责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年1月23日，索通发展（sh603612）触及涨停，涨停价29.15元，涨幅10%，总市值145.20亿元，流 通市值145.20亿元，截止发稿，总成交额11.73亿元。 根据喜娜AI异动分析，索通发展涨停原因可能如下，海外布局+产能扩张+业绩增长： 1、公司与阿联酋 EGA合作建设预焙阳极项目，拓展国际市场，此项目符合"一带一路"战略，且被列为中阿合作示范项 目，可享受政策红利。同时，国内新建200kt/a高电流密度节能型炭材料项目，完善了产能布局，这些举 措增强了市场对公司未来发展的信心。 2、公司2025年前三季度营收同比增长28.66%，净利润增长 201.81%， ...

1月23日，索通发展涨5.06%，截至发稿，报27.84元/股，成交4.87亿元，换手率3.61%，总市值138.67亿 元。 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%，负极材料3.68%，电容器0.99%。 从索通发展十大流通股东角度 数据显示，南方基金旗下1只基金位居索通发展十大流通股东。南方中证1000ETF（512100）三季度减 持1.64万股，持有股数318.58万股，占流通股的比例为0.64%。根据测算，今日浮盈赚取约426.9万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益9.38%，同类 排名1624/5546；近一年收益43.79%，同类排名1722/4261；成立以来收益25.09%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年79天，现任基金资产总规模1370.2亿元， ...

Market Performance - The non-metal materials sector increased by 1.42% on January 22, with Longgao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Longgao Co., Ltd. (code: 605086) closed at 44.88, with an increase of 8.14% and a trading volume of 70,300 shares, amounting to a transaction value of 304 million yuan [1] - Kuncai Technology (code: 603826) saw a rise of 6.48%, closing at 17.10 with a trading volume of 116,500 shares [1] - Other notable performers include: - Bingyang Technology (code: 920675) up 4.94% to 11.05 [1] - Ningxin New Materials (code: 920719) up 3.50% to 13.89 [1] - Qilu Huaxin (code: 920832) up 3.16% to 8.16 [1] Capital Flow - The non-metal materials sector experienced a net inflow of 118 million yuan from main funds, while retail investors saw a net outflow of 117 million yuan [2] - The main funds' net inflow for Longgao Co., Ltd. was 30.97 million yuan, representing 10.18% of its trading volume [3] - Kuncai Technology had a net inflow of 18.96 million yuan from main funds, accounting for 9.86% of its trading volume [3]

Group 1 - The non-metal materials sector increased by 1.49% on January 21, with Tianma New Materials leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the non-metal materials sector showed varied performance, with Tianma New Materials closing at 35.30, up 5.75%, and Dongfang Huizhen declining by 0.41% to 12.04 [1] Group 2 - The non-metal materials sector saw a net inflow of 43.89 million yuan from main funds, while retail investors experienced a net outflow of 36.99 million yuan [2] - Major stocks like Suotong Development and Lianrui New Materials had significant net inflows from main funds, with 29.09 million yuan and 28.73 million yuan respectively [3] - Retail investors showed a negative trend in stocks like Ningxin New Materials and Qilu Huaxin, with net outflows of 2.09 million yuan and 1.09 million yuan respectively [3]

截至1月9日，索通发展股东户数4.51万，较上期减少4.09%；人均流通股11047股，较上期增加4.26%。 2025年1月-9月，索通发展实现营业收入127.62亿元，同比增长28.66%；归母净利润6.54亿元，同比增长 201.81%。 1月16日，索通发展跌1.78%，成交额4.22亿元。两融数据显示，当日索通发展获融资买入额6321.11万 元，融资偿还9103.10万元，融资净买入-2781.98万元。截至1月16日，索通发展融资融券余额合计7.29 亿元。 融资方面，索通发展当日融资买入6321.11万元。当前融资余额7.27亿元，占流通市值的5.75%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，索通发展1月16日融券偿还4600.00股，融券卖出400.00股，按当日收盘价计算，卖出金额 1.02万元；融券余量7.26万股，融券余额184.48万元，超过近一年70%分位水平，处于较高位。 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。 ...

Core Viewpoint - The article emphasizes the importance of selecting stocks based on three criteria: high capacity-to-market value ratio, ability to expand overseas, and the current bottoming of alumina prices, suggesting a focus on companies with high self-sufficiency in alumina amid potential supply disruptions [1][3][4] Supply Side - Global supply elasticity is decreasing and vulnerability is increasing due to factors such as peak domestic capacity in China, energy constraints in Europe and the US, and power supply issues in Indonesia, leading to a projected global supply CAGR of 1.4% from 2025 to 2030 [3][5] - China's electrolytic aluminum production capacity is nearing its limit, with a forecasted production of 4,430 million tons in 2025, reflecting a growth rate of only 2.4% [9] - The US and Europe face challenges in restoring electrolytic aluminum capacity due to high energy costs and tight power supplies, which will slow down recovery and limit new capacity [10][11] - Indonesia is expected to contribute significantly to future global electrolytic aluminum growth, but power supply constraints will hinder rapid capacity release [13][16] Demand Side - Global aluminum demand is projected to grow at a CAGR of 2.3% from 2025 to 2030, driven by traditional demand recovery and emerging sectors like energy storage and data centers [18][22] - Traditional demand is expected to benefit from fiscal and monetary easing, with a projected decrease in the real estate sector's contribution to aluminum demand [22][23] - New industries, particularly energy storage and data centers, are becoming significant drivers of aluminum demand, with projected CAGRs of 26% and 13% respectively from 2025 to 2030 [26][30] Cost Factors - Alumina prices are expected to rebound due to supply-side constraints and policy changes in Guinea, despite current oversupply conditions [36][38] - The energy transition is anticipated to lower the costs of green electricity for electrolytic aluminum production, although short-term carbon taxes may raise energy costs [40][56] - Coal prices are expected to remain low, which will help suppress the costs of thermal power generation for electrolytic aluminum [41] Growth Opportunities - The Chinese aluminum industry is accelerating its overseas expansion due to domestic resource shortages and capacity constraints, with significant investments in regions like Guinea and Southeast Asia [42][45] - Guinea is highlighted as a key player in the alumina market, with plans to enhance local processing capabilities and attract investment [46] - Indonesia is emerging as a major hub for the aluminum industry, supported by government policies aimed at developing its domestic aluminum value chain [47] - Angola's rich hydropower resources and supportive policies are attracting investments in electrolytic aluminum production [48][49] - The Middle East is positioned as a cost-competitive region for aluminum production due to its abundant natural gas resources [50][51] Price Outlook - The electrolytic aluminum sector is expected to experience a revaluation as supply constraints and rising demand support higher aluminum prices, with potential for significant profit expansion [52][55] - The article suggests that the sector is transitioning from a purely cyclical nature to one that also includes dividend stability, making it an attractive investment opportunity [58]

证券日报网讯1月16日，索通发展（603612）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总数为45087户。 ...

Group 1 - The non-metal materials sector increased by 0.55% on January 16, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Lianrui New Materials had a closing price of 67.75, up 4.80%, with a trading volume of 84,900 shares and a transaction value of 565 million yuan [1] Group 2 - The non-metal materials sector experienced a net outflow of 18.35 million yuan from institutional funds and 15.77 million yuan from retail funds, while individual investors saw a net inflow of 34.12 million yuan [2] - The trading data for individual stocks in the non-metal materials sector shows varied performance, with Lianrui New Materials and Changjiang Materials seeing significant trading volumes and price changes [2][3] - Lianrui New Materials had a net outflow of 24.34 million yuan from institutional funds, while Changjiang Materials saw a net inflow of 17.35 million yuan [3]

Group 1: Aluminum Price Trends - Since December 2025, domestic aluminum prices have entered a strong upward trend, reaching a historical high of 24,690 yuan/ton by January 14, 2026, driven by recovering downstream demand and supply contraction [1] - The current market conditions have established a "difficult to decline" scenario for aluminum prices, indicating a new cycle for the aluminum industry and injecting strong growth momentum into upstream aluminum consumables [2] - The demand for aluminum has been significantly boosted by the global energy transition, particularly in sectors like electric vehicles and power grid construction, with a revised forecast for China's electrolytic aluminum consumption growth rate increasing from 1.0% to 2.6% for 2025 [3] Group 2: Company Overview - Suotong Development - Suotong Development, a leading company in the prebaked anode industry, is expected to benefit from the rising aluminum prices due to its scale, technology, and customer advantages [2] - The company has been deeply involved in the prebaked anode sector for over 20 years and is positioned to meet the increasing demand from downstream electrolytic aluminum enterprises as they accelerate investment [4] - Suotong Development aims to achieve a production capacity of 5 million tons, with a projected signed capacity of over 4.8 million tons by 2025, and is actively pursuing international expansion through joint ventures [5] Group 3: Market Dynamics and Future Outlook - The supply-demand imbalance in the electrolytic aluminum industry is expected to tighten further, with a projected supply gap of approximately 210,000 tons in 2026, indicating continued upward momentum for aluminum prices [5] - The rising aluminum prices are anticipated to open a new cycle for the aluminum industry chain, positively impacting the prebaked anode sector's market conditions [5] - Suotong Development is well-positioned to leverage its comprehensive advantages to capture the benefits of rising prices in the downstream electrolytic aluminum market, advancing towards a new phase of high-quality global development [5]

Core Viewpoint - The non-metal materials sector experienced a rise of 2.25% on January 15, with Lianrui New Materials leading the gains, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index increased by 0.41% [1]. Group 1: Market Performance - Lianrui New Materials closed at 64.65, up 6.74%, with a trading volume of 83,900 shares and a transaction value of 529 million yuan [1]. - Quartz Co. closed at 39.66, up 3.42%, with a trading volume of 177,000 shares and a transaction value of 695 million yuan [1]. - KunCai Technology closed at 17.82, up 0.96%, with a trading volume of less than 32,600 shares and a transaction value of 57.83 million yuan [1]. Group 2: Capital Flow - The non-metal materials sector saw a net inflow of 25.06 million yuan from main funds, while retail investors experienced a net outflow of 46.06 million yuan [2]. - The main funds' net inflow for Quartz Co. was 61.81 million yuan, while retail investors had a net outflow of 67.61 million yuan [3]. - Lianrui New Materials had a main fund net inflow of 4.49 million yuan, with retail investors showing a net outflow of 6.32 million yuan [3].