Market Overview - The steel raw materials sector increased by 0.09% on August 26, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Dazhong Mining (001203) closed at 12.41, up 2.31% with a trading volume of 304,300 shares and a transaction value of 377 million yuan [1] - Guangdong Mingzhu (600382) closed at 5.79, up 1.05% with a trading volume of 82,500 shares and a transaction value of 47.59 million yuan [1] - Fangda Carbon (600516) closed at 5.03, up 1.00% with a trading volume of 524,000 shares and a transaction value of 263 million yuan [1] - Other stocks like Hebei Steel Resources (000923) and Steel Titanium Co. (000629) experienced slight declines [1] Capital Flow - The steel raw materials sector saw a net outflow of 11.8014 million yuan from main funds, while speculative funds had a net inflow of 20.2818 million yuan [1] - Retail investors experienced a net outflow of 8.4805 million yuan [1] Detailed Capital Flow Analysis - Dazhong Mining had a main fund net inflow of 52.3866 million yuan, but a net outflow from retail investors of 47.9657 million yuan [2] - Fangda Carbon saw a main fund net inflow of 21.0819 million yuan, with retail investors also experiencing a net outflow [2] - Other companies like Hainan Mining (601969) and Erdos (600295) showed mixed capital flows, with significant outflows from main funds in some cases [2]

Core Viewpoint - Vanadium Titanium Co., Ltd. reported a significant decline in revenue and incurred a net loss for the first half of 2025 [1] Financial Performance - The company's operating revenue for the first half of 2025 was 4.254 billion yuan, representing a year-on-year decrease of 40.57% [1] - The net loss attributable to shareholders of the listed company was 199 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 201 million yuan [1] - The basic loss per share was 0.0215 yuan [1]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of the year, primarily due to lower prices of vanadium-titanium products and adjustments in business operations [1] Financial Performance - The company achieved a total revenue of 4.254 billion yuan, a decrease of 2.904 billion yuan or 40.57% compared to the same period last year [1] - Operating costs amounted to 4.044 billion yuan, down by 2.596 billion yuan or 39.09% year-on-year [1] - The net profit attributable to shareholders was -199 million yuan, a decline of 337 million yuan or 245.15% year-on-year [1] Production Metrics - The company produced 26,100 tons of vanadium products (measured in V2O5), an increase of 1.56% year-on-year [1] - Titanium dioxide production reached 136,200 tons, with chlorinated titanium dioxide accounting for 38,200 tons, reflecting a year-on-year growth of 5.91% [1] - Titanium slag production was 94,900 tons, with self-used titanium slag at 45,000 tons, showing a decrease of 3.95% year-on-year [1]

Group 1 - The core viewpoint of the article is that Vanadium Titanium Co., Ltd. announced the results of its board meeting and provided insights into its revenue composition for 2024 [1] - The company held its 10th second board meeting on August 22, 2025, via communication methods, discussing the revision of governance decision-making matters [1] - As of the report, the market capitalization of Vanadium Titanium Co., Ltd. is 26.5 billion yuan [1] Group 2 - For the year 2024, the revenue composition of Vanadium Titanium Co., Ltd. is as follows: titanium industry accounts for 52.18%, vanadium industry for 31.63%, electricity for 11.74%, other industries for 2.81%, and steel industry for 1.63% [1]

Core Viewpoint - The company, Vanadium Titanium Co., Ltd. (stock code: 000629), emphasizes its commitment to technological innovation and the comprehensive utilization of polymetallic vanadium-titanium magnetite resources within the national-level resource development pilot zone, the Panzhihua Strategic Resource Innovation Development Pilot Zone [1] Group 1 - The company is a core enterprise in the Panzhihua Strategic Resource Innovation Development Pilot Zone [1] - The company aims to strengthen and expand its main business in vanadium and titanium [1] - The company will fulfill its information disclosure obligations if planning any significant matters [1]

股票代码：000629 股票简称：钒钛股份 公告编号：2025-70 攀钢集团钒钛资源股份有限公司 第十届董事会第二次会议决议公告 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 8 月 11 日以专人递送、电子邮件等方式发出关于召开公司第十届董事 会第二次会议的通知和议案资料，会议于 2025 年 8 月 22 日 9:00 以通 讯方式召开。本次会议应出席董事 9 名，实际出席董事 9 名。会议由 董事长马朝辉先生主持，公司高级管理人员列席会议。本次会议的召 开符合《中华人民共和国公司法》及其他有关法律法规和本公司章程 的规定。经与会董事审慎讨论，本次会议形成如下决议： 本议案表决结果：7 票同意，0 票反对，0 票弃权。 本议案已经公司 2025 年第二次独立董事专门会议审议通过。 三、审议并通过了《关于募集资金 2025 年半年度存放与使用情况 的报告》。 一、审议并通过了《公司 2025 年半年度报告全文及摘要》。 具体内容详见与本公告同日在公司指定信息披露媒体上刊登的 《2025 年 ...

攀钢集团钒钛资源股份有限公司 2025 年 1-6 月 非经营性资金占用及其他关联资金往来情况汇总表 编制单位：攀钢集团钒钛资源股份有限公司 单位：万元 汇总表 第 3页 | 其他关联资金 | | 往来方与上市公司的关 | 上市公司核算 | 2025 年期初 | 2025年1-6月往来 | 2025 年 1-6 月 | 2025 年 1-6 月 | 2025 年 6 月 | | 往来性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 往来 | 资金往来方名称 | 联关系 | 的会计科目 | 往来资金余 | 累计发生金额（不 | 往来资金的利 | 偿还累计发 | 期末往来资 | 往来形成原因 | （经营性往来、 非 | | | | | | 额 | 含利息） | 息(如有) | 生金额 | 金余额 | | 经营性往来） | | | 攀钢集团西昌钢钒有限公司 | 同受攀钢集团控制 | 其他应收款 | | 5.01 | | 5.01 | | 服务费 | 经营性往来 | | | 四川攀研检测技术有限公司 | 同受攀钢集团控 ...

关于募集资金 2025 年半年度存放与使用情况的报告 一、募集资金基本情况 （一）募集资金金额及到位时间 经中国证券监督管理委员会（以下简称"中国证监会"）出具的《关 于同意攀钢集团钒钛资源股份有限公司向特定对象发行股票注册的批 复》（证监许可〔2023〕892 号）同意注册，攀钢集团钒钛资源股份有 限公司（以下简称"公司"）向特定对象发行人民币普通股（A 股）股 票 693,009,118 股，发行价格 3.29 元/股，募集资金总额为人民币 2,279,999,998.22 元，扣除各项发行费用（不含增值税）人民币 8,478,834.47 元后，实际募集资金净额为人民币 2,271,521,163.75 元。 上述募集资金已全部到位，并于 2023 年 6 月 29 日经信永中和会计师 事 务 所 （ 特 殊 普 通 合 伙 ）（ 以 下 简 称 " 信 永 中 和 "） 出 具 了 XYZH/2023CQAA2B0302 号《验资报告》审验确认。为了规范募集资 金管理，保护投资者的合法权益，公司及募投项目实施主体的子公司 均设立了募集资金专项账户用于存储和管理募集资金，并与保荐机构 中国国际金融股份有 ...

攀钢集团钒钛资源股份有限公司 2025 年半年度财务报告 2025 年半年度财务报告 2025-08 1 攀钢集团钒钛资源股份有限公司 2025 年半年度财务报告 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：攀钢集团钒钛资源股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,248,518,303.82 | 1,337,479,519.02 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 93,037,857.77 | 52,449,846.61 | | 应收账款 | 139,991,081.61 | 131,335,323.78 | | 应收款项融资 | 207,483,945.14 | 138,656,061.10 | | 预付款项 | 71,386,968.33 | ...

攀钢集团钒钛资源股份有限公司 对鞍钢集团财务有限责任公司的风险评估报告 一、鞍钢集团财务有限责任公司基本情况 鞍钢集团财务有限责任公司（以下简称"鞍钢财务公司"） 于 1997 年 8 月 29 日经中国人民银行总行批准筹建（银复 [1997]345 号），于 1998 年 3 月 17 日正式成立（银复[1998]88 号）。 鞍钢财务公司最初成立时注册资本金为人民币 36,200 万元，由 5 家股东出资：鞍山钢铁集团公司出资 30,660 万元，持股比例 84.70%；鞍钢集团国际经济贸易公司出资 2,490 万元，持股比例 为 6.88%；鞍钢实业发展总公司出资 1,500 万元，持股比例 4.14%； 鞍钢附属企业公司出资 1,350 万元，持股比例 3.73%；鞍山银座 （集团）股份有限公司出资 200 万元，持股比例 0.55%。 1998 年 9 月 10 日，鞍钢财务公司股东会通过了"关于内部 转让股本的议案"，股东鞍钢附属企业公司、鞍山银座（集团） 股份有限公司将所持鞍钢财务公司股权转让给鞍山钢铁集团公 司，股东由五家变为三家：鞍山钢铁集团公司出资 32,210 万元， 持股比例 88.9 ...