证券代码：600219 证券简称：南山铝业 公告编号：2026-009 山东南山铝业股份有限公司 关于设立全资子公司的公告 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 重要内容提示： 3、本次投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 投资标的名称：深圳合盛高科科技有限公司 投资金额：以自有资金人民币 10,000 万元出资设立 相关风险提示：本次公司设立的全资子公司在经营过程中存在受宏观经济、 行业环境、市场变化等因素导致经营业绩不达预期的风险。敬请广大投资者注意 投资风险，谨慎投资。 一、对外投资概述 1、本次对外投资基本情况 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。 2、董事会审议和表决情况 根据公司章程规定，本次设立全资子公司事宜由公司董事长审批，无须提交 公司董事会及股东会审议。 3、注册资本：10,000万元 4、管理层人员安排：法定代表人、董事、总经理为吕正风 1 5、经营范围 ...

由于完成认购事项的所有条件均已达成，本公司于2026年1月30日根据配售及认购协议的条款及条件按 每股认购股份64.50港元向卖方配发及发行3100万股认购股份。因此，紧随认购事项完成后，卖方所持 有的股份数目与紧接配售事项前相同。 南山铝业（600219）国际(02610)发布公告，配售事项已根据配售及认购协议的条款及条件于2026年1月 26日完成，其中合共3100万股出售股份已按每股出售股份64.50港元的配售价由配售代理竭力成功配售 予不少于六名承配人。 经扣除就配售事项及认购事项产生的所有相关费用、成本及开支(包括但不限于法律开支及报销费用) 后，认购事项的所得款项净额约为19.87亿港元。 ...

经扣除就配售事项及认购事项产生的所有相关费用、成本及开支(包括但不限于法律开支及报销费用) 后，认购事项的所得款项净额约为19.87亿港元。 智通财经APP讯，南山铝业国际(02610)发布公告，配售事项已根据配售及认购协议的条款及条件于2026 年1月26日完成，其中合共3100万股出售股份已按每股出售股份64.50港元的配售价由配售代理竭力成功 配售予不少于六名承配人。 由于完成认购事项的所有条件均已达成，本公司于2026年1月30日根据配售及认购协议的条款及条件按 每股认购股份64.50港元向卖方配发及发行3100万股认购股份。因此，紧随认购事项完成后，卖方所持 有的股份数目与紧接配售事项前相同。 ...

格隆汇1月30日丨南山铝业国际(02610.HK)公告，董事会欣然宣布，配售事项已根据配售及认购协议的 条款及条件于2026年1月26日完成，其中合共3100万股出售股份已按每股出售股份64.50港元的配售价由 配售代理竭力成功配售予不少于六名承配人。据董事在作出一切合理查询后所深知、全悉及确信，各承 配人及彼等各自的最终实益拥有人为独立于公司及其关连人士且与彼等并无关连的订约方，且彼等概不 会于紧随配售事项完成后成为公司主要股东。 ...

| 代码 | 名称 | 最新 | 涨幅% T | IOPV | 溢折率% | 成交额 | 年初至今涨幅% | 换手% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 517400 | 黄金股票ETF | 2.229 | -10.01 | 2.2505 | -0.96 | 3.71 Z | 37.93 | 18.14 | | 159562 | 黄金股ETF | 3.069 | -10.00 | 3.0913 | -0.72 | 12.76 Z | 37.56 | 13.10 | | 159321 | 黄金股票ETF | 2.197 | -10.00 | 2.1798 | 0.79 | 1.67 Z | 40.29 | 17.56 | | 517520 | 黄金股ETF | 2.819 | -9.99 | 2.8614 | -1.48 | 13.53 Z | 38.19 | 6.45 | | 159322 | 黄金股票ETF基金 | 2.270 | 666 | 2.2953 | -1.10 | 7091万 | 36.25 | 19.37 | ...

Group 1 - The core viewpoint is that the demand for aluminum is entering a new cycle supported by emerging economies, with a projected CAGR of 2.3% from 2025 to 2030 [1] - Domestic aluminum production capacity has reached its peak, while supply constraints in Europe and the U.S. due to energy shortages are expected to limit recovery, leading to a systematic decline in global supply growth with a CAGR of 1.4% from 2025 to 2030 [1] - The demand side is benefiting from fiscal and monetary easing, with traditional demand expected to be boosted, and new drivers such as energy storage and data centers emerging as new engines for aluminum demand [1] Group 2 - Chinese aluminum companies are accelerating their overseas expansion into regions like Southeast Asia, Africa, and the Middle East due to domestic bauxite shortages and production capacity limits since 2017 [2] - Companies that are first to expand overseas will build a first-mover advantage by securing resources and energy-rich areas [2] Group 3 - The continuous expansion of the supply-demand gap for electrolytic aluminum, combined with global fiscal and monetary policy support, is expected to drive aluminum prices to new highs, with low-cost maintenance leading to increased profit margins per ton of aluminum [3] - Current average valuation for electrolytic aluminum companies is around 10 times, indicating significant upward revaluation potential during price increases, suggesting a favorable environment for the sector [3] Group 4 - Investment recommendations focus on three selection criteria: companies with high capacity and market value that show significant performance elasticity with rising aluminum prices; companies with overseas expansion capabilities and strong growth potential; and prioritizing companies with high self-sufficiency in alumina, especially if alumina prices are at a low point [4] - Recommended stocks include China Hongqiao (01378), Aluminum Corporation of China (601600.SH, 02600), Tianshan Aluminum (002532.SZ), Nanshan Aluminum (600219.SH, 02610), and Huatong Cable (605196.SH) [4]

Market Overview - Global markets experienced turbulence on January 30, with major indices such as Nikkei 225, Hong Kong stocks, and US futures all showing declines. Gold and silver prices plummeted, and Bitcoin saw a significant drop, leading to over 270,000 liquidations in the cryptocurrency market, totaling nearly $1.7 billion [1][2]. A-Shares Performance - A-shares showed mixed results, with the Shanghai Composite Index regaining the 4100-point mark, while the ChiNext Index rebounded after hitting a low. However, over 3,800 stocks in the market declined [1]. Sector Performance - CPO and optical communication stocks surged, with companies like Lian Te Technology and Tianfu Communication rising over 11%, and Changfei Optical Fiber hitting the daily limit. Conversely, industrial and precious metals sectors faced significant declines, with over 20 stocks, including Nanshan Aluminum and Tongling Nonferrous Metals, hitting the daily limit down [1]. Precious Metals Market - International precious metals saw a sharp decline, with gold prices dropping by 4% to below $5200 per ounce, marking a daily decrease of over $200. Silver prices fell over 5%, dropping below the $110 mark [1]. Cryptocurrency Market - Major cryptocurrencies continued to decline, with Bitcoin falling over 6% to below $82,300, and Ethereum and SOL dropping over 7%. In the last 24 hours, more than 270,000 traders were liquidated, with a total liquidation amount close to $1.7 billion [2]. Dollar Index - The US dollar index rebounded, rising by 0.44% to 96.58 as of 11:30 AM Beijing time [3]. Geopolitical Factors - Ongoing tensions in the Middle East are impacting global markets. US President Trump announced plans to engage in dialogue with Iran, and the market is closely watching the announcement of the next Federal Reserve Chair, which is expected to be revealed on January 30 [5].

Group 1 - The core viewpoint of the news is the anticipation of Kevin Warsh being nominated as the new Federal Reserve Chairman, which has led to a significant drop in the prices of non-ferrous stocks [1] - The market prediction for Warsh's nomination has surged to 87% according to Polymarket, indicating strong market sentiment towards a hawkish candidate [1] - The report from Guojin Securities outlines the main logic for the non-ferrous sector this year, highlighting low supply due to low capital expenditure, domestic anti-competition measures, and overseas resource nationalism [1] Group 2 - The demand for non-ferrous metals is driven by AI, new energy, and the reconstruction of manufacturing in Europe and the US [1] - The report emphasizes strong inventory replenishment due to low existing inventories across supply chains and the initiation of a national reserve cycle in the US [1] - Despite recent price volatility due to regional issues, the fundamental outlook for commodity prices remains strong, with macroeconomic fluctuations being the only potential disruptor [1] Group 3 - As of January 30, 2026, the non-ferrous metal industry index (399395) saw significant declines in major stocks, with Nanshan Aluminum leading at a drop of 10.05% [2] - The non-ferrous ETF Penghua (159880) decreased by 8.66%, with a latest price of 2.39 yuan and a net inflow of 11 million units over the past seven days [2] - The top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including companies like Zijin Mining and Ganfeng Lithium [2]

【大河财立方消息】1月30日，贵金属持续跳水，现货黄金盘中跌超3%，失守5200美元/盎司，日内跌 近200美元；现货白银跌近4%。 | 伦敦金现 | | | SPTAUUSDOZ | | --- | --- | --- | --- | | 5192.560 | | | -184.600 -3.43% | | IDC USD 10:15:18 | | | 1 . . + | | 英 | 5192.860 | | | | 本 | 5192.560 | | | | 总量 | 0 | 现手 | 0 | | 结算价 | | 开盘 | 5390.563 | | 最高 | 5451.010 | 最低 | 5186.513 | | 均价 | | 振幅 | 4.92% | | 外留 | 0 | 内盘 | 0 | | 昨结 | 5377.160 | 昨收 | 5377.160 | | 涨停 | 0.000 | 跌停 | 0.000 | 同日，多家黄金珠宝品牌境内足金首饰价格大幅回调，周生生报价1662元/克，周大福报价1685元/克， 老凤祥报价1620元/克，老庙黄金报价1668元/克。 责编:史健 | 审核:李震 | 监审 ...

Core Insights - The main focus of the news is the significant outflow of capital from various stocks, indicating a potential shift in investor sentiment and market dynamics. Group 1: Stock Performance and Capital Outflow - Industrial Fulian experienced the highest capital outflow of 5.09%, totaling 5.444 billion yuan [1][2] - Sunshine Power saw a capital outflow of 1.558 billion yuan with a decline of 4.92% [1][2] - China Aluminum had a capital outflow of 1.452 billion yuan, but its stock price increased by 3.49% [1][2] - Tongling Nonferrous Metals recorded a capital outflow of 1.204 billion yuan with a notable increase of 10.06% in stock price [1][2] - Semiconductor company SMIC faced a capital outflow of 1.109 billion yuan, with a decrease of 4.2% [1][2] Group 2: Sector Analysis - The consumer electronics sector, represented by Industrial Fulian and Luxshare Precision, showed significant capital outflows of 5.444 billion yuan and 1.068 billion yuan respectively [1][2] - The photovoltaic equipment sector, represented by Sunshine Power, experienced a capital outflow of 1.558 billion yuan [1][2] - The non-ferrous metals sector, including China Aluminum and Tongling Nonferrous Metals, had mixed results with capital outflows of 1.452 billion yuan and 1.204 billion yuan respectively [1][2] - The semiconductor sector, represented by SMIC, faced a capital outflow of 1.109 billion yuan [1][2] Group 3: Additional Stock Movements - Other notable stocks with significant capital outflows include: - Luoyang Molybdenum with 1.080 billion yuan and a slight decrease of 0.04% [1][2] - Hunan Silver with a capital outflow of 1.062 billion yuan and an increase of 4.95% [1][2] - Xiamen Tungsten with a capital outflow of 0.821 billion yuan and a decline of 7.11% [1][3] - The electronics components sector, represented by Huadian Co. and Shenghong Technology, also saw capital outflows of 0.895 billion yuan and 0.740 billion yuan respectively [1][3]