截止2月26日收盘，东北电气(00042)、浙江世宝(01057)、中石化油服(01033)分列AH溢价率前三位，溢 价率分别为527.91%、348.73%、310.42%；宁德时代(03750)、兆易创新(03986)、招商银行(03968)分列 AH溢价率末三位，溢价率分别为-15.33%、-12.92%、-5.33%。其中中石化油服(01033)、中铝国际 (02068)、弘业期货(03678)的偏离值位居前三，分别为25.11%、17.39%、13.95%；另外，东北电气 (00042)、浙江世宝(01057)、兆易创新(03986)的偏离值位居后三，分别 为-270.69%、-34.44%、-29.02%。 前十大AH股溢价率排行 | 股票名称 | H股(港元) | A股 | 溢价率↓ | 偏离值 | | --- | --- | --- | --- | --- | | 东北电气(00042) | 0.430 | 2.25 | 527.91% | -270.69% | | 浙江世宝(01057) | 6.710 | 25.14 | 348.73% | -34.44% | | 中石化油服(01033) ...

2月25日，有色金属和稀有金属概念携手大涨。 接棒贵金属的涨势，寒锐钴业（300618.SZ）、云南锗业（002428.SZ）、章源钨业（002378.SZ）、东 方钽业（000962.SZ）等大面积涨停；稀土永磁概念午后加速拉升，北方稀土（600111.SH）收盘涨停， 中国稀土（000831.SZ）、中稀有色（600259.SH）等多股收涨超近9%。港股市场有色、化工等周期性 行业领涨，铝业板块多股大涨。 消息面上，美国政府计划用AI模型为关键矿产定价，锗、镓、锑、钨成为首批纳入品种。 "全球小金属的供需格局或发生变化，定价核心转向战略稀缺性。"分析人士认为，然而这项计划的可行 性仍然存疑，首先是AI模型的公正性存疑，定价是否有效。其次是数据来源、算法逻辑是否透明，以 及其他影响因素尚未明确。 现货市场上，包头稀土产品交易所的报价显示，氧化镨钕、金属镨钕、金属钕、氧化镝、氧化铽价格节 后迎来普涨，2月24日均价分别为88.2万元/吨、103.67万元/吨、112万元/吨、162.29万元/吨、643.8万元/ 吨，较节前分别上涨4.16万元/吨、3.17万元/吨、8万元、17万元、11.8万元/吨。 基本 ...

(本文来自第一财经) 北方稀土、包钢股份、中色股份、中铝国际涨停，三川智慧涨超15%，九菱科技、金力永磁、中稀有 色、厦门钨业、盛和资源等跟涨。 北方稀土、包钢股份、中色股份、中铝国际涨停，三川智慧涨超15%，九菱科技、金力永磁、中稀有 色、厦门钨业、盛和资源等跟涨。 (本文来自第一财经) ...

Core Insights - The company has signed an overseas EPC project contract worth approximately 14 billion yuan, with a performance period of about 5 years, which may have a long-term impact on future performance [2] - In 2025, the total new contract amount reached 46.836 billion yuan, representing a year-on-year growth of 51.94%, with overseas contracts accounting for 22.148 billion yuan [2] - The company plans to focus on non-ferrous metals and industrial sectors, with a capital expenditure of over 200 million yuan [1][4] Contract Developments - The company signed a significant overseas EPC project contract in December 2025, which is expected to contribute to long-term performance [2] - The total new contracts signed in 2025 amounted to 46.836 billion yuan, with a notable increase in overseas contracts [2] Strategic Initiatives - In early 2026, the company announced a strategic return to the non-ferrous metals and advantageous industrial sectors, aiming to enhance profitability stability [3] - The "one exit, five enhancements" strategy will focus on core business areas, with industrial contracts making up 97.73% of the total in 2025 [3] Project Progress - The capital expenditure plan for 2026 is set at 223.6 million yuan, primarily for fixed asset investments and digital construction, which may support technological upgrades and business expansion [4] Industry Policies and Environment - Policies such as the high-quality development plan for the aluminum industry may impact supply and demand dynamics [5] - As an engineering service provider, the company's project execution is subject to fluctuations in aluminum prices, resource supply, and geopolitical factors [5]

Group 1 - The company, China Aluminum International Engineering Corporation (中铝国际), has responded to all inquiries regarding the number of shareholders as per legal regulations and its own articles of association [1]

Core Viewpoint - The company, China Aluminum International (601068), positions itself as a new type of engineering technology enterprise that provides advanced technology, complete equipment, and integrated service solutions in the non-ferrous metal sector [1] Group 1: Business Overview - The main business activities of the company include design consulting, EPC (Engineering, Procurement, and Construction) general contracting, construction, and equipment manufacturing [1]

致：香港交易及結算所有限公司 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 公司名稱: 中鋁國際工程股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02068 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 399,476,000 | RMB | | 1 | RMB | | 399,476,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | | | 本月底結存 | | | 399,476,000 | RMB | | 1 | RMB | | 399,476,000 | | 2. 股份分類 ...

智通财经APP获悉，根据2026年2月2日披露数据，盈富基金（02800）、中铝国际（02068）、海普瑞 （09989）港股通持股占比增加值最大，分别增加1.72%、1.11%、1.04%；亿华通（02402）、浙江世宝 （01057）、东方甄选（01797）港股通持股占比减少值最大，分别减少-1.36%、-0.90%、-0.80%。 | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 盈富基金(02800) | +1.72% | 2.63% | | 中铝国际(02068) | +1.11% | 18.55% | | 海普瑞(09989) | +1.04% | 45.93% | | 南方恆生科技(03033) | +0.94% | 65.16% | | 中石化油服(01033) | +0.86% | 15.98% | | 长飞光纤光缆(06869) | +0.75% | 57.93% | | 碧桂园(02007) | +0.68% | 17.44% | | 中伟新材(02579) | +0.50% | 17.08% | | 南华期货股份(02691) | +0.4 ...

Group 1 - The stock price of China Aluminum International (601068) closed at 6.07 yuan on January 30, 2026, down 0.65% from 6.11 yuan the previous week. The stock reached a nearly one-year high of 7.11 yuan on January 29, 2026, with a low of 5.85 yuan on January 30, 2026. The company had one limit-up closing and no limit-down closing during the week. The current market capitalization is 18.136 billion yuan, ranking 6th out of 39 in the professional engineering sector and 1176th out of 5184 in the A-share market [1] Group 2 - The company announced that the total new contracts signed in Q4 2025 amounted to 46.836 billion yuan, representing a year-on-year increase of 51.94%. Industrial contracts accounted for 45.771 billion yuan, or 97.73% of the total. The EPC engineering and construction contracts reached 42.975 billion yuan, up 66.61% year-on-year. Overseas new contracts were 22.148 billion yuan, showing a significant increase of 263.38% [2][3] - As of December 31, 2025, the total backlog of contracts was 54.120 billion yuan, reflecting a year-on-year growth of 10.40%. The foreign backlog of contracts was 22.454 billion yuan, which is a year-on-year increase of 162.68% [2][3] - The company's board of directors approved a capital expenditure plan for 2026 totaling 223.57 million yuan, which includes fixed asset investments, digital projects, and technology innovation capital expenditures. The plan was authorized for execution by the management team [2]

Group 1 - The top three companies with the highest AH premium rates are Northeast Electric (00042) at 831.03%, Zhejiang Shibao (01057) at 339.32%, and Sinopec Oilfield Service (01033) at 323.71% [1][2] - The bottom three companies with the lowest AH premium rates are CATL (03750) at -14.62%, China Merchants Bank (03968) at -3.22%, and Hengrui Medicine (01276) at 1.77% [1][2] - Sinopec Oilfield Service (01033), Andeli Juice (02218), and Shandong Molong (00568) have the highest deviation values at 53.41%, 21.68%, and 19.01% respectively [1][2] Group 2 - The companies with the lowest deviation values include Zhejiang Shibao (01057) at -58.91%, Yangtze Optical Fibre and Cable (06869) at -49.00%, and Fudan Zhangjiang (01349) at -24.81% [1][2][4] - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) and Beijing Electromechanical (00187) with premium rates of 258.91% and 257.99% respectively [2] - The bottom ten AH stocks by premium rate include Weichai Power (02338) and Midea Group (00300) with premium rates of 6.84% and 8.51% respectively [2]