Group 1 - The A-share small metal sector experienced an initial rise, with Haotong Technology and Xingye Silver Tin both increasing by over 6% [1] - Other companies such as Guiyan Platinum Industry, Xianglu Tungsten Industry, Guangsheng Nonferrous, Yian Technology, and Zhangyuan Tungsten Industry also saw gains [1]

广东翔鹭钨业股份有限公司（以下简称"公司"）于近日接到公司股东潮州 启龙贸易有限公司（以下简称"启龙贸易"）关于其所持公司股份质押变动情况 的通知，具体事项如下： 股票代码：002842 股票简称：翔鹭钨业 公告编号：2025-057 广东翔鹭钨业股份有限公司 关于公司股东股份质押的公告 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、误导性陈述或者重大遗漏。 一、股东股份质押基本情况 | 股东名称 | 是否为控 股股东或 第一大股 | | 本次质押 股数（股） | 占其所 | 占公 司总 股本 | 是否 | 是否 为补 充质 | 质押 | 质押 | | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 持股份 | | 为限 | | 起始 | 到期 | 质权人 | | | | 东及其一 | | | 比例 | | 售股 | | 日 | 日 | | | | | 致行动人 | | | | 比例 | | 押 | | | | | | 启龙贸易 | | 是 | 3,00 ...

Core Viewpoint - Xianglu Tungsten Industry (002842) emphasizes that tungsten is a rare metal and an important strategic material widely used across various sectors of the national economy [1] Supply and Demand Analysis - Most tungsten projects in China are expected to commence production in three years, while the progress of new tungsten concentrate projects globally is slow [1] - It is anticipated that the increase in raw material supply will be limited by 2025, with a long-term upward trend in supply expected [1] - The tungsten market is projected to remain tight in 2025, supported by rigid growth in raw material costs, indicating that the market will maintain a relatively high operating status [1]

Group 1: Company Overview and Operations - The company holds tungsten mining rights in the Iron Cangzhai area, covering an area of 5.96 square kilometers, with mining for tungsten, tin, and copper [2] - As of the end of 2018, the proven reserves include 433,600 tons of ore with 5,103 tons of WO3 metal, and additional resources of copper, tin, molybdenum, and silver [5] Group 2: Production Capacity and Projects - The photovoltaic tungsten wire project at the Chaozhou Fengquan Lake plant has a production capacity of 500 million meters per month, with a goal of reaching an annual output of 30 billion meters of ultra-fine tungsten wire [3] - The company is focusing on hard alloy and tungsten wire projects to drive high-quality development and improve profitability [4] Group 3: Market Trends and Future Outlook - The tungsten market is expected to experience a tightening supply-demand situation, with continued growth in consumption anticipated through 2025 due to advancements in low-altitude economy and additive manufacturing technologies [5] - The global demand for tungsten is projected to rise as the world economy recovers, with prices expected to increase due to the strategic importance of tungsten resources [4] Group 4: Financial Performance and Growth Drivers - The company anticipates growth in hard alloy production and sales starting from Q4 2024, driven by national infrastructure projects [3] - The ultra-fine tungsten alloy wire project is expected to create new profit points for the company in the renewable energy sector [3]

056 股票代码：002842 股票简称：翔鹭钨业 公告编号：2025- 广东翔鹭钨业股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 1.本次股东大会无否决提案或修改提案的情况； 2.本次股东大会不涉及变更以往股东大会决议的情况。 一、会议召开的基本情况： 1、会议召开时间： （1）现场会议召开时间：2025 年 5 月 20 日（星期二）下午 14:30 （2）网络投票时间：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 5 月 20 日上午 9:15-9:25、9:30-11:30、下午 13:00-15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为 2025 年 5 月 20 日上午 9：15 至下午 15:00 期间的任意时间。 2、会议召开地点：广东省潮州市湘桥区官塘镇广东翔鹭钨业股份有限公司 办公楼会议室 3、会议召开方式：本次股东大会采取现场投票与网络投票相结合的方式。 4、会议召集人：公司董事会 5、现场会议主持人：公司董事长陈启丰先生 6、股权登记日：2 ...

上海市徐汇区淮海中路1010号嘉华中心45层 邮政编码200031 电话: (86-21) 5404-9930 传真: (86-21) 5404-9931 关于广东翔鹭钨业股份有限公司 2024 年度股东大会的法律意见书 致：广东翔鹭钨业股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）以及中国证券监 督管理委员会颁布的《上市公司股东会规则》（以下简称"《股东会规则》"）的 规定，北京市竞天公诚律师事务所上海分所（以下简称"本所"）指派律师对广东 翔鹭钨业股份有限公司（以下简称"公司"）2024年度股东大会（以下简称"本次 股东大会"）进行见证，并就本次股东大会的召集和召开程序、召集人和出席人 员的资格、表决程序以及表决结果发表法律意见。 为出具本法律意见，本所律师审查了《广东翔鹭钨业股份有限公司第五届董 事会2025年第三次临时会议决议公告》《广东翔鹭钨业股份有限公司第五届监事 会第六次会议决议公告》《广东翔鹭钨业股份有限公司关于召开2024年度股东大 会的通知》以及本所律师认为必要的其他文件和资料，同时审查了出席现场会议 股东的身份和资格、见证了本次股东大会的召开，并参与了本次股东大会议 ...

Investment Rating - The industry investment rating is "Strong Outperform" [1] Core Viewpoints - Tungsten is a significant strategic resource, widely used in various industries, and its price has risen to 161,000 yuan/ton, the highest since 2013, due to supply tightening and supportive policies [2][19] - The global tungsten resource distribution is concentrated, with China holding 55% of reserves and 83% of production, and no new mines expected to come online in the next two years [2][29] - Demand for tungsten is expected to improve significantly due to large-scale equipment updates and supportive policies, particularly in the machinery and aerospace sectors [2][54] - Export controls implemented by China in February 2025 have strengthened the strategic nature of tungsten resources, with a projected global supply-demand gap of 5,433 tons by 2027 [2][19] Supply Summary - Domestic supply is tightening, with the first batch of tungsten mining indicators for 2025 reduced by 4,000 tons compared to 2024, leading to a 6.45% decrease in total mining quotas [33] - China's tungsten production is expected to decline due to the lack of new mining projects and decreasing ore grades, with the first batch of mining indicators for 2025 set at 58,000 tons [33][29] - The industry is experiencing consolidation, with larger companies dominating production as smaller firms exit the market due to regulatory pressures [33][29] Demand Summary - The demand for tungsten is closely linked to industrial development and macroeconomic conditions, with hard alloys being the primary application, accounting for 58.51% of tungsten consumption in 2024 [50] - The demand for tungsten materials is expected to rise, particularly in the photovoltaic sector, where tungsten wire is gaining traction due to its superior performance [62][66] - A large-scale equipment update initiative is expected to boost demand for tungsten, with significant investments planned across various sectors [54][57]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002842股票简称：翔鹭钨业 公告编号：2025-055 广东翔鹭钨业股份有限公司 关于举行2024年度网上业绩说明会的公告 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。 重要内容提示： ● 会议召开时间：2025年05月22日（星期四）15:30-16:30 ● 会议召开方式：网络互动方式 ● 会议召开地点：价值在线（www.ir-online.cn） ● 会议问题征集：投资者可于2025年05月22日前访问网址 https://eseb.cn/1ooG5dmK79C或使用微信扫描 下方小程序码进行会前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关注的 问题进行回答。 ■ 广东翔鹭钨业股份有限公司（以下简称"公司"）已于2025年4月29日在巨潮资讯网 （www.cninfo.com.cn）披露了《2024年年度报告》及《2024年年度报告摘要》。为便于广大投资者进 一步了解公司2024年度经营情况，公司拟于2025年5月22日（星期四）下午15:30-16:30在"价值在 ...

股票代码：002842 股票简称：翔鹭钨业 公告编号：2025-055 关于举行 2024 年度网上业绩说明会的公告 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。 重要内容提示： 广东翔鹭钨业股份有限公司 广东翔鹭钨业股份有限公司（以下简称"公司"）已于 2025 年 4 月 29 日在巨 潮资讯网（www.cninfo.com.cn）披露了《2024 年年度报告》及《2024 年年度报 告摘要》。为便于广大投资者进一步了解公司 2024 年度经营情况，公司拟于 2025 年 5 月 22 日（星期四）下午 15:30-16:30 在"价值在线"（www.ir-online.cn）举办 广东翔鹭钨业股份有限公司 2024 年度网上业绩说明会，与投资者进行沟通和交 流，广泛听取投资者的意见和建议。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 05 月 22 日（星期四）15:30-16:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开时间：2025 年 05 月 22 日（星期四）15:30-16:30 会议召开方式 ...

Summary of Key Points from Conference Call Records Industry or Company Involved - The records primarily discuss the performance and trends in the **technology sector**, particularly focusing on **AI**, **robotics**, and **military trade** concepts. Specific companies mentioned include **成飞集成 (Chengfei Integration)**, **翔鹭钨业 (Xianglu Tungsten Industry)**, and **瑞芯微 (Rockchip)**. Core Points and Arguments 1. **Market Sentiment and Trends** - The market has shown frequent shifts between offensive and defensive positions, with a notable decline in technology stocks while defensive sectors like banking have strengthened [2][10][16]. - The sentiment has been weak, with indices experiencing fluctuations and a general decline in trading volume [2][11][16]. 2. **Military Trade Expectations** - Military trade concepts are expected to remain relevant, with potential opportunities arising from government policies aimed at enhancing military capabilities [2][7]. 3. **AI and Robotics Sector** - The demand for edge computing and AI applications is increasing, with companies like 瑞芯微 positioned to benefit from this trend as they provide specialized AI chips for edge computing [9]. - The robotics sector is experiencing a resurgence, particularly with the introduction of Tesla's Optimus humanoid robot, which is expected to significantly impact the supply chain [17]. 4. **Tungsten Market Dynamics** - The price of tungsten has reached a three-year high, driven by supply constraints and increasing geopolitical tensions, which are expected to boost demand for tungsten in defense applications [8]. - Recent export controls and reduced mining quotas in China are likely to exacerbate tungsten shortages, impacting global supply [8]. 5. **Investment Opportunities** - Companies like 成飞集成 are highlighted as key players in the military supply chain, particularly in aerospace components for advanced fighter jets [7]. - 翔鹭钨业 is noted for its comprehensive product range in tungsten, which is critical for defense manufacturing [8]. Other Important but Possibly Overlooked Content 1. **Sector Rotation and Investment Strategy** - There is a noted shift in investment strategies from speculative to value-based approaches, particularly in the technology sector [14][16]. - The market is expected to see a rotation towards sectors that can leverage new technologies, such as lightweight materials in robotics [15]. 2. **Price Adjustments in Commodities** - Significant price increases in commodities like vitamin D3 have been observed, indicating a broader trend of rising costs in essential materials [17]. 3. **Geopolitical Influences** - Ongoing geopolitical tensions are influencing market dynamics, particularly in sectors related to defense and technology, which may present both risks and opportunities for investors [8][9]. 4. **Market Volatility** - The records indicate a high level of volatility in the market, with rapid shifts in investor sentiment and sector performance, necessitating careful monitoring of market trends [2][10][16]. This summary encapsulates the key insights from the conference call records, providing a comprehensive overview of the current state and future outlook of the relevant industries and companies.