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天原股份:公司氯碱板块仍然盈利
Zheng Quan Ri Bao· 2026-01-30 15:27
Group 1 - The core viewpoint is that Tianyuan Co., Ltd. is currently experiencing low prices for PVC, resulting in a loss situation [2] - However, the company reports strong profitability in its caustic soda and hydrazine hydrate segments, leading to overall profitability in the chlor-alkali sector [2]
天原股份:目前公司新产业已经形成并进入发展期
Zheng Quan Ri Bao Wang· 2026-01-30 15:10
Core Viewpoint - The company, Tianyuan Co., Ltd. (002386), emphasizes its "14th Five-Year" plan centered around the "one body, two wings" strategic goal, focusing on the development of chlorination titanium dioxide and new energy battery materials [1] Group 1 - The company has established a new industry (300832) that has entered a development phase [1] - During the "14th Five-Year" period, the company plans to extend, supplement, and strengthen its existing industrial chain [1]
天原股份:公司氯化法钛白粉目前处于满产满销状态
Zheng Quan Ri Bao Wang· 2026-01-30 15:10
Core Viewpoint - Tianyuan Co., Ltd. (002386) is currently operating at full capacity for its chlorination titanium dioxide production, with an annual capacity of 100,000 tons. The company has announced plans to build an additional 100,000 tons chlorination titanium dioxide project, which will increase its total capacity to 200,000 tons per year. The company possesses advantages in technology, cost, management, and quality [1]. Group 1 - The current annual production capacity of chlorination titanium dioxide is 100,000 tons [1] - The company is operating at full production and sales capacity [1] - A new project to build an additional 100,000 tons of chlorination titanium dioxide has been announced [1] Group 2 - Upon completion of the new project, the total capacity will reach 200,000 tons per year [1] - The company has competitive advantages in technology, cost, management, and quality [1]
天原股份:公司控股股东宜宾发展控股集团有限公司2025年增持公司股份1.54亿元
Zheng Quan Ri Bao Wang· 2026-01-30 15:10
证券日报网1月30日讯,天原股份(002386)在接受调研者提问时表示,公司作为宜宾市属支柱产业, 宜宾市国资一直都非常关心和支持公司的发展。一方面基于对公司发展前景的认可和支持,公司控股股 东宜宾发展控股集团有限公司2025年增持公司股份1.54亿元;二是2023年参与公司定增10亿元,支持公 司磷酸铁锂项目的建设。目前公司正在开展向特定对象发行股票工作,发行金额不超过7亿元,宜发展 集团拟全额认购。三是为公司的债权融资提供担保,以降低公司融资成本。不管是资金支持、融资担保 支持,或者产业链发展布局的支持,宜发展集团赋能公司发展,支持公司发展,做大做强。 ...
天原股份:氯化法钛白粉相比硫酸法钛白粉品质更好也更环保
Zheng Quan Ri Bao Wang· 2026-01-30 14:44
Core Viewpoint - The company emphasizes that as industries mature, competition will increasingly focus on quality and cost, highlighting the advantages of chlorination method titanium dioxide over sulfuric acid method in terms of quality and environmental impact [1] Industry Insights - The chlorination method for titanium dioxide is expected to have a brighter future due to rising environmental standards and improving living standards [1]
天原股份:磷矿已经建设完毕目前正在逐步提升开采能力
Zheng Quan Ri Bao Wang· 2026-01-30 14:40
Group 1 - The core viewpoint of the article is that Tianyuan Co., Ltd. (002386) has completed the construction of its phosphate mine and is currently working on gradually increasing its mining capacity [1] - The company plans to achieve a mining volume of over 400,000 tons by 2025, with an expected increase in capacity in 2026 [1]
天原股份(002386.SZ)预计2025年度净利润6800万元~9800万元 同比扭亏为盈
Ge Long Hui A P P· 2026-01-30 08:28
格隆汇1月30日丨天原股份(002386.SZ)公布2025年度业绩预告,预计2025年度归属于上市公司股东的净 利润6,800万元~9,800万元,上年同期亏损45,956.55万元;预计2025年度扣非净亏损8,500万元~11,500 万元,上年同期亏损42,876.99万元。 业绩变动原因说明:一是公司持续推动增产提质、节能降耗、控费降本等挖潜增效工作;二是化工板块 主要产品盈利能力有所提升;三是马边无穷磷矿项目完成建设并投运,有明显效益贡献;同时对2.5万 吨/年黄磷产能指标进行转让,取得较大的资产处置收益。 ...
天原股份:昌能煤矿目前正开展瓦斯治理工作
Ge Long Hui· 2026-01-30 08:20
格隆汇1月30日丨天原股份(002386.SZ)近日接受特定对象调研时表示,昌能煤矿目前正开展瓦斯治理工 作。 ...
天原股份:公司氯化法钛白粉现有年产能10万吨,目前处于满产满销状态
Ge Long Hui· 2026-01-30 08:17
Core Viewpoint - Tianyuan Co., Ltd. (002386.SZ) is currently operating at full capacity with an annual production capacity of 100,000 tons of titanium dioxide via the chlorination method, and plans to expand its capacity to 200,000 tons per year with a new project [1] Group 1 - The company has announced a new project to build an additional 100,000 tons of titanium dioxide production capacity [1] - The company is currently in a state of full production and sales [1] - The company possesses advantages in technology, cost, management, and quality [1]
天原股份(002386.SZ):昌能煤矿目前正开展瓦斯治理工作
Ge Long Hui· 2026-01-30 08:09
格隆汇1月30日丨天原股份(002386.SZ)近日接受特定对象调研时表示,昌能煤矿目前正开展瓦斯治理工 作。 ...