每经AI快讯，索通发展（SH 603612，收盘价：25.86元）10月30日晚间发布公告称，公司第五届第二十 三次董事会会议于2025年10月30日在公司会议室以现场结合通讯方式召开。会议审议了《关于对外投资 暨签署 <合资协议> 的议案》等文件。 （记者 王晓波） 截至发稿，索通发展市值为129亿元。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ 2025年1至6月份，索通发展的营业收入构成为：阳极分部占比95.62%，负极分部占比4.02%，电容器分 部占比0.99%，分部间抵销占比-0.63%。 ...

公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务 信息的真实、准确、完整。 第三季度财务报表是否经审计 索通发展股份有限公司 2025 年第三季度报告 证券代码：603612 证券简称：索通发展 索通发展股份有限公司 2025 年第三季度报告 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法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 1 / 13 单位：元 币种：人民币 项目 本报告期 本报告期 比上年同 期增减变 动幅度 （%） 年初至报告期末 年初至报告 期末比上年 同期增减变 动幅度（%） 营业收入 4,455,716,926.72 29.38 12,762,138,454.81 28.66 利润总额 212,610,310.69 -12.58 1,091,804,235.97 165.99 归属于上市公司股东 的净利润 ...

证券代码：603612 证券简称：索通发展 公告编号：2025-060 索通发展股份有限公司 关于 2025 年 10 月份提供担保的公告 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法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 5,280.00 | 田东百矿三田碳素有限公司 万元 | | | --- | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 31,158.60 | | 万元（含本次） | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） / | | | --- | --- | | 截至本公告日上市公司及其控股 | 1,684,114.28 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 325.70 | ...

证券代码：603612 证券简称：索通发展 公告编号：2025-059 索通发展股份有限公司 对外投资暨签署《合资协议》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法律责任。 重要内容提示： 投资标的名称：山西索通华阳炭材料有限公司（暂定名，最终名称以市 场监督管理局登记为准，以下简称"合资公司"） 2.华阳集团为国有控股企业，合资公司的设立需完成山西省国资委审批，设 立时间尚不能确定。 投资项目名称：200kt/a 高电流密度节能型炭材料及余热发电项目（以下 简称"项目"） 投资金额：合资公司注册资本暂定为 3.6 亿元人民币，索通发展股份有 限公司（以下简称"公司"或"索通发展"）以现金出资 3.06 亿元，持股比例为 85%；暂估项目总投资不超过 9 亿元（含铺底流动资金）。 交易实施尚需履行的审批程序： 本次交易未达到股东会审议标准 其它需要提醒投资者重点关注的风险事项： 1.本项目的主要客户为华阳新材料科技集团有限公司（以下简称"华阳集团"） 旗下电解铝生产企业，本项目的推进将根据其电解铝企业搬迁的进度开展，如其 搬 ...

Market Overview - The non-metal materials sector experienced a decline of 0.86% on October 30, with Bingyang Technology leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers included: - Liliang Diamond (301071) with a closing price of 42.00, up 3.86% and a trading volume of 359,600 shares, totaling 1.466 billion yuan [1] - Tianma New Materials (920971) closed at 37.62, up 3.12% with a trading volume of 108,700 shares, totaling 406 million yuan [1] - Significant decliners included: - Bingyang Technology (920675) closed at 12.13, down 5.23% with a trading volume of 70,500 shares, totaling 87.4716 million yuan [2] - Quartz Shares (603688) closed at 42.08, down 2.05% with a trading volume of 260,200 shares, totaling 1.117 billion yuan [2] Capital Flow - The non-metal materials sector saw a net outflow of 210 million yuan from institutional investors, while retail investors had a net inflow of 266 million yuan [2][3] - The capital flow for key stocks showed: - Liliang Diamond had a net outflow of 34.2155 million yuan from institutional investors, but a net inflow of 30.9384 million yuan from retail investors [3] - Longgao Co. (605086) experienced a net outflow of 1.7845 million yuan from institutional investors, with a net inflow of 1.0490 million yuan from retail investors [3]

期货日报网讯（记者曲德辉）10月29日，由中国有色金属工业协会、陕西有色金属控股有限责任公司联 合主办，北京安泰科信息科技股份有限公司承办的2025年中国国际铝业周在陕西西安开幕。会议秉 承"交流、合作、互利、共赢"的宗旨，旨在强化铝土矿资源全球布局,系统构建绿色低碳发展体系，引 领全球铝业治理体系变革，更好地传递中国声音，为全球铝工业搭建资源、生产、应用、贸易的长期合 作平台。来自国内外铝生产、贸易、应用、科研、金融等相关领域的1000余名代表齐聚一堂，共绘铝产 业发展新蓝图。 中国有色金属工业协会党委书记、会长葛红林，商务部贸易救济调查局副局长顾宇，工业和信息化部原 材料工业司二级巡视员张文明，陕西有色金属控股集团有限责任公司党委书记、董事长吴群英，中国铝 业集团有限公司党组成员、副总经理魏成文，国家电力投资集团有限公司党组成员、副总经理王绍民， 陕西有色金属控股集团有限责任公司党委副书记、董事、总经理莫勇，中国有色金属工业协会党委副书 记范顺科，山东魏桥创业集团有限公司党委副书记、董事邓文强，国际铝业协会秘书长Miles Prosser （迈尔斯·珀瑟），上海财经大学滴水湖高级金融学院教授、院长、北京大 ...

分红方面，索通发展A股上市后累计派现11.48亿元。近三年，累计派现6.29亿元。 机构持仓方面，截止2025年6月30日，索通发展十大流通股东中，国泰聚信价值优势灵活配置混合A （000362）位居第四大流通股东，持股670.00万股，相比上期减少80.00万股。香港中央结算有限公司位 居第五大流通股东，持股536.68万股，相比上期增加174.84万股。南方中证1000ETF（512100）位居第 十大流通股东，持股320.22万股，为新进股东。光大保德信信用添益债券A类（360013）、国泰金牛创 新成长混合（020010）退出十大流通股东之列。 今年以来索通发展已经1次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入-1.57亿 元；买入总计7486.80万元 ，占总成交额比8.12%；卖出总计2.32亿元 ，占总成交额比25.12%。 资料显示，索通发展股份有限公司位于山东省临邑县恒源经济开发区新104国道北侧，成立日期2003年8 月27日，上市日期2017年7月18日，公司主营业务涉及预焙阳极的研发、生产及销售业务。主营业务收 入构成为：预焙阳极90.75%，其他(补充)4.57%， ...

Core Insights - The non-metal materials sector experienced a significant increase of 2.63% on October 27, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Lianrui New Materials (688300) closed at 63.63, with a rise of 10.28% and a trading volume of 129,000 shares, amounting to a transaction value of 825 million yuan [1] - Suotong Development (603612) rose by 4.15% to close at 25.60, with a trading volume of 250,200 shares and a transaction value of 639 million yuan [1] - Longgao Co., Ltd. (605086) increased by 3.34% to 24.72, with a trading volume of 26,700 shares and a transaction value of 65.33 million yuan [1] - Tianma New Materials (920971) saw a 2.49% increase, closing at 32.96, with a trading volume of 28,400 shares and a transaction value of 93.34 million yuan [1] - Kuncai Technology (603826) had a marginal increase of 0.16%, closing at 18.47, with a trading volume of 23,600 shares and a transaction value of 43.63 million yuan [1] - Qilu Huaxin (920832) and Dongfang Xiyuan (920175) experienced slight declines of 0.24% and 0.39%, respectively [1] Capital Flow - The non-metal materials sector saw a net outflow of 120 million yuan from institutional investors, while retail investors contributed a net inflow of 171 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors showed interest in the sector [2] Detailed Capital Flow Analysis - Longgao Co., Ltd. (605086) had a net outflow of 2.27 million yuan from institutional investors but a net inflow of 1.54 million yuan from retail investors [3] - Kuncai Technology (603826) experienced a net outflow of 1.27 million yuan from institutional investors, while retail investors contributed a net inflow of 0.78 million yuan [3] - Lianrui New Materials (688300) faced a net outflow of 4.81 million yuan from institutional investors, but retail investors contributed a significant net inflow of 8.08 million yuan [3]

Core Viewpoint - The non-metal materials sector experienced a 1.2% increase on October 24, with Lianrui New Materials leading the gains, while the overall market indices also showed positive performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3950.31, up 0.71% [1] - The Shenzhen Component Index closed at 13289.18, up 2.02% [1] Group 2: Individual Stock Performance - Lianrui New Materials (688300) closed at 57.70, with a rise of 5.29% and a trading volume of 40,300 lots, totaling a transaction value of 232 million [1] - Suotong Development (603612) closed at 24.58, up 2.46%, with a trading volume of 161,700 lots and a transaction value of 393 million [1] - Quartz Co. (603688) closed at 38.78, increasing by 1.86%, with a trading volume of 82,300 lots and a transaction value of 318 million [1] - Other notable stocks include: - Bingyang Technology (920675) at 11.95, up 0.42% [1] - Changjiang Materials (001296) at 24.37, up 0.41% [1] - Ningxin New Materials (920719) at 15.00, up 0.33% [1] - Kuncai Technology (603826) at 18.44, up 0.16% [1] - Qilu Huaxin (920832) at 8.29, unchanged [1] - Tianma New Materials (920971) at 32.16, down 0.19% [1] - Dongfang Huaiyuan (920175) at 12.75, down 0.70% [1] Group 3: Capital Flow Analysis - The non-metal materials sector saw a net outflow of 45.48 million from institutional investors and 14.09 million from retail investors, while individual investors contributed a net inflow of 59.57 million [2] - Notable capital flows include: - Quartz Co. (603688) with a net inflow of 23.92 million from institutional investors [3] - Lianrui New Materials (688300) with a net outflow of 14.74 million from institutional investors [3] - Strength Diamond (301071) experienced a significant net outflow of 63.02 million from institutional investors [3]

Core Viewpoint - The non-metal materials sector experienced a decline of 1.31% on October 22, with Dongfang Carbon leading the drop. The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1]. Summary by Category Stock Performance - The following stocks in the non-metal materials sector showed significant price movements: - Bingyang Technology (920675) closed at 13.21, up 9.26% with a trading volume of 163,100 shares and a turnover of 224 million yuan. - Changjiang Materials (001296) closed at 24.00, up 2.21% with a trading volume of 91,000 shares and a turnover of 219 million yuan. - Longgao Co. (605086) closed at 24.83, up 0.53% with a trading volume of 14,000 shares and a turnover of 34.87 million yuan. - Other notable declines included: - Dongfang Huizhen (920175) down 4.54% to 13.03. - Tianma New Materials (920971) down 4.00% to 34.08 [1][2]. Capital Flow - The non-metal materials sector saw a net outflow of 117 million yuan from institutional investors, while retail investors contributed a net inflow of 69.32 million yuan. Speculative funds recorded a net inflow of 47.51 million yuan [2][3]. Individual Stock Capital Flow - Key capital flow data for selected stocks: - Changjiang Materials (001296) had a net inflow of 3.58 million yuan from institutional investors, but a net outflow of 10.42 million yuan from retail investors. - KunCai Technology (603826) experienced a net inflow of 1.98 million yuan from institutional investors, but a net outflow of 1.25 million yuan from retail investors. - Strength Diamond (301071) faced a net outflow of 49.03 million yuan from institutional investors, while retail investors contributed a net inflow of 27.37 million yuan [3].