中国经济网北京9月15日讯 章源钨业(002378.SZ)9月12日晚间发布控股股东减持股份预披露公告。 持有公司705,524,056股（占公司总股本比例58.72%）的公司控股股东崇义章源投资控股有限公司，计划在公告披露之日起15个交易日后的3个月内， 以大宗交易方式减持公司股份不超过24,000,000股（占公司总股本比例2%）。 章源投资此前减持已套现超17.44亿元，叠加本次减持，将累计减持20.79亿元。 （责任编辑：关婧） | 减持期间 | 减持均价（元/股） | 减持股数(万股)套现金额(万元)减持后持股比例 | | | --- | --- | --- | --- | | 20250220-202502206.67 | 1472.7 | 9824.12 | 58.72% | | 20250120-202501226.68 | 836.54 | 5586.7 | 59.95% | | 20230309-202303097.5 | 450 | 3375 | 60.65% | | 20230207-202303017.9 | 1055.35 | 8337.26 | 61.13% | | 202207 ...

Investment Rating - The report maintains an "Accumulate" rating for the non-ferrous metals sector [5]. Core Insights - The report highlights a continuous increase in the prices of various metals, particularly electrolytic cobalt and polysilicon, while lithium concentrate prices have seen a decline. This indicates a mixed outlook for different segments within the new materials industry [1][2][4]. Summary by Relevant Sections Non-Ferrous Metals - Electrolytic cobalt price is at 271,000 CNY/ton, up 3.0% week-on-week, with a price ratio of electrolytic cobalt to cobalt powder at 0.87, up 1.4% [1][10]. - Lithium concentrate (Li2O 5%) price is at 700 USD/ton, down 3.58% week-on-week [1]. - The price of lithium iron phosphate and 523-type cathode materials is stable at 343,000 CNY/ton and 1,147,000 CNY/ton, respectively [1]. Photovoltaic New Materials - Polysilicon price is at 6.45 USD/kg, up 4.0% week-on-week, indicating a recovery in the solar materials market [2]. - EVA price remains stable at 10,800 CNY/ton, reflecting a low position since 2013 [2]. Nuclear Power New Materials - Uranium price is at 59.58 USD/lb, up 4.0% week-on-week, indicating a positive trend in nuclear materials [2]. Consumer Electronics New Materials - The price of cobalt tetroxide is at 214,200 CNY/ton, up 0.56% week-on-week, while lithium cobalt oxide price remains stable at 175.0 CNY/kg [3]. - Silicon carbide price is stable at 5,300 CNY/ton, reflecting steady demand in the electronics sector [3]. Investment Recommendations - The report suggests focusing on the metal new materials sector, particularly lithium and cobalt, due to price increases and supply disruptions. Companies like Salt Lake Co., Zangge Mining, and Huayou Cobalt are highlighted as potential investment opportunities [4].

Group 1 - The core point of the announcement is that the controlling shareholder, Chongyi Zhangyuan Investment Holding Co., Ltd., plans to reduce its stake in Zhangyuan Tungsten Industry Co., Ltd. by up to 24 million shares, which represents 2% of the company's total share capital [1] Group 2 - The reduction will be executed through block trading within three months after the announcement, starting 15 trading days from the date of disclosure [1]

智通财经APP讯，章源钨业(002378.SZ)发布公告，公司控股股东崇义章源投资控股有限公司，计划在本 公告披露之日起15个交易日后的3个月内，以大宗交易方式减持本公司股份不超过2400万股(占公司总股 本比例2%)。 ...

人民财讯9月12日电，章源钨业（002378）9月12日晚间公告，控股股东崇义章源投资控股有限公司，计 划在本公告披露之日起15个交易日后的3个月内，以大宗交易方式减持本公司股份不超过2400万股(占公 司总股本比例2%)。 ...

Core Viewpoint - The controlling shareholder of Zhangyuan Tungsten Industry plans to reduce its stake in the company through block trading, indicating a potential shift in ownership dynamics [1] Summary by Relevant Sections - **Shareholder Action** - The controlling shareholder, Chongyi Zhangyuan Investment Holding Co., Ltd., intends to reduce its holdings by up to 24,000,000 shares, which represents 2% of the company's total share capital [1]

Summary of Key Points Core Viewpoint - The controlling shareholder of Zhangyuan Tungsten Industry, Chongyi Zhangyuan Investment Holding Co., Ltd., plans to reduce its stake in the company by selling up to 24 million shares, representing 2% of the total shares, through block trading within a specified period from October 14, 2025, to January 13, 2026 [1] Company Information - Chongyi Zhangyuan Investment Holding Co., Ltd. currently holds 706 million shares of Zhangyuan Tungsten Industry, which accounts for 58.72% of the total shares [1]

Group 1 - The controlling shareholder of Zhangyuan Tungsten Industry, Chongyi Zhangyuan Investment Holding Co., Ltd., plans to reduce its stake by up to 24 million shares, representing 2% of the total share capital, within three months after 15 trading days from the announcement date [1] - As of the announcement, Zhangyuan Tungsten Industry has a market capitalization of 16.7 billion yuan [1] - For the first half of 2025, the company's revenue composition is as follows: non-ferrous metal mining and smelting, along with metal processing, account for 91.51%, while other businesses make up 8.49% [1]

证券代码：002378 证券简称：章源钨业 公告编号：2025-045 崇义章源钨业股份有限公司 崇义章源钨业股份有限公司（以下简称"公司"或"本公司"）接到控股股东崇 义章源投资控股有限公司（以下简称"章源控股"）《关于股份减持计划的告知函》， 现将有关情况公告如下： 一、拟减持股东的基本情况 | 股东名称 | 类型 | 持有本公司股份数量 | 占本公司总股本的 | | --- | --- | --- | --- | | | | （股） | 比例 | | 崇义章源投资控股 | 控股股东 | 705,524,056 | 58.72% | | 有限公司 | | | | 二、本次减持计划的主要内容 （一）本次拟减持的具体安排 控股股东减持股份预披露公告 公司控股股东崇义章源投资控股有限公司保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有公司 705,524,056 股（占公司总股本比例 58.72%）的公司控股股东崇义 章源投资控股有限公司，计划在本公告披露之日起 15 个交易日后的 3 个月 ...

Group 1: Company Overview - The company primarily engages in the exploration and utilization of tungsten mining resources, producing ammonium paratungstate (APT), tungsten oxide, tungsten powder, tungsten carbide powder, thermal spray powder, and hard alloys [2][3] - It has established an integrated production system covering upstream exploration, mining, midstream smelting, and downstream deep processing, making it one of the few companies in China with a complete tungsten industry chain production capacity [2] Group 2: Mining Operations - In the first half of 2025, the company produced 1,849.93 tons of tungsten concentrate (WO3 65%), a year-on-year increase of 3.24%; tin concentrate production was 426.12 tons, up 2.71%; and copper concentrate production was 180.61 tons, up 2.02% [4] - The company is advancing resource integration and enhancing mining efficiency through mechanization, aiming to increase the output of tungsten, tin, and copper [4][5] Group 3: Cost and Procurement - Mining costs are influenced by geological conditions, ore grades, management levels, and labor costs, leading to variability across different mines [7] - The company self-produces all tungsten concentrate for internal use and procures additional tungsten concentrate and APT externally, ensuring stable supply through rigorous supplier evaluations [8] Group 4: Market Impact and Sales Performance - The rise in tungsten concentrate prices positively impacts the company, but significant fluctuations in raw material prices can affect production costs and operational performance [9] - In the first half of 2025, tungsten powder sales reached 2,657.83 tons, a 43.68% increase; tungsten carbide powder sales were 2,975.12 tons, up 19.25%; however, hard alloy sales decreased by 7.17% to 573.92 tons [10][11] Group 5: Future Development - The company focuses on efficient utilization and development of tungsten resources, emphasizing high-performance, high-precision, and high-value-added hard alloy R&D and production [11] - Plans include integrating mining resources, advancing digital transformation in production, and establishing a sustainable development system to promote green and high-quality ESG growth [11]