第一节 重要提示 登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：601388 公司简称：怡球资源 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有重大影响和预计 ...

（编辑 何成浩） 证券日报网讯 8月26日晚间，怡球资源发布公告称，2025年半年度公司实现营业收入3，580，910， 999.45元，同比增长10.46%；归属于上市公司股东的净利润为29，389，746.51元，同比下降57.11%。 ...

智通财经APP讯，怡球资源(601388.SH)披露2025年半年度报告，报告期公司实现营收35.81亿元，同比 增长10.46%;归母净利润2939万元，同比下降57.11%;扣非净利润3279万元，同比下降54.23%;基本每股 收益0.01元。 ...

证券代码：601388 证券简称：怡球资源 公告编号：2025-030 怡球金属资源再生(中国)股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 年度的经营成果及财务指标的具体情况与投资者进行互动交流和沟 通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一）会议召开时间：2025年09月23日（星期二）13:00-14:00 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证路演中心网络互动 三、 参加人员 投资者可于 2025 年 09 月 16 日 （星期二） 至 09 月 22 日 （星 期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 jjshi@yechiu.com.cn 进行提问。公司将在说明会 ...

怡球资源8月26日披露的半年报显示，公司上半年实现营业收入35.81亿元，同比增长10.46%；归属于上 市公司股东的净利润2938.97万元，同比下降57.11%；基本每股收益0.01元。 ...

格隆汇8月26日丨怡球资源(601388.SH)公布2025年半年度报告，报告期实现营业收入35.81亿元，同比增 长10.46%；归属于上市公司股东的净利润2938.97万元，同比下降57.11%；归属于上市公司股东的扣除 非经常性损益的净利润3278.92万元，同比下降54.23%；基本每股收益0.01元。 ...

怡球金属资源再生（中国）股份有限公司2025 年半年度报告 公司代码：601388 公司简称：怡球资源 怡球金属资源再生（中国）股份有限公司 2025 年半年度报告 1 / 134 怡球金属资源再生（中国）股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人刘凯珉、主管会计工作负责人黄勤利及会计机构负责人（会计主管人员）高玉 兰声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质性承诺，敬 请投资者予以关注。 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告中详细描述存在的风险，敬请查阅第三节管理层讨论与分析中关于公司其他披露 事项中可 ...

怡球资源公告，2025年上半年营业收入35.81亿元，同比增长10.46%。净利润2938.97万元，同比下降 57.11%。基本每股收益0.01元／股，同比下降66.67%。 ...

Group 1 - The core viewpoint of the article highlights the growth potential of the aluminum alloy industry in China, with significant production increases projected for the coming years [1][3] - According to data from the National Bureau of Statistics, China's aluminum alloy production is expected to reach 1.67 million tons by June 2025, representing a year-on-year growth of 18.8% [1] - In the first half of 2025, the cumulative production of aluminum alloys in China is reported to be 9.097 million tons, reflecting a cumulative growth of 14.6% [1] Group 2 - The article lists several publicly listed companies in the aluminum industry, including China Aluminum (601600), Nanshan Aluminum (600219), and others, indicating a diverse market landscape [1] - The report referenced is the "2025-2031 China Aluminum Alloy Industry Market Operation Pattern and Prospect Strategic Analysis Report" published by Zhiyan Consulting, which provides insights into market trends and forecasts [1][3] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive solutions for investment decisions [3]

Report Overview - Report Title: Non-ferrous Metals Weekly Report (Alumina, Electrolytic Aluminum, and Aluminum Alloys) - Report Date: August 4, 2025 - Research Team: Hongyuan Futures Metal Research Team 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - The US tariff hikes increase global economic uncertainty, and the traditional consumption off - season leads to inventory accumulation expectations, putting pressure on aluminum prices [1] - For alumina, although the cost is pushed up by the rising price of imported bauxite from Guinea, the supply - demand is expected to be loose, so the price may be cautiously weak - For electrolytic aluminum and aluminum alloys, the weak US job market raises the expectation of Fed rate cuts, but the traditional consumption off - season suppresses downstream demand, and prices may still have room to fall 3. Summary by Category Alumina - **Supply - demand situation**: Domestic bauxite supply is expected to be loose in August, with production and imports likely to increase. China's alumina production in August may increase month - on - month, and the surplus of alumina compared to electrolytic aluminum's operating capacity in July has expanded. Imports may decrease and exports may increase in August, and port inventories have decreased [3][18][27] - **Price and cost**: The price of imported bauxite from Guinea has risen, pushing up production costs. The average daily full production cost of Chinese alumina is about 2,880 yuan/ton. The price of alumina may be cautiously weak. It is recommended that investors hold previous short positions cautiously, paying attention to the support level around 3,000 - 3,100 and the resistance level around 3,500 - 3,800 [3][24] - **Investment strategy**: Hold previous short positions cautiously, pay attention to support and resistance levels [3] Electrolytic Aluminum - **Supply - demand situation**: Domestic electrolytic aluminum production in August may increase month - on - month due to the resumption and new production of some projects. Imports in August may also increase. The operating rate of downstream leading processing enterprises has declined, and the demand is weak [4][60] - **Price and cost**: The weak US job market raises the expectation of Fed rate cuts, but the traditional consumption off - season suppresses downstream demand. The price of Shanghai aluminum may still have room to fall. It is recommended that investors hold previous short positions cautiously, paying attention to the support level around 20,000 - 20,300 and the resistance level around 21,000 - 21,500 for Shanghai aluminum, and the support level around 2,300 - 2,500 and the resistance level around 2,700 - 2,800 for LME aluminum [4] - **Investment strategy**: Hold previous short positions cautiously, pay attention to support and resistance levels [4] Aluminum Alloys - **Supply - demand situation**: The production of domestic scrap aluminum in August may decrease, and imports may increase. The production of primary and recycled aluminum alloys in August may increase, and the raw material inventory of recycled aluminum alloy enterprises may increase while the finished product inventory may decrease. The import and export volume of unwrought aluminum alloys in August may decrease [6][71][84] - **Price and cost**: The weak US job market raises the expectation of Fed rate cuts, but domestic recycled aluminum alloy production is still in the red, and the traditional consumption off - season suppresses downstream demand. The price of aluminum alloys may still have room to fall. It is recommended that investors hold previous short positions cautiously, paying attention to the support level around 19,500 - 19,700 and the resistance level around 20,000 - 20,300 [6] - **Investment strategy**: Hold previous short positions cautiously, pay attention to support and resistance levels [6] Basis and Spread - **Alumina**: The basis and monthly spread are positive and basically within a reasonable range. It is recommended that investors hold previous long positions on the alumina basis cautiously [11] - **Electrolytic Aluminum**: The basis of Shanghai aluminum is positive and basically within a reasonable range, and the monthly spread is also positive and reasonable. It is recommended that investors wait and see for the arbitrage opportunities of the basis and monthly spread of Shanghai aluminum [39] - **Aluminum Alloys**: The basis and monthly spread of cast aluminum alloys are positive and basically within a reasonable range. It is recommended that investors wait and see for the arbitrage opportunities of the basis and monthly spread of cast aluminum alloys [67]