惠云钛业持续提升核心竞争力 布局产业链延伸发展

Core Insights - Guangdong Huiyun Titanium Industry Co., Ltd. reported a revenue of 1.66 billion yuan and a net profit of 4.42 million yuan for the year 2024 [1] - In the first quarter of 2025, the company achieved a revenue of 482 million yuan, representing a year-on-year growth of 19.29%, with a net profit of 10.26 million yuan, surpassing the entire net profit of the previous year [1] - Industry experts suggest that companies with technological innovation, industry chain integration, market expansion, and environmental response capabilities will have a competitive advantage in the titanium dioxide market [1] Financial Performance - For 2024, Huiyun Titanium's revenue was 1.66 billion yuan, with a net profit of 4.42 million yuan [1] - The first quarter of 2025 saw a revenue of 482 million yuan, a 19.29% increase year-on-year, and a net profit of 10.26 million yuan [1] Research and Development - In 2024, the company invested 50.84 million yuan in R&D, a 1.12% increase from the previous year [1] - The company added four new invention patents in 2024, enhancing its technological capabilities and core competitiveness [1] Technological Upgrades - Huiyun Titanium completed the environmental acceptance of the second phase of its 80,000 tons/year plastic-grade rutile titanium dioxide post-processing expansion project, with a capacity of 50,000 tons [2] - The company is also in the process of commissioning a project to upgrade its sulfuric acid rutile titanium dioxide production capacity from 50,000 tons/year to 80,000 tons/year [2] Sustainability Initiatives - Huiyun Titanium has made significant progress in energy conservation and green low-carbon initiatives through various projects, including low-temperature waste heat recovery for sulfuric acid production [2] - The company is focused on reducing energy consumption and improving warehouse management through its integrated intelligent storage center project [2] Industry Chain Integration - In 2024, Huiyun Titanium successfully acquired exploration rights for vanadium-titanium magnetite in Xinjiang, enhancing its control over raw material supply for titanium dioxide production [2] - The company is actively advancing exploration work, which could strengthen its position in the titanium dioxide industry chain and mitigate risks related to raw material supply and price fluctuations [2]