| 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 国泰基金：谢泓材 | | | 浙商证券：杨子伟 | | 活动参与人员 | 杭州附加值投资管理有限公司：徐皓、周浩锋 | | | 巨子私募：邱恩光 | | 时间 | 2025年7月11日（10:00-12:00） | | 地点 | 公司 | | 形式 | 一对多交流 | | | 一、金固股份基本情况 | | | 公司是一家以汽车车轮的研发、生产、销售为主营业 | | | 务的高新技术企业，入选浙江省"专精特新"企业名单。 | | | 公司高度重视科技创新和产品研发，具有以研发和客户需 | | | 求为导向，进行科技成果产业化的丰富经验，已经形成了 | | | 完善的综合研究、开发体系。 | | | 公司研发的革命性的新材料阿凡达铌微合金具有强 | | | 度高、韧性好、成本低、碳排放量低的优点，在阿凡达工 | | 交流内容及具体问答 记录 | 艺处理前，铌微合金强度比普通钢材略高，低于钛合金材 | | | 料，易于 ...

智通财经7月10日电，金固股份在互动平台表示，公司和智元的项目在顺利推进中，相关样品已通过第 三方实验室试验，并出具实验报告，部分性能指标超过智元需求的产品标准。公司将会配合智元进行机 器人产品研发，为其提供应用阿凡达铌微合金材料制作的结构件产品。除了目前已开发产品外，公司也 在推进阿凡达材料的其他横向应用。 金固股份：与智元项目合作顺利推进 相关样品已通过第三方实验室试验 ...

编号：20250708 | 2025年半年度公司预期实现归属于上市公司股东的 | | --- | | 净利润约 3000 万 元 到 4500 万 元 ， 同 比 增 长 | | 44.06%-116.08%；扣除非经常性损益后的净利润预计在 | | 2500万元到3750万元，同比增长58.09%-137.14%。 | | 二、问答环节 | | Q1：公司上半年业绩增长的主要来源是什么？ | | A：今年上半年传统车轮和阿凡达低碳车轮两块业务 | | 都呈正向增长，其中主要增量来源于阿凡达低碳车轮产 | | 品。随着阿凡达新建产能的释放与阿凡达新一代产品的陆 | | 续投产，下半年公司业绩预计会有更大增量。阿凡达低碳 | | 车轮产品在公司主业的产销占比持续提升，产品结构不断 | | 优化，为公司利润和利润率的提升提供了长效动力。 | | Q2：公司铌微合金材料性能的优势？ | | A：公司自主研发的铌微合金材料具有强度高、韧性 | | 好、易成形等特点，也具有良好的耐腐蚀性和焊接性能， | | 并且铌微合金原材料成本远低于铝合金和钛合金，能同时 | | 满足产品的轻量化与降本需求。 | | 在阿凡达工艺处 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)5中信金属15.1617.971.79402.29亿行业平均 46.8270.663.0492.14亿行业中值36.5043.332.2076.40亿1建发股份10.4310.350.54305.03亿2江苏国泰 10.4710.750.77118.82亿3苏美达10.7210.961.61125.84亿4物产环能11.249.951.3073.48亿6兰生股份 20.6019.301.4459.21亿7厦门国贸21.0321.410.66133.95亿8深粮控股22.1524.021.5678.14亿9五矿发展 27.8766.621.6883.72亿10农产品29.3728.761.73110.47亿11东方创业30.2629.610.8564.03亿12辽宁成大 36.5081.680.58171.17亿 本文源自：金融界 作者：行情君 中信金属股份有限公司的主营业务是金属及矿产品的贸易业务。公司的主要产品是铌、铜、铝、镍等有 色金属产品以及铁矿石、钢材、铬矿、锰矿。公司作为全球最大的铌产品供应商CBMM在中国的独家 分销商，在国内铌产品市场约占80 ...

证券代码：000962 证券简称：东方钽业 宁夏东方钽业股份有限公司 投资者活动记录表 编号：2025-014 | 投资者关 | □特定对象调研 □ 分析师会议 | | --- | --- | | 系活动类 | □ 媒体采访 □ 业绩说明会 | | 别 | | | | □ 新闻发布会 □ 路演活动 | | | √ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位 | 沃富资本：王火 | | 名称及人 | 中金公司：伍智力 | | 员姓名 | | | 时间 | 2025 年 7 月 7 日 下午 14:00~17:00 | | 地点 | 宁夏东方钽业股份有限公司 | | 上市公司 | 副总经理兼董秘：秦宏武；证券事务代表：党丽萍；证券部员工：孙立喆、尚 | | 接待人员 | 满义 | | 姓名 | | | | 1、参观公司展厅和部分生产车间，了解公司基本生产工艺和流程。 | | 投资者关 | | | 系活动主 | 2、公司在传统钽铌材料市场需求波动时，如何维持市场竞争力？ | | 要内容介 | | | 绍 | 答：公司将持续聚焦钽铌主业，以做全湿法、做优钽粉、做稳钽丝、做大 | | ...

21世纪经济报道记者 张赛男 上海报道 近年来，随着中国市场对数据传输带宽和算力的需求持续增长，光通信行业进入了快速发展期。随着技 术创新的不断突破，国内光芯片产业链已覆盖设计、外延、制造、封测全环节，纯粹的III-V族DFB、 EML、APD等激光芯片基本实现自主可控。本次参会企业均在持续进行研发投入，通过原创技术为我 国光芯片产业的自主可控打下坚实基础。 德科立董事长桂桑分享了公司在光通信产业中的技术突破与市场布局。近年来，德科立通过自主研发， 在薄膜铌酸锂芯片和O-Band半导体光放大芯片等领域逐步突破了核心技术的瓶颈，为国内光通信产业 提供了坚强的技术支持。特别是在算力中心的光交换技术领域，德科立的硅基光波导高速光交换机已经 获得了海外样品订单，为国产芯片的全球布局打下了基础。 长光华芯董事长闵大勇表示，面对持续爆发式增长的市场需求和更高性能芯片的要求，公司利用IDM平 台优势持续投入研发，根据市场需求推出"国产替代"的高性能光通信芯片产品，成功实现了EML、 VCSEL、CW Laser等关键光通信芯片的国产化。公司的100G EML已实现量产出货 200G EML已经开始 送样，100G VCSE ...

Core Insights - The recent salon hosted by the Shanghai Stock Exchange focused on the development of the domestic optical chip industry, addressing key issues such as technological breakthroughs, industry chain collaboration, and global layout [1] Group 1: Technological Advancements - Optical chips are referred to as the "heart of optical communication," with increasing demand for data transmission bandwidth and computing power driving rapid growth in the optical communication industry [2] - Dekoli has made significant breakthroughs in core technologies through independent research and development, particularly in thin-film lithium niobate chips and O-Band semiconductor optical amplifier chips, providing technical support for the domestic optical communication industry [2] - Changguanghua has successfully achieved domestic production of key optical communication chips, including 100G EML, which has entered mass production, and 200G EML, which is in the sampling phase [2] - Shijia Photon has made technological breakthroughs in passive optical chips and laser chips, successfully breaking foreign technology monopolies in areas such as AWG wavelength division multiplexing chips and CW DFB series laser chips [2] Group 2: Market Dynamics and Strategies - The optical chip industry is characterized by strong cyclicality, with product lifecycles for AI training cluster optical modules being only 1-1.5 years, necessitating a focus on continuous R&D investment and flexible product strategies to navigate market fluctuations [4] - Companies are emphasizing the importance of a "three-dimensional moat" consisting of technology, ecosystem, and cash flow to withstand industry cycles [4] - Differentiated innovation is seen as a key path to overcoming cyclical challenges, with companies like Shijia Photon leveraging open innovation platforms and optimizing manufacturing processes to enhance yield and cost advantages [5] Group 3: Global Expansion and Competition - As global competition in the optical chip market intensifies, Chinese companies are focusing on enhancing their global competitiveness and transitioning from "domestic substitution" to "global competition" [6] - Dekoli has established a global integrated strategy through its presence in Singapore, Canada, and Thailand, aiming for a unified approach in R&D, production, and sales [7] - Changguanghua plans to deepen its collaboration with downstream optical module manufacturers while expanding into overseas markets through international mergers and capital cooperation [7] - Shijia Photon is advancing its global strategy by establishing production lines in Thailand and collaborating with international clients to accelerate the global deployment of its technology products [7] - Source Technology aims to enhance its global competitiveness through high-end technological breakthroughs and global capacity expansion, particularly in data centers and ultra-high-speed optical communication [7]

Industry Insights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to enhance the resource security of important metal minerals and accelerate the comprehensive development of the non-ferrous metal industry chain, including exploration, investment, development, construction, smelting, and processing [1] - A new round of mineral exploration strategy is being implemented to increase reserves and production of important metal minerals, while also promoting a positive image of central enterprises in the "going out" strategy [1] - There is a focus on achieving high-quality stable growth by closely monitoring macroeconomic conditions and industry trends, adjusting business strategies, and planning major projects to support domestic demand expansion [1] Technology and Market Trends - High-temperature superconductors are expected to see increased market share due to ongoing developments in superconducting cables and controlled nuclear fusion applications [2] - The ReBCO tape is anticipated to significantly reduce production costs compared to first-generation high-temperature superconductors, presenting vast commercial prospects [2] - Controlled nuclear fusion is viewed as a potential ultimate solution for human energy needs, with commercial development prospects expected to accelerate as domestic and international projects progress [2] Company Developments - Western Superconductor is the only company in China that has achieved commercial production of superconducting wires, with products used in major scientific projects such as the International Thermonuclear Experimental Reactor (ITER) and China's fusion reactor [3] - Baile Electric has developed superconducting current limiter technology and is involved in the construction of smart grids for the State Grid, with products certified by IEC to enhance grid stability [3] - Dongfang Tantalum is recognized as the world's largest research and manufacturing base for superconducting niobium materials, achieving a stable RRR value of over 500 for high-purity superconducting niobium materials [4]

乌克兰对美国的吸引力正在急剧下降。领土连同宝贵资源的丢失，让基辅与华盛顿的协议岌岌可危。用不了多久，美国可能得和莫斯科谈稀土金属的供应 了。 重大损失 小而精的宝藏 随着电动汽车和绿色能源的发展，全球经济对锂的需求只增不减。"当今时代是锂的时代。约 75% 的锂用于电池生产，15% 用于陶瓷和玻璃制造，此外还用 于润滑剂生产，其重要性怎么强调都不为过。" 俄罗斯人民友谊大学世界经济与商业学院副教授哈吉姆拉尔德・别尔哈罗夫说。 《纽约时报》称，舍甫琴科矿面积虽小（仅 40 公顷），却是欧洲最大的锂矿之一，且矿石质量高，因含大量锂铝硅酸盐，可与澳大利亚矿石媲美。 顿涅茨克西部的舍甫琴科村落入俄罗斯控制，这事引起了美国的关注，全因当地有大型锂矿。锂是高科技生产（包括电池）必需的矿物，美国政府多次称这 种稀有金属对经济和国家安全至关重要，行业分析师也把舍甫琴科矿视为前线地区最有价值的资源之一，《纽约时报》报道称。 为了降低华盛顿对稀土市场主导者中国的依赖，美乌曾达成资源协议，计划成立美乌联合基金，该基金拥有在乌投资矿产开采项目的优先权。 乌克兰资源丰富，但基辅几乎没搞过开发，美国本想抢先分一杯羹。然而，俄军的推进打乱 ...

最新一期业绩显示，2025年一季报，公司实现营业收入282.49亿元，同比5.28%；净利润5.71亿元，同 比268.89%，销售毛利率2.01%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中信金属14.9017.671.76395.43亿行业平均 46.0080.193.0090.83亿行业中值35.9150.702.1574.32亿1建发股份10.4010.330.54304.16亿2江苏国泰 10.4510.730.77118.65亿3苏美达10.6410.881.60124.93亿4物产环能10.929.671.2671.42亿6兰生股份 20.4419.151.4358.77亿7厦门国贸20.7921.170.66132.43亿8深粮控股21.9923.841.5577.57亿9五矿发展 27.6566.111.6783.07亿10农产品28.9228.311.70108.78亿11东方创业29.8929.240.8463.24亿12辽宁成大 35.9180.370.57168.42亿 7月4日，中信金属今日收盘8.07元，下跌1.10%，滚动市盈率PE（当前股价与前四季度每股收益 ...