Group 1 - The core point of the article highlights a significant increase in tungsten prices, with ammonium paratungstate (APT) reaching 350,000 yuan/ton, a rise of 10,000 yuan/ton from the previous day and a 65.9% increase since the beginning of the year [1] - Black tungsten concentrate (≥65%) is priced at 233,000 yuan/standard ton, and white tungsten concentrate (≥65%) at 232,000 yuan/standard ton, both showing a daily increase of 7,000 yuan/ton and over 60% rise year-to-date [1] - Despite the rising tungsten prices, related concept stocks experienced a collective decline, with the tungsten index dropping 3.7%, marking the largest decline in August [1] Group 2 - Leading companies in the industry have also raised their prices, with Xiamen Tungsten's APT long-term price reaching 279,500 yuan/ton in early August, an increase of 16,500 yuan/ton from late July [2] - The A-share tungsten sector has seen a general rise, with the Tonghuashun tungsten index increasing over 31% in August, and specific companies like Zhangyuan Tungsten and Xianglu Tungsten experiencing stock price increases of 45.56% and 34.48%, respectively [2] - The supply side is under pressure, with a reduction in tungsten ore mining quotas for 2025, decreasing by 4,000 tons or 6.45% compared to 2024, leading to tighter supply expectations [2] Group 3 - Export data shows that tungsten exports in July totaled 1,692.7 tons, a 34.1% increase from June and a 25.2% increase year-on-year, although the cumulative exports from January to July still reflect a 17.9% year-on-year decline [3] - Market analysts maintain an optimistic outlook, citing a significant supply shortage due to reduced mining quotas and delayed allocation of the second batch of quotas, which are expected to influence tungsten prices [3] - The demand side is also expected to grow steadily, driven by new applications in photovoltaic tungsten wire, nuclear shielding materials, and solid-state battery tungsten-based anode materials, maintaining a tight supply-demand balance [3]

Core Viewpoint - The company reported a steady increase in operating performance for the first half of 2025, with significant growth in revenue and net profit, driven by a focus on safety, environmental sustainability, and technological innovation [5][6]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 239,920.59 million yuan, a year-on-year increase of 32.27% - Operating profit reached 13,732.88 million yuan, up 2.19% year-on-year - Net profit attributable to shareholders was 11,510.62 million yuan, reflecting a 2.54% increase compared to the previous year [5]. Operational Highlights - The company maintained a strong commitment to safety and environmental protection, with no major safety incidents or environmental pollution events reported during the period [6]. - The company successfully advanced resource integration and key engineering projects, including the completion of various resource verification reports and development plans [7]. - Product research and development efforts led to the introduction of new technologies and products, enhancing competitiveness in the market [8][9]. Market Development - The company actively expanded its market presence and optimized product structure, resulting in stable growth in sales and revenue, particularly in the bar business [10]. - The company developed over 1,400 new products targeting industries such as aerospace, energy, and automotive [9]. Digital Transformation - The company made significant strides in digitalization and automation, implementing smart equipment upgrades and digital systems to enhance production efficiency and quality [11][12].

证券代码：002378 证券简称：章源钨业 公告编号：2025-043 崇义章源钨业股份有限公司 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。 一、股票交易异常波动的情况介绍 崇义章源钨业股份有限公司（以下简称"公司"或"本公司"）股票（股票简称： 章源钨业，股票代码：002378）于 2025 年 8 月 21 日、2025 年 8 月 22 日、2025 年 8 月 25 日，连续 3 个交易日收盘价格涨幅偏离值累计达到 20%，根据《深圳 证券交易所股票上市规则》的规定，属于股票交易异常波动的情况。 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关 规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响 的信息；公司前期披露的信息不存在需要更正、补充之处。 四、必要的风险提示 于 2025 年 8 月 26 日披露《2025 年半年度报告》，公司财务数据请以公司发布的 定期报 ...

（文章来源：证券日报） 证券日报网讯 8月25日晚间，章源钨业发布公告称，公司股票于2025年8月21日、2025年8月22日、2025 年8月25日，连续3个交易日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动。经核实，公司 前期披露的信息不存在需要更正、补充之处。公司不存在近期公共传媒报道了可能或已经对本公司股票 交易价格产生较大影响的未公开重大信息。 ...

Group 1 - The core point of the article is that Zhangyuan Tungsten Industry held its 19th board meeting on August 23, 2025, to discuss the election of a vice chairman and other documents [1] - For the first half of 2025, Zhangyuan Tungsten's revenue composition was 91.51% from non-ferrous metal mining, smelting, and processing, while other businesses accounted for 8.49% [1] - As of the report date, Zhangyuan Tungsten's market capitalization was 16.1 billion yuan [1] Group 2 - The A-share market has seen trading volumes exceed 2 trillion yuan for eight consecutive days, indicating strong market activity [1] - Major industry players are actively recruiting for autumn positions, with 25 job roles highlighted [1]

证券日报网讯 8月25日晚间，章源钨业（002378）发布公告称，2025年8月24日，公司职工代表大会通 过《关于崇义章源钨业股份有限公司职工董事选举的决议》，曾桂玲女士当选为公司第六届董事会职工 代表董事。 ...

【2连板章源钨业：上半年净利润1.15亿元 同比增长2.54%】智通财经8月25日电，章源钨业(002378.SZ) 公告称，上半年营业收入23.99亿元，同比增长32.27%；归属于母公司所有者的净利润1.15亿元，同比 增长2.54%。 转自：智通财经 ...

| | 赣州澳克泰工具技术有 限公司 公司 | 全资子公司 全资子公司 | 其他应收款 应收账款 其他应收款 | 5,156.04 15,320.97 619.62 | 32.91 25,959.57 729.79 | 165.96 | 0.23 24,483.41 100.00 | 5,354.68 16,797.13 1,249.41 | 往来款 销售商品 往来款 | 非经营性往来 经营性往来 非经营性往来 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 德州章源喷涂技术有限 | | | | | | | | | | | 上市公司的子公司 | | | | | | | | | | | | 及其附属企业 | 章源国际科技创新（深 圳）有限公司 | 全资子公司 | 其他应收款 | 209.19 | 1,988.00 | | 1.54 | 2,195.65 | 往来款 | 非经营性往来 | | | 深圳章源精密工具技术 | 全资子公司 | 其他应收款 | 345.96 | 623.06 | | 177.23 | 79 ...

关于董事辞职及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。 一、董事辞职情况 崇义章源钨业股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 24 日收到董事、副总经理陈邦明先生的辞职报告。因公司治理结构调整，陈邦 明先生申请辞去公司第六届董事会非独立董事职务，辞去董事职务后，仍担任公 司副总经理。 截至本公告披露日，陈邦明先生持有公司股份 916,011 股，不存在应当履行 而未履行的承诺事项。陈邦明先生的辞职不会导致公司董事会成员低于法定最低 人数，不会影响公司董事会的正常运行，亦不会对公司正常的经营发展产生影响。 二、选举职工代表董事情况 证券代码：002378 证券简称：章源钨业 公告编号：2025-042 崇义章源钨业股份有限公司 根据公司《章程》的规定，公司设职工代表董事一名，职工代表董事由公司 职工通过职工代表大会选举产生，无需提交股东会审议。 2025 年 8 月 24 日，公司职工代表大会通过《关于崇义章源钨业股份有限公 司职工董事选举的决议》，曾桂玲女士（简历见附件）当选为公司第六届董事会 职工代 ...

崇义章源钨业股份有限公司 2025 年半年度财务报告 崇义章源钨业股份有限公司 CHONGYI ZHANGYUAN TUNGSTEN CO., LTD. 二〇二五年半年度财务报告 股票代码：002378 股票简称：章源钨业 披露日期：2025 年 8 月 26 日 1 崇义章源钨业股份有限公司 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 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：崇义章源钨业股份有限公司 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 | 398,673,735.45 | 494,180,480.81 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | 2,093,700.00 | | | 应收票据 | 2,283,378.46 | 43,317,632.72 | | 应收账款 | 826,323,094.58 | 378,2 ...