从资金流向上来看，当日工业金属板块主力资金净流出13.89亿元，游资资金净流入2.45亿元，散户资金 净流入11.43亿元。工业金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 668109 | 影等处,亦 | | 2.19 Z | 7.41% | -1.42 Z- | -4.82% | -7657.55万 | -2.60% | | 60160a | 美田股份 | | 9986.53万 | 10.80% | -6402.34万 | -6.92% | -3584.19万 | -3.87% | | 000737 | 北方铜业 | | 1571.92万 | 1.01% | -892.68万 | -0.58% | -679.23万 | -0.44% | | 300328 | 宜安科技 | | 1385.79万 | 0.78% | 2487.80万 | 1.41% | -3873. ...

Market Overview - The Shanghai Composite Index closed at 3683.46 points, above the six-month moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 21,752.11 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 63 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Guanggang Gas with a deviation rate of 10.02% - Fuan Energy at 9.12% - Tenglong Co. at 8.88% [1] Detailed Stock Performance - The following stocks showed notable performance: - Guanggang Gas: Today's increase of 13.13% with a turnover rate of 13.67% [1] - Fuan Energy: Increased by 10.04% with a turnover rate of 1.43% [1] - Tenglong Co.: Increased by 10.06% with a turnover rate of 7.65% [1] - Other stocks with smaller deviation rates include: - Guangshen Railway, Luopus Gold, and Chahua Co., which have just crossed the six-month line [1]

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metal sector, particularly the Non-Ferrous 50 ETF (159652), which has seen significant increases in both price and trading volume [1][5][7] - As of August 13, 2025, the Non-Ferrous 50 ETF rose by 2.25%, with notable individual stocks like Huaxi Nonferrous (600301) and Bowei Alloy (601137) each increasing by 10.01% [1][3] - The ETF has experienced a net inflow of funds, with a total of 500 million shares purchased, indicating strong investor interest [3][4] Group 2 - Recent economic data from the U.S. has shown weaker-than-expected performance, with the non-manufacturing PMI at 50.1, raising concerns about economic growth [5][6] - The market anticipates a potential interest rate cut by the Federal Reserve, with an 88.9% probability of a 25 basis point cut in September, which is expected to positively impact precious metals [6][7] - The overall sentiment in the non-ferrous metal sector is bolstered by supply-side policies and improving demand dynamics, suggesting a favorable environment for price increases [6][7] Group 3 - The Non-Ferrous 50 ETF encompasses a diverse range of metals, including gold, copper, and rare earths, with copper making up 31% of its composition, positioning it as a leading fund in its category [8][9] - Key holdings in the ETF include Zijin Mining (15.8% weight) and Huayou Cobalt (4.0% weight), reflecting a strong focus on leading companies in the copper and lithium sectors [9][10] - The ETF's recent growth in scale, with an increase of 881.50 million yuan over the past week, indicates a robust interest from investors [4][5]

证券时报·数据宝统计，截至今日下午14:02，上证综指3685.66点，收于年线之上，涨跌幅为0.54%，A 股总成交额为17308.59亿元。到目前为止，今日有39只A股价格突破了年线，其中乖离率较大的个股有 佛燃能源、固德威、华峰铝业等，乖离率分别为8.20%、8.06%、7.76%；隆基绿能、中南传媒、中航光 电等个股乖离率较小，刚刚站上年线。 （文章来源：证券时报网） | | 备 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603960 | 克来机 | 0.61 | 1.93 | 19.76 | 19.87 | 0.57 | | | 电 | | | | | | | 688348 | 昱能科 | 2.67 | 1.51 | 47.42 | 47.67 | 0.52 | | | 技 | | | | | | | 600809 | 山西汾 | 0.64 | 0.43 | 187.27 | 188.00 | 0.39 | | | 酒 | | | | | | | 600094 | 大名城 | 0.59 | 1.86 | 3.40 | 3.41 ...

证券时报·数据宝统计，截至今日上午收盘，上证综指3686.34点，收于年线之上，涨跌幅为0.56%，A股 总成交额为13282.77亿元。到目前为止，今日有29只A股价格突破了年线，其中乖离率较大的个股有华 峰铝业、沪硅产业、浙江鼎力等，乖离率分别为3.18%、2.23%、2.21%；中青旅、佛燃能源、中科软等 个股乖离率较小，刚刚站上年线。 | 001323 | 慕思股 | 0.37 | 0.50 | 32.07 | 32.17 | 0.30 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 002456 | 欧菲光 | 0.77 | 1.83 | 11.80 | 11.83 | 0.29 | | 603960 | 克来机 电 | 0.30 | 1.35 | 19.76 | 19.81 | 0.26 | | 002423 | 中粮资 本 | 0.80 | 0.82 | 12.52 | 12.55 | 0.20 | | 601098 | 中南传 媒 | 0.39 | 0.20 | 12.98 | 13.00 | 0.17 | | ...

Group 1 - The stock price of Huafeng Aluminum closed at 16.28 yuan on August 7, down 0.73% from the previous trading day [1] - The trading volume on that day was 56,334 hands, with a transaction amount of 0.92 billion yuan and a fluctuation of 2.38% [1] - Huafeng Aluminum is primarily engaged in the research, production, and sales of aluminum plates, strips, and foils, with applications in automotive, home appliances, and construction sectors [1] Group 2 - The company is part of the non-ferrous metals industry and is also involved in the new energy vehicle sector [1] - On August 7, the net inflow of main funds into Huafeng Aluminum was 144,500 yuan, with a cumulative net inflow of 390,500 yuan over the past five days [1] - The current price-to-earnings ratio of the company is 15.26 times, and the price-to-book ratio is 2.96 times [1]

长江商报消息 铝热传输材料头部企业华峰铝业（601702.SH）立足当下，谋划未来。 7月28日晚间，华峰铝业发布重要公告，公司及子公司与上游供应商签定了采购合同，锁定未来5年合计 不低于36万吨的生产原材料，合同期限内预计总金额超过72亿元。 对于签署这一合同，华峰铝业表示，有利于公司原材料的持续稳定采购，如果合同顺利履行，将对公司 未来业绩产生积极影响。 作为国内产能最大的铝热传输材料生产供应商，华峰铝业精准判定市场走势，不断优化产品结构，发 力"三高"市场，技术创新与成果转化衔续强劲，推动了公司经营业绩稳步增长。 长江商报记者发现，2019年至2024年的6个年度，华峰铝业实现了营收净利连续双增。 时下，华峰铝业正在寻求扩产，加码新能源汽车领域布局。 二级市场上，尽管近四个月，华峰铝业的股份回撤幅度较大，但7月29日的收盘价，仍然较发行价上涨 了逾3倍。 签72亿大单锁定原料供应 原材料能否得到保障，是一家公司稳健经营的前提条件之一。华峰铝业未雨绸缪，提前锁定原材料供 应。 根据公告，7月28日，华峰铝业召开的董事会会议，一致审议通过《关于与陕西有色榆林新材料集团有 限责任公司签署生产原材料买卖合同的议 ...

Group 1: Economic Policies and Initiatives - The Chinese government announced a child-rearing subsidy plan, providing 3,600 yuan annually for each child until the age of three, starting from January 1, 2025 [1] - The Ministry of Industry and Information Technology emphasized the need to strengthen governance in key industries such as new energy vehicles and solar energy, aiming to eliminate outdated production capacity through enhanced standards [1] - The National Taxation Administration reported that during the 14th Five-Year Plan period, tax revenue is expected to exceed 155 trillion yuan, accounting for about 80% of total fiscal revenue, with a cumulative reduction in taxes and fees of approximately 10.5 trillion yuan [1] Group 2: Corporate Developments - WuXi AppTec reported a 20.64% year-on-year increase in revenue to 20.799 billion yuan for the first half of 2025, with a net profit growth of 101.92% to 8.561 billion yuan [1] - The company adjusted its full-year revenue guidance upward, now expecting total revenue between 42.5 billion and 43.5 billion yuan [1] - China National Chemical Corporation plans to acquire 100% equity of Nantong Xingchen, with stock resuming trading [7] Group 3: Market Trends - The total market capitalization of listed companies in China surpassed 90 trillion yuan, marking the highest point in nearly three years [1] - The Shanghai Municipal Economic and Information Technology Commission issued measures to expand the application of artificial intelligence, including a 600 million yuan subsidy for computing power [1] - The Hong Kong stock market will implement a reduction in the minimum price fluctuation for stocks starting August 4, aimed at lowering trading costs and improving efficiency [1]

证券代码：601702 证券简称：华峰铝业 公告编号：2025-032 （二）上市公司本担保事项履行的内部决策程序 全资子公司相互提供担保的议案》。全体董事一致同意上述担保事宜，超过公司 董事会全体成员的2/3，议案通过符合《上海证券交易所股票上市规则》和《公 司章程》等相关规定，无需提交股东大会审议。 二、被担保人基本情况 经营范围：一般项目:有色金属压延加工;有色金属合金制造;有色金属合金 销售;高性能有色金属及合金材料销售;锻件及粉末冶金制品制造;锻件及粉末冶 金制品销售;汽车零配件批发;汽车零配件零售;机械设备销售;模具制造;模具销 售;新材料技术研发;技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广;销售代理;货物进出口;技术进出口;进出口代理;生产性废旧金属回收;再 生资源回收(除生产性废旧金属)。(除依法须经批准的项目外,凭营业执照依法自 主开展经营活动) 公司最近一年又一期主要财务数据如下： 上海华峰铝业股份有限公司 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： ● 被担保人名称： ...

Core Viewpoint - Shanghai Huafeng Aluminum Co., Ltd. has signed a significant raw material purchase contract with Shaanxi Youse Yulin New Materials Group, expected to generate over RMB 7.2 billion in total revenue from 2025 to 2029, involving the purchase of no less than 360,000 tons of production raw materials [1][2][4]. Transaction Overview - The contract stipulates that the buyer will purchase a minimum of 360,000 tons of production raw materials from the seller between 2025 and 2029, with prices determined by monthly market aluminum prices [1][2]. - The total estimated amount from the contract exceeds RMB 7.2 billion, meeting the disclosure standards set by the Shanghai Stock Exchange [1][2][4]. Approval Process - The contract was unanimously approved by the company's board of directors on July 28, 2025, and does not constitute a related party transaction or a major asset restructuring, thus not requiring shareholder meeting approval [2][3]. Counterparty Information - The seller, Shaanxi Youse Yulin New Materials Group, has a good credit status and does not have any related party relationships with the company [3][4]. Main Contract Terms - The contract involves the purchase of raw materials with specific quantities to be determined by monthly orders, and payment will be settled batch by batch [4][5]. - Both parties are required to fulfill their contractual obligations and bear corresponding liabilities for any breaches [4]. Impact on the Company - The contract is expected to enhance the company's long-term cooperation with upstream partners, ensuring stable procurement of raw materials, which aligns with the company's development strategy [2][4]. - Successful execution of the contract is anticipated to have a positive impact on the company's future performance [2][4].