证券代码：301026 证券简称：浩通科技 公告编号：2025-036 徐州浩通新材料科技股份有限公司 第七届董事会第七次会议决议公告 一、董事会会议召开情况 徐州浩通新材料科技股份有限公司（以下简称"公司"）第七届董事会第七次会 议于 2025 年 8 月 11 日以现场结合通讯的方式召开。会议通知于 2025 年 8 月 1 日以电 子邮箱方式发出。本次董事会应出席董事 9 人，实际出席 9 人，其中 5 名董事孙自愿 先生、边疆先生、刘碧波先生、欧阳志坚先生、赵来运先生通讯参会。会议由董事长 夏军召集和主持，本次会议的召集、召开符合相关法律法规和《公司章程》的规定。 二、董事会会议审议情况 经与会董事认真审议并表决，一致通过如下议案： （一）审议通过《2025年半年度报告全文和摘要》的议案 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《2025 年半年 度报告》（公告编号：2025-038）和《2025 年半年度报告摘要》（公告编号：2025- 037）。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 本议案已经公司董事会审计委员会审议通过。 （二）审议通过《20 ...

[Important Notice, Table of Contents, and Definitions](index=2&type=section&id=Item%20I%20Important%20Notice%2C%20Table%20of%20Contents%2C%20and%20Definitions) [Important Notice](index=2&type=section&id=Important%20Notice) The board assures report accuracy, warns on forward-looking statements, and outlines the current period's profit distribution plan - The company's board of directors and senior management guarantee the report's content is true, accurate, and complete, assuming legal responsibility[3](index=3&type=chunk) - Forward-looking statements in the report are subject to uncertainties and do not constitute substantive commitments to investors[3](index=3&type=chunk) - The company plans no cash dividends, bonus shares, or capital reserve conversions to share capital for this half-year period[4](index=4&type=chunk) [Definitions](index=5&type=section&id=Definitions) This chapter defines key company abbreviations, industry terms like precious metal recycling and secondary resources, and business models such as self-production and entrusted processing, providing a basis for understanding the report - Key business terms are defined, including "precious metal recycling" for comprehensive utilization of secondary resources, "self-production and sales" for purchasing raw materials to produce and sell products, and "entrusted processing" for providing processing services and charging fees[10](index=10&type=chunk) [Company Profile and Key Financial Indicators](index=6&type=section&id=Item%20II%20Company%20Profile%20and%20Key%20Financial%20Indicators) [Company Profile](index=6&type=section&id=I.%20Company%20Profile) This chapter provides basic company information, including stock abbreviation "Haotong Technology", stock code "301026", listing exchange (Shenzhen Stock Exchange), and legal representative Company Basic Information | Item | Information | | :--- | :--- | | Stock Abbreviation | Haotong Technology | | Stock Code | 301026 | | Listing Exchange | Shenzhen Stock Exchange | | Legal Representative | Xia Jun | [Key Accounting Data and Financial Indicators](index=7&type=section&id=IV.%20Key%20Accounting%20Data%20and%20Financial%20Indicators) During the reporting period, the company's operating revenue decreased by 22.13% year-on-year, while net profit attributable to shareholders increased by 9.45%; net cash flow from operating activities turned negative, decreasing by 130.60% year-on-year, and total assets grew by 35.35% from the end of the previous year Key Financial Performance | Key Financial Indicators | Current Period (RMB) | Prior Period (RMB) | YoY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 1,346,811,521.06 | 1,729,663,281.92 | -22.13% | | Net Profit Attributable to Shareholders | 84,087,251.06 | 76,826,298.80 | 9.45% | | Net Profit Attributable to Shareholders (Excluding Non-recurring Items) | 70,654,020.66 | 61,285,862.06 | 15.29% | | Net Cash Flow from Operating Activities | -137,586,812.81 | 449,570,284.96 | -130.60% | | Basic Earnings Per Share (RMB/share) | 0.5332 | 0.4859 | 9.73% | | Weighted Average Return on Net Assets | 5.47% | 5.01% | 0.46% | Key Asset Indicators | Asset Indicators | End of Current Period (RMB) | End of Prior Year (RMB) | Change from Prior Year-End | | :--- | :--- | :--- | :--- | | Total Assets | 4,119,464,384.02 | 3,043,455,043.58 | 35.35% | | Net Assets Attributable to Shareholders | 1,540,995,548.65 | 1,501,851,920.66 | 2.61% | [Non-recurring Gains and Losses and Amounts](index=7&type=section&id=VI.%20Non-recurring%20Gains%20and%20Losses%20and%20Amounts) During the reporting period, the company's total non-recurring gains and losses amounted to RMB 13,433,230.40, primarily from fair value changes of financial assets and liabilities held by non-financial enterprises, and gains/losses from entrusted investments Non-recurring Gains and Losses | Item | Amount (RMB) | | :--- | :--- | | Gains/Losses from Fair Value Changes of Financial Assets and Liabilities Held by Non-financial Enterprises | 9,403,156.21 | | Gains/Losses from Entrusted Investments or Asset Management | 6,802,986.81 | | Government Grants | 50,000.00 | | Other Non-operating Income and Expenses | -75,333.02 | | **Total After Income Tax and Minority Interest Impact** | **13,433,230.40** | [Management Discussion and Analysis](index=9&type=section&id=Item%20III%20Management%20Discussion%20and%20Analysis) [Principal Business](index=9&type=section&id=I.%20Principal%20Business%20During%20the%20Reporting%20Period) The company's core business involves precious metal recycling, new materials, and trade, utilizing self-production and entrusted processing models for platinum, palladium, rhodium, and silver recovery - The company's business core revolves around the recycling and value-added utilization of precious metals, forming three synergistic business segments: recycling, new materials, and trade[24](index=24&type=chunk)[25](index=25&type=chunk) - Flexible operating models include "self-production and sales" where raw materials are purchased and products sold, and "entrusted processing" where recycling services are provided to customers for a fee[29](index=29&type=chunk)[34](index=34&type=chunk) [Analysis of Core Competencies](index=11&type=section&id=II.%20Analysis%20of%20Core%20Competencies) The company's core competencies span brand, technology, integrated supply chain, intelligent information systems, capital, and customer resources, fostering strong partnerships and innovation - **Brand Advantage**: Long-term collaborations with renowned petrochemical enterprises like Sinopec and PetroChina establish high brand recognition within the industry[42](index=42&type=chunk)[50](index=50&type=chunk) - **Technological Advantage**: Possesses multiple leading self-developed core technologies, participated in formulating **44 national and industry standards**, and holds **32 patents** (**10 of which are invention patents**)[43](index=43&type=chunk)[44](index=44&type=chunk) - **Industrial Chain Advantage**: Offers integrated services from precious metal raw material supply and new material manufacturing to recycling, enhancing customer loyalty[45](index=45&type=chunk) - **Intelligentization Advantage**: Utilizes ERP, DCS, MES, and other systems to streamline, automate, and transparentize operational management information, improving efficiency[46](index=46&type=chunk) [Analysis of Principal Business](index=13&type=section&id=III.%20Analysis%20of%20Principal%20Business) Operating revenue decreased by 22.13% due to reduced silver agent recycling, but operating profit increased by 42.63% from higher-margin products and price increases; precious metal recycling boasts the highest gross margin at 20.46% Key Financial Data and Changes | Key Financial Data | Current Period (RMB) | Prior Period (RMB) | YoY Change | Reason for Change | | :--- | :--- | :--- | :--- | :--- | | Operating Revenue | 1,346,811,521.06 | 1,729,663,281.92 | -22.13% | Decrease in fast-moving silver agent recycling business | | Operating Cost | 1,247,578,151.02 | 1,623,916,306.37 | -23.17% | Decrease in fast-moving silver agent recycling business | | Operating Profit | 104,115,332.85 | 72,995,780.21 | 42.63% | Higher proportion of high-margin product revenue, price increase | | Net Profit | 84,722,578.11 | 76,349,560.50 | 10.97% | Increase in operating profit | | Net Cash Flow from Operating Activities | -137,586,812.81 | 449,570,284.96 | -130.60% | Increase in outright purchase business, acquisition of revolving inventory | Operating Performance by Product or Service | By Product or Service | Operating Revenue (RMB) | Operating Cost (RMB) | Gross Margin | YoY Change in Operating Revenue | YoY Change in Gross Margin | | :--- | :--- | :--- | :--- | :--- | :--- | | Precious Metal Recycling | 392,199,686.28 | 311,954,367.27 | 20.46% | -41.29% | +10.74% | | Trading | 932,967,439.81 | 919,025,219.25 | 1.49% | -10.78% | -1.87% | | New Materials | 18,344,961.21 | 16,361,522.06 | 10.81% | 516.27% | -22.73% | [Analysis of Assets and Liabilities](index=14&type=section&id=V.%20Analysis%20of%20Assets%20and%20Liabilities) Total assets reached RMB 4.119 billion, a 35.35% increase, driven by higher monetary funds and financial assets due to bill issuance guarantees, while short-term borrowings significantly increased to fund payments Asset and Liability Changes | Item | Amount at End of Current Period (RMB) | % of Total Assets | Amount at End of Prior Year (RMB) | End of Prior Year % of Total Assets | Change in Proportion | Explanation of Significant Change | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Monetary Funds | 882,067,664.01 | 21.41% | 289,642,372.07 | 9.52% | +11.89% | Increase in bill issuance guarantee deposits (fixed deposits) | | Trading Financial Assets | 582,354,746.52 | 14.14% | 120,707,090.65 | 3.97% | +10.17% | Increase in bill issuance guarantee deposits (structured deposits) | | Accounts Receivable | 45,067,231.14 | 1.09% | 155,291,240.17 | 5.10% | -4.01% | Prior period receivables collected, timely current period collections | | Prepayments | 255,108,481.36 | 6.19% | 452,326,779.74 | 14.86% | -8.67% | Raw materials put into storage offset prepayments | | Short-term Borrowings | 1,550,680,000.00 | 37.64% | 568,900,000.00 | 18.69% | +18.95% | Increase in acceptance and letter of credit payments for goods | [Analysis of Investment Status](index=15&type=section&id=VI.%20Analysis%20of%20Investment%20Status) The company has completed all fundraising projects with 99.34% utilization, while also engaging in bank wealth management and futures investments to hedge precious metal price risks [Use of Raised Funds](index=16&type=section&id=5.%20Use%20of%20Raised%20Funds) The company has utilized RMB 468 million, or 99.34% of its raised funds, completing all pledged investment projects, with remaining funds allocated for final project payments - The company has substantially utilized its initial public offering funds, with a cumulative use of **RMB 467.7514 million**, representing **99.34%** of the total[64](index=64&type=chunk) - All committed investment projects are completed, with the "Haobo New Materials Precious Metal Secondary Resource Comprehensive Utilization Project" and "New Precious Metal Secondary Resource Comprehensive Utilization Project" generating benefits in this reporting period[66](index=66&type=chunk)[68](index=68&type=chunk) [Entrusted Wealth Management, Derivative Investments, and Entrusted Loans](index=18&type=section&id=6.%20Entrusted%20Wealth%20Management%2C%20Derivative%20Investments%2C%20and%20Entrusted%20Loans) The company invested RMB 93 million in bank wealth management and RMB 405.77 million in futures for hedging, representing 25.14% of net assets, managed under strict internal controls - The company invested **RMB 93 million** of its own funds in bank wealth management products during the reporting period, with **RMB 32 million** remaining outstanding[72](index=72&type=chunk) - To hedge risks, the company engaged in futures investments, with an outstanding investment amount of **RMB 405.7705 million** at period-end, accounting for **25.14%** of the company's net assets[73](index=73&type=chunk) [Analysis of Major Holding and Participating Companies](index=20&type=section&id=VIII.%20Analysis%20of%20Major%20Holding%20and%20Participating%20Companies) Key subsidiaries Haotong Metal (trading) and Haobo (recycling) were primary profit contributors, while Singaporean subsidiary Haoxin reported a loss Performance of Major Subsidiaries | Company Name | Type | Principal Business | Operating Revenue (RMB) | Net Profit (RMB) | | :--- | :--- | :--- | :--- | :--- | | Haotong Metal | Subsidiary | Precious Metal Trading | 714,538,131.81 | 12,924,594.65 | | Haobo | Subsidiary | Precious Metal Secondary Resource Recycling | 204,177,714.75 | 2,267,049.32 | | Haoxin | Subsidiary | Precious Metal Trading | 0.00 | -3,536,171.28 | [Risks Faced by the Company and Countermeasures](index=21&type=section&id=X.%20Risks%20Faced%20by%20the%20Company%20and%20Countermeasures) The company faces risks from precious metal price volatility, high customer concentration with major petrochemical firms, intensifying market competition, and evolving environmental policy impacts - **Precious metal price volatility** is a core risk, directly impacting the gross margin and profitability of the company's self-production and sales business[79](index=79&type=chunk) - **High customer concentration**, primarily relying on large petrochemical enterprises like Sinopec and PetroChina, means their operational or policy changes could affect the company[80](index=80&type=chunk) - The company faces **intensified competition** from international giants like Heraeus expanding their presence in the domestic market[81](index=81&type=chunk) - Stricter **environmental policies** may increase operating costs, while looser policies could diminish the company's competitive advantage in environmental compliance[82](index=82&type=chunk)[84](index=84&type=chunk) [Corporate Governance, Environment, and Society](index=22&type=section&id=Item%20IV%20Corporate%20Governance%2C%20Environment%2C%20and%20Society) [Corporate Governance](index=22&type=section&id=I.%20Changes%20in%20Directors%2C%20Supervisors%2C%20and%20Senior%20Management) The company's governance saw three supervisors depart due to the supervisory board's cancellation, the 2023 restricted stock incentive plan terminated due to unmet performance targets, and no half-year profit distribution planned - Due to the cancellation of the supervisory board, Chairman Yang Yong and two supervisors resigned on May 16, 2025[87](index=87&type=chunk) - The company terminated its 2023 restricted stock incentive plan due to changes in the industry market environment and failure to meet performance targets for two consecutive years[90](index=90&type=chunk) - The company plans no cash dividends, bonus shares, or capital reserve conversions to share capital for this half-year period[88](index=88&type=chunk) [Environmental and Social Responsibility](index=24&type=section&id=IV.%20Environmental%20Information%20Disclosure) The company is listed for environmental information disclosure, demonstrating commitment to compliance, and actively fulfills social responsibilities by protecting stakeholders and contributing to society - The company is listed in Xuzhou City's 2025 annual list of enterprises required to disclose environmental information by law[92](index=92&type=chunk) - The company actively fulfills its social responsibilities, including protecting the rights of shareholders and creditors, employees, suppliers and customers, as well as operating with integrity and paying taxes according to law[93](index=93&type=chunk)[94](index=94&type=chunk)[95](index=95&type=chunk) [Significant Matters](index=25&type=section&id=Item%20V%20Significant%20Matters) [Significant Related Party Transactions](index=26&type=section&id=XI.%20Significant%20Related%20Party%20Transactions) The company engaged in routine related party transactions totaling RMB 31.1788 million with Shanghai Jintanglian Metal Co., Ltd. for procurement and sales, within approved limits and at market prices Related Party Transactions with Shanghai Jintanglian | Related Party | Type of Related Party Transaction | Amount of Related Party Transaction (RMB 10,000) | % of Similar Transactions | Exceeded Approved Limit | | :--- | :--- | :--- | :--- | :--- | | Shanghai Jintanglian | Goods Procurement | 2,392.89 | - | No | | Shanghai Jintanglian | Goods Sales | 724.99 | - | No | | **Total** | **-** | **3,117.88** | **-** | **-** | [Other Significant Matters](index=28&type=section&id=XIII.%20Explanation%20of%20Other%20Significant%20Matters) The board approved a plan to issue convertible corporate bonds to unspecified investors, aiming to raise up to RMB 542.2376 million, pending shareholder approval - The company's board of directors has approved a plan to issue convertible corporate bonds, intending to raise a total of no more than **RMB 542.2376 million**, pending shareholder approval[119](index=119&type=chunk) [Changes in Share Capital and Shareholder Information](index=29&type=section&id=Item%20VI%20Changes%20in%20Share%20Capital%20and%20Shareholder%20Information) [Changes in Share Capital](index=29&type=section&id=I.%20Changes%20in%20Share%20Capital) The company's total share capital increased from approximately 113 million to 158 million shares due to a capital reserve to share capital transfer (4 shares for every 10), with some restricted shares held by directors, supervisors, and senior management also released - The company's total share capital increased from **113,333,334 shares** to **158,273,987 shares** due to a capital reserve to share capital transfer (**4 shares for every 10 shares**)[123](index=123&type=chunk)[124](index=124&type=chunk) [Shareholder Information](index=31&type=section&id=III.%20Number%20of%20Shareholders%20and%20Shareholding%20Status) As of the reporting period end, the company had 12,597 common shareholders, with actual controller Xia Jun holding 39.10% as the largest shareholder, and several public funds among the top ten Top Shareholders | Shareholder Name | Shareholder Type | Shareholding Percentage | Number of Shares Held at Period-End | | :--- | :--- | :--- | :--- | | Xia Jun | Domestic Natural Person | 39.10% | 61,892,362 | | Lin Dejian | Domestic Natural Person | 2.63% | 4,165,700 | | Industrial Bank - GF Ruiyi Leading Mixed Fund | Other | 1.79% | 2,837,230 | | Niu Yong | Domestic Natural Person | 1.24% | 1,969,840 | | He Xuechao | Domestic Natural Person | 1.20% | 1,898,680 | [Bond-Related Information](index=35&type=section&id=Item%20VII%20Bond-Related%20Information) [Bond-Related Information](index=35&type=section&id=Bond-Related%20Information) The company has no bond-related matters to report during the current period - The company has no bond-related matters during this reporting period[135](index=135&type=chunk) [Financial Report](index=36&type=section&id=Item%20VIII%20Financial%20Report) [Audit Opinion](index=36&type=section&id=I.%20Audit%20Report) This half-year financial report has not been audited - The company's 2025 half-year financial report is unaudited[137](index=137&type=chunk) [Financial Statements](index=36&type=section&id=II.%20Financial%20Statements) This chapter presents the company's unaudited consolidated and parent company financial statements, including balance sheets, income statements, cash flow statements, and statements of changes in owners' equity, along with detailed notes [Consolidated Balance Sheet](index=36&type=section&id=1.%20Consolidated%20Balance%20Sheet) As of June 30, 2025, total assets were RMB 4.119 billion, total liabilities RMB 2.505 billion, and owners' equity attributable to the parent company RMB 1.541 billion, showing significant growth from the beginning of the period Consolidated Balance Sheet | Item | Balance at Period-End (RMB) | Balance at Period-Beginning (RMB) | | :--- | :--- | :--- | | Total Assets | 4,119,464,384.02 | 3,043,455,043.58 | | Total Liabilities | 2,505,157,596.23 | 1,468,927,210.83 | | Total Owners' Equity Attributable to Parent Company | 1,540,995,548.65 | 1,501,851,920.66 | [Consolidated Income Statement](index=40&type=section&id=3.%20Consolidated%20Income%20Statement) In the first half of 2025, the company achieved total operating revenue of RMB 1.347 billion, total operating costs of RMB 1.296 billion, total profit of RMB 104 million, and net profit of RMB 84.72 million, with RMB 84.09 million attributable to parent company shareholders Consolidated Income Statement | Item | 2025 Half-Year (RMB) | 2024 Half-Year (RMB) | | :--- | :--- | :--- | | Total Operating Revenue | 1,346,811,521.06 | 1,729,663,281.92 | | Operating Profit | 104,115,332.85 | 72,995,780.21 | | Total Profit | 104,039,999.83 | 72,995,780.19 | | Net Profit | 84,722,578.11 | 76,349,560.50 | | Net Profit Attributable to Parent Company Shareholders | 84,087,251.06 | 76,826,298.80 | [Consolidated Cash Flow Statement](index=44&type=section&id=5.%20Consolidated%20Cash%20Flow%20Statement) In H1 2025, net cash flow from operating activities was -RMB 138 million, from investing activities -RMB 734 million, and from financing activities RMB 935 million, resulting in a net increase in cash and cash equivalents of RMB 63.29 million Consolidated Cash Flow Statement | Item | 2025 Half-Year (RMB) | 2024 Half-Year (RMB) | | :--- | :--- | :--- | | Net Cash Flow from Operating Activities | -137,586,812.81 | 449,570,284.96 | | Net Cash Flow from Investing Activities | -734,461,082.27 | -871,281,889.35 | | Net Cash Flow from Financing Activities | 935,349,001.66 | 390,069,280.41 | | Net Increase in Cash and Cash Equivalents | 63,294,397.15 | -31,623,999.70 |

浩通科技公告，2025年上半年营业收入13.47亿元，同比下降22.13%。净利润8408.73万元，同比增长 9.45%。 ...

格隆汇8月11日丨浩通科技(301026.SZ)公布，为促进公司长远发展，进一步加强控股子公司江西浩博新 材料科技股份有限公司(以下简称"浩博")的运营管控，公司拟以自有资金610.9549万元受让上海锦瑭联 金属有限公司(简称"锦瑭联")所持有浩博2%的股权(对应认缴注册资本金940万元人民币，实缴注册资本 530万元)。 ...

证券代码：301026 证券简称：浩通科技 公告编号：2025-039 徐州浩通新材料科技股份有限公司 1 受让子公司少数股权暨关联交易的公告 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。 一、关联交易概述 为促进徐州浩通新材料科技股份有限公司（以下简称"公司"）长远发展，进一 步加强控股子公司江西浩博新材料科技股份有限公司（以下简称"浩博"）的运营管 控，公司拟以自有资金610.9549万元受让上海锦瑭联金属有限公司（以下简称"锦瑭 联"）所持有浩博2%的股权（对应认缴注册资本金940万元人民币，实缴注册资本530 万元）。 锦瑭联为公司可以施加重大影响的参股企业，本次交易构成关联交易，但不构成 《上市公司重大资产重组管理办法》规定的重大资产重组。本次关联交易金额在董事 会决策范围内，无须提交股东会审议。 二、交易对手方基本情况 1、名称：上海锦瑭联金属有限公司 | 股东名称 | 认缴出资（万元） | 持股比例 | | | --- | --- | --- | --- | | 中博世金科贸有限责任公司 | 3,227 | | 46.1% | | 杰拉德金属（ ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The platinum and palladium markets are characterized by high supply concentration and low elasticity, with significant influence from factors such as mine production, recycling, and demand in various sectors. The Chinese market has a high dependence on imports for platinum - palladium resources, and the recycling sector is becoming increasingly important. The development of platinum - palladium futures and options provides new investment opportunities [15][22][86] - The demand for platinum and palladium in the automotive catalyst sector is affected by factors such as the development of new - energy vehicles and emission standards. The potential for growth in the hydrogen energy sector offers new prospects for the consumption of platinum and palladium [37][47][77] 3. Summary by Directory 3.1 Platinum and Palladium Variety Overview - Platinum and palladium, along with rhodium, ruthenium, osmium, and iridium, form the platinum - group metals (PGMs), which are precious metals. Platinum and palladium have higher demand than other PGMs. Platinum has a crustal content of 0.005 ppm, and palladium has 0.0006 ppm [6] - Platinum (Pt) has a high melting point, good ductility, and excellent electrical and thermal conductivity. It is mainly used in industrial catalysts, jewelry, electronics, etc. Palladium (Pd) can adsorb gases, is corrosion - resistant, and is mainly used in the catalyst field [7][8] - Platinum - group metal deposits can be divided into primary and secondary sand deposits. The main formation causes include magmatic action, hydrothermal processes, and exogenous deposition [10] 3.2 Platinum - Group Metal Industry Chain - The supply chain of platinum - group metals has an "oligopoly" structure. Most raw material supply and smelting are in the hands of a few integrated mining and smelting producers. The separation and purification processes of platinum - group metals vary according to the raw material composition. The current mainstream purity of platinum and palladium in the spot market is not less than 99.95%, and the Guangzhou Futures Exchange requires the delivery purity to be no less than 99.95% [15][19] - The extraction of platinum - group metals involves steps such as exploration, mining development, ore extraction, processing, and refining. Recycling of platinum - group metals is highly valued due to their low crustal content [16][20] 3.3 Global Platinum Supply - Demand Pattern - The main platinum - supplying countries are South Africa, Zimbabwe, and Russia. In 2024, South Africa's platinum output accounted for 71% of the global total. The global platinum output declined in 2024, and it is expected to decline further in 2025 [55][57] - The main platinum - consuming regions are China, Europe, North America, and Japan. In 2024, the global platinum demand decreased by 1.6% to 198 tons, with a supply gap of 1.98 tons. The demand in the automotive industry, jewelry, and other sectors showed different trends [59][65] 3.4 Global Palladium Supply - Demand Pattern - The main palladium - supplying countries are Russia, South Africa, Canada, and the United States. In 2024, Russia and South Africa accounted for 43% and 41% of the global total respectively. The global palladium output increased by 0.7 tons to 25.6 tons in 2024, with a supply surplus of 2.4 tons [69][71][77] - The main palladium - consuming regions are China, the United States, Europe, and Japan. The demand for palladium in the automotive catalyst sector decreased due to factors such as the substitution of new - energy vehicles [73][77] 3.5 Chinese Platinum - Group Resource Pattern - China's platinum - group metal resources are extremely scarce, with most of the reserves in Gansu. In 2024, China produced 4.9 tons of platinum - palladium metals. The import dependence on platinum - palladium resources is high, and the recycling industry is facing challenges such as waste shortages [82][86] - In 2024, China imported 104.1 tons of platinum and 28.1 tons of palladium. The consumption of platinum and palladium in China showed different trends, with the consumption of palladium in the automotive catalyst sector declining significantly [88][92][100] 3.6 Platinum and Palladium Price Review - The historical price trends of platinum and palladium are influenced by factors such as supply - demand relationships, economic conditions, and geopolitical situations. The price difference between platinum and palladium and the ratio of gold to platinum also show certain patterns [116] 3.7 Draft of Platinum and Palladium Futures of Guangzhou Futures Exchange - The contract text, risk control system, and delivery business of platinum and palladium futures on the Guangzhou Futures Exchange are under development. The current global active platinum and palladium futures markets are mainly in COMEX [52] 3.8 Platinum and Palladium Options - The draft of platinum and palladium options includes the option contract solicitation draft and the risk control system [42]

证券之星消息，7月30日小金属板块较上一交易日下跌2.02%，中钨高新领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。小金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600281 | 华阳新材 | 1030.21万 | 4.79% | -39.21万 | -0.18% | -991.00万 | -4.61% | | 002978 安宁股份 | | -101.99万 | -0.61% | 659.43万 | 3.92% | -557.44万 | -3.32% | | 301026 浩通科技 | | -362.11万 | -4.91% | -383.97万 | -5.20% | 746.08万 | 10.11% | | 600301 | 华锡有色 | -1089.62万 | -5.40% | 684.50万 | 3.39% | 405. ...

证券代码：301026 证券简称：浩通科技 公告编号：2025-034 徐州浩通新材料科技股份有限公司 提前终止减持计划暨减持结果的公告 董事刘碧波、副总经理朱丰、特定股东徐州博通企业管理合伙企业（有限合 伙）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。 （二）减持前后持股情况 二、其他相关说明 上述股东减持符合《证券法》《上市公司股东减持股份管理暂行办法》《深圳证 券交易所上市公司自律监管指引第18号——股东及董事、监事、高级管理人员减持股 份》《深圳证券交易所创业板股票上市规则》等法律法规、部门规章和规范性文件的 相关规定。 公司近日收到刘碧波先生、徐州博通、朱丰女士出具的《提前终止股份减持计划 告知函》。截至本公告日，刘碧波先生、徐州博通、朱丰女士决定提前终止本次减持 计划，未减持完的股份在计划减持期限内不再减持。据《上市公司股东减持股份管理 暂行办法》《深圳证券交易所上市公司自律监管指引第18号——股东及董事、监事、 高级管理人员减持股份》有关规定，现将相关情况公告如下： 一、股份减持情况 （一） ...

Summary of Key Points Core Viewpoint - The latest fund repositioning reveals that 637 stocks have been newly added to fund holdings, with 14 stocks having a new holding ratio exceeding 3% [1] Group 1: Fund Repositioning Data - A total of 2950 stocks appeared in the fund's heavy holdings list, with 637 stocks newly entering the list, 1139 stocks being increased, 1148 stocks being reduced, and 26 stocks remaining unchanged from the previous quarter [1] - Among the newly added stocks, 351 are from the Shanghai and Shenzhen main boards, 194 from the ChiNext, 64 from the Sci-Tech Innovation Board, and 26 from the Beijing Stock Exchange [1] - The industry distribution shows a concentration in basic chemicals, machinery equipment, and electronics, with 74, 63, and 56 stocks respectively being newly added to fund holdings [1] Group 2: High Proportion New Holdings - The stocks with the highest new holding ratios include Guangxin Materials, which was newly included in 11 fund heavy holdings with a total holding of 11.90 million shares, accounting for 8.27% of circulating shares [2] - Youfang Technology was included in 21 funds with a total holding of 6.97 million shares, representing 7.59% of circulating shares [2] - Other notable stocks with high new holding ratios include Ketaobiology, Shutaishen, and Haotong Technology, with holding ratios of 7.52%, 6.99%, and 5.67% respectively [2] Group 3: Market Performance of Newly Added Stocks - The average increase of high proportion newly added stocks since the second quarter is 87.07%, with 13 stocks showing an increase [2] - The top performers include Shutaishen, with a rise of 597.35%, followed by Sifang Precision and Huicheng Shares, with increases of 166.84% and 111.92% respectively [2] - Only one stock, Haitong Development, showed a decline, with a decrease of 1.89% [2] Group 4: Performance Statistics - Among the high proportion held stocks, only one has reported semi-annual results, with Haitong Development showing a net profit decline of 64.14% year-on-year [2]

Group 1 - The small metal sector has shown significant activity, with a collective increase of over 3% in stock prices, particularly for companies like Dongfang Zirconium and Haotong Technology, which saw gains exceeding 5% [1] - Supply constraints are evident due to domestic export quota management for antimony, bismuth, germanium, and tungsten, alongside transportation disruptions in Myanmar, leading to a global supply gap exceeding 30% [1] - Demand for small metals is rising, driven by applications in new energy vehicles, energy storage, military high-temperature alloys, and semiconductor packaging materials, with a notable increase in consumption of cobalt and nickel sulfate [1] Group 2 - Small metals have been classified as "strategic resources" by authorities, with export controls on gallium and germanium in 2024 and additional controls on tungsten, bismuth, and antimony in 2025, leading to increased scarcity premiums [1] - Leading companies are expected to report substantial profit growth, with Northern Rare Earth projected to see a more than 18-fold increase in net profit attributable to shareholders in the first half of 2025 [1] - Securities firms express optimism, highlighting that the relaxation of export controls could lead to a convergence of domestic and international prices, benefiting the sector through both valuation and profit increases [2][3] Group 3 - Dongfang Zirconium specializes in the research, production, and sales of zirconium series products, including zirconium silicate and zirconium oxide [2] - Haotong Technology focuses on precious metal recovery and related products, with key offerings including platinum, palladium, and rhodium [2] - Shenghe Resources produces rare earth concentrates and various rare earth products, contributing to the small metal supply chain [3] Group 4 - Guiyan Platinum's product range includes various precious metal compounds such as platinum, palladium, and rhodium [3] - Xianglu Tungsten's main products consist of tungsten oxide, tungsten powder, and tungsten carbide [3] - Tin Industry Co. engages in the exploration, mining, and processing of tin, zinc, copper, and indium, offering a wide array of products [3] Group 5 - Dongfang Tantalum is involved in the research, production, and sales of rare metals like tantalum and niobium [4] - Baotai Co. is recognized as China's largest specialized producer of titanium-based rare metal materials, holding over 40% market share [4]