证券代码：600219 证券简称：南山铝业 公告编号：2026-007 山东南山铝业股份有限公司 关于以集中竞价交易方式首次回购公司股份公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/12/23 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2026 年 1 月 1 月 | 9 | 日~2027 | 年 | 8 日 | | 预计回购金额 | 300,000,000元~600,000,000元 | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 1,347,500股 | | | | | | 累计已回购股数占总股本比例 | 0.01% | | | | | | 累计已回购金额 | 8,880,025元 | | | | | | 实际回购价格区间 | ...

格隆汇1月20日丨南山铝业(600219.SH)公布，2026年1月20日，公司通过集中竞价交易方式首次回购股 份数量为134.75万股，占公司总股本的比例为0.01%，回购成交的最高价为6.59元/股，最低价为6.59元/ 股，支付的资金总额为人民币8,880,025元（不含交易费用）。 ...

格隆汇1月20日丨南山铝业(600219.SH)公布，2026年1月20日，公司通过集中竞价交易方式首次回购股 份数量为134.75万股，占公司总股本的比例为0.01%，回购成交的最高价为6.59元/股，最低价为6.59元/ 股，支付的资金总额为人民币8,880,025元（不含交易费用）。 ...

南山铝业公告称，公司分别于2025年12月22日和2026年1月9日通过回购股份议案，将以3亿-6亿元自有 资金，不超7.52元/股的价格，回购3989.36万-7978.72万股用于减少注册资本，回购期自2026年1月9日至 2027年1月8日。2026年1月20日，公司首次以集中竞价方式回购股份134.75万股，占总股本0.01%，支付 资金888.0025万元，成交价均为6.59元/股。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300337 | 银邦股份 | 15.52 | -8.92% | 108.39万 | 17.41亿 | | 002171 | 楚江新材 | 13.99 | -4.24% | 96.56万 | 13.67亿 | | 002824 | 和胜股份 | 20.96 | -3.50% | 23.52万 | 26667 | | 300328 | 直安科技 | 17.40 | -2.85% | 40.07万 | 7.05亿 | | 603115 | 海星股份 | 23.56 | -2.81% | 17.96万 | 4.27亿 | | 002501 | 利源股份 | 2.51 | -2.71% | 104.22万 | 2.63亿 | | 002295 | 精艺股份 | 12.20 | -2.71% | 7.41万 | 9101.96万 | | 002988 | 蒙美新材 | 38.01 | -2.59% | 4.22万 | 1.61亿 | | 603876 | 鼎 ...

Group 1 - The high dividend selection concept increased by 1.39%, ranking 10th among concept sectors, with 16 stocks rising, including Nanshan Aluminum, Dongfang Yuhong, and Lantian Gas, which rose by 7.49%, 7.03%, and 4.21% respectively [1][2] - The leading decliners in the high dividend selection sector included Action Education, Siwei Liekong, and Qianjiang Motorcycle, which fell by 2.62%, 1.43%, and 0.99% respectively [1][2] - The high dividend selection sector saw a net inflow of 388 million yuan from main funds, with 10 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow, led by Minsheng Bank with a net inflow of 115 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Fusenmei, COSCO Shipping, and Minsheng Bank, with net inflow ratios of 14.94%, 10.54%, and 9.95% respectively [3][4] - The high dividend selection concept's top stocks by net inflow included Minsheng Bank, COSCO Shipping, Dongfang Yuhong, and Nanshan Aluminum, with respective net inflows of 115.39 million yuan, 100.27 million yuan, 72.47 million yuan, and 43.30 million yuan [3][4] - The overall market performance showed various sectors with significant fluctuations, with epoxy propylene leading the gainers at 5.78% and military information technology declining by 3.29% [2]

Group 1 - The Shenzhen Composite Index fell by 1.22% and the ChiNext Index dropped by 1.83% as of 11:30 AM on January 20, indicating a bearish trend in the market [1] - Notable stock performances included Nanshan Aluminum rising over 7%, Satellite Chemical and Conch Cement increasing by over 5%, and several other companies like Gujia Home, China Chemical, and Oppein Home gaining over 4% [1] Group 2 - The cash flow ETF managed by Harvest (159221) decreased by 0.08%, with a trading volume of 10.194 million yuan and a turnover rate of 1.29% [2] - There is an increasing market demand for high-dividend and stable cash flow assets, as funds are rotating from momentum-driven bubbles to high-value opportunities under the current "slow bull" market in A-shares [2] - The cash flow index, which includes non-ferrous metals and basic chemicals, benefits from the pricing of physical assets and high operating rates, showing significant cyclical alpha characteristics [2] - During the 14th Five-Year Plan, the State Grid is expected to invest 4 trillion yuan in fixed assets, a 40% increase compared to the previous plan, which directly benefits index components related to grid equipment and energy [2]

1月19日，南山铝业公告，拟通过控股子公司南山铝业国际控股有限公司的间接全资子公司盛世亚洲与 盛世铝业合资，在印尼设立项目子公司PT.HEAI建设南山铝业国际控股有限公司印尼宾坦工业园年产 25万吨电解铝项目（其中盛世亚洲持股99%，盛世铝业持股1%），总投资约4.37亿美元（折合30.56亿 元人民币）。 或受此消息提振，今日公司股价收涨7.49%，报6.6元/股，总市值约757.9亿元。 本次交易意在持续压降电解铝生产成本，构建规模化竞争优势。公告称，依托印尼氧化铝资源禀赋与成 本优势，本项目可有效赋能电解铝主业降本增效，在已有电解铝产能建设的基础上，进一步增加公司电 解铝产能及提升公司盈利空间，同时积极响应当地市场需求，增强公司海外业务的弹性和韧性，助力公 司海外业务持续稳健发展。 近年来，全球铝产业链加速重构，国内电解铝产能受政策管控设定天花板，行业竞争逐步转向成本控制 与海外资源布局，同时新能源汽车、航空航天等下游领域需求稳步攀升，带动高端铝加工产品需求增 长。 此次25万吨电解铝项目，是公司铝产业链布局的延伸。此前，公司已在印尼宾坦工业园建成年产200万 吨氧化铝项目，目前产能保持满产状态。202 ...

Summary of Conference Call Notes on Nanshan Aluminum Industry Company Overview - Nanshan Aluminum is planning to establish a joint venture in Indonesia to build a 250,000-ton electrolytic aluminum project through its subsidiary, Nanshan Aluminum International, with an investment of 3.056 billion yuan. The project is expected to take 2 years to complete [1] - The company has an existing domestic capacity of 680,000 tons of electrolytic aluminum and 1.4 million tons of alumina, with a 100% matching anode supply [1] Key Points and Arguments - The planned capacity in Indonesia could reach 700,000 tons, effectively doubling the production scale [1] - Nanshan Aluminum International has announced an additional plan for a 500,000-ton electrolytic aluminum project, which, combined with the existing projects, will increase the total capacity to 1.38 million tons [1] - The company has a 100% self-sufficiency rate for upstream resources, including power plants, alumina, and anodes, ensuring stable production costs for domestic electrolytic aluminum [2] - The existing 4 million tons alumina project in Indonesia has very low costs, further supporting the anode project [2] Financial Performance and Dividend Policy - Nanshan Aluminum has demonstrated strong dividend capabilities, announcing a special dividend of 3 billion yuan in 2025, with a total expected dividend of 5 billion yuan, corresponding to a dividend payout ratio of nearly 100% [2] - The company maintains a strong balance sheet and cash flow, with an expected high dividend yield of approximately 5.6% based on a 60% payout ratio in 2026 [2] - Considering the 250,000-ton projects, the estimated profit from the Indonesian electrolytic aluminum is projected to be 2.4 billion yuan, leading to a total profit of 8.8 billion yuan for Nanshan Aluminum, resulting in a valuation of only 8 times earnings [2] - If the additional 500,000-ton electrolytic aluminum project is included, the profit from Indonesian electrolytic aluminum could reach 4.1 billion yuan, pushing the total profit over 10.5 billion yuan, effectively doubling the profit scale and resulting in a valuation of less than 7 times earnings, indicating a potential market value increase of over 40% [2]

（文章来源：每日经济新闻） 每经AI快讯，南山铝业国际(02610.HK)涨超5%，截至发稿涨5.08%，报71.5港元，成交额1277.18万港 元。 ...