TIANSHAN ALUMINUM(002532)

Search documents
天山铝业9月30日获融资买入3168.16万元,融资余额4.38亿元
Xin Lang Cai Jing· 2025-10-09 01:29
Core Viewpoint - Tianshan Aluminum experienced a decline of 0.43% in stock price on September 30, with a trading volume of 438 million yuan, indicating a challenging market environment for the company [1] Financing Summary - On September 30, Tianshan Aluminum had a financing buy-in amount of 31.68 million yuan and a financing repayment of 69.64 million yuan, resulting in a net financing outflow of 37.95 million yuan [1] - The total financing and securities balance for Tianshan Aluminum reached 455 million yuan, with the financing balance accounting for 0.81% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low financing level [1] - In terms of securities lending, Tianshan Aluminum had a repayment of 108,700 shares and a sell-out of 1,600 shares on September 30, with a sell-out amount of 18,500 yuan, while the securities lending balance was 17.46 million yuan, exceeding the 90% percentile level over the past year, indicating a high level of securities lending [1] Business Performance - As of June 30, Tianshan Aluminum reported a total of 49,700 shareholders, an increase of 4.44% from the previous period, with an average of 83,175 circulating shares per person, a decrease of 4.25% [2] - For the first half of 2025, Tianshan Aluminum achieved an operating income of 15.328 billion yuan, representing a year-on-year growth of 11.19%, while the net profit attributable to shareholders was 2.084 billion yuan, reflecting a slight increase of 0.51% year-on-year [2] Dividend and Shareholding Information - Tianshan Aluminum has cumulatively distributed dividends of 6.562 billion yuan since its A-share listing, with a total of 3.463 billion yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder of Tianshan Aluminum, holding 113 million shares, which is a decrease of 10.084 million shares compared to the previous period [3]
牛市一周年的红利展望:多行业联合红利资产9月报-20251008
Huachuang Securities· 2025-10-08 09:41
Group 1: Strategy Overview - The report highlights that the first anniversary of the bull market has resulted in absolute returns for dividend assets, but the perceived gains are weak, with relative returns lagging behind the market [17][18][19] - From October 24, 2024, to September 25, 2025, the banking sector contributed +5 percentage points to absolute returns, while coal was a significant drag on performance [17][18][23] - The report indicates that the current AH premium index is at the 2nd percentile over the past 15 years, suggesting potential for upward correction in A-share dividend assets [18][19] Group 2: Financial Sector Insights - The banking sector is expected to stabilize its interest margins this year, with insurance funds actively increasing stock allocations [17][18] - Recommendations include focusing on banks with high dividend yields and solid asset quality, particularly smaller regional banks like Chengdu Bank and Jiangsu Bank [17][18] - The report suggests that the economic structural transformation will provide greater elasticity in the fundamentals and valuations of banks, with a focus on banks like China Merchants Bank and Ningbo Bank [17][18] Group 3: Transportation and Utilities - The report identifies several high-yield stocks in the transportation sector, emphasizing the investment value of dividend assets [17][18] - Key recommendations include Sichuan Chengyu and Anhui Expressway, which are noted for their growth potential [17][18] - In the port sector, China Merchants Port is highlighted for its overseas asset layout and increasing dividend payout ratio [17][18] Group 4: Energy and Chemicals - The petrochemical industry is expected to see accelerated transformation and growth, with a focus on energy security and long-term cash flow stability [17][18] - Recommendations include major players like China Petroleum and China National Offshore Oil Corporation [17][18] - The report suggests that coal prices may strengthen due to recent policy measures, with a focus on companies like China Shenhua Energy and Shaanxi Coal and Chemical Industry [17][18] Group 5: Food and Beverage Sector - The report notes that leading companies in the food and beverage sector are showing resilience, with a focus on improving bottom-line signals [17][18] - Recommendations include high-dividend stocks like Moutai and Wuliangye, which are expected to maintain strong cash flows [17][18] - The report also highlights the stability of traditional leaders like Yili and Shuanghui, emphasizing their shareholder return strategies [17][18] Group 6: Home Appliances - The home appliance sector is characterized by quality and cyclical dividends, with a focus on leading companies [17][18] - Recommendations include Midea Group and Haier Smart Home, which are expected to benefit from policy support and improving domestic sales [17][18] - The report also suggests monitoring small appliance leaders like Supor, which are positioned to capitalize on changing consumer demands [17][18] Group 7: Real Estate - The report indicates a recovery in new home transactions from a low base, with a focus on core segments [17][18] - Recommended stocks include Greentown China and Swire Properties, which are noted for their stable cash flows and dividend commitments [17][18] - The report emphasizes the importance of monitoring rental income and occupancy rates in the commercial real estate sector [17][18] Group 8: Metals - The report highlights the recovery of profitability in the metals sector, particularly in aluminum, which is seen as a resilient dividend asset [17][18] - Recommendations include China Hongqiao and Tianshan Aluminum, which are expected to maintain or increase dividend payouts [17][18] - The report also notes the potential for high-dividend stocks in the sector, such as Zhongfu Industrial [17][18] Group 9: Publishing - The education publishing sector is characterized by stability and high dividend yields, with a focus on companies like Southern Publishing [17][18] - The report suggests that companies are actively exploring new business directions, such as AI education, which may provide upside potential [17][18] - Recommendations include Zhongyuan Publishing and Changjiang Publishing, which are noted for their solid fundamentals and dividend policies [17][18] Group 10: Selected Dividend Asset Portfolio - The report presents a curated list of stable dividend assets, including Sichuan Chengyu in transportation and Wuliangye in food and beverage [12][17] - Quality dividend assets highlighted include Midea Group and Southern Publishing, while cyclical dividend assets include Shaanxi Coal and China Hongqiao [12][17] - Potential dividend assets include China Merchants Port in the transportation sector, indicating a diversified approach to dividend investing [12][17]
天山铝业9月30日大宗交易成交3.97亿元
Zheng Quan Shi Bao Wang· 2025-09-30 14:42
据天眼查APP显示,天山铝业集团股份有限公司成立于1997年11月03日,注册资本465188.5415万人民 币。(数据宝) 9月30日天山铝业大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | (万股) | (万元) | (元) | 价(%) | 业部 | | | 3400.00 | 39678.00 | 11.67 | 0.69 | 机构专 | 长江证券股份有限公司深圳福华 | | | | | | 用 | 路证券营业部 | (文章来源:证券时报网) 天山铝业9月30日大宗交易平台出现一笔成交,成交量3400.00万股,成交金额3.97亿元,大宗交易成交 价为11.67元,相对今日收盘价溢价0.69%。该笔交易的买方营业部为机构专用,卖方营业部为长江证券 股份有限公司深圳福华路证券营业部。 证券时报·数据宝统计显示,天山铝业今日收盘价为11.59元,下跌0.43%,日换手率为0.91%,成交额为 4.38亿元,全天主力资金净流入2009.90万元,近5日该股累计上涨6.8 ...
今日共78只个股发生大宗交易,总成交25.85亿元
Di Yi Cai Jing· 2025-09-30 09:43
机构专用席位买入额排名:天山铝业(3.97亿元)、长华化学(9044万元)、宁德时代(4896.36万元)、合合信 息(4803.96万元)、吉视传媒(2760万元)、美的集团(2615.76万元)、新产业(2458.8万元)、景嘉微(2317万 元)、藏格矿业(2099.88万元)、金徽股份(2010.72万元)、阳光电源(1995.59万元)、中际旭创(1929.59万 元)、德方纳米(1540万元)、牧原股份(848万元)、云天励飞-U(801.26万元)、中一科技(729.5万元)、万润 新能(677.6万元)、柳工(275.17万元)、埃夫特-U(236.94万元)、移远通信(220万元)、神通科技(214.62万 元)、江波龙(211.86万元)、康辰药业(201.98万元)、欧林生物(201.85万元)、亚信安全(200.37万元)、税友 股份(200.15万元)、康泰医学(200.07万元)。 机构专用席位卖出额排名:宁德时代(4896.36万元)、美的集团(2615.76万元)、新产业(2458.8万元)、景 嘉微(2317万元)、藏格矿业(2099.88万元)、阳光电源(1995.59万元 ...
天山铝业今日大宗交易溢价成交3400万股,成交额3.97亿元
Xin Lang Cai Jing· 2025-09-30 08:55
9月30日,天山铝业大宗交易成交3400万股,成交额3.97亿元,占当日总成交额的47.55%,成交价11.67 元,较市场收盘价11.59元溢价0.69%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-30 | 002532 | 天山铝业 | 11.67 | 3,400.00 | 39,6 楓 梅 用 | | 长江证券股份有限 公司深圳福华路证 劳营业部 | ...
天山铝业集团股份有限公司关于股份回购完成暨股份变动公告
Shang Hai Zheng Quan Bao· 2025-09-29 20:42
Core Viewpoint - Tianshan Aluminum has completed its share repurchase plan, acquiring a total of 23.7052 million shares, which represents 0.51% of the company's total share capital, with a total expenditure of approximately RMB 200 million [4][5]. Summary by Sections Share Repurchase Plan - The company approved a share repurchase plan on April 9, 2025, with a budget between RMB 200 million and RMB 300 million, and a maximum repurchase price of RMB 10 per share [2]. - The repurchase was adjusted to a maximum price of RMB 9.8 per share due to the company's annual equity distribution [3]. Implementation Details - As of the announcement date, the company had repurchased 2,370.52 million shares at prices ranging from RMB 7.41 to RMB 9.79 per share, using a total of RMB 200 million [4][5]. - The repurchase was conducted in compliance with relevant regulations and did not deviate from the approved plan [4][6]. Impact on the Company - The share repurchase is not expected to significantly impact the company's financials, operations, or debt obligations, nor will it alter the company's equity structure or listing status [5]. - The repurchased shares will be used for employee stock ownership plans or equity incentive plans, with unutilized shares to be canceled if not used within 36 months [8]. Compliance and Trading Restrictions - The company adhered to regulations regarding the timing and manner of share repurchases, ensuring no trading occurred during sensitive periods [6][7].
天山铝业:总计回购2370.52万股
Mei Ri Jing Ji Xin Wen· 2025-09-29 09:05
截至发稿,天山铝业市值为541亿元。 每经AI快讯,天山铝业(SZ 002532,收盘价:11.64元)9月29日晚间发布公告称,截至本公告披露 日,本次回购方案已实施完毕。公司通过回购专用证券账户以集中竞价方式累计回购公司股份2370.52 万股,占公司总股本的0.51%,最高成交价为9.79元/股,最低成交价为7.41元/股,已使用资金总额约为 2亿元。 每经头条(nbdtoutiao)——农夫大战怡宝,抢到更多蛋糕的却是宗馥莉!农夫绿瓶上市后,怡宝上 演"滑铁卢":市占率大跌近5个百分点 2025年1至6月份,天山铝业的营业收入构成为:铝行业占比100.0%。 (记者 王晓波) ...
天山铝业(002532.SZ):累计回购0.51%股份 回购方案已实施完毕
Ge Long Hui A P P· 2025-09-29 08:55
格隆汇9月29日丨天山铝业(002532.SZ)公布,截至本公告披露日,本次回购方案已实施完毕。公司通过 回购专用证券账户以集中竞价方式累计回购公司股份2,370.52万股,占公司总股本的0.51%,最高成交 价为9.79元/股,最低成交价为7.41元/股,已使用资金总额为20,000.26万元。本次回购符合相关法律法 规的要求,符合既定的回购方案。 ...
天山铝业(002532) - 关于股份回购完成暨股份变动公告
2025-09-29 08:47
证券代码:002532 证券简称:天山铝业 公告编号:2025-062 天山铝业集团股份有限公司 因公司实施 2024 年年度权益分派,本次回购股份价格上限由不超过人民币 10 元/股(含)调整至不超过 9.8 元/股(含),具体内容详见公司 2025 年 4 月 15 日于巨潮资讯网披露的《回购报告书》和 2025 年 5 月 15 日于巨潮资讯网披露的 《2024 年年度权益分派实施公告》。 根据公司回购方案,截至本公告日,公司本次回购股份已实施完毕,根据《上 市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购 关于股份回购完成暨股份变动公告 1 / 4 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 股份》的相关规定,现将公司回购实施结果公告如下: 天山铝业集团股份有限公司(以下简称"公司")于 2025 年 4 月 9 日召开第 六届董事会第十二次会议,审议通过了《关于以集中竞价交易方式回购公司股份 方案的议案》,同意公司使用股票回购专项贷款和自有资金以集中竞价交易方式 回购公司发行在外的部分 A 股普通股股票。本次用于回购股份 ...
天山铝业涨2.04%,成交额3.00亿元,主力资金净流出2384.74万元
Xin Lang Cai Jing· 2025-09-29 05:47
Core Viewpoint - Tianshan Aluminum has shown significant stock performance with a year-to-date increase of 49.64%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the first half of 2025, Tianshan Aluminum reported revenue of 15.328 billion yuan, a year-on-year increase of 11.19%, and a net profit attributable to shareholders of 2.084 billion yuan, up 0.51% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 6.562 billion yuan, with 3.463 billion yuan distributed over the past three years [3]. Stock Market Activity - As of September 29, Tianshan Aluminum's stock price reached 11.48 yuan per share, with a trading volume of 300 million yuan and a market capitalization of 53.404 billion yuan [1]. - The stock has experienced a 3.89% increase over the last five trading days, a 15.03% increase over the last 20 days, and a 34.43% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 49,700, with an average of 83,175 circulating shares per shareholder, a decrease of 4.25% from the previous period [2]. - Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 113 million shares, down by 10.084 million shares from the previous period [3]. Business Overview - Tianshan Aluminum, established on November 3, 1997, and listed on December 31, 2010, specializes in the production and sale of primary aluminum, aluminum deep-processing products, prebaked anodes, high-purity aluminum, and alumina [1]. - The company's revenue composition includes 65.26% from aluminum ingots, 24.20% from alumina, 6.89% from aluminum foil and foil materials, 2.10% from high-purity aluminum, and 1.55% from other sources [1].