证券代码：002167 证券简称：东方锆业 公告编号：2025-043 广东东方锆业科技股份有限公司 第八届董事会审计委员会第二十二次会议审议通过了《关于 <2025 年半年度报表>的议案》。 《2025 年半年度报告》及《2025 年半年度报告摘要》于 2025 年 8 月 12 日在巨潮资讯网（www.cninfo.com.cn）披露，《2025 年半年度 报告摘要》同时刊登于《中国证券报》《上海证券报》及《证券时报》。 备查文件 第八届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 广东东方锆业科技股份有限公司（以下简称"公司"）董事会于 2025 年 8 月 1 日以专人送达、邮件等方式向全体董事发出了召开第八 届董事会第二十三次会议的通知及材料，会议于 2025 年 8 月 11 日下 午 3：00 在公司总部办公楼会议室以现场与通讯相结合的方式召开。 会议应到董事 7 名，实际出席本次会议 7 名，会议由公司董事长冯立 明主持，公司监事及高级管理人员列席了本次会议。本次会议符合《公 司法》和《公司章程》的相关规定，合法 ...

东方锆业公告，2025年上半年营业收入6.26亿元，同比下降23.07%。归属于上市公司股东的净利润 2907.66万元，同比增长148.58%。基本每股收益0.0375元/股，同比增长147.35%。 ...

Core Viewpoint - The global zircon concentrate market is undergoing structural adjustments, with increased production capacity in major regions like Australia and Mozambique leading to a significant rise in global zircon resource supply. This supply-side effect is transmitted to the domestic market, coinciding with the expansion of China's zirconia industry capacity, resulting in a downward trend in zirconia raw material prices [1][7][9]. Industry Overview - Zirconia, with the chemical formula ZrO₂, is the main oxide of zircon, characterized by its high melting point (approximately 2650℃ to 2715℃), high hardness (Mohs hardness can reach above 7.5), and excellent wear and corrosion resistance [2][4]. - The zirconia industry supply chain includes upstream raw materials like zircon sand, stabilizers, and additives, as well as production equipment. The midstream involves zirconia manufacturing, while downstream applications span structural ceramics, electronic ceramics, dental materials, lithium batteries, and more [5]. Industry Current Status - The global zircon concentrate market is experiencing a structural adjustment, with new production capacities in Australia and Mozambique leading to a significant increase in global zircon resource supply. This supply-side effect is transmitted to the domestic market, coinciding with the expansion of China's zirconia industry capacity, resulting in a downward trend in zirconia raw material prices. As of June 2025, the price of zirconia in China is 46,000 yuan per ton, a year-on-year decrease of 8.00% [1][7][11]. - The Chinese zirconia industry is facing overcapacity, leading to a supply surplus. Companies are compelled to lower prices to compete for market share, affecting the operating rates, which have remained below 50% in recent years. As of June 2025, the operating rate is 34.92%, a decrease of 5.04 percentage points month-on-month and 2.22 percentage points year-on-year [9][11]. Key Enterprises' Performance - The Chinese zirconia industry has developed a stable competitive landscape dominated by a few large enterprises. For instance, Sanxiang New Materials has expanded its electric melting zirconia capacity and has a leading effective capacity of 26,000 tons in China. Dongfang Zircon Industry has a complete integrated industrial chain and is the largest composite zirconia manufacturer in the country [13][17]. Industry Development Trends 1. **Technological Innovation**: The future development of the zirconia industry will be driven by technological innovation, with advancements in production processes like nanotechnology and sol-gel methods enhancing material performance [19]. 2. **Expanding Application Fields**: The demand for zirconia is expected to rise significantly in emerging sectors such as solid-state batteries and biomedical applications due to its excellent properties [20]. 3. **Government Support for Sustainable Development**: The industry will focus on green and high-end development, with government policies promoting sustainable practices and enhancing product quality and competitiveness [21].

Core Viewpoint - China is the largest producer and exporter of zirconium oxychloride, with rapid industry development, expanding capacity, and increasing market applications, despite a decline in consumption in traditional sectors due to economic fluctuations [1][5]. Industry Overview - Zirconium oxychloride, also known as zirconium oxychloride hydrate, is a key raw material for various zirconium products, widely used in electronics, ceramics, glass, construction materials, pharmaceuticals, aerospace, nuclear energy, petrochemicals, textiles, machinery, and daily necessities [1][5]. - The consumption of zirconium oxychloride in China reached 84,600 tons in the first half of 2025, a year-on-year decrease of 23.99% [1][5]. Industry Chain - The upstream of the zirconium oxychloride industry includes raw materials like zircon sand, caustic soda, and hydrochloric acid, as well as production equipment such as melting furnaces and crystallizers [2]. - The midstream involves the production and manufacturing of zirconium oxychloride, while the downstream applications include high-end ceramics, nuclear power materials, and chemical equipment [2]. Current Industry Status - The industry has seen rapid development, with increasing production capacity and technological advancements, although traditional sectors like ceramics and refractory materials are experiencing reduced demand due to economic cycles [5][7]. - The average market price of zirconium oxychloride was 14,800 yuan per ton by the end of June 2025, reflecting a year-on-year decrease of 7.81% due to both cost and demand factors [7]. Key Enterprises - Longyu Group, through its subsidiary Guangtong New Materials, has become the largest zirconium oxychloride producer globally, with an annual capacity of 75,000 tons [13]. - Dongfang Zircon Industry is the only listed company with significant zircon ore resources, focusing on solid-state battery electrolyte technology [13][16]. Industry Development Trends - The industry is expected to accelerate technological upgrades, pushing products towards higher added value, particularly in high-purity zirconium oxychloride for advanced applications [18]. - The concentration of production capacity is anticipated to increase, leading to accelerated industry consolidation and improved competitive dynamics [19][20]. - Emerging markets, particularly in renewable energy and 5G communications, are expected to drive demand for zirconium oxychloride, expanding its application scope [21].

从资金流向上来看，当日小金属板块主力资金净流入5000.67万元，游资资金净流入537.53万元，散户资 金净流出5538.2万元。小金属板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002167 | 东方错业 | 12.72 | 1.19% | 66.93万 | 8.56亿 | | 600301 | 华锡有色 | 22.43 | 0.95% | 7.47万 | · 1.68亿 | | 600281 | 华阳新材 | 6.82 | 0.59% | 16.88万 | 1.15亿 | | 002378 | 章源钨业 | 9.09 | 0.55% | 1 30.32万 | 2.76亿 | | 600111 | 北方稀土 | 36.45 | 0.41% | 133.59万 | 48.48 乙 | | 301026 | 浩通科技 | 27.19 | 0.33% | 2.68万 | 7285.68万 | | 002182 | 宝武镁业 | 12.19 | 0.33% | 11.1 ...

Core Viewpoint - On July 30, Dongfang Zirconium's stock price closed at 12.63 yuan, down 0.36 yuan or 2.77% from the previous trading day [1] Company Summary - Dongfang Zirconium primarily engages in the research, development, production, and sales of zirconium series products, which are widely used in nuclear power, ceramics, and chemical industries [1] - The company is classified within the small metals industry and is also involved in concepts related to solid-state batteries [1] - On July 30, the company clarified on an interactive platform that it does not have a competitive relationship with Longbai Group, addressing market concerns regarding the business relationship between the two companies [1] Market Activity - On July 30, the main funds experienced a net outflow of 99.01 million yuan, accounting for 1.03% of the circulating market value [1] - Trading volume on that day reached 643,168 hands, with a transaction amount of 816 million yuan [1]

证券日报网讯东方锆业（002167）7月30日在互动平台回答投资者提问时表示，公司与龙佰集团 （002601）不存在同业竞争，请以公司指定信息披露媒体披露的相关公告为准。 ...

Group 1 - The small metal concept index rose by 1.81%, ranking 8th among concept sectors, with 116 stocks increasing in value [1] - Notable gainers included Dongfang Zirconium, Shengxin Lithium Energy, and Jinyuan Co., which hit the daily limit, with respective increases of 10.02%, 10.00%, and 9.98% [3][1] - The top decliners were Dazhong Mining, Lingyi Technology, and Western Gold, with declines of 2.95%, 1.93%, and 1.92% respectively [1] Group 2 - The small metal concept sector saw a net inflow of 3.99 billion yuan, with 80 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] - The largest net inflow was recorded for Northern Rare Earth at 2.11 billion yuan, followed by Dongfang Zirconium and Shengxin Lithium Energy with net inflows of 434 million yuan and 327 million yuan respectively [2][3] - The net inflow ratios for Jinyuan Co., Dongfang Zirconium, and Shengxin Lithium Energy were 45.14%, 42.43%, and 35.30% respectively [3] Group 3 - The top performing concept sectors included Salt Lake Lithium Extraction with a rise of 3.30%, and Rare Earth Permanent Magnet with an increase of 3.15% [2] - Other notable sectors included Metal Cobalt and Metal Recovery, which rose by 2.29% and 2.08% respectively [2] - Conversely, sectors such as Animal Vaccines and Avian Influenza saw declines of 0.96% and 0.90% respectively [2]

Market Overview - The two markets experienced a net outflow of 10.322 billion yuan, with 1,755 stocks seeing net inflows and 2,928 stocks seeing net outflows [1] - The Shanghai Composite Index closed up by 0.50% [1] Industry Performance - Among the 12 industries with net inflows, the non-ferrous metals sector led with a net inflow of 4.006 billion yuan and an index increase of 2.10% [1] - The non-bank financial sector followed with a net inflow of 1.013 billion yuan and a 0.33% increase [1] - Other notable sectors with net inflows included basic chemicals and transportation [1] - Conversely, 19 industries experienced net outflows, with the electronics sector seeing the largest outflow of 5.671 billion yuan, followed by the computer sector with 2.436 billion yuan [1] Individual Stock Performance - A total of 21 stocks had net inflows exceeding 200 million yuan, with Northern Rare Earth leading at 2.237 billion yuan [2] - Other significant net inflows were seen in China Oil Capital (1.253 billion yuan) and Magpow (759 million yuan) [2] - Stocks with the highest net outflows included Changshan Beiming (1.169 billion yuan), Shenghong Technology (1.082 billion yuan), and Dongfang Wealth (608 million yuan) [2] Stock Price Movements - Stocks with net inflows over 200 million yuan saw an average increase of 7.45%, outperforming the Shanghai Composite Index [2] - Notable stocks that hit the daily limit up included Dongfang Zirconium and Hengwei Technology [2] Sector Concentration - The stocks with the highest net inflows were concentrated in the non-ferrous metals, computer, and non-bank financial sectors, with 5, 4, and 2 stocks respectively [2]

Core Insights - The rare earth permanent magnet sector saw a significant increase of 3.15%, ranking second among concept sectors, with 56 stocks rising, including Jiu Wu Gao Ke which hit a 20% limit up [1] - Major gainers in the sector included Dongfang Zirc, Huahong Technology, and Zinc Industry, with increases of 15.05%, 9.87%, and 9.11% respectively [1] Market Performance - The rare earth permanent magnet sector attracted a net inflow of 3.539 billion yuan, with 40 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] - The top net inflow was from Northern Rare Earth, which saw 2.109 billion yuan, followed by Dongfang Zirc, Zhongse Co., and Huahong Technology with net inflows of 434 million yuan, 294 million yuan, and 150 million yuan respectively [2] Fund Flow Ratios - The highest net inflow ratios were observed in Dongfang Zirc (42.43%), Zhongse Co. (34.26%), and Zinc Industry (23.22%) [3] - Northern Rare Earth had a daily turnover rate of 12.69% with a price increase of 9.87%, indicating strong trading activity [3] Stock Performance - Notable performers included Northern Rare Earth, Dongfang Zirc, and Zhongse Co., all showing significant price increases and healthy turnover rates [4] - Stocks like Lingyi Zhi Zao and Longci Technology experienced declines of 1.93% and 1.07% respectively, indicating some volatility within the sector [5]