Group 1 - The company Huayun Titanium Industry has recently obtained an invention patent certificate from the National Intellectual Property Administration of China for a modified iron phosphate material and its preparation method and application [1] - The patent signifies a potential advancement in the company's product offerings, which may enhance its competitive position in the market [1] Group 2 - The short drama industry has experienced significant growth, creating 690,000 jobs, indicating a robust demand for content and talent in this sector [1] - The influx of actors, including those who previously worked as delivery personnel, highlights the evolving job landscape within the entertainment industry, although the work can be demanding [1]

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。 | 证券代码：300891 | 证券简称：惠云钛业 | 公告编号：2026-003 | | --- | --- | --- | | 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 关于取得发明专利证书的公告 广东惠云钛业股份有限公司（以下简称"公司"）于近日取得国家知识产权局 颁发的发明专利证书1项，具体情况如下： | 专利 | 专利 | 发明名称 | 专利号 | 专利申请日 | 专利授权 | 证书号 | | --- | --- | --- | --- | --- | --- | --- | | 类型 | 权人 | | | | 公告日 | | | | 广东 | | | | | | | | 惠云 | | | | | | | 发明 | 钛业 | 一种改性磷酸 | | 2025年01月 | 2026年01 | | | | | 铁材料及其制 | ZL202510078875.1 | | | 第8645537号 | | 专利 | 股份 | | | 17日 | 月16日 | | | | | ...

（文章来源：证券日报） 证券日报网讯 1月13日，惠云钛业发布公告称，公司2026年第一次临时股东会审议通过《关于修订及制 定公司相关治理制度的议案》等。 ...

上海市锦天城（深圳）律师事务所 关于广东惠云钛业股份有限公司 二〇二六年第一次临时股东会的 法律意见书 上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 上海市锦天城（深圳）律师事务所 法律意见书 关于广东惠云钛业股份有限公司 二〇二六年第一次临时股东会的法律意见书 致：广东惠云钛业股份有限公司 上海市锦天城（深圳）律师事务所（下称"本所"）接受广东惠云钛业股份有 限公司（下称"公司"）的委托，根据《中华人民共和国公司法》（下称"《公司 法》"）、《上市公司股东会规则》（下称"《股东会规则》"）等法律、法规和 规范性文件及公司现行章程（下称"《公司章程》"）的有关规定，指派律师出席 了公司 2026 年第一次临时股东会（下称"本次股东会"），就本次股东会的召集 和召开程序、召集人资格、出席和列席会议人员资格、表决程序及表决结果等事 宜发表法律意见。 一、本次股东会召集和召开程序 为召开本次股东会，公司董事会于 2025 年 12 月 23 日在《公司章程》规定 的信息披露媒体上公告了会议通知。通知载明了会议的召开方式、召开时间和召 开地点，对会议议题的内容进行了充分披露，说明了股东有 ...

| 证券代码：300891 | 证券简称：惠云钛业 | 公告编号：2026-002 | | --- | --- | --- | | 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 （1）现场会议：2026 年 1 月 13 日（星期二）14:30 （2）网络投票：广东惠云钛业股份有限公司（以下简称"公司"）股东通过 深圳证券交易所交易系统进行网络投票的时间为 2026 年 1 月 13 日上午 9:15- 9:25、9:30-11:30 及下午 13:00-15:00，通过深圳证券交易所互联网系统投票的时 间为 2026 年 1 月 13 日上午 9:15 至下午 15:00 的任意时间。 2、召开地点：广东省云浮市云安区六都镇广东惠云钛业股份有限公司二楼 会议室 2026年第一次临时股东会决议公告 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、本次股东会不存在否决议案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 1、召开时间： 3、召开方式：现场结合网络 4、召集人：董事 ...

（编辑 丛可心） 证券日报网讯 1月9日，惠云钛业在互动平台回答投资者提问时表示，公司生产经营一切正常，各项业 务稳步推进，暂不存在《深圳证券交易所创业板股票上市规则（2025年修订）》规定的被ST或实施退 市风险警示的情形。 ...

Group 1 - The titanium dioxide concept sector increased by 5.08%, ranking third among concept sectors, with 13 stocks rising, including Anning Co., Vanadium Titanium Co., and Jinpu Titanium Industry reaching the daily limit [1] - The leading stocks in the titanium dioxide sector included Zhenhua Co., Longbai Group, and Huiyun Titanium Industry, which rose by 8.87%, 6.25%, and 6.09% respectively [1] - The main capital inflow into the titanium dioxide sector was 523 million yuan, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The top net inflow stock was Vanadium Titanium Co. with a net inflow of 335 million yuan, followed by Longbai Group, Anning Co., and Jinpu Titanium Industry with net inflows of 96.08 million yuan, 89.43 million yuan, and 88.01 million yuan respectively [2] - The net inflow ratios for Jinpu Titanium Industry, Vanadium Titanium Co., and Anning Co. were 34.44%, 24.79%, and 13.02% respectively, indicating strong investor interest [3] - The trading performance of key stocks in the titanium dioxide sector showed significant gains, with Vanadium Titanium Co. rising by 9.97% and Jinpu Titanium Industry by 9.86% [4][5]

Core Viewpoint - The titanium dioxide industry is experiencing a strong rally, with several companies seeing significant stock price increases due to a recent price increase announcement aimed at reversing previous low pricing and profitability trends [1][3]. Group 1: Stock Performance - Anning Co., Vanadium Titanium Co., and Jinpu Titanium Industry all reached their daily price limits, while Zhenhua Co. rose over 9%, and Huiyun Titanium Industry increased by over 7% [1]. - Other companies such as Anada and Longbai Group saw stock price increases of over 6%, with Tianneng Chemical, Tianyuan Co., and Luban Chemical also experiencing gains [1][2]. Group 2: Industry Developments - The titanium dioxide industry has jointly issued a price increase notice to improve the low pricing and profitability situation, indicating a potential recovery window for industry profits [3]. - Leading domestic titanium dioxide companies are accelerating their investment in chloride process capacity, with Tianneng Co. announcing a planned investment of 1.483 billion yuan to build a 100,000-ton chloride titanium dioxide project, aligning with the industry's green transformation trend [1].

| 证券代码：300891 | 公司简称：惠云钛业 | 公告编号：2026-001 | | --- | --- | --- | | 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 2025 年第四季度可转换公司债券转股情况的公告 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、误导性陈述或者重大遗漏。 特别提示： 1、"惠云转债"（债券代码：123168）转股期限为 2023 年 5 月 29 日至 2028 年 11 月 22 日，最新转股价格为 10.74 元/股。 2、2025 年第四季度，共有 16 张"惠云转债"完成转股（票面金额共计 1,600 元 人民币），合计转为 148 股"惠云钛业"股票（股票代码：300891）。 3、截至 2025 年第四季度末，公司剩余可转债金额为 489,911,900 元，剩余债 券 4,899,119 张。 根据《深圳证券交易所创业板股票上市规则（2025 年修订）》和《深圳证券 交易所上市公司自律监管指引第 15 号——可转换公司债券（2025 年修订）》的有 关规定，广东惠云钛业股份有限公司（以下简 ...

Core Viewpoint - 2025 marks a significant year for Guangdong Huiyun Titanium Industry Co., Ltd., as it concludes the "14th Five-Year Plan" and lays the groundwork for the "15th Five-Year Plan," celebrating its 5th anniversary since listing. The company has rapidly transformed and achieved remarkable results, becoming a key player in the industry [1]. Company Development History - The company was founded 22 years ago, initially producing color masterbatches, with a focus on titanium dioxide (TiO2) as a primary raw material. At that time, national TiO2 production capacity was less than 300,000 tons, leading to a supply shortage and prompting the company to consider in-house production [4]. - The company selected Yunfu City for its production base due to the region's abundant sulfur iron ore resources, which are crucial for producing sulfuric acid, a key input for TiO2 production. This location also offers logistical advantages and supports a circular economy [4]. - In 2005, the company successfully trialed its first rutile production line, marking the beginning of its rapid growth. It subsequently launched additional production lines and improved its technology, positioning itself among the top 20 TiO2 producers in China [5]. Achievements Since Listing - Since its listing on the Shenzhen Stock Exchange in September 2020, the company has achieved six key breakthroughs: 1. Doubling production capacity from 65,000 tons to 160,000 tons, significantly increasing output value 2. Enhancing management through automation and smart upgrades 3. Cultivating talent, establishing a doctoral workstation, and increasing the proportion of undergraduate talent by 73% 4. Driving technological innovation with projects that reduce costs and improve efficiency 5. Optimizing the factory environment and promoting waste resource utilization 6. Expanding its industrial chain and market presence, growing from one subsidiary to eight and five equity investees, ranking among the top 15 in the industry [6]. Capital Empowerment and Experience - The company’s successful listing provided strong momentum for its development. It established a clear roadmap and timeline for the listing process, enhancing internal management and resolving historical issues [7]. - Key lessons learned include the importance of standardized management, clear strategic planning, effective communication with stakeholders, and a resilient spirit to overcome challenges [8]. Strategic Development Goals - During the "14th Five-Year Plan," the company aims to leverage strategic opportunities for high-end, digital, and green development. It has been recognized as a key research center for the "sulfur-titanium-iron-calcium" industry and a demonstration base for clean production and circular economy [12]. - The company emphasizes a circular economy, utilizing local resources to form a complete industrial chain, and is committed to reducing waste and optimizing production processes [13]. Innovation and Talent Development - The company focuses on technological innovation, establishing specialized R&D teams and increasing investment in R&D to enhance production capacity and product quality [14][16]. - It collaborates with universities and research institutions to foster talent and ensure that R&D aligns with market needs, thus enhancing its competitive edge [17][18]. Social Responsibility and Community Engagement - The company actively engages in social responsibility, contributing to local infrastructure and public services, and providing employment opportunities to the surrounding communities [21][22]. - It has made significant donations to support rural revitalization and public welfare initiatives, demonstrating its commitment to social development alongside economic growth [21]. Future Outlook - The company plans to stabilize its TiO2 production capacity at around 160,000 tons by 2025, with gradual expansions based on market demand. It will continue to invest in R&D and enhance product quality while promoting green development [23][24]. - The company aims to become a leading domestic and international TiO2 producer, focusing on technological innovation, market expansion, and sustainable practices [24].