宝钛股份所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：大飞机、航母产业、航 天军工、商业航天（航天航空）、核电等。 截至6月30日，宝钛股份股东户数6.30万，较上期减少2.94%；人均流通股7588股，较上期增加3.03%。 2025年1月-6月，宝钛股份实现营业收入29.67亿元，同比减少20.45%；归母净利润2.05亿元，同比减少 49.00%。 分红方面，宝钛股份A股上市后累计派现25.23亿元。近三年，累计派现5.69亿元。 机构持仓方面，截止2025年6月30日，宝钛股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1327.71万股，相比上期减少202.21万股。富国中证军工龙头ETF（512710）位居第三大流 通股东，持股551.03万股，相比上期增加190.43万股。国泰中证军工ETF（512660）位居第四大流通股 东，持股334.46万股，相比上期增加55.62万股。南方中证1000ETF（512100）位居第六大流通股东，持 股264.57万股，相比上期增加50.77万股。国防ETF（512670）位居第七大流通股东，持股193.84万股， 为新进 ...

8月25日，宝钛股份主力资金净流出2558.44万元，近五日主力资金净流出1.32亿元。 2025年上半年，公司实现营业收入29.67亿元，同比下降20.45%；归母净利润2.05亿元，同比下降 49.00%。经营活动现金流净额为7774.03万元，同比下降84.60%。 截至2025年8月25日收盘，宝钛股份股价报33.86元，较前一交易日上涨1.90%。当日成交额6.36亿元， 换手率3.95%。 宝钛股份主要从事钛及钛合金的生产、加工和销售，是中国最大的钛及钛合金生产、科研基地。公司产 品广泛应用于航空航天、化工、医疗等领域。 风险提示：市场有风险，投资需谨慎。 ...

Core Viewpoint - The article provides a comprehensive overview of the advanced steel materials industry chain, highlighting the distribution of various advanced materials and their applications across different sectors, including aerospace, automotive, and energy [4][5][6]. Group 1: Advanced Steel Materials Industry - The advanced steel materials industry is categorized into upstream, midstream, and downstream segments, focusing on high-performance steel products for various applications [5][6]. - Key developments in the industry include high-strength steel for marine engineering, energy applications, and automotive use, with a focus on high-quality electrical steel and tool steel [5][6]. - The distribution of advanced steel materials enterprises is widespread across provinces such as Shandong, Hebei, and Jiangsu, with specific products tailored to regional industrial needs [5][6]. Group 2: High-Temperature Alloy Industry - The high-temperature alloy industry is segmented into upstream, midstream, and downstream, emphasizing the development of nickel-based alloys for aerospace and industrial applications [7][9]. - Key products include heat-resistant alloys used in gas turbines and aerospace components, with a focus on high-performance materials for extreme conditions [7][9]. - The distribution of high-temperature alloy enterprises is concentrated in provinces like Liaoning and Jiangsu, with specialized products for various industrial applications [10][11]. Group 3: Advanced Nonferrous Metal Materials - The advanced nonferrous metal materials industry includes high-performance aluminum and copper alloys, with a focus on lightweight materials for automotive and aerospace applications [13][16]. - Key developments in aluminum alloys include large-scale profiles for high-speed trains and aerospace components, while copper alloys focus on high-conductivity applications [15][16]. - The distribution of nonferrous metal enterprises spans across provinces such as Xinjiang, Henan, and Guangdong, with specific products catering to local industrial demands [15][17]. Group 4: Advanced Petrochemical and Chemical New Materials - The advanced petrochemical and chemical new materials industry encompasses a wide range of products, including synthetic materials and high-performance fibers, with applications in construction, automotive, and electronics [22][24]. - Key developments include catalysts for polypropylene production and high-performance polymers for various industrial applications [26][30]. - The distribution of petrochemical enterprises is prominent in regions like Jiangsu, Guangdong, and Shandong, focusing on innovative materials for diverse applications [24][31].