9月5日，博威合金涨5.04%，截至发稿，报25.03元/股，成交7.05亿元，换手率3.53%，总市值203.60亿 元。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及高性能、高精度有色合金棒、线、板带新材料的 研发、生产和销售。太阳能电池片及组件的研发、生产和销售;精密切割丝、精密电子线、焊丝的设 计、研发、生产与销售。主营业务收入构成为：新材料产品77.63%，新能源产品21.23%，其他1.14%。 从博威合金十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居博威合金十大流通股东。光伏ETF（515790）二季度新进十 大流通股东，持有股数568.05万股，占流通股的比例为0.7%。根据测算，今日浮盈赚取约681.66万元。 光伏ETF（515790）成立日期2020年12月7日，最新规模99.84亿。今年以来收益11.61%，同类排名 3156/4222；近一年收益28.1%，同类排名3076/3795；成立以来亏损15.39%。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至 ...

截至8月20日，博威合金股东户数4.41万，较上期减少5.61%；人均流通股18439股，较上期增加6.19%。 2025年1月-6月，博威合金实现营业收入102.21亿元，同比增长15.21%；归母净利润6.76亿元，同比增长 6.05%。 8月27日，博威合金盘中下跌2.02%，截至09:38，报25.66元/股，成交1.58亿元，换手率0.75%，总市值 208.72亿元。 分红方面，博威合金A股上市后累计派现16.94亿元。近三年，累计派现9.23亿元。 资金流向方面，主力资金净流出1154.01万元，特大单买入110.72万元，占比0.70%，卖出129.43万元， 占比0.82%；大单买入1929.81万元，占比12.18%，卖出3065.11万元，占比19.35%。 博威合金今年以来股价涨29.60%，近5个交易日跌6.35%，近20日涨40.37%，近60日涨48.24%。 今年以来博威合金已经2次登上龙虎榜，最近一次登上龙虎榜为8月13日。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及 ...

8月26日，博威合金盘中下跌2.04%，截至10:13，报26.38元/股，成交4.13亿元，换手率1.90%，总市值 214.58亿元。 资金流向方面，主力资金净流出4798.40万元，特大单买入2810.42万元，占比6.81%，卖出4758.88万 元，占比11.52%；大单买入9698.88万元，占比23.49%，卖出1.25亿元，占比30.39%。 博威合金今年以来股价涨33.24%，近5个交易日涨0.11%，近20日涨41.90%，近60日涨54.81%。 今年以来博威合金已经2次登上龙虎榜，最近一次登上龙虎榜为8月13日。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及高性能、高精度有色合金棒、线、板带新材料的 研发、生产和销售。太阳能电池片及组件的研发、生产和销售;精密切割丝、精密电子线、焊丝的设 计、研发、生产与销售。主营业务收入构成为：新材料产品77.63%，新能源产品21.23%，其他1.14%。 博威合金所属申万行业为：有色金属-金属新材料-其他金属新材料。所属概念板块包括：快充概 ...

Core Viewpoint - The report highlights a significant decline in the company's financial performance for the first half of 2025, with a notable drop in revenue and net profit compared to the same period in the previous year [2][3][4]. Company Overview and Financial Indicators - Company Name: Baoji Titanium Industry Co., Ltd. [2] - Major Financial Data: - Revenue: CNY 2.97 billion, down 20.45% year-on-year [2] - Total Profit: CNY 308.73 million, down 42.05% year-on-year [2] - Net Profit attributable to shareholders: CNY 205.48 million, down 49.00% year-on-year [2] - Operating cash flow: CNY 77.74 million, down 84.60% year-on-year [2] - Total Assets: CNY 13.97 billion, up 4.64% from the end of the previous year [2] Business Operations and Industry Analysis - The company is the largest producer and research base for titanium and titanium alloys in China, with products used in aerospace, marine, medical, and consumer goods [3][4]. - The company has a mature production and sales model, focusing on market demand and maintaining stable supplier relationships [3]. - The titanium industry is supported by national policies, with significant market potential in high-end applications such as aerospace and medical fields [3][4]. Management Discussion and Analysis - The company aims to enhance its core competitiveness through technological innovation and market expansion, focusing on high-value sectors [3][4]. - The company has established a comprehensive marketing network and emphasizes customer relationships to maintain market share [3]. - The report indicates a strategic focus on research and development, with significant investments in innovation and quality control [3][4]. Financial Performance Analysis - The company experienced a decrease in sales volume for titanium products, with a production volume of 16,632.81 tons and sales volume of 15,843.50 tons, reflecting a decline of 10.98% year-on-year [6]. - Operating costs decreased by 20.46%, indicating efforts to manage expenses amid declining revenues [6]. - The company reported a significant drop in cash flow from operating activities, primarily due to reduced sales and increased costs [6]. Investment and Future Outlook - The company has plans to enhance its production capabilities through strategic investments, including a recent capital increase in a subsidiary to boost titanium alloy production [6]. - The report emphasizes the importance of adapting to market changes and exploring new applications for titanium products to sustain growth [4][6].

Core Viewpoint - The release of the 2024 ESG report marks a significant milestone for the company, integrating sustainable development into its core strategy and enhancing governance and transparency [1][6]. Company Overview - Established in 1987 and listed in 2009, the company specializes in the research and production of corrosion-resistant, high-temperature, and high-pressure stainless steel and special alloy products, forming a complete industrial chain [2][3]. - The company has received numerous national and provincial honors, including high-tech enterprise and national technology innovation demonstration enterprise [2]. ESG Commitment - The global focus on ESG performance has intensified, with the company positioned in the special materials manufacturing sector, contributing to clean energy and infrastructure [3][4]. - The company aims to become a benchmark for green development in the industry by 2025 and achieve carbon peak by 2030, targeting a 2.23% reduction in carbon intensity and a 4.07% reduction in carbon footprint compared to 2023 [4]. Clean Energy Initiatives - The company is actively promoting clean energy usage, with plans to build rooftop solar power stations and procure green electricity, achieving approximately 90 million kWh of green electricity usage by the end of 2024 [5]. - The share of solar and liquefied natural gas energy has increased to 15% and 60%, respectively, with reductions in natural gas and electricity consumption per ton of steel produced [5]. Innovation and R&D - The company emphasizes technological innovation as a core driver of development, with R&D investment reaching 360 million yuan in 2024 and achieving significant breakthroughs in various key materials [6][7]. - The company has successfully developed the first domestic environmentally friendly epoxy chloropropane alloy pipe and made advancements in nuclear energy materials [7]. Compliance and Investor Relations - The company adheres to various laws and regulations, enhancing its commercial ethics and anti-fraud mechanisms to ensure a fair and transparent operating environment [9]. - In 2024, the company repurchased shares worth 383 million yuan and distributed cash dividends of 9.20 billion yuan to shareholders, reflecting its commitment to investor interests [9].