据证券之星公开数据整理，近期钒钛股份(000629)发布2025年中报。根据财报显示，钒钛股份净利润同 比下降245.15%。截至本报告期末，公司营业总收入42.54亿元，同比下降40.57%，归母净利润-1.99亿 元，同比下降245.15%。按单季度数据看，第二季度营业总收入21.32亿元，同比下降40.3%，第二季度 归母净利润-1.01亿元，同比下降246.47%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率4.93%，同比减31.84%，净利率-5.04%， 同比减346.82%，销售费用、管理费用、财务费用总计1.26亿元，三费占营收比2.95%，同比增 116.85%，每股净资产1.32元，同比减0.07%，每股经营性现金流-0.0元，同比减100.74%，每股收 益-0.02元，同比减239.61% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 71.58亿 | 42.54亿 | -40.57% | | 归母净利润(元) | 1.37亿 | -1.99 Z | -245.15% | ...

点击查看公告原文>> 责任编辑：小浪快报 近日，钒钛股份举行了投资者关系活动，通过腾讯会议的形式与中泰证券、方正富邦、华商基金等4家 机构进行了线上沟通。以下为本次投资者关系活动的详细情况： 1.基本信息-投资者活动关系类别：其 他（腾讯会议） -时间：2025年8月26日（星期二）15:00 - 17:00 -地点：腾讯会议 -参与单位名称：中泰 证券、方正富邦、华商基金 -上市公司接待人员姓名：钒钛股份石灏南、李海波 2.业务介绍-主要业务： 公司主营业务涵盖钒、钛和电，其中钒、钛为战略重点发展业务，主要进行钒产品、钛白粉、钛渣的生 产、销售、技术研发及应用开发。主要产品包括氧化钒、钒铁、钒氮合金、钒铝合金、钒电解液、钛白 粉、钛渣等。上半年，公司累计完成钒制品（以V2O5计）2.61万吨，钛白粉13.62万吨（其中氯化钛白 粉3.82万吨），钛渣9.49万吨。公司在国内既是主要的产钒企业，也是主要的钛原料供应商，以及重要 的钛渣、硫酸法和氯化法钛白粉生产企业。 -产品应用领域：钒作为重要合金元素，主要应用于钢铁工 业、储能领域。含钒钢因具备强度高、韧性大、耐磨性好等特性，广泛用于机械、汽车等行业。全钒液 ...

3.公司上半年业绩亏损的主要原因是什么，公司采取 了哪些措施？ 上半年，公司归属于上市公司股东的净利润-1.99 亿 元，主要是钒钛产品价格较上年同期下降所致。为有效应 对激烈的市场竞争，在产品规模上，公司积极开展社会资 源采购，充分释放钒制品产线产能，同时加强攻关推动钛 白粉新产线按期达产，钒制品和钛白粉产量较同期提高。 在品种结构方面，公司深入调研市场需求，及时调整效益 好的产品产量，优化产品组合，提升整体效益。在生产成 本控制上，公司组织实施钒钛竞争力提升和十大措施推进 工作，全力降低钒钛产品制造成本。此外，公司持续维护 和拓展销售渠道，与老客户保持紧密合作，积极开发新客 户，稳定的销售渠道有效缓解了销售压力。钛白粉及时调 整出口区域，重点开拓东南亚、中东、日韩等区域新渠道， 减弱欧盟反倾销对公司出口的不利影响。加大氯化法产品 销售力度，新开拓氯化法新线销售渠道 20 余家。 4.请介绍一下公司和大连融科的合作情况？ 股票代码：000629 股票简称：钒钛股份 攀钢集团钒钛资源股份有限公司 投资者关系活动记录表 编号：20250826 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | - ...

Group 1 - The company, Vanadium Titanium Co., announced a share buyback of 7,400,000 shares, which represents 0.08% of its total share capital as of July 31, 2025 [1]

Group 1 - Vanadium Titanium Co., Ltd. has experienced a decline in stock price for six consecutive trading days, with a cumulative drop of -7.59% [1] - The company was established on March 27, 1993, and was listed on the Shenzhen Stock Exchange on November 15, 1996, with the stock code 000629 [1] - Southern Fund's Southern CSI 500 ETF is among the top ten shareholders of Vanadium Titanium Co., having reduced its holdings in the second quarter of this year [1] Group 2 - The Southern CSI 500 ETF has achieved a year-to-date return of 9.82%, ranking 1291 out of 3420 in its category [1][2] - The fund's performance over various periods includes a -1.34% return over the past week, a 5.00% return over the past month, and an 11.65% return over the past three months [2] - The fund manager, Luo Wenjie, has a strong academic background with a Master's in Mathematical Finance from the University of Southern California and a Master's in Computer Science from the University of California [4][5] Group 3 - Luo Wenjie has been with Southern Fund since September 2008 and has held various managerial positions, including the current role as General Manager of the Index Investment Department [4][5] - The total assets under management for the Southern Fund amount to 139.704 billion yuan, with a cumulative return of 120.48% during her tenure [5]

Core Viewpoint - The company, Vanadium Titanium Co., Ltd. (钒钛股份), has confirmed that its products, particularly vanadium, are primarily utilized in the steel industry and energy storage sectors, highlighting the material's significance in various applications [1]. Group 1: Company Products and Applications - The main products of the company include vanadium oxide, vanadium iron, vanadium nitrogen alloy, vanadium aluminum alloy, vanadium electrolyte, titanium dioxide, and titanium slag [1]. - Vanadium is an important alloying element, known for its high strength, toughness, and wear resistance, making it widely used in industries such as machinery, automotive, shipbuilding, railways, bridges, and electronics [1]. - The company's vanadium products are primarily sold to sectors including steel, vanadium energy storage, titanium alloys, catalysts, and glass [1].

Group 1: Company Overview - The main business of the company includes the production and sales of vanadium, titanium, and electricity, with a focus on vanadium products, titanium dioxide, and titanium slag [1] - The company has an annual production capacity of 185,000 tons of V2O5, 300,000 tons of titanium dioxide, and 240,000 tons of titanium slag [1] Group 2: Applications of Vanadium Products - Vanadium is primarily used in the steel industry and energy storage, enhancing the strength, toughness, and wear resistance of steel [1] - Vanadium is also utilized in producing vanadium electrolyte for vanadium redox flow batteries, which are important for energy storage due to their long lifespan and high safety [1] Group 3: Impact of Recent Projects - The Yarlung Tsangpo River downstream hydropower project is expected to increase demand for high-quality steel products, benefiting the company's vanadium products [2] - The new national standard GB1499.2-2024, effective from September 25, 2024, mandates stricter quality regulations for rebar, reflecting the government's emphasis on construction quality [2] Group 4: Collaboration with Dalian Rongke - The company has been increasing its supply of vanadium products to Dalian Rongke, with an expected supply of approximately 15,000 tons in 2024, accounting for 28% of the company's total vanadium product sales [2] - A framework agreement for 2025 has been signed, with plans to expand cooperation in the application of vanadium in energy storage [2]

Group 1: Production Capacity and Raw Material Sources - The company sources vanadium slag primarily from its controlling shareholder, Pangang Group [1] - The production capacity of vanadium products includes: - 22,000 tons/year from the Panzhihua vanadium products subsidiary [1] - 18,000 tons/year of V2O5 products from the Xichang vanadium products subsidiary [1] - 3,000 tons/year of vanadium iron processing capacity from Beihai Ferroalloy [1] - 4,200 tons/year of vanadium product processing capacity from Yangrun Technology [1] Group 2: Impact of Infrastructure Projects - The Yarlung Tsangpo River downstream hydropower project is the largest water conservancy project currently under construction in China, which is expected to boost demand for high-quality steel products [1] - The new national standard GB1499.2-2024, effective from 2024, has transitioned from a recommended standard to a mandatory one, emphasizing the importance of construction quality and introducing new requirements and technical specifications for the industry [1][2] Group 3: Collaboration with Dalian Rongke - The company has established a joint venture with Dalian Rongke to build a vanadium electrolyte production line with a capacity of 2,000 cubic meters/year [2] - The supply of vanadium products to Dalian Rongke is projected to reach 15,000 tons in 2024, accounting for 28% of the company's total vanadium product sales [2] - A framework agreement for 2025 has been signed, with an expected total supply of 20,000 tons, and plans to expand cooperation in the application of vanadium in energy storage [2]

Core Viewpoint - Vanadium Titanium Co., Ltd. (stock code: 000629) announced a significant decline in expected revenue and a projected net loss for the first half of 2025 compared to the same period in the previous year [1] Financial Performance - The expected operating revenue for the period from January 1, 2025, to June 30, 2025, is projected to be between 4.13 billion and 4.2 billion yuan, a decrease from 7.158 billion yuan in the same period last year [1] - The net profit attributable to shareholders of the listed company is expected to be a loss of between 180 million and 220 million yuan, contrasting with a net profit of 137 million yuan in the same period last year [1]

Group 1 - The company plans to repurchase its shares using its own funds, with a total amount not less than RMB 100 million and not exceeding RMB 200 million [1] - The repurchase price will not exceed RMB 4.30 per share, and the repurchase period starts from the approval date of the plan by the board of directors [1] - As of June 30, 2025, the company has repurchased 3,800,000 shares at an average price of RMB 2.57 per share, totaling RMB 9,766,000 [1] Group 2 - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [2] - The repurchase of shares complies with the regulations set forth in the "Listed Company Share Repurchase Rules" and the "Shenzhen Stock Exchange Self-Regulatory Guidelines" [2]