223类产品"上新" 秦巴小城多元布局助推产业升级 中新网陕西旬阳11月19日电 题：223类产品"上新" 秦巴小城多元布局助推产业升级 作者 吴西檬 李一璠 俯瞰秦巴腹地、汉水之畔的陕西旬阳，旬河水将小城分为两部分，绿水绕廊、阴阳回旋，宛若一幅天然 太极图。 图为产自陕西旬阳的富硒产品。 吴西檬 摄 在旬阳的产业版图中，新型材料产业作为首位工业产业尤为突出，校企合作进入深度融合新阶段。 安康睿峰玩具礼品有限公司总经理居万元携"SISICAT赛赛猫"智能宠物玩具进行展示，他介绍："这款产 品能够与用户进行智能对话，具备长期记忆和情绪识别功能，可记忆用户喜好，感知情绪变化，实现 了'让玩具开口说话'的功能突破。" 居万元表示，去年以来，睿峰玩具联合安康爱多宝等企业组建了AI毛绒玩具研发中心以推动产品智能 化升级，期待通过智能化产品的研发与应用，为当地毛绒玩具产业从传统加工向科技创意领域升级探索 新路径。 据悉，旬阳毛绒玩具产业自2018年发展至今，已培育4家总部企业，建设86家分厂，遍布21个镇，吸纳 员工3274人，形成年产值8亿余元的产业集群。 本次发布新产品涵盖多个领域，包括性能卓越的新型材料、工艺精湛的 ...

Core Insights - The meeting focused on the strategic deployment for high-quality development and the completion of annual goals, emphasizing the importance of this period for planning next year's work [1] Group 1: Strategic Deployment - The company aims to deepen project management by enhancing the management mechanism, ensuring that projects are executed efficiently and sustainably [1] - There is a focus on expanding market presence by analyzing industry trends and optimizing business layouts to increase market share [2] - Accelerating the integration of business and finance through digitalization to improve operational efficiency and risk management is a priority [2] - The company plans to strengthen its public relations strategy by effectively communicating its core technologies and achievements to create a favorable public perception [2] Group 2: Market and Product Development - Specific arrangements were made for the nano zinc oxide market, including seizing market opportunities by leveraging product quality advantages [3] - The company aims to enhance production and sales collaboration with partners to ensure effective project operation and profitability [3] - There is an initiative to develop differentiated products for high-end applications in various sectors such as rubber, coatings, electronics, pharmaceuticals, and new energy [3]

Group 1 - The core viewpoint of the article highlights the applications and production details of nano zinc oxide by the company [2] - The main application areas of nano zinc oxide include rubber activators and vulcanization accelerators, ceramic crystallizers, antioxidants for lubricants, UV absorbers, and anti-fungal agents [2] - The production process is environmentally friendly, with no waste emissions and a focus on water resource recycling [2]

Core Viewpoint - Baiyin Nonferrous Group Co., Ltd. has reported a significant recovery in its main business for Q3 2023, with substantial increases in revenue and profit driven by rising metal prices and expanded production capacity [2][3]. Financial Performance - For the first three quarters of the year, the company achieved a revenue of 72.643 billion yuan, a year-on-year increase of 5.21%. In Q3 alone, revenue reached 28.084 billion yuan, marking a substantial growth of 70.72% year-on-year [2]. - The total profit for the first three quarters was 983 million yuan, reflecting a year-on-year growth of 30.14%. In Q3, profit soared to 550 million yuan, with an impressive year-on-year increase of 1018.02% [2]. Production and Sales - The total output of the three main metals (copper, zinc, lead) reached 612,000 tons in the first three quarters, a year-on-year increase of 4.78%. Specifically, cathode copper production was 296,100 tons (up 7.93%), refined zinc production was 296,300 tons (up 0.39%), and refined lead production was 19,600 tons (up 34.27%) [2]. - The precious metals segment showed remarkable growth, with gold production at 1.91 tons (up 56%) and silver production at 435.62 tons (up 20.37%) [2]. Sales Performance - The sales volume of copper, zinc, and lead (excluding trade) reached 579,300 tons in the first three quarters. Copper sales were 290,000 tons (up 2.26%), zinc sales were 270,000 tons (up 22.56%), and lead sales were 19,300 tons (up 33.10%) [3]. - Gold sales exceeded 19.03 tons, a staggering increase of 102.73% year-on-year, while silver sales reached 419.1 tons (up 21.69%) [3]. Business Overview - Baiyin Nonferrous's main business includes the exploration, mining, selection, smelting, processing, and trading of various nonferrous and precious metals, covering a full industry chain both domestically and internationally [3]. - The company holds significant metal reserves, with domestic mines containing 7.8148 million tons of copper, lead, and zinc, and 12.42 tons of gold. Its overseas subsidiary, First Gold Group, has approximately 799.89 tons of gold resources [3]. Strategic Initiatives - In addition to strengthening its traditional business, Baiyin Nonferrous is actively expanding into new materials and renewable energy sectors, enhancing its growth potential [4]. - The company has established production capacities for fine electromagnetic wire (20,000 tons) and high-end electrolytic copper foil (70,000 tons) through its subsidiaries [4]. - The production of lithium iron phosphate (LMFP) cathode materials and nano zinc oxide is also underway, with projects expected to contribute to future growth [4].

Core Viewpoint - After the "Double Festival" holiday, the stock price of Baiyin Nonferrous Metals Group Co., Ltd. (referred to as "Baiyin Nonferrous") experienced rapid increases, achieving five trading limits in seven days, indicating strong market interest in the company amid a bullish trend in the nonferrous metals industry [2][4]. Company Summary - Baiyin Nonferrous has a diverse business layout, with silver accounting for a small proportion of its operations. The company announced plans to invest 1.5 billion yuan to establish a gold subsidiary, aiming to cover the entire gold industry chain [2][4]. - The company has significant production capabilities, with annual outputs of 400,000 tons of copper, 400,000 tons of lead and zinc, 15 tons of gold, and 500 tons of silver [5]. - Baiyin Nonferrous has faced management issues, including significant declines in profits, with a net profit of -217 million yuan in the first half of 2025, a decrease of 1859.82% year-on-year [2][9][10]. Industry Summary - The nonferrous metals market has been performing strongly this year, with copper prices rising due to supply disruptions and silver prices experiencing significant increases, outperforming gold [6][8]. - The demand for silver is driven by its industrial applications in sectors such as photovoltaics and electronics, highlighting its stronger commodity attributes compared to gold [6][8]. - The overall market for precious metals is bullish, with silver prices rising over 80% this year, making companies like Baiyin Nonferrous attractive to investors [6][8].

Core Viewpoint - After the "Double Festival" holiday, the stock price of Baiyin Nonferrous Metals Group Co., Ltd. (601212.SH) experienced rapid increases, achieving five trading limits within seven days, indicating strong market interest in the company and the nonferrous metals sector overall [2][4]. Group 1: Stock Performance - Baiyin Nonferrous's stock price reached 6.53 yuan per share on October 17, 2025, marking a 9.93% increase from the previous trading day [4]. - The stock has seen five trading limits in seven days following the holiday, with notable increases on October 9, 10, 13, and 16 [4]. - The recent surge in stock price is attributed to the overall bullish trend in the nonferrous metals industry, particularly in silver and gold [2][4]. Group 2: Business Expansion - Baiyin Nonferrous announced plans to invest 1.5 billion yuan to establish a gold subsidiary, aiming to cover the entire gold industry chain [2][5]. - The company has made significant resource acquisitions, including 704,000 tons of copper and 13.44 tons of gold from its Brazilian copper-gold mine project [5]. - Baiyin Nonferrous holds a 49% stake in Gansu Rare Earth New Materials Co., which is one of Asia's largest producers of chlorinated rare earths [5]. Group 3: Industry Context - The nonferrous metals market has shown strong performance this year, with significant price increases in copper and gold due to supply disruptions [5][6]. - Silver prices have surged, with London spot silver reaching over $54 per ounce, reflecting an increase of over 80% this year [6]. - The demand for silver is driven by its industrial applications in sectors like photovoltaics and electronics, highlighting its stronger commodity characteristics compared to gold [6]. Group 4: Financial Performance and Management Issues - Despite the positive market conditions, Baiyin Nonferrous reported a net loss of 217 million yuan in the first half of 2025, a significant decline of 1859.82% year-on-year [3][7]. - The company has faced multiple management issues, including information disclosure violations and incidents of theft, which have raised concerns about its operational integrity [3][8][9]. - Baiyin Nonferrous's revenue from silver-related business accounted for only 4.54% of total revenue, indicating a diversified business structure beyond silver [7].

Group 1 - The core viewpoint emphasizes the strategic importance of new materials in driving the green transformation of traditional industries and fostering new productive forces, with Lanzhou Lanshi Zhongke Nano Technology Co., Ltd. emerging as a notable player in this field [1] - The company has achieved a breakthrough in the continuous and large-scale preparation of nano materials at normal temperature and pressure, overcoming the limitations of traditional batch production methods in terms of efficiency, cost, and environmental impact [2] - Lanzhou Lanshi Zhongke has established multiple production lines, including an annual output of 4,000 tons of nano magnesium hydroxide, 4,000 tons of magnesium-aluminum hydrotalcite, 5,000 tons of nano zinc oxide, and 1,500 tons of nano lithium iron phosphate precursor materials, achieving industry-leading standards in particle size control, dispersion, and batch stability [2] Group 2 - The company aligns with national strategies and aims to list on the Sci-Tech Innovation Board, which has become a preferred platform for hard-tech enterprises, supported by recent policies that enhance inclusivity for technology companies [3] - Lanzhou Lanshi Zhongke plans to submit its IPO application by the end of 2027, leveraging capital market opportunities to accelerate technological iteration and expand production capacity [3] - The company occupies a unique position in the resource recycling and new materials intersection, providing irreplaceable value in promoting low-carbon transformation in traditional industries, with no direct competitors in the A-share market [4] Group 3 - The national focus on green technology and new materials under the "dual carbon" goals has led to increased support for companies like Lanzhou Lanshi Zhongke, which reduces production energy consumption and costs while aiding downstream enterprises in resource recycling [5] - Guotai Junan Securities is set to provide comprehensive capital services for the company’s upcoming issuance, ensuring strong support for its market entry [5] - The growth trajectory of Lanzhou Lanshi Zhongke reflects the transformation and upgrading of Chinese SMEs through technological innovation, positioning it as a benchmark enterprise in the new materials sector [8]

Core Viewpoint - Baiyin Nonferrous Group Co., Ltd. is actively transforming towards new energy and new materials, achieving significant progress and key results in its strategic transition as highlighted in its 2025 semi-annual report [1][2] Group 1: Technological Innovation and R&D - The company has increased its investment in technology innovation, having validated and filed 38 R&D projects in the first half of the year, injecting momentum into its innovative development [1] - Baiyin Nonferrous is advancing its government technology projects, striving for provincial-level technology project support to enhance its research capabilities [1] - The company has applied for 92 intellectual property rights, including 19 invention patents, and has successfully registered software copyright for "Data Format Conversion Tool Software V1.0" [1] Group 2: Strategic Transition to New Energy and New Materials - Baiyin Nonferrous has made notable advancements in its strategic transition to new energy and new materials, particularly through its subsidiary Baiyin Nonferrous Changtong Cable Co., Ltd., which focuses on superconducting cables and fine electromagnetic wires [2] - The company has successfully developed and delivered the first domestic 750-meter superconducting cable for nuclear fusion devices, with fine electromagnetic wire production capacity reaching 20,000 tons per year [2] - The company’s affiliated enterprises have achieved significant production milestones, including 70,000 tons of high-end electrolytic copper foil and the completion of a 20,000-ton lithium manganese iron phosphate (LMFP) cathode material project [2]

Core Viewpoint - The company is focusing on enhancing safety management and operational efficiency at its Gansu Yinshi subsidiary, particularly in the production of zinc oxide and nano zinc oxide. Group 1: Project Overview - The company conducted an on-site inspection of the Gansu Yinshi 100,000 tons/year zinc oxide and 5,000 tons/year nano zinc oxide project [1] - Key areas inspected included the main production workshop, drying and calcination workshop, water treatment workshop, and finished product warehouse [3] Group 2: Safety Management - The company emphasized the importance of responsibility and accountability in safety management, ensuring that every aspect is monitored and managed [3] - There is a focus on enhancing safety training and practical drills for frontline personnel to improve safety awareness and emergency response capabilities [3] - A regular inspection mechanism for fire safety and emergency facilities will be established to ensure equipment is complete and effective [4] - The company will implement a risk management system with clear responsibilities, measures, and timelines for addressing potential hazards [4]

Core Viewpoint - Baiyin Nonferrous Group Co., Ltd. reported a revenue of 44.559 billion yuan and a net profit of 433 million yuan for the first half of 2025, indicating a strong performance in the nonferrous metals and precious metals sector [1] Group 1: Financial Performance - The company achieved an operating income of 44.559 billion yuan and a net profit attributable to shareholders of 4.33 billion yuan in the first half of 2025 [1] - The output of copper, lead, zinc, and molybdenum metals from the mining system was 130,500 tons, while the smelting system produced a total of 426,200 tons of copper, zinc, and lead metal products [2] Group 2: Project Development and Technological Advancements - Baiyin Nonferrous accelerated key project construction, with the first phase of the green mining reagent technology transformation project producing 15,000 tons and the second phase under construction [2] - The intelligent copper smelting factory project has completed 28 sub-items and is currently implementing IT resource construction and automatic dust conveying systems [2] - The company has undertaken 38 technology research and development projects and received support for key technology projects from the Gansu provincial government [2] Group 3: Strategic Transformation and New Business Development - The company has made significant progress in strategic transformation towards new energy and new materials, achieving technological breakthroughs and capacity expansion in several businesses [3] - Baiyin Nonferrous's subsidiary successfully developed and delivered the first domestic superconducting cable for nuclear fusion devices, with a production capacity of 20,000 tons per year for fine electromagnetic wire [3] - The company has established a production capacity of 70,000 tons for high-end electrolytic copper foil and has launched a 20,000-ton lithium iron phosphate project that meets industry standards [3]