Group 1 - The titanium dioxide concept sector experienced a decline of 7.12%, ranking among the top losers in the market [1][2] - Notable stocks within the titanium dioxide sector that faced significant declines include Guocheng Mining, which hit the daily limit down, and Jinpu Titanium Industry, Huiyun Titanium Industry, and Tianyuan Co., which also saw substantial drops [1][2] - The sector saw a net outflow of 376 million yuan from major funds, with 13 stocks experiencing net outflows, and 8 of those exceeding 10 million yuan [2] Group 2 - The stock with the highest net outflow was Zhenhua Co., with a net outflow of 128.44 million yuan, followed by Vanadium Titanium Co. and Titanium Chemical Co. with net outflows of 71.60 million yuan and 56.35 million yuan, respectively [2] - The top losers in the titanium dioxide concept included Zhenhua Co. (-7.37%), Vanadium Titanium Co. (-6.23%), and Titanium Chemical Co. (-8.56%) [2] - Other notable declines were observed in Tianyuan Co. (-9.44%) and Guocheng Mining (-9.98%), indicating a widespread downturn in the sector [2]

Group 1 - The titanium dioxide sector is experiencing a continuous decline, with Anada falling over 7% [1] - Other companies in the sector, including Longbai Group, Jinfeng Titanium Industry, Huiyun Titanium Industry, and Titan Chemical, are also seeing declines [1]

Core Points - The company Huayun Titanium Industry announced that it will pay the third-year interest on the "Huayun Convertible Bonds" on November 24, 2025 [1] - The interest payment will be 10.00 yuan (including tax) for every 10 bonds with a face value of 1,000.00 yuan [1] - The record date for bondholders is set for November 21, 2025, with the interest calculation period from November 23, 2024, to November 22, 2025, and a coupon rate of 1.00% [1]

| 证券代码：300891 | 公司简称：惠云钛业 | 公告编号：2025-093 | | --- | --- | --- | | 债券代码：123168 | 债券简称：惠云转债 | | 3、除息日：2025年11月24日（星期一） 4、付息日：2025年11月24日（星期一） 5、本次付息期间及票面利息：计息期间为2024年11月23日至2025年11月 22日，票面利率为1.00%。 广东惠云钛业股份有限公司 关于惠云转债2025年付息的公告 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、误导性陈述或重大遗漏。 特别提示： 1、"惠云转债"（债券代码：123168）将于2025年11月24日（原付息日 2025年11月23日为休息日，顺延至下一交易日）支付第三年利息，每10张"惠云 转债"（面值1,000.00元）利息为10.00元（含税）。 2、债权登记日：2025年11月21日（星期五） 6、"惠云转债"本次付息的债权登记日为2025年11月21日，截至2025年11 月21日下午深圳证券交易所收市后，在中国证券登记结算有限责任公司深圳分 公司（以下简称"中国结算深圳分公司 ...

Core Insights - Huiyun Titanium Industry has recently received significant honors, including being named "Outstanding Manufacturing Enterprise of Yunfu City 2024" and establishing the "Key Laboratory for Green Preparation and Functional Application of Titanium Dioxide" [1][4] - The company was also recognized in the "2025 Guangdong Province Green Manufacturing List" and ranked 229th in the "2025 Guangdong Province Top 500 Manufacturing Enterprises," reflecting its commitment to energy conservation and high-quality development [2] Group 1: Recognition and Achievements - The recognition from the government and industry highlights Huiyun Titanium's 20 years of dedication to the titanium dioxide sector and its commitment to green manufacturing and technological innovation [1][2] - The inclusion in the Guangdong Province Green Manufacturing List signifies the company's long-term adherence to energy-saving practices, while its rise in the manufacturing rankings demonstrates its focus on core business and technological advancements [2] Group 2: Sustainable Development and Innovation - Huiyun Titanium has established a unique "Sulfur-Titanium-Iron-Calcium" circular economy industrial chain, becoming the first demonstration base for clean production and circular economy in titanium dioxide using the sulfuric acid method [3] - The company effectively utilizes by-products from titanium dioxide production, such as dilute acid and ferrous sulfate, to create value-added products, thereby reducing sulfuric acid consumption and promoting resource utilization [3] - The establishment of the "Key Laboratory for Green Preparation and Functional Application of Titanium Dioxide" underscores the company's commitment to research and development, focusing on optimizing green preparation processes and developing functional products [4] - Continuous investment in R&D has led to significant technological advancements, enhancing the reuse rate of dilute acid and reducing production costs, positioning the company's products at an internationally advanced level [4]

Core Points - The stock price of Huiyun Titanium Industry has increased by 22.06% this year, with a recent rise of 6.18% over the last five trading days [2] - The company reported a revenue of 1.328 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 7.92%, while the net profit attributable to shareholders was a loss of 11.2122 million yuan, a decrease of 191.38% compared to the previous year [2] Company Overview - Huiyun Titanium Industry, established on September 28, 2003, and listed on September 17, 2020, is located in Yunfu City, Guangdong Province, and specializes in the research, production, and sales of titanium dioxide products [2] - The main revenue composition includes: 87.34% from rutile titanium dioxide, 10.73% from other products, 1.24% from anatase titanium dioxide, 0.37% from sulfuric acid, and 0.31% from other supplementary products [2] - As of September 30, the number of shareholders increased by 4.84% to 25,300, while the average circulating shares per person decreased by 4.62% to 13,151 shares [2] Market Performance - On November 13, the stock price rose by 2.05% to 9.96 yuan per share, with a trading volume of 33.0072 million yuan and a turnover rate of 1.01%, resulting in a total market capitalization of 3.984 billion yuan [1] - The net inflow of main funds was 598,400 yuan, with large orders buying 3.6395 million yuan (11.03% of total) and selling 3.0411 million yuan (9.21% of total) [1] Dividend Information - Since its A-share listing, Huiyun Titanium Industry has distributed a total of 93.9265 million yuan in dividends, with 23.9265 million yuan distributed over the past three years [3]

| 证券代码：300891 | 证券简称：惠云钛业 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：123168 | 债券简称：惠云转债 | | 广东惠云钛业股份有限公司 关于控股股东、实际控制人、董事长及其一致行动人股份减持计划 期限届满暨减持实施结果的公告 控股股东、实际控制人、董事长钟镇光及其一致行动人美国万邦有限公司保 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： 1、权益变动的总体情况为广东惠云钛业股份有限公司（以下简称"公司"） 的控股股东、实际控制人、董事长钟镇光以及其一致行动人美国万邦有限公司（ 以下简称"美国万邦"）合计股权比例被动稀释及股份减持行为，不触及要约收购； 2、本次权益变动的信息披露义务人为公司控股股东、实际控制人、董事长 钟镇光及其一致行动人美国万邦，本次股份变动不会导致公司控股股东、实际控 制人发生变化； 3、本次权益变动后，钟镇光及美国万邦合计持有公司股份占公司总股本的 比例由40.0010%减少至38.1714%； ...

证券简称：惠云钛业 证券代码：300891 债券简称：惠云转债 债券代码：123168 东莞证券股份有限公司 关于广东惠云钛业股份有限公司 向不特定对象发行可转换公司债券 第二次临时受托管理事务报告（2025 年度） 债券受托管理人 （住所：东莞市莞城区可园南路一号） 二〇二五年十一月 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、《广 东惠云钛业股份有限公司向不特定对象发行可转债之受托管理协议》（以下简称 "《受托管理协议》"）、《广东惠云钛业股份有限公司向不特定对象发行可转换 公司债券募集说明书》（以下简称"《募集说明书》"）等相关规定和约定、公开 信息披露文件、广东惠云钛业股份有限公司（以下简称"公司"、"惠云钛业"或"发 行人"）出具的相关说明文件及提供的相关资料等，由受托管理人东莞证券股份 有限公司（以下简称"东莞证券"或"受托管理人"）编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为东莞证券所作的承诺 或声明。未经东莞证券书面许可，不得将本报告用作其他任何用途。 2 一、核准注册情况 公司 ...

Group 1 - The titanium dioxide sector is experiencing a strong rally, with Anada reaching its daily limit increase [1] - Other companies in the industry, such as Longbai Group, Huiyun Titanium Industry, and Titan Chemical, are also seeing significant gains [1]

Core Insights - On November 7, Huiyun Titanium Industry executed a block trade of 1.83 million shares, with a transaction value of 15.006 million yuan, accounting for 8.21% of the total trading volume for the day [1] - The transaction price was 8.2 yuan, representing a discount of 15.2% compared to the market closing price of 9.67 yuan [1]