Group 1 - The stock price of Longbai Group is reported at 17.10 yuan, down 0.10 yuan or 0.58% from the previous trading day, with a trading volume of 96,285 hands and a transaction amount of 164 million yuan [1] - Longbai Group is a significant player in the titanium dioxide industry, engaged in the research, production, and sales of titanium dioxide, sponge titanium, and zirconium products, with applications in coatings, plastics, and papermaking [1] - As of July 31, the company has repurchased a total of 1.5646 million shares, accounting for 0.0656% of the total share capital, with a total transaction amount of 25.481 million yuan, under a buyback plan with a total fund of 500 million to 1 billion yuan and a maximum repurchase price of 24.32 yuan per share [1] Group 2 - The company currently has a sponge titanium production capacity of 80,000 tons per year, ranking first globally [1] - On August 4, the net inflow of main funds was 14.1482 million yuan, accounting for 0.04% of the circulating market value, while the net outflow over the past five days was 7.4245 million yuan, accounting for 0.02% of the circulating market value [1]

Group 1 - The board of directors of Jinpu Titanium Industry Co., Ltd. held its first meeting of the ninth session on August 4, 2025, via telecommunication, with all five directors present [1][2] - The board elected Guo Yanjun as the chairman for the ninth session, with a unanimous vote of 5 in favor [1][2] - The board established various specialized committees, including the Strategy and ESG Committee, Compensation and Assessment Committee, Audit Committee, and Nomination Committee, with Guo Yanjun as the convener of the Strategy and ESG Committee [1][2] Group 2 - The board approved the appointment of senior management personnel, including Guo Yanjun as the general manager, Lang Hui as the deputy general manager, Xin Yi as the board secretary, and Tian Jianzhong as the financial director, with terms aligned with the current board [1][2] - The board also appointed Xie Feng as the head of the internal audit department and Shi Yike as the representative for securities affairs, both with terms matching the current board [2]

证券代码：000545 证券简称：金浦钛业 公告编号：2025－ 金浦钛业股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有 任何虚假记载、误导性陈述或者重大遗漏。 特别提示： 一、会议召开情况和出席情况 （一）会议召开情况 （1）现场会议时间：2025年8月4日14：00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投 票的具体时间为2025年8月4日上午9:15-9:25，9:30～11:30，下午 为2025年8月4日上午9:15至下午15:00期间的任意时间。 室 则》等有关法律、法规及《公司章程》的规定。 通过现场和网络投票的股东 205 人，代表股份 225,435,602 股， 占公司有表决权股份总数的 22.8443％。其中：通过现场投票的股东 占公司有表决权股份总数的 0.4787％。 中小股东出席的总体情况： 通过现场和网络投票的中小股东 204 人，代表股份 4,735,602 股， 占公司有表决权股份总数的 0.4799％。其中：通过现场投票的中小股 东 1 人，代表股份 11,700 股，占公司有表决权股份总数的 0.0012％。 通过网络投票的中小股 ...

Core Points - The company completed the election of the ninth board of directors and appointed senior management, internal audit head, and securities affairs representative on August 4, 2025 [1][2][3] Board Composition - The ninth board consists of five directors, including three non-independent directors and two independent directors [1][2] - The independent directors meet the qualifications and independence requirements as per the regulations [2] Board Committees - The board has established several specialized committees: Strategy and ESG Committee, Compensation and Assessment Committee, Audit Committee, and Nomination Committee [2] - Independent directors hold a majority in the Audit Committee, Nomination Committee, and Compensation and Assessment Committee [2] Senior Management Appointments - The company appointed Guo Yanjun as General Manager, Lang Hui as Deputy General Manager, Xin Yi as Board Secretary, Tian Jianzhong as Chief Financial Officer, Jie Feng as Internal Audit Head, and Shi Yike as Securities Affairs Representative [4][10][12] - All appointed individuals meet the necessary qualifications and do not fall under any disqualifying conditions as per relevant laws and regulations [4][10][12]

金浦钛业（SZ 000545，收盘价：2.71元）8月4日晚间发布公告称，公司第九届第一次董事会会议于 2025年8月4日以通讯方式召开。会议审议了《关于选举公司第九届董事会董事长的议案》等文件。 2024年1至12月份，金浦钛业的营业收入构成为：钛白粉行业占比97.24%，供应链占比2.01%，其他行 业占比0.75%。 （文章来源：每日经济新闻） ...

Group 1 - The company, Zhongke Titanium White (002145.SZ), announced a share buyback program, having repurchased a total of 57,115,450 shares, which represents 1.5004% of its total share capital as of July 31, 2025 [1] - The highest transaction price during the buyback was 4.39 CNY per share, while the lowest was 4.12 CNY per share [1] - The total amount spent on the share buyback reached 245 million CNY, excluding transaction fees [1]

Company Performance Overview - The total operating revenue for the company in the first half of 2025 was 876 million yuan, a year-on-year decrease of 10.51% [2] - The net profit attributable to shareholders was -26.27 million yuan, a year-on-year decline of 158.08% [2] - The net profit after deducting non-recurring items was -28.14 million yuan, a year-on-year decrease of 163.19% [2] - In Q2 alone, the operating revenue was 402 million yuan, down 21.4% year-on-year, with a net profit of -16.01 million yuan, a decline of 159.94% [2] Profitability Analysis - The company's gross margin was 0.33%, a decrease of 95.43% year-on-year [3] - The net profit margin was -4.28%, down 240.42% year-on-year [3] - The gross margin for titanium dioxide products was 3.05%, while the gross margin for iron phosphate products was -6.23%, indicating losses in the latter [3] Cost and Expense Control - Total selling, administrative, and financial expenses amounted to 19.41 million yuan, accounting for 2.22% of revenue, an increase of 98.63% year-on-year [4] - The rise in financial expenses was primarily due to a decrease in exchange gains and interest income [4] Cash Flow and Financial Position - The operating cash flow per share was -0.51 yuan, an increase of 38.17% year-on-year, but still negative, indicating insufficient cash inflow from operations [5] - Cash and cash equivalents were 371 million yuan, an increase of 9.69% year-on-year [5] - Accounts receivable stood at 294 million yuan, representing 2612.42% of the latest annual net profit, indicating a significant collection risk [5] Main Business Composition - Revenue from titanium dioxide products was 575 million yuan, accounting for 65.61% of total revenue, with a gross margin of 3.05% [6] - Revenue from iron phosphate products was 268 million yuan, making up 30.65% of total revenue, with a gross margin of -6.23% [6] - Other business revenue was 32.76 million yuan, accounting for 3.74% of total revenue, with a gross margin of 6.43% [6] Industry and Market Environment - The titanium dioxide industry is currently affected by weak real estate demand, leading to a contraction in market demand [7] - The titanium dioxide market experienced price fluctuations in the first half of 2025, with prices rising from January to March and then falling from April to June [7] - The iron phosphate industry benefits from "carbon peak and carbon neutrality" policies, resulting in strong market demand, but faces intense competition and low prices [7] Summary - Overall, the company's performance in the 2025 mid-year report was poor, with a significant decline in profitability, cash flow issues, and accounts receivable collection risks warranting attention [8]

每经记者｜张宝莲 每经编辑｜文 多 7 月 30 日 ，安 纳 达（SZ002136，股价10.36元，市值22.28亿元）披露2025年半年报。财报数据显示， 上半年，安纳达实现营业收入8.76亿元，同比下降10.51%，归母净利润为亏损2626.78万元，同比由盈 转亏，同比降幅达158.08%。 安纳达2025年半年报显示，公司主要产品为钛白粉和磷酸铁。公司的钛白粉类型主要为金红石型钛白 粉、锐钛型钛白粉等。磷酸铁主要应用于磷酸铁锂电池材料等，终端产品应用于汽车、船舶、储能等涉 及新能源的行业。 《每日经济新闻》记者了解到，目前，钛白粉被认为是世界上性能最好的白色颜料，自2009年开始，中 国成为全球钛白粉第一生产大国和消费大国，并保持至今。60%的钛白粉需求来自涂料行业，与下游的 房地产、包装材料、塑料及汽车等行业的发展密切相关。 当前房地产行业处于深度调整期，这使得建筑涂料需求收缩。数据显示，2025年上半年，全国钛白粉产 量为239.53万吨，与去年同期基本持平，但价格出现"冲高回落"走势。 具体来看，今年1月下旬，钛白粉价格止跌回升，整个一季度，钛白粉市场迎来三轮涨价潮。但到3月下 旬，市场接单 ...

原标题：钛白粉龙头安纳达2025年上半年亏损逾2600万元 两大主要产品毛利率均同比下滑 每经记者｜张宝莲 每经编辑｜文多 7月30日，安纳达（SZ002136，股价10.72元，市值23亿元）披露2025年半年报。数据显示，公司上半年营业收入为8.76亿元，同比下降10.51%，归母净利润 为亏损2626.78万元，同比由盈转亏，同比降幅达158.08%。 安纳达是安徽省内的钛白粉行业龙头企业。公司介绍，钛白粉受经济周期、供需关系和市场预期等因素影响，价格具有较大波动性。行业规模扩大、市场竞 争激烈，这压缩了公司产品利润空间，公司产品毛利率有进一步降低的风险。 竞争激烈，钛白粉遭遇营、利同比双降 安纳达2025年半年报介绍，公司主要产品为钛白粉和磷酸铁。 其中，钛白粉被认为是目前世界上性能最好的白色颜料，自2009年开始，中国成为全球钛白粉第一生产大国和消费大国，并保持至今。 60%的钛白粉需求来自涂料行业，与下游的房地产、包装材料、塑料及汽车等行业的发展密切相关。公司的钛白粉类型主要为金红石型钛白粉、锐钛型钛白 粉等。磷酸铁主要应用于磷酸铁锂电池材料等，终端产品应用于汽车、船舶、储能等涉及新能源的行业。 ...

天风证券研报表示，亏损程度高、行业集中度高、老旧产能占比高、开工率高的细分化工行业，或将会 更容易作为化工行业"反内卷"的突破口，以最短的路径实现目标。根据上述化工领域多维度数据筛选， 纯碱、氨纶、染料（活性染料、分散染料）、煤化工（DMF、己内酰胺、辛醇、尿素、醋酸酯等）、 聚氨酯（TDI、MDI）、钛白粉、有机硅等行业大类，同时满足至少2条以上筛选标准，建议高度关 注。 ...