1月12日，西部材料盘中上涨2.08%，截至11:12，报51.63元/股，成交30.94亿元，换手率12.55%，总市 值252.07亿元。 资金流向方面，主力资金净流出7191.17万元，特大单买入5.76亿元，占比18.62%，卖出5.82亿元，占比 18.81%；大单买入7.82亿元，占比25.28%，卖出8.48亿元，占比27.42%。 西部材料今年以来股价涨13.45%，近5个交易日涨12.17%，近20日涨96.31%，近60日涨193.02%。 资料显示，西部金属材料股份有限公司位于陕西省西安经济技术开发区泾渭工业园西金路西段15号，成 立日期2000年12月28日，上市日期2007年8月10日，公司主营业务涉及从事金属复合材料、金属纤维及 其制品、难熔金属材料、贵金属材料及装备等材料的开发、生产和销售,属有色金属延炼加工行业。主 营业务收入构成为：钛产品69.83%，其他金属产品24.49%，其他收入5.68%。 西部材料所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：超导概念、5G、大飞 机、航天军工、商业航天（航天航空）等。 截至11月20日，西部材料股东户数6.02万， ...

西部材料所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：超导概念、航天军工、 大飞机、商业航天（航天航空）、核电等。 西部材料今年以来股价涨10.72%，近5个交易日涨10.72%，近20日涨91.89%，近60日涨179.48%。 资料显示，西部金属材料股份有限公司位于陕西省西安经济技术开发区泾渭工业园西金路西段15号，成 立日期2000年12月28日，上市日期2007年8月10日，公司主营业务涉及从事金属复合材料、金属纤维及 其制品、难熔金属材料、贵金属材料及装备等材料的开发、生产和销售,属有色金属延炼加工行业。主 营业务收入构成为：钛产品69.83%，其他金属产品24.49%，其他收入5.68%。 1月9日，西部材料盘中上涨2.00%，截至10:11，报50.39元/股，成交16.58亿元，换手率6.88%，总市值 246.01亿元。 截至11月20日，西部材料股东户数6.02万，较上期减少0.88%；人均流通股8114股，较上期增加0.88%。 2025年1月-9月，西部材料实现营业收入22.83亿元，同比增长2.82%；归母净利润6925.44万元，同比减 少49.76%。 资金流向 ...

Core Viewpoint - Western Materials has experienced significant stock price fluctuations and trading activity, with a notable increase in share price throughout the year, despite recent net outflows of capital [1][2]. Group 1: Stock Performance - As of December 29, Western Materials' stock price decreased by 3.44% to 45.17 CNY per share, with a trading volume of 694 million CNY and a turnover rate of 3.16%, resulting in a total market capitalization of 22.053 billion CNY [1]. - The stock has risen by 159.60% year-to-date, with a 21.10% increase over the last five trading days, 148.60% over the last 20 days, and 163.38% over the last 60 days [1]. - The company has appeared on the trading leaderboard 10 times this year, with the most recent appearance on December 25, where it recorded a net purchase of 28.3455 million CNY [1]. Group 2: Company Overview - Western Materials, established on December 28, 2000, and listed on August 10, 2007, is located in Xi'an Economic and Technological Development Zone, specializing in the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, and precious metal materials [2]. - The company's main business revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [2]. - The company operates within the non-ferrous metal processing industry and is associated with various concept sectors, including superconductors, large aircraft, military-civil integration, commercial aerospace, and aerospace military industry [2]. Group 3: Financial Performance - For the period from January to September 2025, Western Materials reported an operating income of 2.283 billion CNY, reflecting a year-on-year growth of 2.82%, while the net profit attributable to shareholders decreased by 49.76% to 69.2544 million CNY [2]. - The company has distributed a total of 673 million CNY in dividends since its A-share listing, with 366 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the number of shareholders for Western Materials was 60,200, a decrease of 0.88% from the previous period, with an average of 8,114 circulating shares per person, an increase of 0.88% [2]. - Notable changes in institutional holdings include a decrease in shares held by Guotai CSI Military Industry ETF and new entries from Southern CSI 1000 ETF, among others [3].

Core Viewpoint - Western Materials experienced a 5.24% increase in stock price, reaching 40.75 CNY per share, with a trading volume of 3.507 billion CNY and a turnover rate of 18.74%, resulting in a total market capitalization of 19.895 billion CNY [1] Company Overview - Western Metal Materials Co., Ltd. is located in Xi'an Economic and Technological Development Zone, established on December 28, 2000, and listed on August 10, 2007. The company specializes in the development, production, and sales of metal composite materials, metal fibers and their products, refractory metal materials, precious metal materials, and equipment, falling under the non-ferrous metal processing industry [1] - The main business revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [1] Shareholder Insights - Among the top ten circulating shareholders of Western Materials, a fund under Penghua Fund ranks, with the National Defense ETF (512670) newly entering the top ten circulating shareholders in the third quarter, holding 2.6279 million shares, which accounts for 0.54% of circulating shares. The estimated floating profit for today is approximately 5.3346 million CNY [2] - The National Defense ETF was established on July 5, 2019, with a latest scale of 6.985 billion CNY. Year-to-date return is 19.25%, ranking 2767 out of 4197 in its category; the one-year return is 20.02%, ranking 2604 out of 4157; and since inception, the return is 65.56% [2] Fund Holdings - A fund under Penghua Fund holds a significant position in Western Materials, with Penghua Macro Mixed Fund (206013) holding 176,000 shares in the third quarter, accounting for 4.49% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit for today is approximately 357,300 CNY [4] - The Penghua Macro Mixed Fund was established on June 13, 2012, with a latest scale of 6.83103 million CNY. Year-to-date return is 11.73%, ranking 5478 out of 8088 in its category; the one-year return is 10.47%, ranking 5631 out of 8058; and since inception, the return is 49.81% [4]

Core Viewpoint - Western Materials' stock price has shown mixed performance this year, with a year-to-date increase of 4.54% but a significant decline of 14.00% over the past 60 days, indicating volatility in investor sentiment and market conditions [2][3]. Group 1: Stock Performance - As of October 30, Western Materials' stock price was 18.19 CNY per share, down 2.05% during the trading session, with a total market capitalization of 8.881 billion CNY [1]. - The stock has experienced a 3.88% increase over the last five trading days and a 7.25% increase over the last 20 days, contrasting with a 14.00% decline over the past 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Western Materials reported a revenue of 1.539 billion CNY, a slight decrease of 0.35% year-on-year, and a net profit attributable to shareholders of 61.1646 million CNY, down 36.03% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 673 million CNY, with 366 million CNY distributed over the past three years [4]. Group 3: Shareholder and Institutional Holdings - As of September 10, the number of shareholders decreased by 8.35% to 57,700, while the average number of circulating shares per person increased by 9.10% to 8,465 shares [3]. - Notable institutional shareholders include Guotai Asset Management and E Fund Management, with significant increases in holdings, indicating growing institutional interest [4].

Core Insights - Western Materials has seen a stock price increase of 1.63% to 18.03 CNY per share, with a total market capitalization of 8.803 billion CNY and a trading volume of 385 million CNY, marking a cumulative increase of 5.19% over the past seven days [1] Company Overview - Western Materials Co., Ltd. is located in Xi'an Economic and Technological Development Zone, established on December 28, 2000, and listed on August 10, 2007. The company specializes in the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, precious metal materials, and equipment, operating within the non-ferrous metal processing industry [1] - The main revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [1] Shareholder Insights - Silver Hua Fund's Silver Hua Xinyi Flexible Allocation Mixed A (005794) has entered the top ten circulating shareholders of Western Materials, holding 4.564 million shares, which is 0.93% of the circulating shares. The fund has gained approximately 1.3236 million CNY today and 4.062 million CNY during the seven-day increase [2] - The fund was established on July 5, 2018, with a current scale of 3.954 billion CNY. Year-to-date returns are 31.7%, ranking 3007 out of 8155 in its category, while the one-year return is 24.89%, ranking 3512 out of 8029. Since inception, the fund has achieved a return of 242.2% [2] Fund Management - The fund managers of Silver Hua Xinyi Flexible Allocation Mixed A are Zhang Ping and Li Xiaoxing. Zhang Ping has a tenure of 6 years and 359 days, managing assets totaling 20.107 billion CNY, with the best fund return of 218.45% and the worst return of -36.09% during the tenure [3] - Li Xiaoxing has a tenure of 10 years and 117 days, managing assets of 26.144 billion CNY, with the best fund return of 294.65% and the worst return of -36.09% during the tenure [3]

Core Points - Western Materials has seen a stock price increase of 1.63% to 18.03 CNY per share, with a trading volume of 385 million CNY and a turnover rate of 4.36%, resulting in a total market capitalization of 8.803 billion CNY [1] - The stock has risen for seven consecutive days, with a cumulative increase of 5.19% during this period [1] Company Overview - Western Materials Co., Ltd. is located in Xi'an Economic and Technological Development Zone, established on December 28, 2000, and listed on August 10, 2007 [1] - The company specializes in the development, production, and sales of metal composite materials, metal fibers and their products, refractory metal materials, precious metal materials, and equipment, falling under the non-ferrous metal processing industry [1] - The main business revenue composition includes titanium products at 69.83%, other metal products at 24.49%, and other income at 5.68% [1] Shareholder Information - Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) has entered the top ten circulating shareholders of Western Materials, holding 3.963 million shares, which is 0.81% of the circulating shares [2] - The ETF has generated a floating profit of approximately 1.1493 million CNY today and a total of 3.5271 million CNY during the seven-day stock price increase [2] - The Guotai Zhongzheng Military Industry ETF was established on July 26, 2016, with a latest scale of 15.601 billion CNY, and has achieved a year-to-date return of 17.31% [2]

Group 1 - The stock price of Western Materials has declined by 2.71% to 17.24 CNY per share, with a total market capitalization of 8.417 billion CNY, and a cumulative drop of 7.66% over the last four days [1] - The company specializes in the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, and precious metal materials, primarily generating revenue from titanium products (69.83%) and other metal products (24.49%) [1] - The company is located in Xi'an Economic and Technological Development Zone, established on December 28, 2000, and listed on August 10, 2007 [1] Group 2 - Nord Fund has a significant holding in Western Materials, with its Nord Quantitative Blue Chip A fund reducing its stake by 9,848 shares in the second quarter, now holding 59,900 shares, which represents 3.43% of the fund's net value [2] - The fund has incurred a floating loss of approximately 28,800 CNY today and a total floating loss of 85,700 CNY during the four-day decline [2] - The Nord Quantitative Blue Chip A fund was established on December 29, 2017, with a current size of 289.9 million CNY and has achieved a year-to-date return of 10.92% [2]

Core Viewpoint - Western Materials has shown a positive stock performance with a year-to-date increase of 5.26% and a recent uptick of 6.78% over the last five trading days, indicating investor interest and potential growth in the company [2]. Financial Performance - For the first half of 2025, Western Materials reported a revenue of 1.539 billion yuan, a slight decrease of 0.35% year-on-year, while the net profit attributable to shareholders was 61.1646 million yuan, down 36.03% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 624 million yuan, with 317 million yuan distributed over the last three years [4]. Shareholder and Market Activity - As of September 10, 2025, the number of shareholders decreased by 8.35% to 57,700, while the average number of circulating shares per person increased by 9.10% to 8,465 shares [3]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent instance on August 6, where it recorded a net buy of -130 million yuan [2]. Stock Performance and Trading Volume - On October 13, the stock price rose by 2.05% to 18.42 yuan per share, with a trading volume of 347 million yuan and a turnover rate of 3.94%, leading to a total market capitalization of 8.993 billion yuan [1]. - The net inflow of main funds was 6.543 million yuan, with significant buying and selling activity from large orders [1]. Company Overview - Western Materials, established on December 28, 2000, and listed on August 10, 2007, operates in the non-ferrous metal processing industry, focusing on the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, and precious metal materials [2]. - The main business revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [2]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Guotai Asset Management and E Fund Management, with significant increases in holdings for some funds [4].

Core Viewpoint - Western Materials has seen a significant increase in stock price, reflecting positive market sentiment and potential growth in the non-ferrous metal processing industry [1] Company Overview - Western Metal Materials Co., Ltd. is located in Xi'an Economic and Technological Development Zone, established on December 28, 2000, and listed on August 10, 2007 [1] - The company specializes in the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, precious metal materials, and equipment, belonging to the non-ferrous metal processing industry [1] - The main revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [1] Fund Holdings - Nord Fund has a significant holding in Western Materials, with the Nord Quantitative Blue Chip A (005082) reducing its stake by 9,848 shares in the second quarter, holding 59,900 shares, which accounts for 3.43% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has achieved a floating profit of approximately 52,700 yuan today [2] Fund Manager Information - The fund manager of Nord Quantitative Blue Chip A is Zeng Wenhong, who has been in the position for 8 years and 50 days, managing a total asset scale of 280 million yuan [3] - During his tenure, the best fund return was 22.79%, while the worst was 4.8% [3]