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: 2025年7月31日 狀態: 新提交 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 | 普通股 | 股份類別 A | | | 於香港聯交所上市 (註1) | | 否 | | | --- ...

作者：行情君 8月5日，上证指数涨0.96%，收报3617.6点，恒生指数涨0.68%，收报24902.53点。 中铝国际AH溢价达121.15%，位居AH股溢价率第18位。当日收盘，中铝国际A股报4.84元，涨幅 0.62%，H股报2.39港元，上涨1.27%。 资料显示，中铝国际工程股份有限公司(简称"中铝国际")成立于2003年12月16日,隶属于中国铝业集团有 限公司(以下简称"中铝集团")的工程技术经营单元,是中铝集团控股子公司,所在地位于北京市海淀区杏 石口路99号C座,拥有工程设计综合甲级资质,是中国有色金属行业领先的技术、工程服务与设备供应 商。中铝国际于2012年7月6日在香港联交所(H股代码:02068.HK)上市,于2018年8月31日在上海证券交易 所(A股代码:601068.SH)主板上市,成为"A+H"股有色工程技术第一股。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 本文源自：金融界 ...

Group 1 - The stock price of Chalco International closed at 4.81 yuan on July 31, 2025, down by 0.09 yuan, representing a decline of 1.84% from the previous trading day [1] - The trading volume for the day was 181,000 hands, with a transaction amount of 0.88 billion yuan [1] - Chalco International primarily engages in engineering design and consulting, engineering and construction contracting, equipment manufacturing, and trading [1] Group 2 - The company operates across multiple segments of the non-ferrous metal industry chain, including mining, ore dressing, smelting, and processing [1] - On July 31, 2025, the net outflow of main funds for Chalco International was 6.54 million yuan, accounting for 0.05% of the circulating market value [1] - The current price-to-earnings ratio (P/E) for the company is 54.61 times, and the price-to-book ratio (P/B) is 5.03 times [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of China Aluminum International Engineering Corporation, indicating a significant disparity between its high PE ratio and the industry average [1][3]. - As of July 31, the company's stock closed at 4.81 yuan, down 1.84%, with a rolling PE ratio of 78.53 times, compared to the industry average of 15.31 times [1][3]. - The total market capitalization of the company is 14.371 billion yuan, ranking it 59th in the engineering construction industry [1][3]. Group 2 - The main business of China Aluminum International includes design consulting, EPC engineering contracting, construction, and equipment manufacturing, leveraging its technological and talent advantages in the non-ferrous metal industry [2]. - The company has participated in numerous projects across various sectors, contributing to over a hundred "China First" and "World First" achievements, establishing itself as a leader in the non-ferrous metal industry [2]. - In the latest quarterly report for Q1 2025, the company reported an operating income of 4.804 billion yuan, a year-on-year decrease of 3.63%, and a net profit of 65.797 million yuan, down 36.71% [2].

Group 1 - As of July 30, 2025, the stock price of China Aluminum International is reported at 4.90 yuan, reflecting a decrease of 0.81% compared to the previous trading day [1] - The trading volume for the day reached 175,454 lots, with a total transaction amount of 0.86 billion yuan [1] - The company is categorized under the engineering construction sector, primarily engaged in engineering design, contracting, and equipment manufacturing [1] Group 2 - China Aluminum International's business encompasses multiple segments of the non-ferrous metal industry chain [1] - On July 30, 2025, the net outflow of main funds for the company amounted to 6.59 million yuan [1]

Group 1 - The core business of the company includes design consulting, EPC engineering contracting, construction, and equipment manufacturing, leveraging its leading technology, talent, qualifications, and international advantages in the non-ferrous metal industry [2] - The company has participated in various sectors such as metallurgy, transportation, municipal, construction, power, petroleum, chemical, and military, creating numerous "China first" and "world first" achievements [2] - The latest financial report shows that in Q1 2025, the company achieved operating revenue of 4.804 billion yuan, a year-on-year decrease of 3.63%, and a net profit of 65.797 million yuan, a year-on-year decrease of 36.71%, with a gross profit margin of 8.91% [2] Group 2 - The company's current price-to-earnings (PE) ratio is 80.16, significantly higher than the industry average of 14.92 and the industry median of 20.06, ranking 59th in the engineering construction sector [1][3] - The total market capitalization of the company is 14.67 billion yuan, with a rolling PE ratio indicating a high valuation compared to peers [1][3] - As of August 31, 2018, the company had 245,413 shareholders, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]

Group 1 - The core business of the company includes design consulting, EPC engineering contracting, construction, and equipment manufacturing, leveraging its leading technology, talent, qualifications, and international advantages in the non-ferrous metal industry [2] - The company has participated in over ten industries including metallurgy, transportation, municipal, construction, electricity, petroleum, chemical, and military, creating numerous "China First" and "World First" achievements [2] - The latest financial results show that in Q1 2025, the company achieved operating revenue of 4.804 billion yuan, a year-on-year decrease of 3.63%, and a net profit of 657.97 million yuan, a year-on-year decrease of 36.71% with a gross profit margin of 8.91% [2] Group 2 - As of July 21, the company's stock closed at 5.01 yuan, up 2.66%, with a rolling PE ratio of 81.79 times and a total market value of 14.969 billion yuan [1] - The average PE ratio in the engineering construction industry is 14.94 times, with a median of 20.47 times, placing the company at the 59th position in the industry ranking [1][3] - The company has over 500 projects that have received various prestigious awards, including the China Construction Engineering Luban Prize and the Civil Engineering Zhan Tianyou Award [2]

中铝国际工程股份有限公司 2025 年第二季度主要经营数据公告 截至 2025 年 6 月 30 日，公司存量合同总额为人民币 458.38 亿 元。具体情况如下： 证券代码：601068 证券简称：中铝国际 公告编号：临2025-032 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。 2025 年上半年，中铝国际工程股份有限公司（以下简称公司） 新签合同总额为人民币 164.01 亿元，较上年同期增加 26.24%。具体 情况如下： | 合同类型 | 2025 年 4 | 月-6 月 | | 2025 | 年累计 | | | --- | --- | --- | --- | --- | --- | --- | | | 数量 | 金额 | 数量 | 金额 | 去年同期 | 同比增减 | | | (个) | (亿元) | (个) | (亿元) | (亿元) | (%) | | 一、分行业 | | | | | | | | 1.工业 | 1,044 | 72.29 | 1908 | 156.33 | 113.55 | 37.68 | ...

中铝国际(02068.HK)：2025年上半年，公司新签合同总额为人民币164.01亿元，较上年同期增加 26.24%。 ...

Group 1 - The core business of the company includes design consulting, EPC engineering contracting, construction, and equipment manufacturing, leveraging its leading technology, talent, qualifications, and international advantages in the non-ferrous metal industry [2] - The company has participated in over ten industries including metallurgy, transportation, municipal, construction, electricity, petroleum, chemical, and military, creating numerous "China First" and "World First" achievements [2] - The latest financial results for Q1 2025 show the company achieved a revenue of 4.804 billion yuan, a year-on-year decrease of 3.63%, and a net profit of 65.797 million yuan, a year-on-year decrease of 36.71%, with a gross profit margin of 8.91% [2] Group 2 - The company's current stock price is 5.0 yuan, with a PE ratio of 81.63, significantly higher than the industry average of 14.35 and the industry median of 19.80, ranking 59th in the engineering construction sector [1][3] - As of Q1 2025, there are six institutions holding shares in the company, with a total holding of 2.2801551 billion shares valued at 10.398 billion yuan [1]