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000545 终止重大资产重组!
Zheng Quan Shi Bao Wang· 2025-09-23 15:05
金浦钛业(000545)重大资产重组终止。 9月23日,金浦钛业公告,公司董事会审议通过了议案,同意公司终止重大资产置换、发行股份及支付现金 购买资产并募集配套资金暨关联交易事项。 后续公布的交易方案显示,金浦钛业此次交易的拟置入资产为南京金浦东裕投资有限公司(以下简称"金浦 东裕")、东台恒誉泰企业管理合伙企业(有限合伙)(以下简称"恒誉泰")合计持有的南京利德东方橡塑 科技有限公司(以下简称"利德东方")100%股权。 拟置出资产为截至评估基准日,金浦钛业全资子公司南京钛白化工有限责任公司、徐州钛白化工有限责任公 司、南京金浦供应链管理有限公司对应的部分资产及全部负债。 金浦钛业拟以持有的置出资产与金浦东裕持有的利德东方91%股权等值部分进行置换,金浦钛业同时以发行 股份及支付现金的方式,购买前述置换的差额部分,并向恒誉泰发行股份及支付现金购买其持有的利德东方 9%股权并募集配套资金。 对于实施这次交易的目的,金浦钛业当时表示,钛白粉行业上市公司龙佰集团、中核钛白、惠云钛业、安纳 达等均有多元化业务布局,近年来纷纷向新能源等产业转型。 公司属于硫酸法钛白粉工艺,生产基地位于南京和徐州,不具备新增投资、改扩 ...
金浦钛业终止重大资产置换、发行股份及支付现金购买资产相关事项
Zhi Tong Cai Jing· 2025-09-23 12:48
金浦钛业(000545)(000545.SZ)公告,公司董事会审议通过了《关于终止重大资产置换、发行股份及 支付现金购买资产并募集配套资金暨关联交易事项的议案》,同意公司终止重大资产置换、发行股份及 支付现金购买资产并募集配套资金暨关联交易事项,公司独立董事专门会议审议通过相关议案,并发表 了同意终止本次交易的审核意见。 ...
金浦钛业:终止重大资产置换、发行股份及支付现金购买资产并募集配套资金
Ge Long Hui· 2025-09-23 12:40
格隆汇9月23日丨金浦钛业(000545.SZ)公布,原拟置入资产为南京金浦东裕投资有限公司(简称"金浦 东裕")、东台恒誉泰企业管理合伙企业(有限合伙)(简称"恒誉泰",原名称:南京恒誉泰和投资合 伙企业(有限合伙))合计持有的南京利德东方橡塑科技有限公司(简称"利德东方")100%股权,拟 置出资产为截至评估基准日金浦钛业全资子公司南京钛白化工有限责任公司、徐州钛白化工有限责任公 司、南京金浦供应链管理有限公司对应的部分资产(全部资产扣除截至该日上市公司合并报表范围内除 拟置出标的外的主体应付拟置出标的或金浦东裕的往来余额)及全部负债。金浦钛业拟以持有的置出资 产与金浦东裕持有的利德东方91%股权等值部分进行置换,金浦钛业同时以发行股份及支付现金的方式 购买前述置换的差额部分并向恒誉泰发行股份及支付现金购买其持有的利德东方9%股权并募集配套资 金。 自公司本次交易预案公布以来,公司董事会、管理层与相关中介机构一直积极推进本次交易的各项工 作。综合近期市场环境变化等因素,现阶段继续推进本次重大资产重组事项不确定性较大,经与相关方 沟通,公司决定终止本次交易。 ...
金浦钛业:终止重大资产重组相关事项
Zheng Quan Shi Bao Wang· 2025-09-23 12:36
人民财讯9月23日电,金浦钛业(000545)9月23日公告,综合近期市场环境变化等因素,现阶段继续推 进重大资产重组事项不确定性较大,公司决定终止重大资产置换、发行股份及支付现金购买资产并募集 配套资金暨关联交易事项。 此前,金浦钛业拟通过此次重大资产重组,取得利德东方100%股权,退出钛白粉行业,进军橡胶制品 业。 ...
中核钛白股价跌5.14%,南方基金旗下1只基金位居十大流通股东,持有2500.34万股浮亏损失750.1万元
Xin Lang Cai Jing· 2025-09-23 03:41
Group 1 - The core viewpoint of the news is that Zhongke Titanium White's stock has experienced a decline of 5.14%, with a current price of 5.54 CNY per share and a trading volume of 9.67 billion CNY, resulting in a total market capitalization of 210.89 billion CNY [1] - Zhongke Titanium White Co., Ltd. is primarily engaged in the production and sales of rutile titanium dioxide, with its main revenue sources being titanium dioxide (80.17%), yellow phosphorus (7.30%), logistics (4.96%), new energy materials (3.40%), and others (2.84%) [1] - The company was established on February 23, 2001, and went public on August 3, 2007, located in Baiyin District, Gansu Province [1] Group 2 - Among the top ten circulating shareholders of Zhongke Titanium White, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 4.698 million shares, now holding a total of 25.0034 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 649.53 billion CNY, and has achieved a year-to-date return of 27.06% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 322 days, with the fund's total asset scale reaching 94.976 billion CNY [3]
安纳达股价跌5.08%,金元顺安基金旗下1只基金重仓,持有5500股浮亏损失3025元
Xin Lang Cai Jing· 2025-09-23 02:32
Group 1 - The core point of the news is that Anhui Anada Titanium Industry Co., Ltd. experienced a decline in stock price by 5.08%, with the current share price at 10.27 yuan and a total market capitalization of 2.208 billion yuan [1] - The company was established on March 11, 1994, and went public on May 30, 2007, primarily engaged in the production and sales of titanium dioxide and related chemical products [1] - The revenue composition of the company includes titanium dioxide at 65.61%, iron phosphate at 30.65%, and other supplementary products at 3.74% [1] Group 2 - From the perspective of fund holdings, Jin Yuan Shun An Fund has one fund heavily invested in Anada, specifically the Jin Yuan Shun An Xin Yi Mixed Initiation A (022492), which held 5,500 shares in the second quarter, accounting for 0.54% of the fund's net value [2] - The fund's current scale is 10.8755 million, with a cumulative return of 4.44% since its establishment on March 4, 2025 [2] - The fund managers, Li Rui and Chen Mingjie, have different performance records, with Li Rui having a best return of 4.34% and Chen Mingjie experiencing a worst return of -17.26% during their respective tenures [2]
龙佰集团跌2.02%,成交额6160.66万元,主力资金净流出1288.15万元
Xin Lang Cai Jing· 2025-09-23 01:58
9月23日,龙佰集团盘中下跌2.02%,截至09:38,报18.90元/股,成交6160.66万元,换手率0.16%,总市 值451.01亿元。 资金流向方面,主力资金净流出1288.15万元,特大单买入282.87万元,占比4.59%,卖出1254.58万元, 占比20.36%;大单买入502.26万元,占比8.15%,卖出818.70万元,占比13.29%。 龙佰集团今年以来股价涨10.06%,近5个交易日跌3.32%,近20日跌1.72%,近60日涨15.74%。 资料显示,龙佰集团股份有限公司位于河南省焦作市中站区冯封办事处,成立日期1998年8月20日,上 市日期2011年7月15日,公司主营业务涉及从事钛白粉、锆制品和硫酸铝等产品的生产与销售。主营业 务收入构成为:钛白粉64.99%,海绵钛11.17%,铁系产品8.77%,其他(补充)4.59%,新能源材料 3.95%,锆系制品3.86%,其他2.66%。 龙佰集团所属申万行业为:基础化工-化学原料-钛白粉。所属概念板块包括:钛白粉、增持回购、锂电 池、氢能源、燃料电池等。 机构持仓方面,截止2025年6月30日,龙佰集团十大流通股东中,香港中央 ...
调研速递|惠云钛业接受线上投资者调研 聚焦业务转型与发展要点
Xin Lang Cai Jing· 2025-09-19 12:19
Group 1 - The company held a performance briefing on September 19, focusing on its half-year results and engaging with investors through an online platform [1][2] - The management team included key personnel such as the General Manager, Deputy General Manager, and Financial Director, indicating a strong representation [2] - Investors raised questions regarding business transformation, automation in production, mineral development, and the company's performance amid market challenges [3] Group 2 - The company is cautious yet proactive about potential business transformation, particularly in the semiconductor sector, while maintaining a focus on its core titanium dioxide and fine chemical operations [3] - Automation is being gradually integrated into production processes, aligning with industry trends towards smart manufacturing [3] - The company completed the acquisition of a mineral development firm and is progressing with mining operations, while also exploring new energy business opportunities [3] Group 3 - The company reported a decline in net profit due to global economic conditions and increased competition, but has implemented measures to enhance efficiency and product quality [3] - There is no direct order from CATL, but the company has business ties in the upstream materials segment of the new energy industry [3] - The reduction in shareholding by major shareholders is attributed to personal financial needs and is not reflective of the company's operational outlook [3]
惠云钛业(300891) - 2025年9月19日投资者关系活动记录表(2025年广东辖区投资者集体接待日活动)
2025-09-19 10:24
Group 1: Company Overview and Strategy - Huayun Titanium Industry has over 20 years of experience in the titanium dioxide and fine chemical sectors, focusing on production processes and circular economy operations [2][5] - The company is open to evaluating opportunities for transformation that align with its strategic goals and can create synergies [3] Group 2: Automation and Technology - The company has gradually introduced automation equipment in key production processes to enhance efficiency and ensure safety [4] - Future plans include exploring intelligent equipment applications to achieve higher operational efficiency and sustainability [4] Group 3: Mining and Resource Management - As of September 2025, the company completed the registration for the acquisition of Guangnan Chenxiang Mining, with mining procedures currently in progress [5] - The company is actively advancing exploration work related to its mining assets in Qinghe County, Xinjiang [8] Group 4: Market Position and Financial Performance - The company has not signed any direct orders with Ningde Times as of now [6] - The decline in net profit in the first half of the year is attributed to global economic conditions and intensified market competition, but the company has implemented measures to maintain production and sales growth [8] Group 5: Innovation and Digital Transformation - The company is gradually advancing digital transformation in its sales system to enhance communication with customers and improve operational efficiency [8] - There are currently no holdings in high-tech companies, but the company is focused on leveraging its core business advantages in the upstream materials segment of the new energy industry [7]
惠云钛业:公司控股孙公司辰翔矿产的主营业务为钛矿开采、加工、销售
Zheng Quan Ri Bao Zhi Sheng· 2025-09-19 10:11
Core Viewpoint - Huiyun Titanium Industry stated that its subsidiary, Chenxiang Minerals, focuses on the mining, processing, and sales of titanium ore, which is not classified as a rare metal. Titanium ore is a primary raw material for titanium dioxide production, and its byproduct, ferrous sulfate, is a key raw material for producing iron phosphate, thus indirectly contributing to the upstream of the new energy industry [1] Group 1 - The main business of Chenxiang Minerals includes titanium ore mining, processing, and sales [1] - Titanium ore is essential for the production of titanium dioxide, which is a significant component in various industries [1] - The company plans to initiate the development and operation of mining resources to achieve partial self-supply of key raw materials, positively impacting future operating performance [1]