Group 1 - The titanium dioxide concept sector rose by 1.70%, ranking 10th among concept sectors, with 13 stocks increasing in value, including Daowen Co., Huayun Titanium, and Guocheng Mining, which rose by 5.06%, 4.25%, and 3.40% respectively [1] - The main capital flow in the titanium dioxide concept sector showed a net outflow of 0.29 billion yuan, with five stocks experiencing net inflows, led by Longbai Group with a net inflow of 22.26 million yuan [2][3] - The net inflow ratios for leading stocks in the titanium dioxide sector were 9.41% for Annada, 6.71% for Longbai Group, and 6.32% for Huayun Titanium [3] Group 2 - The top stocks in the titanium dioxide concept sector based on capital flow included Longbai Group, Huayun Titanium, and Vanadium Titanium Co., with respective net inflows of 22.26 million yuan, 20.56 million yuan, and 13.66 million yuan [3][4] - Stocks such as Donghua Technology and Jinpu Titanium experienced significant net outflows, with -3.41% and -14.09% in net inflow ratios respectively [4]

Group 1 - The A-share steel sector experienced an initial surge, with Liugang Co., Ltd. hitting the daily limit up [1] - Other companies such as Shengde Xintai, Hebei Steel, Vanadium Titanium Co., Ltd., Zhongnan Co., Ltd., and Shagang Co., Ltd. also saw increases [1]

Group 1 - The company expects a significant loss in the first half of 2025, with total profit estimated to be a loss of 190 million to 230 million yuan, compared to a profit of 168.53 million yuan in the same period last year [1] - The net profit attributable to shareholders is projected to be a loss of 180 million to 220 million yuan, down from a profit of 137.31 million yuan in the previous year [1] - The operating revenue is expected to be between 4.13 billion and 4.20 billion yuan, a decrease from 7.16 billion yuan in the same period last year [1] Group 2 - The decline in revenue and profit is primarily attributed to a decrease in the prices of vanadium and titanium products compared to the previous year, with a net profit decrease of approximately 317 million to 357 million yuan [1] - The company is actively responding to market changes by adjusting its product mix to mitigate the impact of falling prices [1]

攀钢集团钒钛资源股份有限公司 2025 年半年度业绩预告 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。 一、本期业绩预计情况 （一）业绩预告期间：2025年1月1日至2025年6月30日 （二）业绩预告情况： | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 利润总额 | 亏损：19,000 | 万元–23,000 | 万元 | 盈利：16,853.24 | 万元 | | 归属于上市公司股东 的净利润 | 亏损：18,000 | 万元–22,000 | 万元 | 盈利：13,730.60 | 万元 | | 扣除非经常性损益后 的净利润 | 亏损：18,200 | 万元–22,200 | 万元 | 盈利：12,841.45 | 万元 | | 基本每股收益 | 亏损：0.0194 | 元/股–0.0237 | 元/股 | 盈利：0.0154 | 元/股 | | 营业收入 | 413,000 | 万元–420,000 万元 | | 715,758.13 万元 | | 二、与会计师事 ...

Core Viewpoint - Vanadium Titanium Co., Ltd. (stock code: 000629) announced a significant decline in expected revenue and a projected net loss for the first half of 2025 compared to the same period in the previous year [1] Financial Performance - The expected operating revenue for the period from January 1, 2025, to June 30, 2025, is projected to be between 4.13 billion and 4.2 billion yuan, a decrease from 7.158 billion yuan in the same period last year [1] - The net profit attributable to shareholders of the listed company is expected to be a loss of between 180 million and 220 million yuan, contrasting with a net profit of 137 million yuan in the same period last year [1]

Market Overview - The Shanghai Composite Index closed at 3546.50 points, above the annual line, with a gain of 1.05% [1] - The total trading volume of A-shares reached 10310.63 billion yuan [1] Stocks Breaking Annual Line - A total of 55 A-shares have broken above the annual line today, with notable stocks including XWANDA, Fuxing Co., and Guolian Minsheng, showing divergence rates of 5.64%, 3.70%, and 3.15% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Wangfujing, Tonghe Pharmaceutical, and Sanxia Water Conservancy [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - XWANDA (9.13% increase, 5.12% turnover rate, latest price 21.16 yuan, divergence rate 5.64%) [1] - Fuxing Co. (4.31% increase, 5.52% turnover rate, latest price 2.42 yuan, divergence rate 3.70%) [1] - Guolian Minsheng (6.66% increase, 3.68% turnover rate, latest price 11.21 yuan, divergence rate 3.15%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuoer Si (3.05% increase, 3.72% turnover rate, latest price 18.56 yuan, divergence rate 2.82%) [1] - ST Huaming (4.83% increase, 10.28% turnover rate, latest price 10.21 yuan, divergence rate 2.73%) [1] - Green Beauty (3.01% increase, 2.26% turnover rate, latest price 6.50 yuan, divergence rate 2.32%) [1]

股票代码：000629 股票简称：钒钛股份 公告编号：2025-60 本次换届选举完成后，公司董事会中兼任公司高级管理人员 以及由职工代表担任的董事人数总计未超过公司董事总数的二 分之一。 杨东先生简历附后。 特此公告。 攀钢集团钒钛资源股份有限公司董事会 关于第十届董事会职工董事选举结果的公告 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"）第九 届董事会即将届满，根据《公司法》和本公司章程的有关规定， 公司于 2025 年 6 月 30 日召开职工代表大会，选举杨东先生为公 司第十届董事会职工董事，任期三年，与第十届董事会一致。经 公示后无异议，选举结果有效。 杨东先生将与公司 2025 年第三次临时股东大会选举产生的 8 名董事共同组成公司第十届董事会。 攀钢集团钒钛资源股份有限公司 杨东先生，1967 年 10 月出生，经济师，大学学历，中共党 员，现任本公司纪委书记、职工董事、工会主席、机关党委书记。 历任攀钢（集团）公司劳动保险部劳动组织处处长，攀枝花新钢 钒股份有限公司企业管理部副部长；攀钢集团有限 ...

Group 1 - The company plans to repurchase its shares using its own funds, with a total amount not less than RMB 100 million and not exceeding RMB 200 million [1] - The repurchase price will not exceed RMB 4.30 per share, and the repurchase period starts from the approval date of the plan by the board of directors [1] - As of June 30, 2025, the company has repurchased 3,800,000 shares at an average price of RMB 2.57 per share, totaling RMB 9,766,000 [1] Group 2 - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [2] - The repurchase of shares complies with the regulations set forth in the "Listed Company Share Repurchase Rules" and the "Shenzhen Stock Exchange Self-Regulatory Guidelines" [2]

股票代码：000629 股票简称：钒钛股份 公告编号：2025-59 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 1．自可能对本公司证券及其衍生品种交易价格产生重大影响的重 大事项发生之日或者在决策过程中，至依法披露之日内； 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，上市公司应当在每个月的 前三个交易日内披露截至上月末的回购进展情况。现将公司本次回购 股份进展情况公告如下： 一、回购公司股份的进展情况 截至 2025 年 6 月 30 日，公司通过深圳证券交易所交易系统以集 中竞价交易方式回购公司股份 3,800,000 股，占公司目前总股本的比例 为 0.04%，回购成交价均为 2.57 元/股，成交总金额为人民币 9,766,000 元（不含交易费用）。回购资金来源为公司自有资金，回购价格未超过 1 4.30 元/股，符合相关法律法规、规范性文件及公司回购方案的规定。 二、其他事项说明 公司回购股份的时间、回购股份的数量、回购股份价格及集中竞 价交易的委托时段均符合《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 ...

Core Viewpoint - The company held its 25th meeting of the 9th Board of Directors on June 27, 2025, where several key resolutions were passed, including the appointment of a new vice president and the proposal for board re-election and amendments to the company's articles of association [1][4][6]. Group 1: Board Resolutions - The company appointed Xu Cong as the new vice president, with a term aligned with the current Board of Directors [1][3]. - The board approved the proposal for the re-election of directors, which will be submitted to the upcoming shareholders' meeting [4][5]. - The board also approved amendments to the company's articles of association and related regulations, which will be presented at the shareholders' meeting [6][7]. Group 2: Shareholders' Meeting - The company will hold its 3rd extraordinary shareholders' meeting on July 18, 2025, combining on-site and online voting [8][9]. - The meeting's agenda includes several proposals that require special resolutions, needing at least two-thirds of the voting rights to pass [43][44]. - The voting will take place both in person and through the Shenzhen Stock Exchange's voting systems, with specific time slots designated for each [36][37][39]. Group 3: Company Governance Changes - The company plans to abolish the supervisory board after the current term, necessitating amendments to the articles of association [63]. - The company will repurchase and cancel 4,022,200 shares of restricted stock as part of its 2021 equity incentive plan, reducing the total share capital [62][63]. - The amendments to the articles of association and related governance documents are classified as special resolutions and will be subject to shareholder approval [66].