Group 1 - Nanshan Aluminum Industry Co., Ltd. experienced a significant drop in stock price, closing at 6.61 yuan per share with a trading volume of 353 million yuan and a turnover rate of 0.47%, resulting in a total market capitalization of 75.907 billion yuan [1] - The company, established on March 18, 1993, and listed on December 23, 1999, is located in Longkou City, Shandong Province, and primarily engages in the development, production, processing, and sales of aluminum and aluminum alloy products, as well as power generation [1] - The main revenue composition of the company includes cold-rolled sheets/plates (52.85%), alumina powder (26.57%), aluminum profiles (10.18%), aluminum foil (4.02%), alloy ingots (2.71%), hot-rolled sheets/plates (2.37%), and other sources (0.89%), with natural gas (0.34%) and electricity/steam (0.07%) contributing minimally [1] Group 2 - Penghua Fund holds a significant position in Nanshan Aluminum, with its Penghua CSI A-Share Resource Industry Index (LOF) A fund owning 768,600 shares, representing 2.28% of the fund's net value, making it the ninth largest holding [2] - The fund, established on January 1, 2021, has a current size of 152 million yuan, with a year-to-date return of 21.92% and a one-year return of 82.75%, ranking 56 out of 5,579 and 234 out of 4,285 in its category, respectively [2] - The fund manager, Yan Dong, has been in position for 6 years and 323 days, overseeing assets totaling 21.796 billion yuan, with the best fund return during his tenure being 456.3% and the worst being -40.74% [2]

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、准确性和完整性依法承担法律责任。 山东南山铝业股份有限公司（以下简称"公司"）于2026年1月22日发布了《山东南山铝业股份有限公司 关于控股子公司南山铝业国际控股有限公司根据一般性授权配售股份的公告》（公告编号：2026-008， 以下简称"配售公告"），内容有关公司控股子公司南山铝业国际控股有限公司（以下简称"南山铝业国 际"）与南山铝业全资子公司Nanshan Aluminium Investment Holding Limited、2名配售代理签订配售协议 及根据配售协议进行港股配售（以下简称"本次配售"）。 公司获悉，本次配售已于2026年1月30日完成，南山铝业国际按64.50港元/股的配售价格向不少于6名的 承配人通过"先旧后新"方式配售合计31,000,000股，配售所得款项净额约为 19.87 亿港元，资金用途见 配售公告披露内容。 本次配售完成后，南山铝业国际的股份总数为620,435,200股，其中公司全资子公司Nanshan Aluminium Investment Holding L ...

证券代码：600219 证券简称：南山铝业 公告编号：2026-010 山东南山铝业股份有限公司董事会 2026年2月2日 山东南山铝业股份有限公司关于控股子公司南山铝业国际控股有限公司完成根据一般性授权配售股份的 公告 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、准确性和完整性依法承担法律责任。 山东南山铝业股份有限公司（以下简称"公司"）于2026年1月22日发布了《山东南山铝业股份有限公司 关于控股子公司南山铝业国际控股有限公司根据一般性授权配售股份的公告》（公告编号：2026-008， 以下简称"配售公告"），内容有关公司控股子公司南山铝业国际控股有限公司（以下简称"南山铝业国 际"）与南山铝业全资子公司Nanshan Aluminium Investment Holding Limited、2名配售代理签订配售协议 及根据配售协议进行港股配售（以下简称"本次配售"）。 公司获悉，本次配售已于2026年1月30日完成，南山铝业国际按64.50港元/股的配售价格向不少于6名的 承配人通过"先旧后新"方式配售合计31,000,000股，配售所得款项 ...

证券代码：600219 证券简称：南山铝业 公告编号：2026-010 山东南山铝业股份有限公司 关于控股子公司南山铝业国际控股有限公司 完成根据一般性授权配售股份的公告 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、准确性和完整性依法承担法律责任。 山东南山铝业股份有限公司（以下简称"公司"）于 2026 年 1 月 22 日发布 了《山东南山铝业股份有限公司关于控股子公司南山铝业国际控股有限公司根据 一般性授权配售股份的公告》（公告编号：2026-008，以下简称"配售公告"）， 内容有关公司控股子公司南山铝业国际控股有限公司（以下简称"南山铝业国际"） 与南山铝业全资子公司 Nanshan Aluminium Investment Holding Limited、2 名配售代理签订配售协议及根据配售协议进行港股配售（以下简称"本次配售"）。 特此公告。 山东南山铝业股份有限公司董事会 公司获悉，本次配售已于 2026 年 1 月 30 日完成，南山铝业国际按 64.50 港元/股的配售价格向不少于 6 名的承配人通过"先旧后新"方式配售合计 31, ...

Group 1: Economic Growth and Projections - In 2025, Shandong Province's GDP is projected to exceed 10 trillion yuan, reaching 10.32 trillion yuan, with a year-on-year growth of 5.5%, making it the third province in China and the first in the north to join the "trillion club" [2] - The value added by the primary industry is expected to be 677.5 billion yuan, growing by 4.0%; the secondary industry is projected at 4.0541 trillion yuan, with a growth of 5.0%; and the tertiary industry is anticipated to reach 5.5881 trillion yuan, growing by 6.1% [2] - Industrial output is expected to maintain a high growth rate, with a year-on-year increase of 7.6% in the added value of above-scale industries [2] Group 2: Capital Market Development - The number of listed companies in Shandong is expected to reach 311 by 2025, with the total market capitalization nearing 5 trillion yuan, achieving a historical high [4] - The Shandong stock index is projected to have a growth rate of 44.25%, ranking third in the country, with a total trading volume of 1.36 trillion shares, placing it sixth nationwide [6] - The direct financing amount for listed companies in Shandong is expected to reach 24.901 billion yuan, a year-on-year increase of 303.52% [5] Group 3: Corporate Performance and Market Dynamics - In 2025, Shandong's listed companies are projected to achieve a total operating income of 2.31 trillion yuan, representing a year-on-year growth of 4.52% [14] - The net profit for these companies is expected to reach 151.451 billion yuan, highlighting their significant role in the national economy [14] - The total market capitalization of Shandong's listed companies is anticipated to reach 4.91 trillion yuan, marking a year-on-year increase of 35.82% [10] Group 4: Innovation and R&D - Shandong's listed companies are expected to invest 625.66 billion yuan in R&D in 2025, with a growth rate of 1.87% [17] - The R&D intensity for these companies is projected to be 2.71%, indicating a focus on technological innovation and industry upgrades [17] - Notable advancements include the successful mass production of high-performance materials and breakthroughs in key technologies, contributing to the development of new productive forces [18][19]

天眼查显示，近日，深圳合盛高科科技有限公司成立，法定代表人为吕正风，注册资本10000万人民 币，由山东南山铝业股份有限公司全资持股。 序号股东名称持股比例1山东南山铝业股份有限公司100% 经营范围含一般经营项目是：新材料技术研发；金属制品研发；金属材料销售；技术服务、技术开发、 技术咨询、技术交流、技术转让、技术推广。（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动），许可经营项目是：无 企业名称深圳合盛高科科技有限公司法定代表人吕正风注册资本10000万人民币国标行业科学研究和技 术服务业>科技推广和应用服务业>技术推广服务地址深圳市南山区沙河街道高发社区侨香路4080号侨 城坊4号楼15B企业类型有限责任公司(法人独资)营业期限2026-1-30至无固定期限 来源：市场资讯 ...

南山铝业（600219）国际(02610)发布公告，于2026年1月30日，该公司根据配售及认购协议而配发及发 行3100万股股份。 ...

格隆汇1月30日丨南山铝业(600219.SH)公布，公司以自有资金人民币10,000万元出资设立全资子公司深 圳合盛高科科技有限公司，现已取得由深圳市市场监督管理局下发的营业执照。 本次投资设立全资子公司为完善国内区域布局，链接珠三角高端制造与科创资源，强化产业链协同，拓 展高附加值业务的重要举措，通过设立全资子公司加速技术创新，有望提升公司的核心竞争力与抗风险 能力。 ...

Core Viewpoint - Ming Tai Aluminum (601677) acknowledges the cost advantages of Nanshan Aluminum (600219) with a full industry chain, indicating a strategic approach to learning from competitors [1] Group 1: Company Strategy - Ming Tai Aluminum is leveraging its extensive downstream products and customer base to develop a recycling aluminum application, focusing on a green and low-carbon industry chain that includes "waste aluminum recycling - smelting regeneration - deep processing" [1] - The company aims to accelerate the upgrade of high-end product structures, enhancing its cyclical resilience and profitability [1] Group 2: Corporate Governance - Ming Tai Aluminum ensures stable corporate governance through its articles of association and board seat mechanisms [1]

Core Viewpoint - Nanshan Aluminum announced the establishment of a wholly-owned subsidiary, Shenzhen Hesheng High-Tech Co., Ltd., with an investment of 100 million yuan, which is expected to enhance the company's core competitiveness and risk resistance [1] Group 1: Investment Details - The investment of 100 million yuan is made using the company's own funds [1] - The subsidiary has obtained its business license, indicating formal establishment [1] - The legal representative, director, and general manager of the subsidiary is Lü Zhengfeng [1] Group 2: Strategic Implications - The investment does not constitute a related party transaction or a major asset restructuring [1] - The move aligns with the company's strategic planning [1] - It is anticipated to improve the company's core competitiveness and risk resistance [1] Group 3: Financial Impact - The investment is not expected to have a significant adverse impact on the company's finances [1] - There exists a risk that the operational performance may not meet expectations [1]