登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000545 证券简称：金浦钛业 公告编号：2025－039 金浦钛业股份有限公司 2、股东大会召集人：公司董事会 公司已于2025年4月28日公告了股东大会召开通知。2025年4月29日，直接持有公司25.81%股份的控股 股东金浦集团提出临时提案并书面提交股东大会召集人。 根据《公司法》和《公司章程》的相关规定，单独或者合计持有公司3%以上股份的股东，可以在股东 大会召开10日前提出临时提案并书面提交召集人；召集人应当在收到提案后2日内通知其他股东，并将 该临时提案提交股东大会审议。经公司董事会核查，截至本公告披露日，公司控股股东金浦集团直接持 有公司股份254,700,000股，占公司总股本的25.81%，该提案人的身份符合相关规定，其提案内容未超 出相关法律法规和《公司章程》的规定及股东大会职权范围，且议案提交的程序符合《公司法》《深圳 证券交易所股票上市规则》《公司章程》和《股东大会议事规则》的相关规定，故公司董事会同意将上 述临时议案提交公司2024年年度股东大会审议。股东大会召集人按照《深圳证券交易所上市公司自律监 管指引第1号一主板上 ...

Group 1 - The Shanghai Composite Index opened lower and the CSI 300 Chemical Index reported 2064.08 points, with a decline of 7.57% in the last month, 6.98% in the last three months, and 6.77% year-to-date [1] - The CSI 300 Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [1] - The top ten weights in the CSI 300 Chemical Index are: Wanhua Chemical (23.08%), Salt Lake Industry (13.6%), Baofeng Energy (7.79%), Juhua Co. (7.6%), Hengli Petrochemical (7.22%), Satellite Chemical (6.88%), Hualu Hengsheng (6.64%), Zangge Mining (6.38%), Longbai Group (6.1%), and Rongsheng Petrochemical (5.49%) [1] Group 2 - In terms of industry composition within the CSI 300 Chemical Index, other chemical raw materials account for 39.09%, polyurethane for 23.08%, potassium fertilizer for 19.98%, fluorochemical for 7.60%, titanium dioxide for 6.10%, and organic silicon for 4.15% [2] - The index sample is adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the CSI 300 Index samples or significant events affecting sample companies [2]

中核钛白（002145）公告，2025年第一季度营收为20.39亿元，同比增长41.39%；净利润为1.34亿元， 同比增长1.84%。 ...

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]

数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.2477 | -0.1771 | -39.86 | -0.1472 | | 每股净资产（元） | 1.16 | 1.39 | -16.55 | 1.8 | | 每股公积金(元) | -0.16 | -0.23 | 30.43 | -0.07 | | 每股未分配利润(元) | 0.31 | 0.61 | -49.18 | 0.79 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 21.33 | 22.66 | -5.87 | 25.1 | | 净利润(亿元) | -2.44 | -1.75 | -39.43 | -1.45 | | 净资产收益率(%) | -18.29 | -9.74 | -87.78 | -7.71 | | 名称 | 持有数量(万股) | 占总股本比例 ...

金浦钛业（000545）公告，2025年第一季度营业收入5.42亿元，同比下降3.62%。净亏损1538.38万元， 去年同期净亏损1357.27万元。 ...

Core Viewpoint - After achieving revenue and net profit growth in 2024, Zhonghe Titanium White is increasing capital expenditure to create a "second growth curve" beyond titanium dioxide [1] Group 1: Project Development - Zhonghe Titanium White has established a new investment entity and signed a strategic cooperation framework agreement with Guizhou Phosphate Group to invest in a "phosphorus-sulfur-titanium-copper-iron-lithium-fluorine" coupling cycle project in Guiyang [1][4] - The project aims to develop a new model of coupling development between traditional industries and emerging strategic industries, focusing on the R&D and production of competitive global new energy battery materials [1][3] - The project will be constructed in three phases with a total investment exceeding 30 billion yuan, and upon completion, it is expected to generate an annual output value of 63.2 billion yuan and provide 3,000 jobs [5][8] Group 2: Financial Performance - In 2024, Zhonghe Titanium White achieved a historical revenue high of 6.875 billion yuan, representing a year-on-year growth of 38.98% [5] - The company reported significant growth in its yellow phosphorus business, with sales revenue reaching 391 million yuan, marking nearly a hundredfold increase [11] - The company’s annual production capacity for yellow phosphorus has been upgraded to 120,000 tons, contributing to its second growth curve strategy [11][14] Group 3: Industry Positioning - Zhonghe Titanium White is a leading enterprise in the rutile titanium dioxide industry, with an annual production capacity of 550,000 tons, ranking second in China [11] - The company is pioneering a multi-dimensional "symbiotic and win-win" coupling development model, which has allowed it to maintain stable performance despite market pressures [3][8] - The coupling cycle project will position Zhonghe Titanium White as the largest single-scale sulfuric acid titanium dioxide and yellow phosphorus manufacturer globally [8][16]

Core Viewpoint - Longbai Group reported a revenue of 27.539 billion RMB for FY 2024, a 3% year-on-year increase, but a 33% decrease in net profit attributable to shareholders at 2.169 billion RMB, with a cash dividend of 6 RMB per 10 shares [1] Group 1: Financial Performance - For FY 2024, the company achieved revenue of 19 billion RMB from titanium dioxide and 2.7 billion RMB from sponge titanium, with year-on-year growth of 7% and 17% respectively [2] - The gross margin for titanium dioxide was 31%, up 2.8 percentage points, while sponge titanium's gross margin was 3%, down 14.8 percentage points [2] - In Q1 2025, the company reported a revenue of 7.060 billion RMB, a 3% year-on-year decrease, and a net profit of 686 million RMB, down 28% year-on-year [1][2] Group 2: Market Trends and Challenges - The company is experiencing a trend of increasing sales volume but decreasing prices, with titanium dioxide prices down 10% year-on-year and sponge titanium prices down 3% in Q1 2025 [2] - The company exported 500,000 tons of titanium dioxide from January to March, a 2% year-on-year increase [2] - The decline in prices is attributed to lower prices for sponge titanium and iron concentrate, as well as underperformance in the new energy sector [2] Group 3: Strategic Initiatives - The company is advancing its integrated supply chain strategy, focusing on upstream raw material security and developing key projects such as the joint development of the Hongge North Mine and the Xujia Gou Iron Mine [3] - Longbai Group is also expanding its overseas presence, planning to invest 100 million USD in its wholly-owned subsidiary, Baililian Hong Kong, to support international business expansion [3] - The company aims to establish a full-process internationalization from raw materials to sales, responding to trade challenges such as anti-dumping investigations in the EU, Brazil, and India [3] Group 4: Future Outlook - The company forecasts net profits attributable to shareholders of 2.91 billion RMB, 3.76 billion RMB, and 4.29 billion RMB for 2025-2027 [3]

Core Viewpoint - Longbai Group (002601) has demonstrated a strong commitment to cash dividends, planning a cash distribution of 2.144 billion yuan for 2024 and an additional 1.186 billion yuan in the first quarter of 2025, despite fluctuations in profit performance [1][2]. Dividend Performance - The company's dividend payout ratio surged to 172.88% in the first quarter, with a net profit of only 686 million yuan, indicating a trend of distributing nearly all earnings [2]. - Longbai Group's dividend payout ratio reached 98.89% in 2024, retaining only 22 million yuan of undistributed profits at the end of the period [2]. - Cumulatively, the company has distributed 19.39 billion yuan in cash dividends since its listing, surpassing its total equity fundraising of 13.66 billion yuan, resulting in a payout-to-funding ratio of 141.97% [5]. Shareholder Structure - The company's high dividend performance is linked to its unique shareholder structure, which includes the founding family and key figures from the acquired Longmang Titanium Industry [3][8]. - Following the death of the former controlling shareholder Xu Gang, his daughter Xu Ran inherited 20.95% of the shares, making her the current actual controller of the company [8]. Financial Health and Borrowing - Despite high dividend payouts, Longbai Group's borrowing has increased significantly, with short-term loans rising from 4.1 billion yuan at the end of 2020 to 9.7 billion yuan by the first quarter of 2024 [3][12]. - The company's asset-liability ratio stood at 61.04% at the end of 2024, remaining above 60% for three consecutive years [13]. Future Dividend Sustainability - The sustainability of high dividend payouts will depend on the company's ability to generate profits and manage funds effectively, especially as it ventures into new business areas like lithium iron phosphate [10][11]. - The company has set a shareholder return plan that may limit dividends if the audited asset-liability ratio exceeds 70% or if significant capital expenditures are anticipated [14].

Group 1 - The titanium dioxide concept sector rose by 1.62%, ranking third among concept sectors, with 11 stocks increasing in value, including Tianyuan Co., which hit the daily limit, and Zhenhua Co., Kuncai Technology, and Guocheng Mining, which rose by 7.31%, 4.03%, and 3.62% respectively [1] - The main capital inflow into the titanium dioxide concept sector was 144 million yuan, with Zhenhua Co. leading the inflow at 122 million yuan, followed by Tianyuan Co., Kuncai Technology, and Guocheng Mining with inflows of 51.42 million yuan, 21.03 million yuan, and 6.29 million yuan respectively [2][3] - The top three stocks by net capital inflow ratio were Kuncai Technology, Zhenhua Co., and Tianyuan Co., with net inflow ratios of 17.37%, 16.29%, and 9.97% respectively [3] Group 2 - The stocks with the largest declines included Daon Co., Luban Chemical, and Donghua Technology, which fell by 2.97%, 2.80%, and 1.76% respectively [1][4] - The trading volume and turnover rates for the leading stocks in the titanium dioxide sector showed significant activity, with Zhenhua Co. having a turnover rate of 6.65% and Tianyuan Co. at 8.44% [3]