安宁股份(002978) - 2025年04月03日投资者关系活动记录表

Group 1: Company Projects and Financial Performance - The company’s 60,000-ton energy-grade titanium (alloy) materials project is in steady construction, while the 50,000-ton phosphoric acid project is in the equipment debugging phase [2] - The 2020 fundraising projects are expected to contribute positively to the 2024 annual profits, with a stable cash dividend policy in place to reward long-term investors [3] - The company is actively pursuing the acquisition of 100% equity in Jingzhi Mining, which is expected to enhance company value [3] Group 2: Resource and Production Capacity - As of the end of 2024, the company holds a total ore reserve of approximately 250.24 million tons, including 183.22 million tons of industrial-grade iron ore with a TFe grade of 29.45% and 22.01 million tons of TiO2 [4] - The company aims to expand production capacity through horizontal mergers and vertical industry chain extensions [4] Group 3: Market Prices and Economic Indicators - The current market price for sponge titanium is around 50,000 CNY per ton, while phosphoric acid is priced between 10,000 to 11,000 CNY per ton [5] - The company’s gross profit margin is higher than that of its competitors in the mining sector due to its distinct operational focus [5] Group 4: Technological Advancements and Talent Acquisition - The company is implementing digital transformation in traditional mining through a three-dimensional geological measurement and control system, enhancing production efficiency and safety [5] - The proportion of employees with a bachelor's degree or higher is over 50%, with a 20% increase in high-education talent in 2024 [5]