TIANSHAN ALUMINUM(002532)

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电池铝箔2026展望:繁荣、萧瑟并存
鑫椤锂电· 2025-09-28 08:48
3 7%的增长 根据ICC鑫椤锂电数据库统计, 今年 1-8 月电池铝箔总产量为 31.7 万吨,同比增长 37% 。 从供应格局来看,老大哥还是老大哥,鼎胜新材以 32% 的市占率居于头位。 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:鑫椤锂电 随着 8 月 30 日鼎胜新材(五星铝业母公司) 25 年半年报的披露,所有已上市电池铝箔企业的业绩得以 全览。 回头看,苦干半年,一把辛酸泪。往前看,苦海无涯,拐点难盼。 在这个即将迎来全年排产最高峰 10 月的临界点,和构思 26 年生产计划的前夕,我们想写一篇文章,回顾下今年电池 铝箔已过的岁月、展望明年的可能性。 而在产能端, 我们统计目前国内电池铝箔的有效产能为 86.9 万吨,其中鼎胜新材是唯一一家产能超 20 万吨的企 业。 从产能利用率来看,行业整体存在着一定的闲置产能。 行业内部则有所分化,头部玩家产能利用率较高,而近几年新进入的玩家,开工状态相对一般。 高集中度带来高议价权 | | | 主要电池铝箔上市公司25H1经营情况 | | | | | --- | --- | --- | --- | ...
天山铝业(002532) - 2025年第一次临时股东大会决议公告
2025-09-26 10:15
证券代码:002532 证券简称:天山铝业 公告编号:2025-061 天山铝业集团股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示: 1.本次股东大会未出现否决提案的情形; 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 1、会议召开情况 1)会议召开时间:2025 年 9 月 26 日 14:45 2)会议召开地点:上海市浦东新区张杨路 2389 弄 3 号普洛斯大厦 9 楼 公司会议室 3)会议召开方式:本次股东大会采用现场表决与网络投票相结合的方式 召开 网络投票时间为:2025 年 9 月 26 日。其中,通过深圳证券交易所交易 系统进行网络投票的具体时间为 2025 年 9 月 26 日的交易时间,即 9:15—9:25, 9:30—11:30 和 13:00—15:00;通过互联网投票系统进行网络投票的具体时间为 2025 年 9 月 26 日 9:15—15:00 期间的任意时间。 4)股权登记日:2025 年 9 月 19 日 2)公司董事、监事和董事 ...
天山铝业(002532) - 2025年第一次临时股东大会法律意见书
2025-09-26 10:15
法律意见书 为出具本法律意见书,本所律师列席了本次股东大会,并根据有关法律、行 政法规、规章及规范性文件的规定和要求,对公司提供的与本次股东大会相关的 文件和事实进行了核查和验证,在本所律师对公司提供的有关文件进行核查和验 证的过程中,本所假设: 关于天山铝业集团股份有限公司 2025 年第一次临时股东大会的 法律意见书 致:天山铝业集团股份有限公司 根据《中华人民共和国公司法》(以下简称"《公司法》")、《上市公司股东 会规则》(以下简称"《股东会规则》")、《深圳证券交易所上市公司股东会网络 投票实施细则》(以下简称"《网络投票实施细则》")等法律、行政法规、规 章和规范性文件以及《天山铝业集团股份有限公司章程》(以下简称"《公司章 程》")的规定,北京市中伦律师事务所(以下简称"本所")作为天山铝业集 团股份有限公司(以下简称"公司")的常年法律顾问,指派律师出席公司 2025 年第一次临时股东大会(以下简称"本次股东大会"),并依法出具本法律意见 书。 本法律意见书仅就本次股东大会的召集和召开程序是否符合法律、行政法规、 规章、规范性文件及《公司章程》的规定,以及出席本次股东大会人员的资格、 召集人资 ...
小红日报|标普红利ETF(562060)9月25日龙虎榜
Xin Lang Ji Jin· 2025-09-26 01:09
Group 1 - The article highlights the top 20 performing stocks in the S&P China A-Share Dividend Opportunities Index (CSPSADRP), with China National Foreign Trade Transportation Group (601598.SH) leading with a 7.44% increase and a year-to-date gain of 49.70% [1] - Other notable performers include Jinbei Electric (002533.SZ) with a 2.82% increase and a year-to-date gain of 25.39%, and Tianshan Aluminum (002532.SZ) with a 2.65% increase and a year-to-date gain of 46.52% [1] - The average dividend yield for the index constituents is reported at 5.12%, with the expected price-to-earnings ratio at 10.47 [2] Group 2 - The index consists of 100 stocks, and the data is sourced from the S&P Dow Jones Indices monthly report as of August 29, 2025 [2] - The article notes that the S&P Dividend ETF (562060) tracks the S&P China A-Share Dividend Opportunities Index, which was established on June 18, 2004, and published on September 11, 2008 [2]
天山铝业:实际控制人曾超懿本次质押股份数量为3125万股
Mei Ri Jing Ji Xin Wen· 2025-09-25 08:48
Group 1 - Tianshan Aluminum announced that a portion of shares held by its shareholder and actual controller, Zeng Chaoyi, has been pledged, totaling 31.25 million shares [1] - As of the announcement date, Shihezi Jinlong Energy Industry Chain Co., Ltd. has pledged approximately 295 million shares, accounting for 32.81% of its holdings [1] - Shihezi Jinhui Energy Investment Co., Ltd. has pledged approximately 173 million shares, representing 50% of its holdings [1] - Zeng Chaoyi has pledged a total of approximately 144 million shares, which is 36.66% of his holdings [1] - Zeng Chaolin has pledged approximately 114 million shares, accounting for 37.81% of his holdings [1] Group 2 - The total market capitalization of A-shares has surpassed 116 trillion yuan, marking a significant milestone one year after the "9.24" event [1]
天山铝业(002532) - 关于实际控制人部分股份质押的公告
2025-09-25 08:45
证券代码:002532 证券简称:天山铝业 公告编号:2025-060 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 本次股份质押不涉及重大资产重组等业绩补偿义务。 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: | | 是否为控股 | 本次质押 | 占其所 | 占公司 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | | | | | 为补 | 质押起 | 质押到 | | 质押 | | | | 数量(万 | 持股份 | 总股本 | 为限 | | | | 质权人 | | | 名称 | 大股东及其 | | | | | 充质 | 始日 | 期日 | | 用途 | | | 一致行动人 | ...
天山铝业9月24日获融资买入1636.90万元,融资余额5.85亿元
Xin Lang Cai Jing· 2025-09-25 01:36
Group 1: Company Performance - Tianshan Aluminum achieved operating revenue of 15.328 billion yuan for the first half of 2025, representing a year-on-year growth of 11.19% [2] - The net profit attributable to shareholders for the same period was 2.084 billion yuan, showing a slight increase of 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 last three years [3] Group 2: Stock and Financing Activity - On September 24, Tianshan Aluminum's stock rose by 1.01%, with a trading volume of 291 million yuan [1] - The company had a net financing outflow of 70.07 million yuan on the same day, with a total financing balance of 603 million yuan [1] - The stock's financing balance is 585 million yuan, accounting for 1.15% of the circulating market value, which is below the 20th percentile level over the past year [1] Group 3: Shareholder Information - As of June 30, 2025, Tianshan Aluminum had 49,700 shareholders, an increase of 4.44% from the previous period [2] - The average number of circulating shares per shareholder decreased by 4.25% to 83,175 shares [2] - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 113 million shares, a decrease of 10.084 million shares from the previous period [3] Group 4: Business Overview - Tianshan Aluminum, established on November 3, 1997, and listed on December 31, 2010, is located in Shanghai and specializes in the production and sale of primary aluminum, aluminum deep-processing products, prebaked anodes, high-purity aluminum, and alumina [1] - The main revenue sources include sales of aluminum ingots (65.26%), alumina (24.20%), aluminum foil and aluminum foil raw materials (6.89%), high-purity aluminum (2.10%), and other products (1.55%) [1]
抵制虚标!温岭水泵产业带联手京东工业“立新规”
Guan Cha Zhe Wang· 2025-09-24 15:33
9月23日,浙江省台州市"平台+产业"双向赋能行动之京东工业-温岭水泵质量联创联盟发布会在浙江温岭举行。大会以"向质而行 抵制虚标"为主题,聚焦温 岭水泵产业高质量发展。活动现场,京东工业-浙江温岭水泵质量联创联盟正式成立,京东工业联合温岭水泵产业共同发起"向质而行质量联创宣言",共同 发起"好货不虚标"行动。 京东工业等新型供应链服务平台的涌现,也正在给制造业企业带来新机遇。 新界泵业是温岭水泵产业集群的龙头企业之一。谈到行业痛点,新界泵业常务副总裁桂建辉对观察者网表示,流通和服务环节是水泵行业传统发展的难点、 痛点。例如,水泵安装有很高的专业性要求,安装条件制约水泵行业开拓市场,也影响消费者体验——有研究显示,水泵产品近一半的所谓"质量问题"其实 都出现在安装环节。"与京东工业的合作,正系统性地解决工业品流通与服务中的核心痛点"。 在和京东工业的合作中,新界泵业接入了由京东认证、监管的三方安装服务平台。消费者通过京东工业购买产品,就可以获得入驻服务公司更为专业、透明 的安装服务。一方面,消费者可以获得有资质、更可靠的服务,一方面,消费者有一个更可信的权益保障平台,彻底破解了工业品"安装难、不专业"的终端 ...
天山铝业跌2.08%,成交额1.07亿元,主力资金净流出408.62万元
Xin Lang Cai Jing· 2025-09-23 02:48
Company Overview - Tianshan Aluminum Industry Co., Ltd. is located at 9th Floor, ProLogis Building, No. 2389 Zhangyang Road, Pudong New District, Shanghai, established on November 3, 1997, and listed on December 31, 2010 [1] - The company primarily engages in the production and sales of primary aluminum, aluminum deep processing products and materials, prebaked anodes, high-purity aluminum, and alumina [1] - The revenue composition includes: 65.26% from sales of self-produced aluminum ingots, 24.20% from alumina sales, 6.89% from aluminum foil and aluminum foil blanks, 2.10% from high-purity aluminum sales, and 1.55% from other sources [1] Financial Performance - As of June 30, 2025, Tianshan Aluminum achieved operating 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, a year-on-year growth of 0.51% [2] - Cumulative cash dividends since the A-share listing amount to 6.562 billion yuan, with 3.463 billion yuan distributed over the past three years [3] Stock Performance - As of September 23, Tianshan Aluminum's stock price decreased by 2.08%, trading at 10.82 yuan per share, with a total market capitalization of 50.333 billion yuan [1] - Year-to-date, the stock price has increased by 41.03%, with a recent decline of 5.09% over the last five trading days, a 5.46% increase over the last 20 days, and a 25.23% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders reached 49,700, an increase of 4.44% from the previous period, with an average of 83,175 circulating shares per shareholder, a decrease of 4.25% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 113 million shares, a decrease of 10.084 million shares from the previous period [3] Market Activity - On September 23, the net outflow of main funds was 4.0862 million yuan, with large orders accounting for 15.68% of purchases and 22.68% of sales [1]
中国基础材料_铜与铝_基本面稳定-China Basic Materials_ Copper & Aluminium_ Fundamentals stable
2025-09-23 02:34
Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Basic Materials, specifically focusing on Copper and Aluminium - **Current Trends**: Fundamentals are stable with an improving outlook for industrial metals driven by macroeconomic factors such as US rate cuts, US dollar weakness, and China's potential stimulus measures due to weak economic data [2][3] Core Insights - **Copper Market**: - Demand normalization post-tariff has not negatively impacted prices as anticipated in Q3 2025 [2] - UBS raised copper price forecasts for 2025 and 2026 by 3% to US$4.37/lb and US$4.80/lb respectively [3] - Expected supply constraints and strong secular growth drivers (e.g., electrification) will support prices in 2026/2027 [3] - **Aluminium Market**: - Demand remains mixed, but supply constraints, particularly from China, are supporting prices [4] - Aluminium price forecasts for 2025 and 2026 were increased by 5% and 2% to US$1.17/lb and US$1.18/lb respectively [4] Earnings and Price Target Adjustments - **Earnings Forecasts**: - Increased earnings forecasts for Zijin, CMOC, and JCC by 4%-5% for 2025 and 5%-9% for 2026 due to higher price expectations for copper, aluminium, and gold [5] - Specific earnings adjustments include: - Zijin: 2025 NPAT raised to Rmb 46,519 million (+4%) and 2026 NPAT to Rmb 57,056 million (+9%) [19] - CMOC: 2025 NPAT raised to Rmb 17,504 million (+5%) and 2026 NPAT to Rmb 19,200 million (+6%) [19] - **Price Target Changes**: - Price targets for key companies were raised, including: - Zijin H: Target increased by 9% to Rmb 35.4 [19] - CMOC H: Target increased by 6% to Rmb 17.5 [19] - Hongqiao: Target increased by 4% to Rmb 28.0 [19] Additional Insights - **Market Dynamics**: - The overall outlook for industrial metals is improving, with a reduced risk of a near-term demand slowdown [2] - Potential for restocking in developed markets could support prices as traditional end markets recover [2] - **Investment Recommendations**: - Top picks include Zijin, JCC, Hongqiao, and Tianshan based on revised earnings and price targets [5] Important but Overlooked Content - **Macroeconomic Drivers**: The report emphasizes the importance of macroeconomic themes rather than physical market tightness in supporting metal prices [2] - **Equity Rotation**: There is a noted equity rotation into mining stocks, indicating investor confidence in the sector's recovery [2] This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the current state and outlook of the copper and aluminium markets, along with specific company performance forecasts and investment recommendations.