证券日报网讯 12月1日，焦作万方在互动平台回答投资者提问时表示，公司结合锦江集团在战略规划、 产业规模等领域的资源和优势，持续聚焦核心主业，不断夯实提升公司核心及综合竞争力，推动公司长 期可持续发展。 （编辑 楚丽君） ...

证券日报网讯 12月1日，焦作万方在互动平台回答投资者提问时表示，公司会根据实际生产需要，采购 部分三门峡铝业旗下的氧化铝，详情请查看公司2025年1月2日发布的《关于与浙江锦链通国际贸易有限 公司日常关联交易预计的公告》。 （编辑 楚丽君） ...

（编辑 楚丽君） 证券日报网讯 12月1日，焦作万方在互动平台回答投资者提问时表示，关于发行股份购买资产申请文件 已获得深圳证券交易所受理，目前正处于深交所问询回复阶段，该项目尚需通过深交所审核并经中国证 监会予以注册，最终能否通过深交所审核，并获得中国证监会同意注册的决定及其时间尚存在不确定 性。公司将根据事项的进展情况，按照相关法律法规的规定及时履行信息披露义务，相关进展请关注公 司后续公告。 ...

证券日报网讯12月1日，焦作万方（000612）在互动平台回答投资者提问时表示，公司40万吨再生铝项 目在焦作万方铝业股份有限公司厂区内实施。 ...

Core Viewpoint - Company will fulfill information disclosure obligations in a timely manner if there are significant matters [1] Group 1 - Company responded to investor inquiries on the interactive platform [1]

证券日报网讯12月1日，焦作万方（000612）在互动平台回答投资者提问时表示，公司目前主要围绕主 业发展，没有收购锦江新疆晶诺新材料公司的计划。后期如有相关事项，将严格按照相关法律法规和监 管规则的要求履行信息披露义务。 ...

Core Viewpoint - The aluminum industry in China is undergoing significant transformation driven by the "dual carbon" goals, with companies like Jiaozuo Wanfang leveraging their integrated supply chain to enhance profitability and optimize structure by 2025 [3][5]. Industry Changes - The aluminum industry is experiencing a profound change characterized by three key features: 1. The production capacity ceiling is firmly established at 45 million tons, with any new capacity requiring equal or reduced replacement, shifting supply from elastic to rigid [5][6]. 2. The cost structure is undergoing a revolutionary change, with electricity costs accounting for 35%-40% of production costs, and the shift towards hydropower aluminum due to its clean and low-carbon advantages [6]. 3. Demand is shifting, with traditional sectors like construction slowing down while new sectors such as electric vehicles and photovoltaics are emerging as new growth points for aluminum consumption [6]. Company Advantages - Jiaozuo Wanfang has a high degree of resource self-sufficiency, holding a 30% stake in Zhao Gu Energy, which provides stable coal supply, and its power generation units meet nearly 90% of its electricity needs [7][9]. - The company benefits from low logistics costs due to its location in the Central Plains Economic Zone, close to aluminum consumption markets [9]. Financial Performance - In 2022, the company faced a significant decline in net profit to 250 million yuan, down 62% year-on-year, but began to recover in 2023 as aluminum prices stabilized [10]. - For the first three quarters of 2025, the company reported revenue of 4.98 billion yuan, a 4% increase year-on-year, and a net profit of 910 million yuan, a substantial increase of 71.6% [12]. - The company's gross margin improved to 20.9%, a 10 percentage point increase from 2024, and net margin reached 18.2%, with return on equity (ROE) at 13.7%, the highest in five years [12][14]. Competitive Position - Jiaozuo Wanfang's gross margin of 26.7% in Q3 2025 significantly outperformed competitors like China Aluminum and Yun Aluminum, which had margins of 18.4% and 18%, respectively [14][17]. - The company's low debt levels, with a debt-to-asset ratio of 14% and interest-bearing debt ratio of 5%, provide a strong risk resilience compared to its peers [17]. Future Outlook - The aluminum industry is expected to maintain a tight supply-demand balance, with limited capacity expansion due to the 45 million ton ceiling, while new demand from electric vehicles and energy transition projects will continue to drive growth [20].

Group 1 - The announcement details that the major shareholder, Wanfang Group, has pledged part of its shares in Jiaozuo Wanfang Aluminum Industry Co., Ltd. [1] - The company confirms that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] - As of the announcement date, the cumulative pledged shares of Wanfang Group are outlined, indicating no obligations related to major asset restructuring or performance compensation [1] Group 2 - The announcement includes a notice from Wanfang Group regarding the share pledge and a detailed change report from China Securities Depository and Clearing Corporation [1]

Core Viewpoint - The announcement from Jiaozuo Wanfang indicates that its major shareholder, Jiaozuo Wanfang Group, has pledged a portion of its shares, specifically 10,000,000 shares, which may impact the company's stock performance and investor sentiment [2]. Summary by Category - **Shareholder Actions** - Jiaozuo Wanfang Group, holding over 5% of the company's shares, has engaged in a share pledge involving 10,000,000 shares [2].

关于公司持股 5%以上股东部分股份质押的公告 证券代码： 000612 证券简称：焦作万方 公告编号：2025-093 焦作万方铝业股份有限公司 二、股东股份累计质押的基本情况 | | | | | | | | | 已质押股份 | | | | | 未质押股份 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 情况 | | | | | 情况 | | | | | | | | | | | 已 | 质 | | | | | | | | | 股 | | | 本次质押 | 本次质押 | 占其 | 占公 | 押 | 股 | | | 未 | 质 | | | | | 东 | 持股数量 | 持股 | 前质押股 | 后质押股 | 所持 | 司总 | | | 占 | 已 | 押 | 股 | | 占 | 未 | | 名 | | 比例 | | | 股份 | 股本 | 份 | 限 | 质 | 押 | 份 | 限 | | 质 | 押 | | | | | ...