10月10日，章源钨业公布2025年10月上半月长单采购报价，经公司研究决定，本月上半月长单采购报价 如下：55%黑钨精矿，26.70万元/标吨；55%白钨精矿，26.60万元/标吨；仲钨酸铵（国标零级），39.00 万元/吨。注：以上单价含13%增值税。 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月30日 、宏观消息汇总 1. 工信部、自然资源部、商务部:有色金属行业稳增长工作方 案发布 新一轮找矿突破战略行动将实施 2. 国家发改委等六部门印发《关于加强数字经济创新型企业培 育的若干措施》 3. 中国人民银行、中国证监会、国家外汇局:进一步支持境外 机构投资者在中国债券市场开展债券回购业务 二、行业最新动态 1. 国资委座谈会首次提出稳电价反内卷 绿电行业有望迎来反转, 相关个股:吉电股份(000875)、中闽能源(600163)等 2。2025年以来钨价一路狂飙 产业链安全因素助推钨价中枢上移, 相关个股:翔鹭钨业(002842)、章源钨业(002378)等 3. Meta押注"安卓式"机器人平台 大模型与数据或成机器人核 心环节,相关个股:天准科技(688003)、当虹科技(688039)等 三、上市公司聚焦 1。润和软件(300339):公司研发的4S门店服务机器人目前正在 日本进行销售和推广 | ● 国内金融市场 ● | | | | 股指期货 · | | | --- | --- | --- | --- | --- | -- ...

Group 1: Company Overview - The company primarily engages in the development and utilization of tungsten mining resources, producing ammonium paratungstate (APT), tungsten oxide, tungsten powder, tungsten carbide powder, thermal spray powder, and hard alloy products, establishing a comprehensive tungsten industry chain [2][3] - The upstream business focuses on tungsten ore exploration and selection, with tungsten concentrate as the main product, and by-products including tin and copper concentrates sold externally [2][3] Group 2: Mining Operations - In the first half of 2025, the company produced 1,849.93 tons of tungsten concentrate (WO3 65%), a year-on-year increase of 3.24%; tin concentrate production was 426.12 tons, up 2.71%; and copper concentrate production was 180.61 tons, up 2.02% [5] - The company is advancing resource integration and deep mining construction, enhancing mining and selection efficiency to increase output of tungsten, tin, and copper [6] Group 3: Cost and Procurement - Mining costs are influenced by geological conditions, ore grades, management levels, and labor costs, varying across different mines [7] - The company self-produces all tungsten concentrate for internal use and procures additional tungsten concentrate and APT from external suppliers, ensuring stable supply through rigorous supplier evaluation [8] Group 4: Impact of Raw Material Prices - Rising tungsten concentrate prices positively affect the company, but significant fluctuations in procurement prices can impact production costs and overall business performance [9] Group 5: Sales Performance - In the first half of 2025, tungsten powder sales reached 2,657.83 tons, a 43.68% increase; tungsten carbide powder sales were 2,975.12 tons, up 19.25%; however, hard alloy sales decreased by 7.17% to 573.92 tons, and thermal spray powder sales fell by 1.93% to 222.59 tons [10] Group 6: Subsidiary Performance - In the first half of 2025, the subsidiary Ganzhou Aoketai achieved revenue of 353.53 million yuan, a year-on-year increase of 15.36%, with hard alloy tool sales contributing 189.27 million yuan, up 2.26% [11][12] - Ganzhou Aoketai specializes in cutting tools for difficult-to-machine materials, providing solutions for various industries including automotive, aerospace, and energy [12]

Core Viewpoint - Zhangyuan Tungsten Industry (002378) announced its long-term procurement prices for the second half of September, indicating stable pricing in the tungsten market [1] Pricing Summary - The price for 55% black tungsten concentrate is set at 272,000 yuan per ton, while the price for 55% white tungsten concentrate is 271,000 yuan per ton, both inclusive of a 13% value-added tax [1] - The price for ammonium paratungstate (national standard zero grade) is quoted at 400,000 yuan per ton, also including the 13% value-added tax [1]

Group 1: Company Overview - The company primarily engages in the development and utilization of tungsten mining resources, producing ammonium paratungstate (APT), tungsten oxide, tungsten powder, tungsten carbide powder, thermal spray powder, and hard alloy products, establishing a comprehensive production system across the tungsten industry chain [1][2] - The upstream business focuses on tungsten mining resource exploration and selection, with tungsten concentrate as the main product, and by-products including tin and copper concentrates sold externally [1][2] Group 2: Mining Operations - In the first half of 2025, the company produced 1,849.93 tons of tungsten concentrate (WO3 65%), a year-on-year increase of 3.24%; tin concentrate production was 426.12 tons, up 2.71%; and copper concentrate production was 180.61 tons, up 2.02% [3] - The company is advancing resource integration and enhancing mining efficiency through mechanization, aiming to increase the output of tungsten, tin, and copper [3][4] Group 3: Raw Material Procurement - The company self-produces all tungsten concentrate for internal use and procures additional tungsten concentrate and APT externally, evaluating suppliers based on management capabilities and quality to ensure stable raw material supply [7] - Fluctuations in tungsten concentrate prices can impact production costs and overall business performance, especially given the high proportion of externally sourced raw materials [8] Group 4: Sales Performance - In the first half of 2025, tungsten powder sales reached 2,657.83 tons, a 43.68% increase year-on-year; tungsten carbide powder sales were 2,975.12 tons, up 19.25%; however, hard alloy sales decreased by 7.17% to 573.92 tons, and thermal spray powder sales fell by 1.93% to 222.59 tons [9] - The subsidiary, Ganzhou Aoketai, achieved revenue of 353.53 million yuan, a 15.36% increase, with hard alloy tool sales contributing 189.27 million yuan, up 2.26%, and bar sales reaching 143.40 million yuan, up 28.30% [10]

Core Viewpoint - The company indicates that its product sales prices are adjusted according to the fluctuations in tungsten concentrate prices, which helps mitigate the impact of raw material price volatility on its operating performance [1] Group 1 - The company stated that if there are significant changes in tungsten concentrate prices and the prices of tungsten products do not adjust accordingly, it could negatively affect the gross margin levels and operating performance of its main products [1]

中国经济网北京9月15日讯 章源钨业(002378.SZ)9月12日晚间发布控股股东减持股份预披露公告。 持有公司705,524,056股（占公司总股本比例58.72%）的公司控股股东崇义章源投资控股有限公司，计划在公告披露之日起15个交易日后的3个月内， 以大宗交易方式减持公司股份不超过24,000,000股（占公司总股本比例2%）。 章源投资此前减持已套现超17.44亿元，叠加本次减持，将累计减持20.79亿元。 （责任编辑：关婧） | 减持期间 | 减持均价（元/股） | 减持股数(万股)套现金额(万元)减持后持股比例 | | | --- | --- | --- | --- | | 20250220-202502206.67 | 1472.7 | 9824.12 | 58.72% | | 20250120-202501226.68 | 836.54 | 5586.7 | 59.95% | | 20230309-202303097.5 | 450 | 3375 | 60.65% | | 20230207-202303017.9 | 1055.35 | 8337.26 | 61.13% | | 202207 ...

Group 1 - The core point of the announcement is that the controlling shareholder, Chongyi Zhangyuan Investment Holding Co., Ltd., plans to reduce its stake in Zhangyuan Tungsten Industry Co., Ltd. by up to 24 million shares, which represents 2% of the company's total share capital [1] Group 2 - The reduction will be executed through block trading within three months after the announcement, starting 15 trading days from the date of disclosure [1]

Core Viewpoint - The controlling shareholder of Zhangyuan Tungsten Industry plans to reduce its stake in the company through block trading, indicating a potential shift in ownership dynamics [1] Summary by Relevant Sections - **Shareholder Action** - The controlling shareholder, Chongyi Zhangyuan Investment Holding Co., Ltd., intends to reduce its holdings by up to 24,000,000 shares, which represents 2% of the company's total share capital [1]

Group 1: Company Overview - The company primarily engages in the exploration and utilization of tungsten mining resources, producing ammonium paratungstate (APT), tungsten oxide, tungsten powder, tungsten carbide powder, thermal spray powder, and hard alloys [2][3] - It has established an integrated production system covering upstream exploration, mining, midstream smelting, and downstream deep processing, making it one of the few companies in China with a complete tungsten industry chain production capacity [2] Group 2: Mining Operations - In the first half of 2025, the company produced 1,849.93 tons of tungsten concentrate (WO3 65%), a year-on-year increase of 3.24%; tin concentrate production was 426.12 tons, up 2.71%; and copper concentrate production was 180.61 tons, up 2.02% [4] - The company is advancing resource integration and enhancing mining efficiency through mechanization, aiming to increase the output of tungsten, tin, and copper [4][5] Group 3: Cost and Procurement - Mining costs are influenced by geological conditions, ore grades, management levels, and labor costs, leading to variability across different mines [7] - The company self-produces all tungsten concentrate for internal use and procures additional tungsten concentrate and APT externally, ensuring stable supply through rigorous supplier evaluations [8] Group 4: Market Impact and Sales Performance - The rise in tungsten concentrate prices positively impacts the company, but significant fluctuations in raw material prices can affect production costs and operational performance [9] - In the first half of 2025, tungsten powder sales reached 2,657.83 tons, a 43.68% increase; tungsten carbide powder sales were 2,975.12 tons, up 19.25%; however, hard alloy sales decreased by 7.17% to 573.92 tons [10][11] Group 5: Future Development - The company focuses on efficient utilization and development of tungsten resources, emphasizing high-performance, high-precision, and high-value-added hard alloy R&D and production [11] - Plans include integrating mining resources, advancing digital transformation in production, and establishing a sustainable development system to promote green and high-quality ESG growth [11]