张雪华女士符合《公司法》《规范运作》等法律法规中有关董事任职资格的 规定，将按照《公司法》《规范运作》等法律法规的规定履行职工代表董事的职 责。张雪华女士担任职工代表董事后，公司第八届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，符合相 关法律法规的要求。 特此公告。 证券代码：002149 证券简称：西部材料 公告编号：2025-040 西部金属材料股份有限公司 关于选举职工代表董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 根据《中华人民共和国公司法》（以下简称"《公司法》"）《深圳证券交 易所上市公司自律监管指引第 1 号——主板上市公司规范运作》（以下简称"《规 范运作》"）等相关法律法规及《西部金属材料股份有限公司章程》等相关规定， 为保证西部金属材料股份有限公司（以下简称"公司"）董事会的规范运作，公 司于近日召开职工代表大会，会议的召开及表决程序符合职工代表大会决策的有 关规定，会议经民主讨论、表决，选举张雪华女士为公司第八届董事会职工代表 董事（简历详见附件），张雪华女士任期至公司第八届 ...

特别提示： 证券代码：002149 证券简称：西部材料 公告编号：2025-039 西部金属材料股份有限公司 2025 年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 ●本次股东会无否决提案的情形。 ●本次股东会不涉及变更以往股东会已通过的决议的情况。 ●本次股东会无增加、变更提案的情况。 ●本次股东会采用现场投票和网络投票相结合的方式召开。 ●本次股东会的议案对中小股东表决单独计票。 一、会议召开及出席情况 （一）会议召开情况 1．现场会议召开时间：2025 年 9 月 29 日（星期一）下午 14:30； 2．网络投票时间：2025 年 9 月 29 日； 其中：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 29 日 9:15～9:25、9:30～11:30、13:00～15:00，通过深圳证券交易所互联网投 票的具体时间为 2025 年 9 月 29 日 9:15～15:00 期间的任意时间； 3．现场会议召开地点：陕西省西安市经开区泾渭工业园西金路西段 15 号西 部材料会议中心会议室-1； 4． ...

西安市高新区锦业路绿地中心 B 座 46 层 邮编：710065 联系电话：029-8819 9711 46th Floor, B Tower, Greenland Center, Jinye Road, High-tech District, Xi'an, Shaanxi, China 国浩律师（西安）事务所 关于西部金属材料股份有限公司 2025 年第三次临时股东会的 法律意见书 为出具本法律意见书，本所经办律师审查了公司提供的以下文件： 1. 《西部金属材料股份有限公司章程》（以下简称"公司章程"）； 2. 公司 2025 年 9 月 11 日第八届董事会第十九次会议决议； 3. 公司 2025 年 9 月 13 日刊登于巨潮资讯网和深圳证券交易所网站的《西 部金属材料股份有限公司第八届董事会第十九次会议决议公告》； 西安市高新区锦业路绿地中心 B 座 46 层 邮编：710065 联系电话：029-8819 9711 46th Floor, B Tower, Greenland Center, Jinye Road, High-tech District, Xi'an, Shaanxi, China ...

Core Insights - The superconducting concept sector saw a rise of 1.06% as of the market close on September 25, ranking 10th among concept sectors [1] - Within this sector, 19 stocks experienced gains, with notable increases from Wolong Nuclear Materials (up 7.55%), Yongding Co. (up 4.83%), and Baili Electric (up 4.02%) [1] - Conversely, stocks such as Ashi Chuang, Zhongfu Industry, and Jingyuan Environmental Protection faced declines, with decreases of 6.34%, 2.68%, and 2.04% respectively [1] Market Performance - The superconducting concept sector attracted a net inflow of 643 million yuan from main funds, with 10 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflows [2] - Wolong Nuclear Materials led the net inflow with 972 million yuan, followed by Western Materials, Ningbo Yunsheng, and Antai Technology with net inflows of 36.54 million yuan, 27.81 million yuan, and 26.67 million yuan respectively [2] Fund Flow Ratios - Western Materials, Wolong Nuclear Materials, and Ningbo Yunsheng had the highest net inflow ratios, at 9.59%, 9.03%, and 5.01% respectively [3] - The detailed fund flow for the superconducting concept includes stocks like Wolong Nuclear Materials with a daily increase of 7.55% and a turnover rate of 27.56%, alongside significant fund flow [3][4]

Core Insights - The small metals sector experienced a rise of 1.03% on September 25, with Zhongkuang Resources leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Small Metals Sector Performance - Zhongkuang Resources (002738) closed at 43.49, up 4.32%, with a trading volume of 401,800 shares and a transaction value of 1.754 billion [1] - Xianglu Tungsten Industry (002842) closed at 10.60, up 3.72%, with a trading volume of 280,100 shares [1] - Western Materials (002149) closed at 17.64, up 3.40%, with a trading volume of 218,100 shares and a transaction value of 381 million [1] - Xiamen Tungsten Industry (600549) closed at 28.78, up 2.68%, with a trading volume of 1,570,900 shares and a transaction value of 1.628 billion [1] - Northern Rare Earth (600111) closed at 47.28, up 1.59%, with a trading volume of 1,483,800 shares and a transaction value of 7.025 billion [1] Capital Flow Analysis - The small metals sector saw a net inflow of 478 million from institutional investors, while retail investors experienced a net outflow of 823 million [2][3] - Northern Rare Earth (600111) had a net inflow of 27.7 million from institutional investors, but a net outflow of 360 million from retail investors [3] - Xiamen Tungsten Industry (600549) recorded a net inflow of 126 million from institutional investors, with a significant net outflow of 198 million from retail investors [3]

Core Viewpoint - The titanium target material industry is experiencing significant growth due to its critical applications in high-tech fields such as semiconductors, medical devices, and aerospace, with a projected market size of 2.802 billion yuan in China by 2024, reflecting an 8.35% year-on-year increase [1][8]. Industry Overview - Titanium target materials are made from high-purity titanium or titanium alloys, exhibiting excellent corrosion resistance, high strength, low density, and good biocompatibility, primarily used in semiconductor manufacturing, flat panel displays, decorative coatings, and vacuum equipment [4][6]. - The industry is supported by favorable policies, including subsidies and tax incentives, as outlined in the "14th Five-Year" new materials industry development plan, which identifies sputtering target materials as a key area for breakthroughs [1][8]. Market Size and Growth - The market size of China's titanium target material industry is expected to reach 2.802 billion yuan in 2024, with an increase of 8.35% compared to the previous year [1][9]. - The global semiconductor industry is projected to recover in 2024, with sales reaching $627.6 billion, a 19.1% increase year-on-year, driving demand for titanium targets as semiconductor nodes advance to 3nm and below [7][8]. Industry Chain - The titanium target material industry chain consists of upstream raw material and equipment suppliers, midstream manufacturers, and downstream application sectors, including semiconductors, medical devices, aerospace, and automotive manufacturing [7]. - China's titanium ore production is expected to decline by 6.3% to 3.044 million tons in 2024, but China remains the largest producer globally, accounting for 35.1% of total production [7]. Competitive Landscape - The industry is characterized by intense competition, with companies like Jiangfeng Electronics leading the first tier, followed by Longhua Technology, Ashi Innovation, and others in the second tier [10]. - Jiangfeng Electronics specializes in ultra-high-purity metal sputtering targets and has seen a 23.91% year-on-year increase in revenue, reaching 1.325 billion yuan in the first half of 2025 [11]. Development Trends - Future trends in the titanium target material industry include the adoption of advanced manufacturing processes such as powder metallurgy and 3D printing to enhance production efficiency and product quality [12]. - There is a growing emphasis on sustainability, with a focus on energy conservation and recycling in production processes, alongside expanding applications in emerging fields like new energy storage and biomedical materials [12].

Market Overview - The small metals sector increased by 0.39% on September 22, with Yunnan Zhenye leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Yunnan Zhenye (002428) closed at 29.17, up 3.77% with a trading volume of 562,800 shares and a turnover of 1.634 billion yuan [1] - Northern Rare Earth (600111) closed at 48.06, up 2.15% with a trading volume of 1,510,800 shares and a turnover of 7.201 billion yuan [1] - Western Materials (002149) closed at 17.28, up 1.83% with a trading volume of 122,000 shares and a turnover of 211 million yuan [1] - Other notable performances include Jintian Titanium (688750) at 21.43, up 1.28%, and China Rare Earth (000831) at 51.29, up 0.02% [1] Capital Flow Analysis - The small metals sector experienced a net outflow of 611 million yuan from institutional investors and 312 million yuan from speculative funds, while retail investors saw a net inflow of 922 million yuan [2] - Yunnan Zhenye had a net inflow of 113 million yuan from institutional investors, but a net outflow of 106 million yuan from speculative funds [3] - Northern Rare Earth saw a net inflow of 70.871 million yuan from institutional investors, while speculative funds had a net outflow of 196 million yuan [3]

菲尔特此次筹划重大资产重组事项尚处于筹划阶段，能否实施尚存在不确定性，为维护广大投资者利 益，公司将严格按照相关法律法规的规定，及时履行后续信息披露义务。 中国经济网北京9月20日讯西部材料（002149）(002149.SZ)昨日晚间披露公告称，控股子公司西安菲尔 特金属过滤材料股份有限公司(以下简称"菲尔特"，全国中小企业股份转让系统挂牌公司，股票代码： 873577)拟筹划重大资产重组事项，菲尔特公司股票自2025年9月22日起停牌，预计将于2025年10月21日 前复牌。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) is accelerating the new round of capital market reform and opening up to better serve the economy's continuous recovery [1][2] - The People's Bank of China announced adjustments to the 14-day reverse repurchase operations to maintain ample liquidity in the banking system [2] - The State Administration of Foreign Exchange reported that in August, China's foreign exchange market operated smoothly, with a net inflow of cross-border funds of 3.2 billion USD [2] Group 2 - The Ministry of Transport has issued a plan for building high-quality data sets in the transportation sector, focusing on various business areas including infrastructure and green low-carbon initiatives [3] - The China Financial Futures Exchange announced the listing of several stock index futures and options contracts on September 22, 2025, with specific benchmark prices set for each contract [4] - The Shanghai Stock Exchange has optimized the bond repurchase business, allowing for repurchase under certain market conditions to stabilize market fluctuations [4] Group 3 - The Ministry of Commerce reported that from January to August 2025, the number of newly established foreign-invested enterprises increased by 14.8%, while the actual use of foreign capital decreased by 12.7% [5] - Tianpu Co., Ltd. has experienced a stock price increase for 13 consecutive trading days, raising significant trading risks and deviating from the company's fundamentals [6] - Zhongke Tongda announced the termination of a major asset restructuring plan due to failure to reach agreement on core terms with the counterparty [6] Group 4 - Xibu Materials announced a major asset restructuring plan for its subsidiary, with stock suspension starting September 22 [6] - Qixin Group's controlling shareholder plans to transfer 36.07 million shares, reducing its stake in the company [7] - Santong Cable's controlling shareholder has increased its stake to become the largest shareholder after a series of stock transactions [8] Group 5 - Longda Food has decided to abandon the acquisition of a stake in a subsidiary due to high debt levels and a focus on its core food business [9] - Baoli International's board approved an investment in semiconductor testing equipment, reflecting confidence in the industry [10] - CITIC Securities reported that Hong Kong stocks showed signs of recovery in the first half of the year, with positive growth in net profit margins and return on equity [10]

Group 1 - The company Xi'an Filter Metal Filter Materials Co., Ltd. (referred to as "Filter") is planning a major asset restructuring, with its stock suspended from trading from September 22 and expected to resume by October 21 [1] - Filter is a listed company on the National Equities Exchange and Quotations, primarily engaged in the R&D, production, and sales of metal fibers and related products, with applications in various industries including environmental protection, non-ferrous metallurgy, new energy, and chemical engineering [1] - The company has been recognized as a "specialized, refined, distinctive, and innovative" enterprise and has received several accolades, including being a key laboratory for porous metal materials and a champion enterprise in Shaanxi Province [1] Group 2 - In the first half of 2025, Filter achieved operating revenue of 58.6562 million yuan, a year-on-year increase of 13.24%, while net profit was -3.11221 million yuan, a decrease of 88.45% compared to the previous year [2] - The decline in net profit is attributed to increased inventory impairment provisions and higher R&D expenditures, influenced by intensified market competition and product price fluctuations [2] - The company has been leveraging its core product advantages in high-end fibers and liquid-solid separation systems to deepen technical cooperation with industries such as hydrogen energy, non-ferrous metallurgy, and new energy, contributing to steady business growth [2]