安纳达、金浦钛业此前封板，钒钛股份、振华股份、钛能化学、龙佰集团、惠云钛业等多股涨超5%。 (本文来自第一财经) 安纳达、金浦钛业此前封板，钒钛股份、振华股份、钛能化学、龙佰集团、惠云钛业等多股涨超5%。 (本文来自第一财经) ...

Group 1: Contract Developments - Vanadium Titanium Co., Ltd. signed a framework agreement with Dalian Rongke Energy Group to supply 20,000 tons of vanadium products for the year 2026 [2] - This agreement is a core business event for 2026, and its execution may impact the company's vanadium product sales and market expectations [2] Group 2: Business Progress - The company has been focusing on vanadium battery energy storage, with a partnership with Dalian Rongke that began in 2021 and has deepened over time [3] - A joint venture has established a vanadium electrolyte production line with a capacity of 2,000 cubic meters per year, and plans for larger scale production lines are underway [3] - National policies on new energy storage, such as the installation target of 180 million kilowatts, align well with the company's business and may provide external support for long-term growth [3] Group 3: Performance Strategy - Facing performance pressure in 2025, with an expected net loss of 80 million to 110 million yuan, the company plans to optimize operations through various measures [4] - Measures include increasing vanadium product capacity, promoting new titanium dioxide production lines, adjusting product structure, reducing costs, and expanding sales channels [4] - The effects of these measures are expected to gradually manifest in 2026 [4] Group 4: Industry Policies and Environment - The vanadium-titanium sector is significantly driven by policies, with new energy storage initiatives expected to create substantial investment opportunities [5] - The company holds exclusive development rights to the Panzhihua vanadium-titanium magnetite resources, establishing a full industry chain layout [5] - Long-term competitiveness is closely linked to the sustainability of policies, and investors should monitor the progress of relevant policy implementations and industry competition [5]

Group 1 - The core point of the article is that Vanadium Titanium Co., Ltd. (stock code: 000629) reported that as of February 10, 2026, the number of shareholders is approximately 285,700 [1]

Market Overview - The steel raw materials sector increased by 1.76% compared to the previous trading day, with Hebei Steel Resources leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Hebei Steel Resources (000923) closed at 25.95, up 6.97%, with a trading volume of 281,100 shares and a transaction value of 710 million [1] - Fangda Carbon (600516) closed at 5.87, up 3.35%, with a trading volume of 930,300 shares and a transaction value of 536 million [1] - Guangdong Mingzhu (600382) closed at 8.79, up 3.17%, with a trading volume of 332,600 shares and a transaction value of 288 million [1] - Steel Titanium Co. (000629) closed at 3.78, up 2.16%, with a trading volume of 1,859,200 shares and a transaction value of 693 million [1] - Ordos (600295) closed at 15.21, up 1.88%, with a trading volume of 163,700 shares and a transaction value of 244 million [1] - Other stocks such as Dazhong Mining (001203) and Baodi Mining (601121) experienced slight declines [1] Capital Flow Analysis - The steel raw materials sector saw a net inflow of 60.03 million from main funds, while retail funds experienced a net inflow of 10.52 million [1] - Retail investors showed a net outflow of 70.55 million from the sector [1] Detailed Capital Flow for Key Stocks - Guangdong Mingzhu (600382) had a main fund net inflow of 35.69 million, but retail funds saw a net outflow of 15.02 million [2] - Hebei Steel Resources (000923) experienced a main fund net inflow of 16.26 million, with retail funds showing a net outflow of 28.09 million [2] - Ordos (600295) had a main fund net inflow of 15.83 million, while retail funds had a net inflow of 29.21 million [2] - Dazhong Mining (001203) saw a main fund net inflow of 13.88 million, with retail funds showing a net inflow of 1.17 million [2] - Fangda Carbon (600516) had a main fund net inflow of 13.67 million, but retail funds experienced a net outflow of 25.97 million [2]

Group 1 - The steel raw materials sector increased by 2.99% compared to the previous trading day, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Dazhong Mining's closing price was 29.57, with a rise of 5.16%, and a trading volume of 262,400 shares, amounting to 768 million yuan [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 27.21 million yuan, while retail funds saw a net inflow of 57.98 million yuan [1] - The table shows various companies' fund flows, with Dazhong Mining having a main fund net inflow of 66.46 million yuan, but a retail net outflow of 35.17 million yuan [2] - Other companies like Steel Titanium Co. and Baodi Mining also experienced mixed fund flows, with significant retail inflows despite main fund outflows [2]

Group 1 - The core point of the article is that Vanadium Titanium Co., Ltd. (stock code: 000629) reported that as of January 30, 2026, the number of shareholders is approximately 301,000 [1]

股票代码：000629 股票简称：钒钛股份 公告编号：2026-05 攀钢集团钒钛资源股份有限公司 关于回购公司股份进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 攀钢集团钒钛资源股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开了第九届董事会第二十三次会议，审议通过了《关于回 购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易方式 回购部分公司已发行的人民币普通股（A 股）股票，回购股份将用于 实施股权激励。本次回购的资金总额不低于人民币 1 亿元（含），不超 过人民币 2 亿元（含）；回购股份价格不超过 4.30 元/股，回购期限自 公司第九届董事会第二十三次会议审议通过本次股份回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 22 日在公司指定信息披 露媒体上刊登的《第九届董事会第二十三次会议决议公告》（公告编号： 2025-36）、《关于回购公司股份方案的公告》（公告编号：2025-37）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监 管指引第 9 号——回购股份》等相关规定 ...

Core Viewpoint - The company expects a significant decline in revenue and a net loss for the fiscal year 2025, primarily due to falling prices of vanadium and titanium products [1] Financial Projections - The company forecasts a revenue of 8.8 billion to 9 billion yuan for 2025, representing a year-on-year decline of 31.86% to 33.38% [1] - The anticipated net loss attributable to shareholders is between 80 million to 110 million yuan, a decrease of 365 million to 395 million yuan compared to the previous year [1] Market Conditions - The decline in revenue and profit is attributed to the year-on-year decrease in prices of vanadium and titanium products, along with changes in the business model of certain products [1] - The company is actively responding to market changes by improving production and sales coordination and adjusting product varieties to mitigate the impact of price declines [1]

股票代码：000629 股票简称：钒钛股份 公告编号：2026-04 攀钢集团钒钛资源股份有限公司 关于与大连融科储能集团股份有限公司 签订《2026 年钒储能原料合作年度框架协议》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1. 本次续签的年度框架协议为前期战略合作协议的具体落实。协 议约定双方采取多钒酸铵原料购销的合作模式，2026 年度预计总数量 20,000 吨（折合五氧化二钒），该数量不含钒钛股份与大连融科成立 的钒储能合资公司及其他专项重大储能项目所需原料。 2. 协议中涉及的购销数量为预计数量，双方将另行协商确定每月 的具体数量并签订月度合同，最终交易数量以实际结算为准。本框架 协议能否全部得以执行尚存在不确定性，敬请广大投资者注意投资风 险。 3. 本协议期限自 2026 年 1 月 1 日起至 2026 年 12 月 31 日止。 一、协议签订概况 公司于 2021 年 9 月 10 日与大连博融新材料有限公司（现已更名 为大连融科储能集团股份有限公司，以下简称"大连融科"）签订了 《战略合作协议》，双方就产品及服务、 ...

Core Viewpoint - The company has signed a framework agreement for vanadium energy storage raw materials with Dalian Rongke Energy Group, indicating a strategic partnership aimed at enhancing its position in the energy storage market [1] Group 1: Agreement Details - The agreement is between the company's wholly-owned subsidiary, Panzhihua Steel Group Chengdu Vanadium Titanium Resources Development Co., Ltd., and Dalian Rongke Energy Group [1] - The duration of the agreement is from January 1, 2026, to December 31, 2026 [1] - The expected total quantity of ammonium vanadate raw materials for 2026 is 20,000 tons, equivalent to vanadium pentoxide [1] Group 2: Execution Uncertainty - The quantity mentioned in the agreement does not include raw materials required for the joint venture established by the company and Dalian Rongke, as well as other significant energy storage projects [1] - The final transaction quantity will be subject to actual settlement, indicating potential uncertainties in the execution of the agreement [1]