CHALCO(601600)

Search documents
【读财报】有色金属行业半年报:超九成公司盈利 盛和资源、天齐锂业等扭亏为盈
Xin Hua Cai Jing· 2025-09-29 23:21
新华财经北京9月30日电新华财经和面包财经研究员梳理公开资料显示,受益于产品价格上涨,2025 年上半年申万有色金属行业141家企业2025年上半年合 计实现营收1.82万亿元,同比增长6.49%;归母净利润合计953.63亿元,同比增长36.55%。 江西铜业、紫金矿业、中国铝业的营收规模居前,超七成有色金属行业公司营收同比实现增长。归母净利润方面,超六成有色金属企业2025年上半年归母净 利润同比实现增长。盛和资源、天齐锂业等十余家有色金属企业实现扭亏为盈。 毛利率方面,A股有色金属企业2025年上半年平均毛利率约17.71%,同比上升0.14个百分点。招金黄金、晓程科技、四川黄金等公司毛利率同比上升幅度居 前。 超九成公司上半年盈利 财报数据显示,按照申万行业分类,A股有色金属行业141家企业2025年上半年合计实现营收1.82万亿元,同比增长6.49%;归母净利润合计953.63亿元,同 比增长36.55%。 图1:有色金属行业2025年上半年营收居前的公司 | 601899.SH | 紫金矿业 | 1,677.11 | | | --- | --- | --- | --- | | 601600.SH ...
中国铝业发生2笔大宗交易 合计成交1736.12万元
Zheng Quan Shi Bao Wang· 2025-09-29 14:43
证券时报·数据宝统计显示,中国铝业今日收盘价为8.15元,上涨6.96%,日换手率为3.76%,成交额为 39.35亿元,全天主力资金净流入1.58亿元,近5日该股累计上涨5.98%,近5日资金合计净流出2.03亿 元。 两融数据显示,该股最新融资余额为32.06亿元,近5日增加4505.60万元,增幅为1.43%。(数据宝) 9月29日中国铝业大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 181.70 | 1480.86 | 8.15 | 0.00 | 平安证券股份有限公司 | 中国国际金融股份有限公司北 | | | | | | 深圳金田路证券营业部 | 京建国门外大街证券营业部 | | 31.32 | 255.26 | 8.15 | 0.00 | 平安证券股份有限公司 | 中国国际金融股份有限公司北 | | | | | | 深圳金田路证券营业部 | 京建国门外大街证 ...
港交所消息:贝莱德持有的中国铝业H股多头头寸从6.45%降至5.93%
Zhi Tong Cai Jing· 2025-09-29 12:36
Group 1 - BlackRock's holding in China Aluminum's H-shares has decreased from 6.45% to 5.93% [1]
中国铝业(02600) - 海外监管公告 - 关於召开2025年半年度业绩说明会的公告

2025-09-29 09:56
茲載列中國鋁業股份有限公司在上海證券交易所網站刊登的以下資料全文, 僅 供 參 閱。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 海外監管公告 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第 13.10B條 作 出。 承董事會命 中國鋁業股份有限公司 葛小雷 公司秘書 中國‧北京 2025年9月29日 於 本 公 告 刊 發 日 期,董 事 會 成 員 包 括 執 行 董 事 何 文 建 先 生、毛 世 清 先 生 及 蔣 濤 先 生,非 執 行 董 事 李 謝 華 先 生 及 江 皓 先 生,獨 立 非 執 行 董 事 余 勁 松 先 生、陳 遠 秀 女 士 及 李 小 斌 先 生。 * 僅供識別 – 1 – 股 票 代 碼:601600 股 票 簡 稱:中 國 鋁 業 公 告 編 號:臨2025-055 中國鋁業股份有限公司 中 國 鋁 業 股 份 有 限 公 司( ...
集体大涨!刚刚,重磅发布!
券商中国· 2025-09-29 09:44
Core Viewpoint - The article highlights the release of the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" by six government departments, aiming to promote high-quality development in the manufacturing sector, particularly in key areas such as industrial mother machines, agricultural machinery, and robotics [1][3][6]. Group 1: Policy Initiatives - The plan aims for the mechanical industry to maintain a stable and positive trend, targeting an average annual revenue growth rate of approximately 3.5%, with total revenue exceeding 10 trillion yuan by 2025-2026 [3]. - Specific measures include enhancing major technological renovations and large-scale equipment updates, focusing on replacing outdated equipment with more efficient and environmentally friendly alternatives [3][4]. - The plan emphasizes the promotion of intelligent manufacturing and the integration of new technologies such as artificial intelligence and quantum technology into equipment development [6][7]. Group 2: Market Response - Following the announcement, the robotics sector saw significant activity in the stock market, with nearly 20 related stocks hitting the daily limit or rising over 10% [2][8]. - The non-ferrous metals sector also experienced a collective surge, with an overall increase of more than 3.7% on the same day, driven by supportive policies in various industries [2]. Group 3: Industry Development Focus - The plan outlines the need to cultivate competitive small and medium-sized enterprises and industry clusters with international competitiveness, particularly in high-tech fields [3][7]. - It encourages the development of new economic models such as the "first economy," "ice and snow economy," and "smart tourism," expanding the application of specialized robots and smart equipment [5][6]. - The initiative aims to enhance the integration of artificial intelligence in healthcare, promoting the use of smart medical equipment and robotics in various healthcare scenarios [5][6].
中国铝业今日大宗交易平价成交213.02万股,成交额1736.12万元
Xin Lang Cai Jing· 2025-09-29 09:37
9月29日,中国铝业大宗交易成交213.02万股,成交额1736.12万元,占当日总成交额的0.44%,成交价 8.15元,较市场收盘价8.15元持平。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-29 | 中国铝业 | 601600 | 8.15 | 1480.86 | 181.7 | 不合用的意思想了 绿色亚 | 我們都是一個 1外大街证券贸 | KA | | 2025-09-29 | 中国隐亚 | 601600 | 8.15 | 255.26 | 31.32 | 天客區氛盤台東學 | 韻歌 | Ka | ...
港交所消息:贝莱德持有的中国铝业H股多头头寸从6.45%降至5.93%。
Xin Lang Cai Jing· 2025-09-29 09:37
港交所消息:贝莱德持有的中国铝业H股多头头寸从6.45%降至5.93%。 ...
港股收盘 | 恒指收涨1.89% 中资券商股猛拉 科网、有色金属等表现亮眼
Zhi Tong Cai Jing· 2025-09-29 09:24
Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]
中国铝业(601600) - 中国铝业关于召开2025年半年度业绩说明会的公告

2025-09-29 08:45
股票代码:601600 股票简称:中国铝业 公告编号:临 2025-055 中国铝业股份有限公司 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个别及连带责任。 重要内容提示: (网址:http://roadshow.sseinfo.com/)。 一、说明会类型 中国铝业股份有限公司(以下简称"公司")于 2025 年 8 月 28 日在上海证券 交易所网站(www.sse.com.cn)和《上海证券报》《证券日报》披露《中国铝业股 份有限公司 2025 年半年度报告》及摘要。 1、召开时间:2025 年 10 月 14 日(星期二)下午 15:00-16:00 会议召开时间:2025 年 10 月 14 日(星期二)下午 15:00-16:00。 会议召开地点:上海证券交易所上证路演中心 会议召开方式:上证路演中心网络互动方式。 投资者可于 2025 年 9 月 29 日(星期一)至 10 月 13 日(星期一)16:00 前通过登 录上证路演中心网站首页点击"提问预征集"栏目、发送邮件至 ...


工业金属板块9月29日涨4.5%,兴业银锡领涨,主力资金净流入11.27亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-29 08:39
Market Overview - On September 29, the industrial metals sector rose by 4.5% compared to the previous trading day, with Xingye Silver Tin leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Xingye Silver Tin (000426) closed at 31.26, with a gain of 9.99% and a trading volume of 772,200 shares, amounting to a transaction value of 2.338 billion yuan [1] - Shengda Resources (000603) also saw a 9.99% increase, closing at 25.66 with a trading volume of 371,900 shares, totaling 925 million yuan [1] - Other notable performers included Tongling Nonferrous Metals (000630) with an 8.40% increase, closing at 5.16, and China Aluminum (601600) with a 6.96% increase, closing at 8.15 [1] Capital Flow Analysis - The industrial metals sector experienced a net inflow of 1.127 billion yuan from institutional investors, while retail investors saw a net outflow of 562 million yuan [2][3] - Major stocks like China Aluminum (601600) had a net inflow of 215 million yuan from institutional investors, while retail investors had a net outflow of 122 million yuan [3] - Xingye Silver Tin (000426) attracted a net inflow of 90.15 million yuan from institutional investors, with retail investors experiencing a net outflow of 73.58 million yuan [3]