每经AI快讯，明泰铝业（SH 601677，收盘价：13.59元）发布公告称，8月24日，明泰铝业接受长江证 券等投资者调研，公司副总经理 董事会秘书雷鹏等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） 2024年1至12月份，明泰铝业的营业收入构成为：铝板带占比80.03%，铝箔占比16.2%，其他业务占比 1.67%，其他占比1.17%，铝合金轨道车体占比0.56%。 截至发稿，明泰铝业市值为169亿元。 ...

投资者关系活动记录表 | 投资者关系活 | 电话交流会 现场调研  | □ | | | □ | 分析师会议 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 动类别 | □ 业绩说明会 路演活动 | □ | | | □ | 其他 | | | | 地 点 | 线上会议 | | | | | | | | | 时 间 | 8 月 24 日 | | | | | | | | | | 副总经理 董事会秘书 雷鹏先生 | | | | | | | | | 上市公司 | 副总经理 财务总监 孙军训先生 | | | | | | | | | 接待人员 | 副总经理 高端化产品开发负责人 | | | 贺志刚先生 | | | | | | | 证券事务代表 景奇浩先生 | | | | | | | | | 参会单位名称 | 长江证券 同泰基金 浦银安盛 国泰基金 人保养老 海创私募 | | | 汇丰晋信 恒邦兆丰 | | 招商基金 玖鹏资产 | | 太平基金 宁银理财 | | （排名不分先 | | | | | | | | | | 后） | 宁波银行 首创证券 3 ...

Core Insights - Pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of 75 stocks by the end of Q2, with 22 new entries and 23 increased holdings [1][2] - The total shareholding of pension accounts reached 679 million shares, with a total market value of 14.592 billion yuan [1] - The most significant holdings include Haiyou Development and Mingtai Aluminum, with shareholdings of 52.1022 million shares and 45.0001 million shares, respectively [1][2] Group 1: Pension Fund Holdings - By the end of Q2, pension accounts held the largest number of shares in Haiyou Development, ranking as the fifth-largest circulating shareholder [1] - The pension fund's largest holding by market value includes 41 stocks with a market value exceeding 100 million yuan, such as Chunfeng Power, Lanxiao Technology, and Yuyue Medical [1][2] - The highest shareholding ratio among pension accounts is in Lanxiao Technology, with a holding of 20.8 million shares, accounting for 6.78% of circulating shares [1][2] Group 2: Performance and Sector Distribution - The pension fund's stock holdings are primarily concentrated in the main board (49 stocks), with 7 in the Sci-Tech Innovation Board and 19 in the Growth Enterprise Market [2] - The pension fund's investments are mainly in the basic chemical and pharmaceutical industries, with 11 and 9 stocks, respectively [2] - Among the stocks held, 50 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, achieving a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2]

Group 1 - As of August 25, pension funds appeared among the top ten circulating shareholders of 12 stocks, holding a total of 121 million shares valued at 2.188 billion yuan [1] - The top three stocks by the number of shares held by pension funds are Mingtai Aluminum, Huangma Technology, and Nasda, with holdings of 45 million shares, 25 million shares, and 21 million shares respectively [1] - In terms of market value, Mingtai Aluminum, Nasda, and Huangma Technology rank highest, with values of 559 million yuan, 485 million yuan, and 318 million yuan respectively [1] Group 2 - In the second quarter, pension funds were present among the top ten circulating shareholders of 75 stocks, holding a total of 679 million shares valued at 14.592 billion yuan [1] - There are 21 stocks where pension funds hold over 10 million shares, with the highest holdings in CNOOC Development, Mingtai Aluminum, and Shun'an Environment, at 52 million shares, 45 million shares, and 36 million shares respectively [1] - The industry distribution of pension fund holdings is primarily concentrated in chemicals, electronic equipment, and pharmaceuticals, with 12, 7, and 5 stocks respectively [1]

Transaction Overview - The company plans to sell its 2.50% stake in Sanmenxia Aluminum to Jiaozuo Wanfang Aluminum through a share issuance, with the share price set at 5.39 yuan per share, resulting in the company receiving 149,025,974 shares [1][2] - The total valuation of Sanmenxia Aluminum's 100% equity is assessed at 3,213,600,000 yuan, with the company's stake valued at 80,325,000 yuan [2] Board Approval - The company's board approved the sale of the 2.50% stake in Sanmenxia Aluminum during the fourth meeting of the seventh board on August 22, 2025 [3] Regulatory Compliance - The transaction does not constitute a related party transaction or a major asset restructuring as defined by regulations, and it falls within the board's authority without needing shareholder approval [4] Transaction Conditions - The transaction is subject to approval by Jiaozuo Wanfang's shareholders, exchange review, and registration approval from the China Securities Regulatory Commission [5] Financial Impact - The transaction will not involve cash payment and is not expected to adversely affect the company's consolidated financial statements, main business, or cash flow [11]

Transaction Overview - The company plans to sell its 2.50% stake in Cayman Aluminum (Sanmenxia) Co., Ltd. to Jiaozuo Wanfang Aluminum Co., Ltd. through a share issuance [1][2] - The share issuance price is set at 5.39 CNY per share, with the company expected to receive 149,025,974 shares in return, valuing its stake at approximately 80,325 million CNY [2][6] - This transaction does not constitute a related party transaction or a major asset restructuring [1][2] Board Approval and Regulatory Process - The company's board approved the sale at the fourth meeting of the seventh board session held on August 22, 2025 [2] - The transaction requires approval from Jiaozuo Wanfang's shareholders, the stock exchange, and registration approval from the China Securities Regulatory Commission [3][8] Financial Information of the Transaction Counterparty - Jiaozuo Wanfang Aluminum Co., Ltd. has total assets of approximately 845,098.73 million CNY and total liabilities of 195,392.01 million CNY as of April 30, 2025 [4] - The company reported a net profit of 25,969.59 million CNY for the same period [4] Transaction Target Overview - The target company, Cayman Aluminum (Sanmenxia) Co., Ltd., has total assets of approximately 3,719,168.28 million CNY and net assets of 1,853,337.44 million CNY as of April 30, 2025 [6] - The company reported a net profit of 215,505.44 million CNY for the same period [6] Valuation and Pricing - The valuation of the target company was determined to be 3,213,600.00 million CNY, with an agreed transaction price of 3,213,000.00 million CNY [2][7] - The pricing was based on the average stock price over the previous 120 trading days, adjusted for any corporate actions [7] Impact on the Company - The transaction will not involve cash payment and is not expected to affect the company's consolidated financial statements or its main business operations [7] - There will be no changes in management, personnel arrangements, or land leasing as a result of this transaction [7]

Major Events - China Railway announced an investigation into the construction accident at the Qianzhai Yellow River Bridge, which resulted in 12 fatalities and 4 missing persons. The bridge is 1596.2 meters long with a contract value of approximately 436 million yuan. The company stated that this incident will not have a significant impact on its operations and performance [4] - Greenme announced plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [5] - Jingwang Electronics plans to invest 5 billion yuan in the Zhuhai Jinwan base expansion project, focusing on high-growth areas such as AI computing power and automotive intelligence [6][7] - Mingtai Aluminum intends to sell a 2.5% stake in Sanmenxia Aluminum to Jiaozuo Wanfang, with the share price set at 5.39 yuan per share, expecting to receive 149 million shares [8] - Dingsheng New Materials also plans to sell a 0.57% stake in Sanmenxia Aluminum under similar terms [9] Performance Overview - Xiyu Co. reported a net profit of 1.062 billion yuan for the first half of 2025, a year-on-year increase of 32.76%, with total revenue of 21.093 billion yuan, up 12.35% [10] - Jintailang reported a net profit of 358 million yuan, a 3.95% increase, with revenue of 9.528 billion yuan, up 2.49% [11] - Huaxia Eye Hospital achieved a net profit of 282 million yuan, a 6.2% increase, with revenue of 2.139 billion yuan, up 4.31% [12] - Juxin Technology reported a net profit growth of 123.19%, reaching 91.375 million yuan, with revenue of 449 million yuan, up 60.12% [13][14] - Zhendong Pharmaceutical reported a net profit of 7.9313 million yuan, a decline of 74.13%, with revenue of 1.457 billion yuan, down 3.3% [15] - China Merchants South Oil reported a net profit decline of 53.28%, totaling 570 million yuan, with revenue of 2.772 billion yuan, down 21.43% [16] - Chongqing Construction reported a net loss of 249 million yuan, with revenue of 14.359 billion yuan, down 7.97% [17] - Huacan Optoelectronics reported a net loss of 115 million yuan, with revenue of 2.532 billion yuan, up 33.93% [18] - Digital Government reported a net loss of 18.6927 million yuan, with revenue of 321 million yuan, down 40.34% [19] Major Contracts - Zhonggong International signed a contract for an overseas road engineering project in Nicaragua, valued at approximately 513 million yuan, which represents 4.2% of the company's total revenue for 2024 [20] Shareholding Changes - Tiancheng Technology announced that shareholder Qingxun Electronics plans to reduce its stake by up to 119,000 shares, representing no more than 0.1% of the total share capital [22] - Ailong Technology's controlling shareholder plans to reduce its stake by up to 1.69% through various trading methods [23]

Core Viewpoint - Mintai Aluminum (601677.SH) announced that Jiaozuo Wanfang intends to acquire a stake in Cayman Aluminum (Sanmenxia) Co., Ltd. through a share issuance, with Mintai agreeing to sell 2.50% of its stake in Sanmenxia Aluminum to Jiaozuo Wanfang [1] Group 1 - Jiaozuo Wanfang will issue shares at a price of 5.39 yuan per share for the acquisition [1] - The transaction is expected to result in Mintai receiving 149 million shares from Jiaozuo Wanfang [1] - The transaction does not involve any cash consideration [1]

Core Viewpoint - Ming Tai Aluminum Industry (601677.SH) announced that Jiaozuo Wanfang (000612) intends to acquire equity in Cayman Aluminum (Sanmenxia) Co., Ltd. through a share issuance, with the company agreeing to sell 2.50% of its stake in Sanmenxia Aluminum to Jiaozuo Wanfang [1] Group 1 - Jiaozuo Wanfang will issue shares at a price of 5.39 yuan per share for the acquisition [1] - The company expects to receive 149 million shares from Jiaozuo Wanfang as part of this transaction [1] - The transaction does not involve any cash payment [1]

证券代码：601677 证券简称：明泰铝业 公告编号：临 2025-049 河南明泰铝业股份有限公司 关于出售参股公司股权的公告 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： 交易简要内容:焦作万方铝业股份有限公司（以下简称"焦作万方"）拟 以发行股份方式购买开曼铝业（三门峡）有限公司（以下简称"三门峡铝业"） 股权，河南明泰铝业股份有限公司（以下简称"明泰铝业"或"公司"）拟同意 向焦作万方出售公司持有的三门峡铝业 2.50%的股权。本次焦作万方发行股份购 买资产的发行价格为 5.39 元/股，公司预计通过本次交易获得焦作万方 149,025,974 股股份，本次交易不涉及支付现金对价。 交易实施尚需履行的审批及其他相关程序:本次交易未达到股东会审议 标准,已经公司 2025 年 8 月 22 日召开的第七届董事会第四次会议审议通过。 其它需要提醒投资者重点关注的风险事项:本次交易事项尚需获得焦作 万方股东会审议通过，交易所审核通过，并经中国证监会同意注册。 一、交易概述 （一）本次交易的基本情况 ...