内容概况：光触媒灭蚊器作为新一代环保灭蚊设备，通过紫外光与光触媒材料的协同作用实现了高效诱 捕和物理灭蚊功能，其创新技术利用特定波长紫外光吸引蚊虫，同时借助二氧化钛等光触媒材料在光照 下产生的催化反应模拟人体呼出的二氧化碳和温度，从而显著提升诱蚊效果。随着健康生活理念的普及 和消费升级趋势的深化，中国灭蚊产品市场正经历从传统蚊香、蚊帐向电子灭蚊设备的转型升级，其中 光触媒灭蚊器凭借无毒环保、使用便捷和灭蚊高效等核心优势，已成为现代家庭健康防护的重要选择。 与此同时，全球范围内登革热、基孔肯雅热、寨卡病毒等蚊媒传染病的高发态势进一步推动了驱蚊行业 的快速发展，为光触媒灭蚊器市场增长提供了强劲动力。数据显示，中国光触媒灭蚊器行业规模呈现快 速增长态势，从2015年的1.97亿元攀升至2024年的8.95亿元，年均复合增长率达到18.32%。未来，随着 产品技术的持续优化和应用场景的不断拓展，光触媒灭蚊器行业将得到进一步发展，未来市场规模增长 空间较大。 相关上市企业：久量股份（300808）、金浦钛业（000545）、安纳达（002136）、金禄电子 （301282）、生益科技（600183）、赛微电子（3004 ...

Group 1: Price Increase Overview - The price of titanium dioxide has recently increased, with leading company Longbai Group announcing a price hike of 500 CNY/ton for domestic customers and 70 USD/ton for international customers starting August 18 [2][4] - Over 20 titanium dioxide producers have collectively announced price increases, driven by high raw material costs, particularly titanium ore and sulfuric acid, which have put significant pressure on production costs [4][9] - The overall market sentiment for titanium dioxide is improving, with increased order volumes and a reduction in low-price orders as the "Golden September and Silver October" peak season approaches [5][10] Group 2: Market Dynamics and Demand - The demand for titanium dioxide is primarily concentrated in the coatings, plastics, and paper industries, with steady growth observed in traditional downstream sectors such as coatings and plastics [9] - Emerging markets in Southeast Asia and the Middle East are driving demand growth, with an annual increase of approximately 5%-8%, while the real estate demand in Europe and the U.S. remains under pressure [9] - The first half of the year saw a fluctuating price trend for titanium dioxide, with a significant price drop in the second quarter due to reduced downstream demand and increased inventory pressure [10] Group 3: Company Performance - Longbai Group, the world's largest titanium dioxide producer with an annual capacity of 1.51 million tons, reported a revenue of 13.33 billion CNY in the first half of the year, a decrease of 3.34% year-on-year, and a net profit of 1.39 billion CNY, down 19.53% [10] - Anada reported total revenue of 876 million CNY in the same period, a decline of 10.51%, and a net loss of 26.27 million CNY, attributed to decreased profit margins in titanium dioxide and losses in iron phosphate [10]

Group 1 - The company Anada (002136.SZ) confirmed that it currently does not have any refrigerant-related products or technologies [1]

Core Viewpoint - Anada has been actively implementing various technological transformation projects since last year to enhance production capacity and improve cost efficiency, energy conservation, environmental protection, and safety in production [2] Group 1: Technological Transformation Projects - The company has undertaken several key projects, including the continuous acidolysis transformation project for sulfate titanium dioxide, the continuous crystallization transformation project for sulfate titanium dioxide with ferrous sulfate, and the waste acid ferrous purification engineering project [2] - The implementation of these projects has significantly improved the continuous production capacity of the company's production facilities [2] Group 2: Collaboration and Commitment - Since the acquisition by Wanhua Chemical, Anada has adhered strictly to its public commitments [2] - The company plans to further strengthen collaboration with Wanhua in product research and development as well as technological transformation measures [2]

Group 1 - The company Anada responded to investor inquiries on August 15, indicating that as of August 10, 2025, the number of shareholders was 26,950, including margin accounts [2]

根据《公司法》《公司章程》等相关规定，公司第七届董事会由 6 名董事组 成，其中一名为职工董事，由公司职工代表大会选举产生，选举后，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不超过公司董事总数 的二分之一。安徽安纳达钛业股份有限公司（以下简称"公司"）于 2025 年 8 月 7 日召开了六届一次职工代表大会团组长联席会议，选举王地灵先生（简历附后） 为公司第七届董事会职工代表董事。任期自公司六届一次职工代表大会团组长联 席会议通过之日起至第七届董事会届满时止。上述职工代表董事符合相关法律法 规及《公司章程》有关董事任职的资格和条件。 安徽安纳达钛业股份有限公司 二 0 二五年八月八日 证券代码：002136 证券简称：安纳达 公告编号：2025－38 安徽安纳达钛业股份有限公司 关于选举职工董事的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 附：职工董事王地灵简历 王地灵，男，1988 年 9 月出生，本科学历，化学工程与工艺专业。2011 年 7 月至 2015 年 5 月在安纳达担任金红车间工艺技术员、车间主任助理。2015 年 6 ...

证券代码：002136 证券简称：安纳达 公告编号：2025－37 安徽安纳达钛业股份有限公司 2025年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示 1.本次股东大会无增加、变更、否决提案的情形。 2.本次股东大会未涉及变更前次股东大会决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间： （1）现场会议时间：2025 年 8 月 7 日 14:30。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 8 月 7 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易 所互联网投票系统进行投票的时间为：2025 年 8 月 7 日 9:15-15:00 期间的任意 时间。 2.现场会议地点：公司三楼会议室。 3.会议召开方式：本次股东大会采取现场投票和网络投票相结合的方式。 4.会议召集人：公司董事会。 5.现场会议主持人：公司董事长刘军昌先生。 6.本次股东大会会议的召集、召开与表决程序符合《中华人民共和国公司法》 《上市公司股东大会规则》 ...

法律意见书 安徽天禾律师事务所 关于安徽安纳达钛业股份有限公司 2025 年第二次临时股东大会的法律意见书 天律意 2025 第 01991 号 致：安徽安纳达钛业股份有限公司 依据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民 共和国公司法》（以下简称"《公司法》"）、《上市公司股东大会规则》和《安 徽安纳达钛业股份有限公司章程》（以下简称"《公司章程》"）的有关规定， 安徽天禾律师事务所接受安徽安纳达钛业股份有限公司（以下简称"公司"） 的委托，指派李军、叶慧慧两位律师（以下简称"本所律师"）就公司于 2025 年 8 月 7 日召开的 2025 年第二次临时股东大会（以下简称"本次股东大 会"）出具本法律意见书。 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责精神， 参与了本次股东大会，并对公司提供的有关文件和事实进行了核查和验证， 现出具法律意见如下： 一、本次股东大会的召集程序 本次股东大会由公司董事会召集。公司董事会于 2025 年 7 月 19 日在 深圳证券交易所网站（www.szse.com.cn）及《中国证券报》《证券时报》、 巨潮资讯网（www.cninfo.co ...

Core Viewpoint - Annada reported a decrease in the number of shareholders and a significant decline in both revenue and net profit for the first half of the year [2] Financial Performance - As of July 31, the number of shareholders was 27,125, a decrease of 1,633 from the previous period, representing a month-over-month decline of 5.68% [2] - For the first half of the year, the company achieved a revenue of 876 million yuan, a year-on-year decrease of 10.51% [2] - The net profit for the same period was -26.27 million yuan, reflecting a year-on-year decline of 158.08% [2] - The basic earnings per share were -0.1222 yuan [2]

Core Viewpoint - Anada's financial performance has shifted from profit to loss in the first half of 2025, primarily due to declining prices of titanium dioxide products and a challenging market environment [1][2]. Financial Performance - In the first half of 2025, Anada reported revenue of 876 million yuan, a year-on-year decrease of 10.51% [1]. - The net profit attributable to shareholders was a loss of 26.27 million yuan, compared to a profit of 45.23 million yuan in the same period last year [1]. - The basic earnings per share were -0.1222 yuan, and the weighted average return on equity was -2.24% [1]. - In Q2 2025, revenue was 402 million yuan, down 21.4% year-on-year, with a net profit loss of 16.01 million yuan, a decline of 159.9% [1]. Product Performance - Titanium dioxide products generated revenue of 575 million yuan in the first half of 2025, accounting for 65.61% of total revenue, with a gross margin decrease of 8.49 percentage points to 3.05% [1][2]. - The phosphoric acid iron business saw a revenue increase of 4.23% year-on-year, reaching 268 million yuan, but the gross margin fell by 1.38 percentage points to -6.23% [2]. Industry Analysis - The decline in Anada's performance is attributed to a sluggish titanium dioxide market, characterized by significant capacity expansion and intensified competition among major manufacturers [2]. - The real estate sector, a key downstream market for titanium dioxide, is experiencing reduced demand, impacting overall industry demand [2]. - Despite the weak demand, Anada's titanium dioxide production remained stable compared to last year, indicating no drastic drop in demand, but increased competition has led to lower prices [2]. Strategic Response - Anada plans to closely monitor national policies and industry trends, enhance market analysis capabilities, and optimize product structure in response to the current losses [3]. - The company is shifting its focus from scale expansion to "refined survival," emphasizing cost reduction, technological improvements, and expanding application scenarios for titanium dioxide [3].