司 总股本的14.73%；被司法冻结和司法标记的股份累计为138,975,625股，占其所持股份数的95.63%，占 公司总股本的14.08%；被轮候冻结的股份累计为128,351,494股，占其所持股份数的88.32%。 3、如金浦集团不能按期清偿债务，将导致其被质押或冻结股份被强制执行，可能导致控股股东、实际 控制人发生变更，影响公司控制权的稳定。请广大投资者注意投资 ...

Core Viewpoint - The announcement reveals that the controlling shareholder of Jinpu Titanium Industry has had a significant portion of its shares frozen due to a legal dispute, which could potentially impact the company's control structure, although the company asserts that its operations remain unaffected [2]. Group 1: Shareholder and Legal Issues - Jinpu Investment Holding Group, the controlling shareholder, has 128.35 million shares frozen by the Nanjing Gulou District People's Court, representing 88.32% of its holdings and 13.01% of the company's total share capital [2]. - The freezing of shares is a result of a contractual dispute between Zhejiang Hengtong Holding Co., Ltd. and Jiangsu Jinpu Group International Trade Co., Ltd. [2]. - A total of 138.98 million shares held by Jinpu Group have been judicially frozen or marked, accounting for 95.63% of its holdings [2]. Group 2: Company Operations and Governance - The company maintains that it operates independently from its controlling shareholder in terms of assets, business, and finances [2]. - The company asserts that the legal issues do not pose a significant impact on its governance or daily operations [2].

证券代码：000545 股票简称：金浦钛业 公告编号：2026-005 金浦钛业股份有限公司 关于公司控股股东所持公司股份被轮候冻结的公告 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。 特别风险提示： 1、金浦钛业股份有限公司（以下简称"金浦钛业"或"公司"） 控股股东金浦投资控股集团有限公司（以下简称"金浦集团"）持有 公司股份 145,324,131 股，占公司总股本的 14.73%。本次金浦集团 被轮候冻结的股份为 128,351,494 股。 2 、 截 至 本 公 告 披 露 日 ， 金 浦 集 团 被 质 押 的 股 份 累 计 为 145,324,131 股，占其所持股份数的 100%，占公司总股本的 14.73%； 被司法冻结和司法标记的股份累计为 138,975,625 股，占其所持股份 数的 95.63%，占公司总股本的 14.08%；被轮候冻结的股份累计为 128,351,494 股，占其所持股份数的 88.32%。 3、如金浦集团不能按期清偿债务，将导致其被质押或冻结股份 被强制执行，可能导致控股股东、实际控制人发生变更，影响公司控 ...

格隆汇1月29日丨金浦钛业(000545.SZ)公布，预计2025年归属于上市公司股东的净利润-48,878.42万元 ～-42,768.62万元，扣除非经常性损益后的净利润-44,430.92万元～-38,259.96万元。2025年钛白粉产品销 售价格处于低位，对产品的毛利产生了较大影响；2025年全资子公司徐州钛白化工有限责任公司临时停 产，对资产价值、营业收入及净利润均产生了较大影响。 ...

Financial Projections - The estimated net profit for 2025 is projected to be between -48,878.42 million and -42,768.62 million RMB, representing a decline of 100% to 75% compared to the same period last year[5]. - The net profit after deducting non-recurring gains and losses is expected to be between -44,430.92 million and -38,259.96 million RMB, indicating a decrease of 80% to 55% year-over-year[5]. - The basic earnings per share is projected to be between -0.4953 and -0.4334 RMB, compared to -0.2477 RMB in the previous year[5]. Operational Challenges - The low sales prices of titanium dioxide products significantly impacted the gross profit in 2025[7]. - The temporary shutdown of the wholly-owned subsidiary Xuzhou Titanium Dioxide Chemical Co., Ltd. adversely affected asset value, operating income, and net profit[7]. - The disposal of equity in the wholly-owned subsidiary Shanghai Dongyi Hotel Management Co., Ltd. had a significant impact on investment income[7]. - Impairment provisions for the office building of the wholly-owned subsidiary Nanjing Titanium Dioxide Chemical Co., Ltd. affected asset value, net assets, and net profit[8]. Communication and Forecasting - The company has communicated with the accounting firm regarding the performance forecast, and there are no significant discrepancies[6]. - The performance forecast is based on preliminary calculations by the finance department, and the final data will be disclosed in the official 2025 annual report[9]. - Investors are advised to make cautious decisions and be aware of investment risks[9].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable recovery in demand, with oil prices expected to remain in a range of $55-70 per barrel due to OPEC+ production delays and improved global economic conditions [4][5]. - The report highlights a recovery in spandex prices, an ongoing improvement in titanium dioxide supply and demand, and an anticipated acceleration in dye supply clearance [4][5]. - The investment strategy suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export chains, with specific company recommendations provided [4][5]. Industry Dynamics - Oil: OPEC+ has delayed production increases, and shale oil production has peaked, leading to a slowdown in supply growth. Demand is stabilizing with improved global economic conditions [5]. - Spandex: The overall operating rate in the spandex industry has increased from 79% to 87%, with prices rising by 1,000 CNY per ton as of January 20, 2026 [4][5]. - Titanium Dioxide: The closure of production facilities by major companies is expected to improve profitability, with recommendations to focus on leading companies in this sector [4][5]. - Dyes: The price of core intermediates for disperse dyes has increased by over 50%, indicating a potential industry clearance [4][5]. Investment Analysis - The report suggests a diversified investment approach across various chains, including textiles, agriculture, and export-related chemicals, with specific companies highlighted for potential growth [4][20]. - Key materials for semiconductor and panel manufacturing are emphasized, with recommendations for companies involved in these sectors [4][5]. - The report also notes the importance of focusing on companies that can achieve self-sufficiency in critical materials [4][5].