来源：市场资讯 （来源：钛资讯） 涂多多-钛日刊 11月北方企业高钛渣招标价格5450元/吨，较10月价格回升10元/吨，钛渣市场弱稳，市场富钛料供应仍 充足，市场多等待本月新一轮招标情况，部分企业存盼涨意愿。 四氯化钛 四氯化钛市场报价4800-5300元/吨，原料生产成本增加，部分企业存提价意向，但需求难有支撑，四氯 化钛价格暂稳。 海绵钛 一级海绵钛民品报价至4.5-4.7万元/吨左右，市场部分0级海绵钛报价4.6-4.8万元/吨左右，海绵钛市场持 稳，企业产销维持良好，海绵钛新单报价愈发坚挺。 钛白粉 一、钛市场简述 钛矿 今日攀西钛矿价格指数1847.50，较上一工作日持平。下游市场仍低迷，攀矿新单出货压力依旧较大， 市场成交趋弱运行。 钛渣 三、行业开工 钛矿 原料供应偏紧，选厂开工依旧不足。 钛白粉 钛白粉开工负荷高位，市场观望多观望后期检修情况。 海绵钛 今日钛白粉价格指数13292.21，较上一工作日持平。市场20余家钛白企业发函宣涨，生产成本过高，钛 白企业上涨情绪较强，市场个别报价有所上调。 二、钛价格汇总 | 产品 | 规格 | 2025. 11. 28 | 2025. 12. 1 | ...

Group 1: Titanium Market Overview - The titanium ore price index in Panzhihua remains stable at 1853.75, with no change from the previous working day, indicating a weak trend in the titanium ore market [1] - The high titanium slag bidding price in northern enterprises is 5450 CNY/ton, reflecting a slight increase of 10 CNY/ton from October, while the market sentiment remains firm despite low slag prices [2] - The market price for titanium tetrachloride is stable at 4800-5300 CNY/ton, with production and sales balanced, maintaining a steady market operation [3] Group 2: Titanium Products Pricing - The price for first-grade sponge titanium is around 45,000-47,000 CNY/ton, with a price increase of 2000 CNY/ton from major producers like Guotai and Panzhihua [4] - The titanium dioxide price index is at 13339.79, remaining unchanged, with low demand affecting the market, leading to expectations of price adjustments by some companies [5] - The pricing summary for various titanium products shows stability, with no significant changes in prices for titanium ore and imported titanium ore [6][7] Group 3: Industry Operations - The supply of raw materials for titanium ore remains tight, leading to insufficient operating rates in selection plants [9] - The overall operating rate for titanium dioxide remains high, although some companies are undergoing maintenance [9] - Sponge titanium enterprises are operating at high levels, indicating strong production activity in this segment [9]

股票代码：600727 股票简称：鲁北化工 编号：2025-049 山东鲁北化工股份有限公司 2025年前三季度主要经营数据公告 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 山东鲁北化工股份有限公司（以下简称"公司"）根据上海证券交易所《关于 做好主板上市公司2025年第三季度报告披露工作的重要提醒》及《上海证券交易所 上市公司自律监管指引第3号—行业信息披露》的要求，现将2025年前三季度主要经 营数据披露如下： 二、主要产品和原材料的价格变动情况 1、主要产品的价格变动情况（不含税） | 主要产品 | 2025年1-9月 平均售价（元/吨） | 2024年1-9月 平均售价（元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 钛白粉 | 12,223.04 | 13,809.96 | -11.49 | | 甲烷氯化物 | 1,878.74 | 2,035.53 | -7.70 | | 化肥 | 2,913.03 | 2,758.02 | 5.62 | | 原盐 | 198 ...

股票代码：600727 股票简称：鲁北化工 编号：2025-044 山东鲁北化工股份有限公司 2025年半年度主要经营数据公告 特别提示 本公司董事会及全体董事成员保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 主要产品 | 2025年半年度 平均售价（元/吨） | 2024年半年度 平均售价（元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 钛白粉 | 12,637.11 | 14,008.03 | -9.79 | | 甲烷氯化物 | 1,969.28 | 1,979.51 | -0.52 | | 化肥 | 2,844.78 | 2,630.80 | 8.13 | | 原盐 | 212.39 | 274.34 | -22.58 | | 水泥 | 259.49 | 237.84 | 9.11 | 1 主要产品 2025年半年度 产量（吨） 2025年半年度 销量（吨） 2025年半年度 销售金额（元） 钛白粉 136,785.60 126,123.80 1,593,840,221.40 甲烷氯化物 216 ...

Core Viewpoint - Tianyuan Co., Ltd. has made significant progress in its phosphate mining project, which is expected to enhance the company's future performance and overall strength, positively impacting long-term development [1] Group 1: Phosphate Mining Project - Tianyuan's subsidiary, Mabi Wuqiong Mining Co., Ltd., has passed the safety facility completion acceptance for the "900,000 tons/year Dingjia Phosphate Mine (Phase II) Mining Project" and is currently in trial production [1] - The total investment for the phosphate mining project is 179 million yuan, with an estimated annual net profit of 30.61 million yuan [1] - The project is part of Tianyuan's strategy to secure resources for its lithium iron phosphate cathode material integration project [1] Group 2: Production and Revenue Growth - In 2024, Tianyuan's production figures include 447,100 tons of caustic soda (up 3.88%), 88,700 tons of titanium dioxide (up 35.83%), and 24,800 tons of lithium iron phosphate, marking a significant breakthrough [2] - The lithium iron phosphate segment generated sales revenue of 543 million yuan in 2024, accounting for 4.06% of total revenue [2] - The company plans to expand its lithium iron phosphate capacity to a total of 300,000 tons per year, with ongoing projects and trial production for precursor materials [2] Group 3: Shareholder Activity - Tianyuan's controlling shareholder, Yibin Development Holding Group Co., Ltd., has completed a share buyback plan, acquiring 32.67 million shares, representing 2.51% of the total share capital, for a total amount of 154 million yuan [3]

Core Viewpoint - Yunnan Province, known as the "Kingdom of Nonferrous Metals," is leveraging its rich titanium resources to develop a robust titanium industry cluster in Chuxiong Prefecture, aiming for a trillion-yuan industry scale through resource utilization, industrial agglomeration, and technological innovation [1][2]. Industry Overview - Chuxiong Prefecture has established a complete titanium industry chain, from titanium ore mining and high-titanium slag smelting to the production of titanium dioxide, sponge titanium, and titanium materials, benefiting from favorable transportation and location conditions that reduce logistics costs [2]. - The region has over 30 titanium enterprises, with capacities of 500,000 tons for high-titanium slag, 300,000 tons for chlorination titanium dioxide, 50,000 tons for sponge titanium, and 20,000 tons for titanium materials [3]. Technological Advancements - The titanium industry in Chuxiong faced challenges such as outdated production processes and low efficiency, but significant improvements have been made since the restructuring initiated in 2019, which included the introduction of Longbai Group's advanced technology [4]. - Longbai Group invested 774 million yuan to upgrade production lines, achieving full production recovery within 180 days, with significant increases in output and revenue from 40,000 tons and 1 billion yuan in 2020 to 121,000 tons and 2.44 billion yuan by 2024 [4]. Environmental Initiatives - Chuxiong's titanium industry is committed to ecological sustainability, implementing measures to ensure pollution control and exploring resource recycling paths, with a focus on reducing energy consumption and increasing resource utilization rates [8][9]. - The introduction of advanced technologies, such as the MVR evaporation system, has led to a 60% reduction in energy consumption per ton of titanium liquid, while the comprehensive utilization rate of industrial solid waste has reached 85% [8]. Economic Impact - The restructuring and technological upgrades have revitalized the titanium industry in Chuxiong, attracting innovative and growth-oriented enterprises, thereby injecting vitality into industrial upgrades and economic development [3][4].

股票代码：600727 股票简称：鲁北化工 编号：2025-034 山东鲁北化工股份有限公司 2025年第一季度主要经营数据公告 特别提示 本公司董事会及全体董事成员保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 山东鲁北化工股份有限公司（以下简称"公司"）根据上海证券交易所《关于 做好主板上市公司2025年第一季度报告披露工作的重要提醒》及《上海证券交易所 上市公司自律监管指引第3号—行业信息披露》的要求，现将2025年第一季度主要经 营数据披露如下： 二、主要产品和原材料的价格变动情况 1、主要产品的价格变动情况（不含税） | 主要产品 | 2025年一季度 平均售价（元/吨） | 2024年一季度 平均售价（元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 钛白粉 | 12,801.78 | 13,796.68 | -7.21 | | 甲烷氯化物 | 2,154.05 | 1,905.85 | 13.02 | | 化肥 | 2,707.22 | 2,706.89 | 0.01 | | 原盐 | 2 ...

股票代码：600727 股票简称：鲁北化工 编号：2025-022 山东鲁北化工股份有限公司 2024年度主要经营数据公告 1 主要产品 2024 年度 产量（吨） 2024 年度 销量（吨） 2024 年度 销售收入（元） 钛白粉 280,290.68 276,386.30 3,754,628,166.30 甲烷氯化物 443,189.27 484,028.68 1,004,501,099.16 原盐 517,596.20 529,280.97 144,942,134.58 溴素 2,173.39 2,308.76 42,383,070.79 化肥 107,043.50 100,002.00 278,798,983.64 水泥 268,834.58 229,690.19 56,358,699.51 一、主要产品的产量、销量及收入实现情况 | 化肥 | 2,787.93 | 2,760.64 | 0.99 | | --- | --- | --- | --- | | 水泥 | 245.37 | 272.81 | -10.06 | 2、主要原材料的价格变动情况（不含税） 特别提示 本公司董事会及全体董事成员保证本 ...