证券代码：002532 证券简称：天山铝业 公告编号：2025-043 天山铝业集团股份有限公司 关于实际控制人部分股份质押的公告 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。 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。 一、股东股份质押基本情况 公司近日接到股东、实际控制人曾超懿和曾超林函告，获悉其所持有本公 司的部分股份被质押，具体事项如下 ： | 股东 | 是否为控股 股东或第一 | 本次质押 数量（万 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 质押起 | 质押到 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | | | | | 充质 | 始日 | 期日 | | 用途 | | | 一致行动人 | 股） | 比例 | 比例 | 售股 | 押 | | | | | | 曾超 | 是 | | | | 否 | 否 | 2025/8/ | ...

Core Insights - The China Securities 500 Quality Growth Index has shown a slight increase of 0.22% as of August 4, 2025, with notable stock performances from companies like ShenZhou TaiYue and JieJia WeiChuang, which rose by 8.95% and 6.00% respectively [1] - Analysts suggest that August may see a rotation of market hotspots due to a lack of performance expectations, advising caution in high-risk investments [1] - The index is currently at a historical low valuation with a price-to-book ratio (PB) of 1.92, indicating strong value for investors [2] Market Performance - The top ten weighted stocks in the China Securities 500 Quality Growth Index account for 20.47% of the index, with Dongwu Securities and Kaiying Network being the largest contributors [2] - The 500 Quality Growth ETF closely tracks the index and has recently reported a price of 1.02 yuan, reflecting a 0.20% increase [1] Investment Strategy - Analysts from Galaxy Securities recommend focusing on companies with strong performance certainty during the current reporting period, while also noting the potential for localized market movements [1] - Guotou Securities emphasizes that the current bull market logic driven by liquidity remains intact, predicting a strong market index performance in August [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [4][6][10]. Core Views - The report highlights a significant increase in the probability of interest rate cuts, which has led to rising prices for both industrial and precious metals. The macroeconomic environment is expected to support metal prices in the second half of the year [2][4]. - Industrial metals are anticipated to benefit from ongoing macroeconomic policy support in China, with a focus on the "14th Five-Year Plan" and continued investment in infrastructure [2][4]. - Precious metals, particularly gold, are expected to see a long-term upward trend due to central bank purchases and weakening US dollar credit [4][6]. Summary by Sections Industrial Metals - Copper prices have been affected by the US imposing a 50% tariff on semi-finished copper, leading to a significant drop in COMEX copper prices. However, domestic demand is showing signs of recovery with an increase in the operating rate of copper rod enterprises to 71.73% [2][4]. - Aluminum production capacity remains stable, but demand is weak due to seasonal factors, with social inventory increasing to 544,000 tons [2][4]. - Key companies recommended include Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][4]. Energy Metals - Cobalt prices are expected to rise due to the impact of the Democratic Republic of Congo's mining ban, while lithium prices have seen a rapid decline amid cautious market sentiment [3][4]. - Nickel prices are projected to remain strong due to low inventory levels and increased purchasing activity from downstream sectors [3][4]. - Recommended companies include Huayou Cobalt and Zangge Mining [3][4]. Precious Metals - Gold prices are expected to rise due to strong central bank purchases and a favorable macroeconomic environment, with the report highlighting a long-term upward trend for gold prices [4][6]. - Silver prices are also expected to increase, driven by industrial demand and recovery in the market [4][6]. - Key companies recommended include Shandong Gold, Zhongjin Gold, and Zijin Mining [4][6].

Group 1 - The company announced a share buyback program, having repurchased a total of 17.559 million shares [2] - The repurchased shares represent 0.38% of the company's total share capital [2]

格隆汇8月1日丨天山铝业(002532.SZ)公布，截至2025年7月31日，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1,755.90万股，占公司总股本的0.38%，最高成交价为9.38元/股，最低成交价 为7.41元/股，已使用资金总额为13,995.65万元(不含交易费用)。 ...

格隆汇8月1日丨天山铝业(002532.SZ)公布，截至2025年7月31日，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1,755.90万股，占公司总股本的0.38%，最高成交价为9.38元/股，最低成交价 为7.41元/股，已使用资金总额为13,995.65万元(不含交易费用)。 ...

天山铝业集团股份有限公司 回购股份进展公告 证券代码：002532 证券简称：天山铝业 公告编号：2025-042 （二）公司回购股份的时间、数量及集中竞价交易的委托时段符合《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——回购股份》 的相关规定，具体情况如下： 1、公司未在下列期间回购股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项 发生之日或者在决策过程中，至依法披露之日内； 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。 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。本次用于回购股份的资金总额不低 于人民币 20,000 万元（含），不超过人民币 30,000 万元（含）。在本次回购股份 价格不超过 10 元/股（含）的条件下，按照本次回购资金总额上限测算，预计可 回购股份总数约为 ...

Group 1 - The announcement details that a significant shareholder, Jin Hui Investment, has pledged part of its shares in Tianshan Aluminum, which does not involve major asset restructuring or performance compensation obligations [1] - As of the announcement date, the total pledged shares by the controlling shareholder and its concerted parties amount to 31.64 million shares, representing 16.19% of their holdings and 6.80% of the company's total share capital, with a corresponding financing balance of 940 million yuan [2] - The controlling shareholder and its concerted parties have a good credit status and repayment capability, with no risks of forced liquidation or transfer of shares, ensuring no impact on the company's operations or governance [2][3] Group 2 - The company is currently operating normally, with all operations proceeding in an orderly manner, and Jin Hui Investment maintains a positive outlook on the company's long-term stable development [3] - The company will continue to monitor the situation regarding the pledged shares and fulfill its information disclosure obligations as required [3]

Summary of Key Points Core Viewpoint - Tianshan Aluminum Industry Group Co., Ltd. disclosed that a portion of shares held by its controlling shareholder's action partner, Shihezi Jinhu Energy Investment Co., Ltd., has been pledged, with no significant impact on the company's operations or governance [1]. Share Pledge Basic Situation - The pledged shares amount to 8,634,000 shares, representing 25.00% of the shareholder's holdings and 1.86% of the company's total share capital [1]. - The pledge is for the purpose of enhancing credit and does not involve major asset restructuring or performance compensation obligations [1]. Current Pledge Status - As of the announcement date, the total number of pledged shares by the shareholder and its action partners is 31,640,000 shares, which accounts for 16.19% of their holdings and 6.80% of the company's total share capital, with a corresponding financing balance of 940 million yuan [4]. - The repayment source for the financing is from the shareholder's own funds, and there are no risks of forced liquidation or transfer of shares [4]. Other Situations - The company's current production and operational status is normal, with ongoing orderly progress in various tasks [4]. - Jinhu Investment maintains a positive outlook on the company's long-term stable development, and the risks associated with the pledged shares are considered controllable [4].

证券代码：002532 证券简称：天山铝业 公告编号：2025-041 天山铝业集团股份有限公司 关于控股股东的一致行动人部分股份质押的公告 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。 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。 一、股东股份质押基本情况 公司近日接到控股股东的一致行动人石河子市锦汇能源投资有限公司（以 下简称"锦汇投资"）函告，获悉其所持有本公司的部分股份被质押，具体事 项如下 ： 1 / 3 | | | | | | | | 已质押股份情况 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | 况 | | | | | | | | | | | | 未质 | | | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 已质押 | | 押股 | | | 股东名 | 持股数量 | 持股比 | 前质押股 | 后质押股 | 持股份 | ...