3.请介绍一下公司和钒储能相关的业务。 公司积极拓展包括钒储能在内的钒在非钢领域的应用，与国 内钒储能领域龙头企业大连融科建立了战略合作关系。一是双方 合资建设有一条 2,000 立方米/年的钒电解液产线，二是积极开展 储能用钒产品的购销合作。2021 年～2024 年，公司向大连融科供 应钒产品量逐年上升，累计已达 2 万余吨（折合五氧化二钒，不 含双方合资公司所需原料），今年来持续向大连融科供应钒产品。 同时，公司正积极开展更大规模电解液产线建设的前期工作。 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：20260108 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □√其他 活动参与 人员 1.参与投资者 交银施罗德 谭星星 开源证券 孙二春 2.上市公司参与人员 董事、副总经理、财务负责人、董事会秘书 谢正敏 证券事务代表 石灏南 时间 2026 年 1 月 8 日（星期四）15:00-16:00 地点 腾讯会议 形式 线上交流 交流内容及 具体问答记 录 1.请介绍一下公司主 ...

证券日报网讯 12月29日，钒钛股份（000629）在互动平台回答投资者提问时表示，根据国家钒钛产业 联盟和Mysteel我的钢铁网数据统计，2024年中国储能领域用钒约1.9万至2.5万吨（折五氧化二钒）。 2024年，公司向大连融科供应钒产品约1.5万吨（折五氧化二钒，不含双方合资公司所需原料），占公 司当年钒产品营销总量的28%。有关今年向大连融科的供货量及明年的供货计划，请关注公司后续的信 息披露。 ...

大会发布四川省钒钛产品供需清单和攀枝花市钒钛技术供需清单。今后，四川将以清单为纽带， 打造从资源开发到高端应用的全链条协同体系；聚焦钒电池、储能、航空航天碳、钛材、医疗器 械等前沿领域，推动钒钛产业向绿色化高端化智能化转型。 近年来，攀枝花市聚焦"资源安全可控、材料高端突破"两大任务，发起成立国家钒钛产业联盟， 建设天府金江实验室，集聚58个国省级科创平台，高端钛合金稳定供货于航空、航天、航海、核 工程等前沿领域，钒钛产业产值连续保持年均两位数增长，今年预计突破590亿元，具备培育千亿 级产业集群的扎实基础。 本次大会以"聚势钒钛，链接未来"为主题，采用"行业交流+行业对接+招商推介+集中签约"等形 式，签约供需及智改数转等22个项目、总金额85亿元，推动构建更具竞争力的中国钒钛产业生态 圈，推动钛金属产业"建圈强链"。 本报讯（四川日报全媒体记者张红霞）12月25日，钛金属新材料现代产业链共链行动大会暨四川 省先进钒钛材料产业建圈强链供需对接大会在成都举办。省政协副主席林书成出席大会。 ...

四川在线记者 张红霞 12月25日，钛金属新材料现代产业链共链行动大会暨四川省先进钒钛材料产业建圈强链供需对接大会在 成都举办。省政协副主席林书成出席大会。 本次大会以"聚势钒钛、链接未来"为主题，采用"行业交流+行业对接+招商推介+集中签约"等形式，签 约供需及智改数转等22个项目、总金额85亿元，推动构建更具竞争力的中国钒钛产业生态圈，推动钛金 属产业"建圈强链"。 大会发布了四川省钒钛产品供需清单和攀枝花市钒钛技术供需清单。今后，四川将以清单为纽带，打造 从资源开发到高端应用的全链条协同体系；聚焦钒电池、航空航天钛、钛材、医疗器械等前沿领域，推 动钒钛产业向绿色化高端化智能化转型。 攀枝花市钒、钛资源储量分居世界第三和第一。近年来，该市聚焦"资源安全可控、材料高端突破"两大 任务，发起成立国家钒钛产业联盟，建设天府金江实验室，集聚58个国省级科创平台，高端钛合金稳定 供货于航空、航天、航海、核工程等前沿领域，钒钛产业产值连续保持年均两位数增长，今年预计突破 590亿元，具备培育千亿级产业集群的扎实基础。 ...

中新网攀枝花12月14日电(单鹏)钒钛被誉为"现代工业筋骨"，是航空航天、生物医疗、储能等领域的关 键材料。然而，目前钒钛产业数字化覆盖率仍偏低，制约了整体升级。 在此背景下，2025年度钒钛产业链及数字化技术创新发展大会13日在四川省攀枝花市开幕。本次大会由 中国技术经济学会、攀枝花市人民政府、攀枝花学院主办，中国技术经济学会材料与数字制造专业委员 会、攀枝花市钒钛高新技术产业开发区等承办，旨在推动产业与数字技术深度融合。 中国是全球钒钛资源、生产和消费第一大国。以攀西地区为核心的钒钛磁铁矿资源富集，是中国最大的 钒钛原料基地，其钒、钛资源储量在全国占据主导地位。攀西钒钛产业的升级，直接关系国家战略安全 与产业链自主可控，是经济命题，更是战略命题。 中国技术经济学会秘书长黄检良在致辞中指出，数字化转型是钒钛产业的"必修课"：在生产端，依托工 业互联网、数字孪生实现全流程智能化，提升资源与能源效率；在研发端，借助高通量计算和大模型缩 短新材料研发周期；在产业链协同端，依靠区块链、物联网构建高效生态网络。 俄罗斯工程院、俄罗斯自然科学院院士，北方工业大学教授朱远志接受采访时表示，数字化是人工智能 与产业结合的基 ...

天府金江实验室是由攀枝花市人民政府与四川省自然资源投资集团共同组建，依托四川省钒钛产业 投资发展有限公司建设的新型研发机构。共建单位包括北京科技大学、哈尔滨工业大学（威海）、攀枝 花学院，合作单位包括四川大学、中国地质科学院矿产综合利用研究所、攀枝花钢城集团有限公司等。 实验室将聚焦钒钛新材料，重点围绕高端钒钛原材料绿色智造、先进钒钛功能材料、先进钒钛合金 材料、数字化钒钛新材料四大领域11个研究方向，开展原创性、前沿性和颠覆性技术攻关，催生新质生 产力，推动钒钛产业补链延链强链高质量发展。 该实验室自2023年筹建以来，已同步开展载体建设、科技攻关、对外合作及人才聚集等工作。基础 设施方面，实验室按照"一载体+两园区+三基地+N中心"规划布局——"一载体"为过渡载体，"两园 区"为实验室永久园区和离岸科创园，"三基地"为布局在攀枝花钒钛高新区和盐边县的3个中试研发基 地，"N中心"为与科研院所（校）、龙头企业互挂设立的多个技术研发中心。科技攻关方面，该实验室 今年启动7项基础研究和应用研究科研课题，并联合长沙矿冶院、中冶赛迪等单位布局9个中试及产业化 示范项目。人才队伍方面，实验室已汇聚科研骨干130余人。 ...

Core Viewpoint - Panzhihua, as the only city-level common prosperity pilot zone in China, is receiving significant policy support to advance its high-quality development and explore experiences for achieving common prosperity in Sichuan [2][3]. Group 1: Policy Framework - The draft decision presented at the Sichuan Provincial People's Congress aims to narrow the "three major gaps" (regional, urban-rural, and income disparities) as the main focus [2]. - The approach includes promoting "four transformations" (new industrialization, new urbanization, agricultural modernization, and green digital transformation) as pathways for development [2][3]. - The construction of the common prosperity pilot zone will be integrated into provincial planning, establishing a collaborative mechanism where the province coordinates and the city takes overall responsibility [2]. Group 2: Legal and Institutional Support - A "1+N" legal supply model is being formed, combining decisions from the provincial legislature with local legislative initiatives to provide effective legal support for reform exploration [2][3]. - The framework encourages bold exploration within the legal context, clarifying mechanisms for error tolerance and liability exemption to empower reform and innovation [2][3]. Group 3: Key Areas of Focus - The draft decision outlines specific tasks and pilot directions in critical areas such as new industrialization, rural common prosperity, and equalization of basic public services [3]. - It emphasizes the need for provincial government support in resource supply, differentiated industrial policies, and core technology breakthroughs to enhance the strategic resource innovation and development pilot zone [3]. Group 4: Development Initiatives - The initiatives aim to strengthen Panzhihua's development momentum and accelerate the "four transformations," laying a solid industrial foundation for the common prosperity pilot zone [5]. - Key reforms, including the urbanization of agricultural migrants and mechanisms for the transfer of rights and equal citizen rights, are expected to be pioneered in Panzhihua [5].

Group 1: Company Overview and Operations - Vanadium is a crucial alloying element primarily used in the steel industry, non-ferrous metals, and energy storage sectors, with applications in machinery, automotive, shipbuilding, railways, and bridges [2] - The company has expanded its vanadium production capacity through the acquisition of Panzhihua Yangrun Technology Co., Ltd. in 2023 and aims to improve vanadium yield via technological advancements [2][3] Group 2: Future Development Directions - The company plans to leverage its resource advantages in the Panzhihua region to create a comprehensive vanadium industry ecosystem focusing on high-end vanadium products, energy storage materials, and special alloys [3] - In the titanium chemical sector, the company aims to enhance its existing production lines and maintain its leading position in the domestic titanium dioxide market [3] Group 3: Vanadium Energy Storage Industry - All-vanadium flow batteries offer significant advantages such as high power, large capacity, long lifespan, and safety, making them suitable for large-scale energy storage applications [4] - The Chinese government supports the development of new energy storage technologies, with plans to achieve a new energy storage installation capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4]

Group 1: Company Overview - The company focuses on the production of vanadium, titanium, and electricity, with vanadium and titanium as strategic priorities. The vanadium production capacity is 44,200 tons/year (measured in V2O5), while titanium dioxide production capacity is 300,000 tons/year. Additionally, the company has a titanium slag production capacity of 240,000 tons/year [2] - The main production lines are located in Panzhihua, Xichang, and Beihai, Guangxi for vanadium, and in Panzhihua and Chongqing for titanium dioxide [2] Group 2: Raw Material Supply and Pricing - The primary raw materials, titanium concentrate and crude vanadium slag, are sourced from the controlling shareholder, Panzhihua Steel Group, ensuring stable supply from key mining areas [2] - The pricing model for crude vanadium slag is based on cost plus reasonable profit, while all titanium concentrate produced by the controlling shareholder is supplied to the company [2] Group 3: Key Projects - The 60,000 tons molten salt chlorination project is a key provincial construction project, utilizing proprietary technology for low-grade titanium slag processing, aimed at efficient resource utilization [3] Group 4: Strategic Partnerships - The company has a joint venture with Dalian Rongke to establish a 2,000 cubic meters/year vanadium electrolyte production line. The supply of vanadium products to Dalian Rongke is expected to reach approximately 15,000 tons in 2024, accounting for 28% of the company's total vanadium sales [4] - A framework agreement for 20,000 tons of vanadium storage materials for 2025 has been signed, with plans for further collaboration in the energy storage sector [4]

Core Insights - The article highlights the progress and achievements of Panzhihua city in the context of China's "14th Five-Year Plan," showcasing its commitment to economic development and modernization [1][3][4]. Economic Growth - Panzhihua's GDP is projected to rise from 1133.95 billion to 1395.24 billion from 2021 to 2024, with the GDP surpassing 1000 billion for the first time in the third quarter of this year, reaching 1058.57 billion [3][4]. - The city has diversified its economy, transitioning from a steel-centric industry to a more varied industrial base, including tourism and agriculture [3][4]. Strategic Development - The city's development strategy has evolved from "One Two Three Five" to "One Three Three Three," focusing on industrial strength and modern urban development [4][6]. - The "Two Trials Leading, Five Cities Advancing, Common Prosperity and Beauty" framework aims to translate the concept of common prosperity into practical initiatives [6][7]. Industrial Transformation - The vanadium-titanium industry has become a key driver of growth, with its output value reaching 521 billion in 2023, surpassing the steel industry's output for the first time [9][12]. - The city is recognized for its advancements in the health and wellness sector, with the health industry contributing 171.19 billion to the GDP, accounting for 13.1% [11][12]. Project Development - Panzhihua has successfully attracted significant investment, with multiple projects in the vanadium-titanium sector and renewable energy, including a 20 billion investment in a new photovoltaic project [14][15]. - The city is actively pursuing new industries such as hydrogen energy and energy storage, with several pioneering projects underway [12][14].