Core Viewpoint - The titanium dioxide industry is experiencing a strong rally, with several companies seeing significant stock price increases due to a recent price increase announcement aimed at reversing previous low pricing and profitability trends [1][3]. Group 1: Stock Performance - Anning Co., Vanadium Titanium Co., and Jinpu Titanium Industry all reached their daily price limits, while Zhenhua Co. rose over 9%, and Huiyun Titanium Industry increased by over 7% [1]. - Other companies such as Anada and Longbai Group saw stock price increases of over 6%, with Tianneng Chemical, Tianyuan Co., and Luban Chemical also experiencing gains [1][2]. Group 2: Industry Developments - The titanium dioxide industry has jointly issued a price increase notice to improve the low pricing and profitability situation, indicating a potential recovery window for industry profits [3]. - Leading domestic titanium dioxide companies are accelerating their investment in chloride process capacity, with Tianneng Co. announcing a planned investment of 1.483 billion yuan to build a 100,000-ton chloride titanium dioxide project, aligning with the industry's green transformation trend [1].

格隆汇1月5日｜攀钢钒钛公告称，公司于2025年4月21日通过回购股份方案，拟用1-2亿元自有资金回购 股份用于股权激励，回购价不超4.30元/股，期限12个月。截至2025年12月31日，公司已回购36,354,559 股，占总股本0.39%，最高成交价2.96元/股，最低成交价2.57元/股，成交总金额1.01亿元。公司后续将 根据市场情况继续实施回购方案。 ...

格隆汇1月5日丨钒钛股份(000629.SZ)公布，截至2025年12月31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3635.46万股，占公司目前总股本的比例为0.39%，最高成交价为2.96 元/股，最低成交价为2.57元/股，成交总金额为人民币1亿元（不含交易费用）。 ...

股票代码：000629 股票简称：钒钛股份 公告编号：2026-01 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 ...

从资金流向上来看，当日冶钢原料板块主力资金净流出5701.11万元，游资资金净流入1369.19万元，散户 资金净流入4331.92万元。冶钢原料板块个股资金流向见下表： 证券之星消息，1月5日冶钢原料板块较上一交易日上涨1.45%，鄂尔多斯领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600295 | 鄂尔多斯 | 13.00 | 5.18% | 25.43万 | 3.27亿 | | 000629 | 钢钛股份 | 3.21 | 3.55% | 166.41万 | 5.33 Z | | 600382 | 广东明珠 | 7.30 | 2.38% | - 14.01万 | 1.02亿 | | 000655 | 等龄矿业 | 9.72 | 2.32% | 10.33万 | 9985.46万 | | 000923 | 河钢资源 | 21.38 | 0.99% | 1 ...

Core Viewpoint - The steel raw materials sector experienced a decline of 0.6% on December 31, with Guangdong Mingzhu leading the losses, while the Shanghai Composite Index rose by 0.09% and the Shenzhen Component Index fell by 0.58% [1] Group 1: Market Performance - The closing prices and performance of key stocks in the steel raw materials sector showed varied results, with Hebei Steel Resources closing at 21.17, up by 0.81%, and Guangdong Mingzhu at 7.13, down by 1.52% [1] - The total trading volume for Hebei Steel Resources was 136,500 shares, with a transaction value of 290 million yuan, while Guangdong Mingzhu had a trading volume of 141,600 shares and a transaction value of 102 million yuan [1] Group 2: Capital Flow - The steel raw materials sector saw a net inflow of 60.27 million yuan from institutional investors, while retail investors experienced a net outflow of 616.35 million yuan [1] - Major stocks like Dazhong Mining had a net inflow of 44.87 million yuan from institutional investors, while Hainan Mining saw a net inflow of 37.35 million yuan [2] - Conversely, stocks like Fangda Carbon and Baodi Mining faced significant net outflows from institutional investors, amounting to 23.27 million yuan and 7.08 million yuan respectively [2]

Core Insights - The steel raw materials sector experienced a slight increase of 0.32% on December 30, with Ordos leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Sector Performance - Ordos (600295) closed at 12.50, up by 4.69%, with a trading volume of 211,100 shares and a transaction value of 265 million [1] - Hebei Steel Resources (000923) increased by 1.79% to 21.00, with a trading volume of 181,500 shares and a transaction value of 379 million [1] - Dazhong Mining (001203) rose by 1.24% to 31.11, with a trading volume of 325,800 shares and a transaction value of 1 billion [1] - Other companies like Steel Titanium (000629), Fangda Carbon (600516), and Guangdong Mingzhu (600382) saw slight declines in their stock prices [1] Capital Flow - The steel raw materials sector saw a net outflow of 267 million from main funds, while retail investors contributed a net inflow of 292 million [1] - The detailed capital flow indicates that Ordos had a net inflow of over 694,100, while other companies like Jinding Mining (000655) and Guangdong Mingzhu (600382) experienced net outflows from main funds [2]

（编辑 丛可心） 证券日报网讯 12月29日，钒钛股份发布公告称，公司2025年度审计项目签字注册会计师由李顺利、戴 金涛变更为李顺利、万萍，立信会计师事务所已于近日完成交接，不影响年度财务及内控审计工作。 ...

Core Viewpoint - Vanadium Titanium Co., Ltd. (钒钛股份) is expected to supply approximately 1.5 million tons of vanadium products to Dalian Rongke in 2024, which represents 28% of the company's total vanadium product sales for the year [1] Industry Summary - According to the National Vanadium Titanium Industry Alliance and Mysteel data, the demand for vanadium in China's energy storage sector is projected to be between 19,000 to 25,000 tons (in terms of vanadium pentoxide) for 2024 [1]

关于变更签字注册会计师的公告 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 3 月 27 日召开第九届董事会第二十二次会议审议通过了《关于续聘立 信会计师事务所（特殊普通合伙）的议案》，拟聘请立信会计师事务所 （特殊普通合伙）（以下简称"立信"）为公司 2025 年度财务报告及内 部控制审计机构，该事项于 2025 年 4 月 25 日经 2024 年度股东大会审 议通过，具体内容详见公司于 2025 年 3 月 29 日披露的《第九届董事 会第二十二次会议决议公告》（公告编号：2025-23）、《关于拟续聘立 信会计师事务所（特殊普通合伙）的公告》（公告编号：2025-29）及 2025 年 4 月 26 日披露的《2024 年度股东大会决议公告》（公告编号： 2025-39）。 近日，公司收到立信出具的《关于变更攀钢集团钒钛资源股份有 限公司签字会计师的函》，现将具体情况公告如下： 股票代码：000629 股票简称：钒钛股份 公告编号：2025-84 攀钢集团钒钛资源股份有限公司 一、本次 ...