（编辑 任世碧） 证券日报网讯 1月23日，明泰铝业在互动平台回答投资者提问时表示，公司高度重视股权稳定与控制权 安全，通过公司章程和董事会席位机制保障公司治理稳定。公司也在积极研究增持、回购等方案，后续 若有相关计划，将严格按照监管要求及时披露，敬请关注。 ...

Core Insights - The report highlights a bullish outlook for the metals sector, driven by macroeconomic factors such as the Federal Reserve's interest rate cuts and a recovering global economy, particularly in China [3][44] - Key investment themes for 2026 include expanding demand for precious metals like gold and silver, improving fundamentals for aluminum and copper, strategic opportunities in rare earths, and supply-side disruptions due to overcapacity in certain sectors [3][4] Group 1: Precious Metals - The report suggests a long-term bullish view on gold, with expectations of price increases driven by anticipated interest rate cuts and geopolitical tensions, which enhance gold's appeal as a safe-haven asset [3][44] - Silver is also highlighted as a key investment opportunity due to its high price ratio to gold, indicating potential for significant price appreciation [3] - Specific companies to watch include Shandong Gold (600547.SH) and Zijin Mining (601899.SH), which are expected to benefit from increased production and operational efficiencies [4] Group 2: Industrial Metals - The report notes that aluminum and copper are set to see improved profitability due to lower production costs and increased demand, particularly in the context of infrastructure investments [3][4] - Companies such as Zhongfu Industrial (600595.SH) and Zijin Mining (601899.SH) are identified as having strong positions in the copper market, with expected profit growth [4] - The report emphasizes the importance of monitoring supply chain dynamics, particularly in copper, where inventory levels are shifting significantly [18][58] Group 3: Rare Earths and Strategic Metals - The report identifies rare earth elements as a critical area for investment, particularly in light of geopolitical tensions between the US and China, which may create opportunities for companies involved in rare earth mining and processing [3][4] - Companies like Northern Rare Earth (600111.SH) and China Rare Earth (000831.SZ) are highlighted for their potential to benefit from price increases in rare earth materials [4] Group 4: Energy Metals - The report discusses the rebound in lithium and nickel prices, driven by strong demand from the battery sector, with specific mention of companies like Tianqi Lithium (002466.SZ) and Ganfeng Lithium (002460.SZ) [4][27] - The expected growth in energy storage solutions is also noted as a significant driver for demand in these metals [4] Group 5: Overall Market Performance - The overall performance of the non-ferrous metals sector is noted to have outperformed the broader market, with a cumulative increase of 96.46% in 2025 compared to a 21.65% increase in the Shanghai Composite Index [33][35] - The report indicates that while the sector has seen significant gains, valuations are currently at historical averages, suggesting potential for further growth [35]

主力资金呈现"弃高就低"特征，净流入化工板块85亿元、贵金属板块42亿元，重点加仓资源类及低估值顺周期标的，同时大幅撤离AI算力、商业航天板块 （分别净流出120亿元、78亿元）。北向资金逆势净买入58亿元，集中增持紫金矿业、山东黄金等资源股及消费、半导体板块。市场量能维持高位但结构分 化加剧，两融资金净流出320亿元撤离高估值科技股，资金向中特估权重及避险板块集结，体现对政策支撑与低估值品种的偏好。全市场下跌个股占比超六 成，成长股承压明显，反映资金分歧仍存且风险偏好有所回落。 二、首次涨停板的投资机会 1.中国化学（601117）：化工龙头企业，深度折价下估值修复空间显著 公司作为国内化工工程领域龙头，主营业务涵盖化工、石油化工、新型煤化工等工程建设，同时布局化工新材料生产业务，形成"工程+实业"双轮驱动格 局。受益于国内化工行业产能优化升级及海外工程订单放量，公司基本面稳健向好，营收及净利润保持稳步增长。1月20日该股涨停，收盘价8.79元，近五 日涨幅7.59%，属于低估值周期股估值修复行情。 | 代码 | 名称 | 收盘 | 涨跌幅 | 济安定价 | 偏离度 | 近五日涨8 | | --- | -- ...

（文章来源：证券时报网） 数据宝统计，截至11:14，明泰铝业成交额12.61亿元，创上市以来新高。最新股价下跌1.92%，换手率 6.29%。上一交易日该股全天成交额为8.37亿元。 据天眼查APP显示，河南明泰铝业股份有限公司成立于1997年04月18日，注册资本124352.3627万人民 币。（数据宝） ...

据天眼查APP显示，河南明泰铝业股份有限公司成立于1997年04月18日，注册资本124352.3627万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至10:36，明泰铝业成交额10.75亿元，创2023年7月26日以来新高。最新股价下跌 1.74%，换手率5.36%。上一交易日该股全天成交额为8.37亿元。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300337 | 银邦股份 | 15.52 | -8.92% | 108.39万 | 17.41亿 | | 002171 | 楚江新材 | 13.99 | -4.24% | 96.56万 | 13.67亿 | | 002824 | 和胜股份 | 20.96 | -3.50% | 23.52万 | 26667 | | 300328 | 直安科技 | 17.40 | -2.85% | 40.07万 | 7.05亿 | | 603115 | 海星股份 | 23.56 | -2.81% | 17.96万 | 4.27亿 | | 002501 | 利源股份 | 2.51 | -2.71% | 104.22万 | 2.63亿 | | 002295 | 精艺股份 | 12.20 | -2.71% | 7.41万 | 9101.96万 | | 002988 | 蒙美新材 | 38.01 | -2.59% | 4.22万 | 1.61亿 | | 603876 | 鼎 ...

SHMET 网讯：1月19日晚间，明泰铝业（601677）发布公告称，预计2025年归母净利润为19.5亿元 至20亿元，同比增长12%至14%。公司同时预计2025年扣非归母净利润为17亿元至17.5亿元，同比增长 18%至21%。 对于2025年业绩预增的原因，公告称，在全球绿色产业变革大势下，国内外碳税体系逐步成形，公司坚 持发展低碳循环经济，旗下多种产品完成SGS碳足迹排查，再生铝产品低碳优势明显，提升公司产品市 场竞争力，助力国内外市场开发。同时，公司产品种类多元细分，覆盖多个关键领域，充分把握市场涌 现的新需求新机遇，不断拓宽产品种类及市场占有率，产销规模保持稳步提升。 明泰铝业特别提到，公司热处理高端产线气垫炉投产，重点进军新能源电池、汽车轻量化、机器人、低 空飞行用铝等高端领域，全铝立柱机器人本体、无人机屏蔽罩、散热器复合铝材、电池铝塑膜箔等产品 陆续投放市场，加速向高端化转型升级，推动高端产品成为第二增长曲线，单吨盈利空间实现持续扩 大。 2025年10月，明泰铝业子公司鸿晟新材"汽车、绿色能源用铝产业园项目"首期一条气垫炉生产线正式建 成投产，进一步丰富公司在新能源汽车、低空经济、机器人、 ...

Group 1 - The core viewpoint of the news highlights the active trading of the Huabao Nonferrous ETF (159876), which saw a price increase of over 1% at the opening but later experienced a decline of 0.98% as the market consolidated. The ETF has attracted a net subscription of 26.4 million units, following a significant inflow of 644 million yuan over the past ten days [1][10] - The Huabao Nonferrous ETF has reached a new historical high in size, amounting to 1.626 billion yuan, making it the largest ETF tracking the CSI Nonferrous Metals Index among three such ETFs in the market [5][13] - The ETF covers a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing it to capture various market cycles such as precious metals (safe-haven), strategic metals (growth), and industrial metals (recovery) [7][16] Group 2 - Ming Tai Aluminum has seen a significant stock price increase of 9.99%, with a projected net profit for 2025 estimated between 1.95 billion to 2 billion yuan, reflecting a year-on-year growth of 12% to 14%. The company attributes this growth to the low-carbon advantages of its recycled aluminum products [2][11] - Other notable stocks include Nanshan Aluminum and Hunan Silver, which have also experienced price increases of over 5%, while several other companies in the nonferrous sector have shown positive performance [4][14] - The macroeconomic context includes geopolitical tensions leading to potential tariffs on goods from Denmark, Norway, and Sweden, which may impact the nonferrous metals market. Additionally, gold prices have surged significantly, with expectations of further increases due to ongoing buying from central banks and insurance companies [3][12]

资金面上看，明泰铝业近5日主力资金总体呈净流入状态，累计净流入556.04万元，其中，上一交易日 主力资金全天净流入333.85万元。 融资融券数据显示，该股最新（1月19日）两融余额9.02亿元，其中，融资余额为9.02亿元，近5日融资 余额合计减少945.66万元，降幅为1.04%。（数据宝） （文章来源：证券时报网） 明泰铝业股价出现异动，截至今日9时32分，股价大涨8.86%，成交1985.22万股，成交金额3.23亿元， 换手率为1.63%，公司发布的最新业绩预告显示，预计2025年实现净利润19.50亿元—20.00亿元，净利 润同比增长12.00%—14.00%。 证券时报·数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有华测检测、 明泰铝业、ST远智等，股价分别上涨10.78%、8.86%、5.07%。 ...

证券代码：601677 证券简称：明泰铝业 公告编号：临2026-002 河南明泰铝业股份有限公司2025年年度业绩预增公告 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润19.5亿元至20亿元，与上 年同期相比增加2.02亿元至2.52亿元，增幅12%至14%。 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： 1、河南明泰铝业股份有限公司（以下简称"公司"或"明泰铝业"）预计2025年年度实现归属于母公司所 有者的净利润19.5亿元至20亿元，与上年同期相比增加2.02亿元至2.52亿元，增幅12%至14%。 2、公司2025年年度归属于母公司所有者的扣除非经常性损益后的净利润17亿元至17.5亿元，与上年同 期相比增加2.54亿元至3.04亿元，增幅18%至21%。 （一）在全球绿色产业变革大势下，国内外碳税体系逐步成形，公司坚持发展低碳循环经济，旗下多种 产品完成SG ...