格隆汇1月12日丨钒钛股份(000629.SZ)公布，财务部门初步测算，预计2025年年度归属于上市公司股东 的净利润为负值，公司2025年年度经营业绩将出现亏损。公司将严格遵循《深圳证券交易所股票上市规 则》等相关规定，尽快披露2025年年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为 准。 ...

格隆汇1月12日丨钒钛股份(000629.SZ)公布，财务部门初步测算，预计2025年年度归属于上市公司股东 的净利润为负值，公司2025年年度经营业绩将出现亏损。公司将严格遵循《深圳证券交易所股票上市规 则》等相关规定，尽快披露2025年年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为 准。 ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders for the year 2025 to be negative, indicating an anticipated loss for the fiscal year[1] - The final financial data will be disclosed in the official 2025 annual report, which will provide more accurate figures[1] Compliance and Disclosure - The company is committed to adhering to the Shenzhen Stock Exchange listing rules and will promptly disclose the 2025 annual performance forecast[1]

格隆汇1月12日丨钒钛股份(000629.SZ)在互动平台表示，公司钛产品主要包括钛白粉和钛渣，钛白粉主 要应用于涂料、油墨、造纸、塑料等领域，钛渣主要用于钛白粉和海绵钛生产。公司未直接向"格力 钛"供应相关产品。 ...

Group 1: Raw Material Supply and Pricing - The company primarily purchases titanium concentrate and crude vanadium slag from its controlling shareholder, Pangang Group, ensuring stable raw material supply from the Panzhihua and Baima mining areas [2] - The pricing model for crude vanadium slag is based on cost plus reasonable profit, while all titanium concentrate produced by the controlling shareholder is supplied to the company [2] Group 2: Collaboration with Dalian Rongke - Since signing a strategic cooperation agreement in September 2021, the company has deepened its collaboration with Dalian Rongke, including a joint venture to establish a 2,000 cubic meters/year vanadium electrolyte production line, which has been operating effectively [2][3] - In 2024, the company plans to supply approximately 15,000 tons of vanadium products (equivalent to V2O5, excluding raw materials needed for the joint venture) to Dalian Rongke, accounting for 28% of the company's total vanadium product sales that year [2] Group 3: Performance Improvement Measures - The company is actively procuring social resources to maximize vanadium product production capacity and is pushing for timely production ramp-up of new titanium dioxide production lines [3] - Market demand research is conducted to adjust the production volume of high-margin products, optimizing the product mix to enhance overall profitability [3] - Cost control measures are implemented to reduce manufacturing costs of vanadium-titanium products, alongside maintaining and expanding sales channels to alleviate sales pressure [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000629 | 钢钛股份 | 3.58 | 2.58% | 316.96万 | 11.33 Z | | 600295 | 鄂尔多斯 | 15.80 | 2.53% | 31.96万 | 4.87 Z | | 600516 | 方大炭素 | 6.04 | 2.03% | 115.82万 | 6.94亿 | | 601121 | 宝地矿业 | 7.73 | 1.84% | - 15.10万 | 1.16亿 | | 600382 | 广东明珠 | 7.52 | 1.62% | 17.18万 | 1.29亿 | | 000655 | 金岭矿业 | 9.88 | 0.82% | 10.90万 | 1.07亿 | | 000923 | 河钢资源 | 22.86 | 0.66% | 18.85万 | 4.30亿 | | 601969 | 三是越便 | 11.53 | 0.44% | 40.84万 | 4.70亿 | | 001203 | 大中矿业 | 27.9 ...

Group 1: Company Products and Production Capacity - The company produces a range of vanadium products including vanadium pentoxide, ferrovanadium, vanadium-nitrogen alloy, vanadium-aluminum alloy, and vanadium electrolyte, with an annual production capacity of 44,200 tons of vanadium products (measured in V2O5) [2] - The titanium series products include titanium dioxide and titanium slag, with an annual production capacity of 300,000 tons of titanium dioxide and 240,000 tons of titanium slag [2] - The products are widely used in industries such as steel, energy storage, non-ferrous metals, and coatings [2] Group 2: Raw Material Supply and Pricing - The main raw materials, titanium concentrate and crude vanadium slag, are sourced from the controlling shareholder, Panzhihua Steel Group, ensuring stable supply [2] - The pricing for crude vanadium slag is based on a cost-plus reasonable profit model [2][3] Group 3: Vanadium Energy Storage Business - The company is expanding its applications in non-steel sectors, particularly vanadium energy storage, through a strategic partnership with Dalian Rongke, a leader in the domestic vanadium energy storage field [4] - A joint venture is established to build a 2,000 cubic meters/year vanadium electrolyte production line, with a cumulative supply of over 20,000 tons of vanadium products to Dalian Rongke from 2021 to 2024 [4] Group 4: Titanium Dioxide Production Line - The 60,000 tons molten salt chlorination production line is a key project in Sichuan, utilizing titanium slag produced from local titanium concentrate [5] - The company has developed proprietary technology for low-grade titanium slag processing, leading to stable production and decreasing costs since 2025 [5] Group 5: Dividend Policy - The company currently does not meet the conditions for dividend distribution due to existing unabsorbed losses, but aims to improve operations to restore dividend eligibility as soon as possible [6]

Group 1 - The non-ferrous metal sector is leading the market, with Zijin Mining's market capitalization surpassing 1 trillion yuan for the first time, and Luoyang Molybdenum reaching a historical high [1][3] - The popular non-ferrous metal ETF, Huabao (159876), saw a maximum intraday increase of 4.4%, closing up 4.21%, marking four consecutive days of gains [1] - The ETF experienced a significant increase in trading volume, with a total turnover of 72.79 million yuan, a 47% increase compared to the previous period [1] Group 2 - The titanium dioxide industry has seen a joint price increase announcement, leading to a surge in stocks such as Anning Co. and Vanadium Titanium Co. [3] - As of January 5, 2025 earnings forecasts for four leading companies in the non-ferrous metal sector predict double-digit growth in net profits year-on-year, with Zijin Mining expected to achieve a net profit of 51 to 52 billion yuan, a growth of 59% to 62% [3][4] - Longjiang Securities anticipates that the price increase and liquidity will create a favorable environment for precious metals, while industrial metals like copper and aluminum are expected to see a strong performance due to economic recovery and supply-demand optimization [4][6] Group 3 - The Huabao non-ferrous metal ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing for better capture of the sector's beta performance [4] - The ETF has seen a net subscription of 39 million units in a single day, following a total net inflow of 56.48 million yuan over the previous four days, indicating strong market interest [1][3] - The overall sentiment in the non-ferrous metal sector is optimistic, with expectations of a "super cycle" driven by various market dynamics [4]

Group 1 - The titanium dioxide concept sector increased by 5.08%, ranking third among concept sectors, with 13 stocks rising, including Anning Co., Vanadium Titanium Co., and Jinpu Titanium Industry reaching the daily limit [1] - The leading stocks in the titanium dioxide sector included Zhenhua Co., Longbai Group, and Huiyun Titanium Industry, which rose by 8.87%, 6.25%, and 6.09% respectively [1] - The main capital inflow into the titanium dioxide sector was 523 million yuan, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The top net inflow stock was Vanadium Titanium Co. with a net inflow of 335 million yuan, followed by Longbai Group, Anning Co., and Jinpu Titanium Industry with net inflows of 96.08 million yuan, 89.43 million yuan, and 88.01 million yuan respectively [2] - The net inflow ratios for Jinpu Titanium Industry, Vanadium Titanium Co., and Anning Co. were 34.44%, 24.79%, and 13.02% respectively, indicating strong investor interest [3] - The trading performance of key stocks in the titanium dioxide sector showed significant gains, with Vanadium Titanium Co. rising by 9.97% and Jinpu Titanium Industry by 9.86% [4][5]

涨停股中，*ST阳光、*ST万方等19只股为ST股。连续涨停天数看，胜通能源已连收13个涨停板，连续 涨停板数量最多。从上午收盘涨停板封单量来看，岩山科技最受资金追捧，上午收盘涨停板封单有 42309.59万股，其次是山子高科、钒钛股份等，涨停板封单分别有32067.58万股、11936.88万股。以封 单金额计算，岩山科技、锋龙股份、创新医疗等涨停板封单资金最多，分别有36.30亿元、21.24亿元、 19.83亿元。（数据宝） 截至上午收盘，上证指数报收4069.38点，上涨1.14%；深证成指收于13940.24点，上涨0.81%；创业板 指下跌0.04%；科创50指数上涨1.95%。 不含当日上市新股，今日可交易A股中，上涨个股有3463只，占比66.96%，下跌个股有1540只，平盘个 股169只。其中，收盘股价涨停的有106只，跌停股有2只。 证券时报·数据宝统计显示，涨停个股中，主板有94只，创业板9只，科创板3只。以所属行业来看，上 榜个股居前的行业有基础化工、机械设备、医药生物行业，上榜个股分别有13只、12只、11只。 | 002375 | 亚厦股份 | 4.44 | 4.18 | 330 ...