MACD金叉信号形成，这些股涨势不错！ 中国铝业(601600.SH)现跌4.46%报11.14元，暂成交52亿元，最新市值1911亿元。该股上周四(11月13日)盘中曾高见12.3元，股价创2010年11月12日以来逾15 年新高。 中国铝业公告称，公司现任董事、副总经理蒋涛计划自2025年12月8日起至2026年3月7日期间，通过集中竞价方式减持不超过5.75万股A股股份，约占公司总 股本的0.00034%。减持价格按市场价格确定，减持数量未超过其持有公司股份数量的25%。(格隆汇) ...

资料显示，中国铝业股份有限公司位于北京市海淀区西直门北大街62号，成立日期2001年9月10日，上 市日期2007年4月30日，公司主营业务涉及铝土矿、煤炭等资源的勘探开采,氧化铝、原铝和铝合金产品 生产、销售、技术研发,国际贸易,物流产业,火力及新能源发电等。主营业务收入构成为：销售商品 97.41%，其他业务收入1.56%，提供服务1.03%。 从基金十大重仓股角度 数据显示，东财基金旗下1只基金重仓中国铝业。东财有色增强A（011630）三季度增持18.62万股，持 有股数138.73万股，占基金净值比例为3.45%，位居第八大重仓股。根据测算，今日浮亏损失约81.85万 元。 东财有色增强A（011630）成立日期2021年3月16日，最新规模1.16亿。今年以来收益77.33%，同类排 名75/4217；近一年收益62.22%，同类排名122/3957；成立以来收益106.63%。 11月17日，中国铝业跌5.06%，截至发稿，报11.07元/股，成交48.74亿元，换手率3.29%，总市值 1899.13亿元。 东财有色增强A（011630）基金经理为杨路炜。 截至发稿，杨路炜累计任职时间4年24 ...

Group 1 - Main capital inflow observed in the computer, defense, and media sectors, while the pharmaceutical and banking sectors experienced capital outflow [1] - Specific stocks with significant net inflow include Great Wall Military Industry (¥1.828 billion), 360 Security Technology (¥1.576 billion), and Huasheng Tiancheng (¥1.419 billion) [1] - Stocks facing notable net outflow include Longi Green Energy (¥0.405 billion), China Aluminum (¥0.403 billion), and Xian Dao Intelligent (¥0.379 billion) [1]

Core Insights - The Guozheng Free Cash Flow Index has decreased by 0.86% as of November 17, 2025, with mixed performance among constituent stocks [1] - The Free Cash Flow ETF (159201) has dropped by 1.07%, currently priced at 1.21 yuan, with a trading volume of 2.02 billion yuan [1] - Over the past six days, the Free Cash Flow ETF has seen continuous net inflows, totaling 8.88 billion yuan, with a daily average net inflow of 1.48 billion yuan [1][4] Performance Metrics - The Free Cash Flow ETF has achieved a net value increase of 22.85% over the past six months [4] - Historical performance shows a maximum monthly return of 7%, with the longest consecutive monthly gain of 6 months and a total gain of 22.69% [4] - The ETF has a monthly profit percentage of 87.5% and a historical 100% profit probability for holding over six months [4] Fund Details - The management fee for the Free Cash Flow ETF is 0.15%, and the custody fee is 0.05% [5] - As of October 31, 2025, the top ten weighted stocks in the Guozheng Free Cash Flow Index account for 54.79% of the index, including China National Offshore Oil Corporation and SAIC Motor [5] Stock Performance - The top ten stocks in the index have shown varied performance, with notable declines in stocks like Gree Electric Appliances (-1.08%) and China Aluminum (-2.57%) [7]

Economic Information - The price of upstream storage chips has surged, leading several smartphone manufacturers, including Xiaomi, OPPO, and vivo, to suspend their storage chip purchases for the current quarter. Many manufacturers have inventory levels below two months, with some DRAM inventories dropping to less than three weeks. They are hesitant to accept price quotes from original manufacturers (Micron, Samsung, SK Hynix) that approach a 50% increase. The demand for storage chips has surged due to the AI model wave, with data centers willing to pay higher prices for procurement, often exceeding prices offered to smartphone manufacturers by over 30% for the same products [2][8]. - The Ningbo Shipping Exchange reported that the Ningbo Export Container Freight Index (NCFI) closed at 999.7 points, down 5.1% from the previous week. Among 21 shipping routes, 6 saw an increase in freight index, while 14 experienced a decline, and 1 remained stable. In major ports along the "Maritime Silk Road," 5 ports saw an increase in freight index, while 11 ports saw a decrease [2][8]. Company Alerts - China Fortune Land Development has seen a cumulative increase of 256% over 14 trading days, significantly higher than the industry and Shanghai Composite Index, and is now under suspension for verification [4]. - Contemporary Amperex Technology Co., Ltd. (CATL) has its third-largest shareholder, Huang Shilin, planning to transfer 1% of shares, valued at approximately 18.4 billion yuan [4]. - Other companies, including Baida Group, Chahua Co., and Yifeng Pharmacy, have announced plans for share reductions by various stakeholders, with reductions ranging from 0.0176% to 3% [4][8]. Overseas Alerts - The U.S. stock market saw mixed results last Friday, with the Dow Jones down 0.65%, S&P 500 down 0.05%, and Nasdaq up 0.13%. Notable tech stocks had varied performances, with Oracle rising over 2% and Netflix dropping over 3% [5]. - The Chinese Ministry of Foreign Affairs issued a travel advisory, warning citizens to avoid traveling to Japan due to deteriorating safety conditions and recent incidents involving Chinese nationals [5].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：601600 股票简称：中国铝业 公告编号：临2025-066 中国铝业股份有限公司关于董事减持股份计划的公告 本公司董事会、全体董事及相关股东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： 1.本次拟减持的人员为中国铝业股份有限公司（以下简称"公司"）现任董事、副总经理蒋涛先生。截至 本公告披露日，蒋涛先生持有公司230,000股A股股份，占公司已发行总股本的约0.0013%。 2.本次减持计划的主要内容 因个人资金需求，蒋涛先生计划自2025年12月8日起至2026年3月7日止期间内，通过集中竞价方式减持 公司A股股份不超过57,500股，约占公司总股本的0.00034%。蒋涛先生本次计划减持股份数量未超过其 持有的公司股份数量的25%，减持价格按市场价格确定。 一、减持主体的基本情况 ■ 上述减持主体无一致行动人。 二、减持计划的主要内容 ■ （二）相关股东此前对持股比例、持股数量、持股期限、减持方式、减持数量、减持价格等是否作出承 诺 □是 √否 （三）上海证券交易 ...

Investment Rating - The report maintains a "Recommended" rating for the aluminum industry [1] Core Views - Concerns over overseas electrolytic aluminum supply due to power shortages have led to aluminum prices surpassing 22,000 RMB/ton [11] - The macroeconomic environment remains favorable, with expectations of continued demand growth despite entering the traditional off-season [11] - The aluminum industry is expected to maintain high prosperity in the long term due to limited supply growth and potential demand increases [11] Summary by Sections Price - As of November 14, the LME three-month aluminum closing price was 2,858.5 USD/ton, a decrease of 3.5 USD/ton week-on-week but an increase of 330.5 USD/ton year-on-year [21] - The Shanghai aluminum active contract closing price was 21,840.0 RMB/ton, up 215.0 RMB/ton week-on-week and up 1,075.0 RMB/ton year-on-year [21] Production - In October 2025, electrolytic aluminum production was 3.742 million tons, an increase of 127,000 tons month-on-month and 168,000 tons year-on-year [51] - The production of alumina in October 2025 was 7.785 million tons, up 182,000 tons month-on-month and 872,000 tons year-on-year [51] Inventory - As of November 13, the inventory of electrolytic aluminum ingots in major domestic consumption areas was 621,000 tons, with a slight decrease of 1,000 tons week-on-week [7] - The inventory of alumina at electrolytic aluminum plants was 3.281 million tons, an increase of 16,000 tons week-on-week [31] Key Companies and Earnings Forecast - China Hongqiao (1378.HK): Price 30.55 RMB, EPS forecast for 2025E is 2.65 RMB, with a PE ratio of 11.5, rated as "Buy" [5] - Tianshan Aluminum (002532.SZ): Price 14.02 RMB, EPS forecast for 2025E is 1.00 RMB, with a PE ratio of 14.0, rated as "Buy" [5] - Shenhuo Co. (000933.SZ): Price 25.73 RMB, EPS forecast for 2025E is 2.13 RMB, with a PE ratio of 12.1, rated as "Buy" [5] - China Aluminum (601600.SH): Price 11.66 RMB, EPS forecast for 2025E is 0.84 RMB, with a PE ratio of 13.8, rated as "Buy" [5] - Yun Aluminum (000807.SZ): Price 25.95 RMB, EPS forecast for 2025E is 1.88 RMB, with a PE ratio of 13.8, rated as "Buy" [5]

据统计，11月16日，暂无A股上市公司披露增持情况。包括益丰药房、国创高新、新农股份、千里科 技、高凌信息、时空科技、茶花股份、中国铝业在内的8家A股上市公司披露减持情况。 | | | 11.16上市公司盘后减持情况 | | --- | --- | --- | | 1 | 益丰药房 | 高管王永辉、肖再祥合计拟减持不超0.0176%股份 | | 2 | 国创高新 | 大股东黄宇拟减持不超1%公司股份 | | 3 | 新农股份 | 董事王湛钦计划减持公司股份不超30万股 | | র্ব | 高陵信息 | 多股东拟合计减持不超1.49%股份 | | 5 | 千里科技 | 股东江河汇拟减持不超2%公司股份 | | 6 | 时空科技 | 拟减持不超29.07万股已回购股份 | | 7 | 亲花股份 | 北京厚毅拟减持公司不超3%股份 | | 8 | 中国語V | 董事蒋涛拟减持不超5.75万股公司股份 | 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 沪指再创反弹新高，3分钟便捷开户，把握投资先机！长江证券三大尊享福利>> ...

Group 1 - Rongbai Technology signed a cooperation agreement with CATL, becoming its primary supplier of sodium battery cathode materials, with a commitment to supply at least 60% of CATL's total procurement volume if annual purchases exceed 500,000 tons [3] - Meihe Co., Ltd.'s controlling shareholder and chairman Wang Jinping is under investigation and has been placed under detention, with the general manager Zhang Kaixu taking over the chairman's responsibilities [4] - Fudan Microelectronics announced that Guosheng Investment plans to acquire 12.99% of its shares from Fuxin Fangao, making Guosheng the largest shareholder post-transfer [5] Group 2 - Guolian Minsheng received approval from the China Securities Regulatory Commission for its stock option market-making business [6] - Luoping Zinc Electric's subsidiary has received approval to resume production at the Jinpo lead-zinc mine, having met safety and operational requirements [7] - Heshun Petroleum's actual controller and associates plan to transfer 6% of the company's shares through an agreement, maintaining control post-transfer [8] Group 3 - Furi Co., Ltd. stated that there are currently no expansion plans for its new energy sector, amid stock price volatility and potential irrational speculation [9] - Joyoung Co., Ltd. clarified that it operates in the small home appliance sector and does not engage in food and beverage product development or sales [10] - Huaxia Happiness reported abnormal stock trading but confirmed no undisclosed significant matters aside from its pre-restructuring announcement [11] Group 4 - Zhongsheng Pharmaceutical is advancing several clinical trials for its innovative drugs, but the outcomes remain uncertain [12] - Pingtan Development noted that its stock price has risen sharply without significant changes in fundamentals, indicating potential market overreaction [13] Group 5 - Chahua Co., Ltd. announced that a major shareholder plans to reduce its stake by up to 3% within three months [14] - Qianli Technology's major shareholder intends to reduce its stake by up to 2% through a private placement [15] - Gaoling Information's shareholders plan to collectively reduce their holdings by up to 1.5% due to funding needs [16] Group 6 - Guochuang High-tech's major shareholder plans to reduce its stake by up to 1% within three months [17] - China Aluminum's director plans to reduce his stake by a minimal amount of 0.00034% due to personal funding needs [18] - Shikong Technology plans to reduce up to 0.29% of its repurchased shares [19] Group 7 - Xinong Co., Ltd.'s vice president plans to reduce his stake by up to 0.1925% due to personal funding needs [20] - Yifeng Pharmacy's vice presidents plan to collectively reduce their holdings by up to 213,900 shares [21] Group 8 - Samsung Medical's subsidiary is expected to win a procurement project from the State Grid, with an estimated total bid amount of approximately 168.12 million yuan [22]

Key Points - Rongbai Technology has signed a cooperation agreement with CATL, becoming its primary supplier of sodium battery cathode materials, with a commitment to supply at least 60% of CATL's total procurement volume if certain conditions are met [4] - Maihe Co.'s chairman and actual controller has been placed under investigation, with the general manager taking over the chairman's responsibilities [5] - Fudan Microelectronics will see Guosheng Investment become its largest shareholder after acquiring 12.99% of its shares [6][7] - Guolian Minsheng has received approval for stock option market-making business from the China Securities Regulatory Commission [8] - Luoping Zinc & Electric's subsidiary has received approval to resume production at its lead-zinc mine [9] - Heshun Petroleum's actual controller plans to transfer 6% of the company's shares through an agreement, with no change in control expected [10] - Furi Co. has stated that it currently has no plans for capacity expansion despite stock price fluctuations [11] - Joyoung Co. clarified that it operates in the small home appliance sector and does not engage in food and beverage production [12] - Huaxia Happiness reported abnormal stock trading but confirmed no undisclosed major events aside from a pre-restructuring notice [13] - Zhongsheng Pharmaceutical is advancing several clinical trials, but the outcomes remain uncertain [14] - Pingtan Development noted that its stock price has risen sharply without significant changes in fundamentals, indicating potential market overreaction [15] Shareholding Changes - Chahua Co.'s major shareholder plans to reduce its stake by up to 3% [16] - Qianli Technology's shareholder intends to reduce its stake by up to 2% [17] - Gaoling Information's shareholders plan to collectively reduce their stake by up to 1.5% [18] - Guochuang High-tech's major shareholder plans to reduce its stake by up to 1% [19] - China Aluminum's director plans to reduce a very small percentage of shares [20] - Shikong Technology plans to reduce up to 0.29% of its repurchased shares [21] - Xinong Co.'s director plans to reduce up to 0.1925% of shares [22] - Yifeng Pharmacy's vice presidents plan to reduce a total of 213,900 shares [23] Major Contracts - Samsung Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 168.12 million yuan [24]