Group 1 - Fujian Minfa Aluminum Industry Co., Ltd. has applied for a patent titled "An Automated Process for Equal-Speed Extrusion of Aluminum Profiles for New Energy Vehicles" [1] - The patent aims to address technical issues in the production of aluminum profiles for new energy vehicles, including imprecise temperature control, difficulties in matching extrusion speed with temperature, and limited auxiliary cooling effects [1] - The patent application was filed on May 2025, and the publication number is CN120286525A [1] Group 2 - Fujian Minfa Aluminum Industry Co., Ltd. was established in 1997 and is located in Quanzhou, primarily engaged in non-ferrous metal smelting and rolling processing [2] - The company has a registered capital of 938.63 million RMB and has made investments in 10 enterprises [2] - The company has participated in 95 bidding projects and holds 395 patents along with 68 trademark registrations [2]

Core Viewpoint - The announcement details the completion of a share reduction plan by a major shareholder, Huang Tianhuo, who reduced his stake in Fujian Minfa Aluminum Industry Co., Ltd. by approximately 1% of the total share capital [1]. Shareholder Reduction Details - Huang Tianhuo held 53,566,804 shares, representing 5.71% of the total share capital before the reduction [1]. - The reduction plan allowed for a maximum of 9,386,302 shares to be sold, which is 1% of the total share capital [1]. - As of July 9, 2025, the total shares reduced amounted to 9,385,000, which is 0.9999% of the total share capital [1]. - The average selling price for the shares sold was 3.36 yuan per share [1]. Shareholding Structure Post-Reduction - After the reduction, Huang Tianhuo's remaining shareholding is 44,181,804 shares, which is 4.71% of the total share capital [1]. - The total shareholding of Huang Tianhuo and related parties decreased from 15.71% to 16.71% after the reduction [1]. - The shares sold were derived from shares obtained through rights distribution prior to the initial public offering [1]. Regulatory Compliance - The share reduction was conducted in accordance with relevant laws and regulations, including the interim measures for managing share reductions and self-regulatory guidelines from the Shenzhen Stock Exchange [1]. - The company confirmed that the reduction of shares would not affect its governance structure or ongoing operations [1].

证券代码：002578 证券简称：闽发铝业 公告编号：2025-027 福建省闽发铝业股份有限公司 关于持股 5%以上股东股份减持计划实施完成的公告 股东黄天火保证向公司提供的信息内容真实、 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内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 福建省闽发铝业股份有限公司（以下简称"公司"）于 2025 年 3月 19日在 巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的预 披露公告》（公告编号：2025-002），持有公司股份 53,566,804 股（占公司 总股本比例 5.71%）的股东黄天火计划自上述公告披露之日起十五个交易日后 的三个月内以集中竞价方式减持本公司股份累计不超过 9,386,302 股（占本 公司总股本比例 1%）。 公司于 2025 年 7 月 9 日收到持股 5%以上股东黄天火出具的《关于股份减 持计划实施完毕的告知函》，截至 2025 年 7 月 9 日收市，上述股份减持计划已 实施完毕，现将具体情况公告如下： 一、股东减持情况 1、本次减持计划 ...

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's 32.2 million shares have been transferred, accounting for 7.30% of the total share capital, reducing his holding from 17.26% to 16.75, with no change in company control [1] - Aikang Co., Ltd. (300889.SZ): Shareholders Zhang Fengbin and Feng Renrong reduced their holdings by a total of 1.76 million shares, accounting for 1.06% of the total share capital, completing the reduction plan [1] - Allianz Ruishi (301042.SZ): Director Shen Lei reduced his holdings by 98,700 shares, accounting for 0.14% of the total share capital, with the reduction plan period ending [1] Group 2 - Baotong Technology (300031.SZ): Controlling shareholder Bao Zhifang and director Tang Yu plan to reduce their holdings by up to 8.3749 million shares and 1.526988 million shares, accounting for no more than 2% and 0.36% of the total share capital, respectively [2] - Biyiwei (688045.SH): Shareholders Fang Guang Erqi and Yuan Chengjun plan to reduce their holdings by up to 139,680 shares and 69,840 shares, accounting for no more than 2% and 1% of the total share capital, respectively [2] - Chahua Co., Ltd. (603615.SH): Shareholder Shenzhen Hanjinliang reduced 2.397 million shares, accounting for 0.99% of the total share capital, completing the reduction plan [2] Group 3 - Dacai Co., Ltd. (605287.SH): Shareholder Qingdao Dikuang Chanquan Development Co., Ltd. reduced 3.64 million shares, accounting for 2.60% of the total share capital, completing the reduction plan [3] - Dize Pharmaceutical (688192.SH): Vice President Zhang Shiying reduced 161,550 shares, accounting for 0.0035% of the total share capital, completing the reduction plan [3] - Fuhan Micro (300613.SZ): Controlling shareholder's concerted action party plans to reduce up to 6.90208 million shares, accounting for 3% of the total share capital [3] Group 4 - Guanghuan Xinwang (300383.SZ): Directors and vice presidents plan to reduce a total of up to 720,476 shares, accounting for no more than 0.04% of the total share capital [4] - Hanyu Group (300403.SZ): Director and Vice President Wu Geming plans to reduce up to 1 million shares, accounting for 0.1658% of the total share capital [4] - Haosen Intelligent (688529.SH): Shareholders plan to reduce a total of up to 3 million shares, accounting for 1.7838% of the total share capital [4] Group 5 - Huilong New Materials (301057.SZ): Controlling shareholder's concerted action party plans to reduce up to 3.482902 million shares, accounting for 3% of the total share capital excluding repurchased shares [5] - Huitong Co., Ltd. (688219.SH): Shareholder Tong'an Fund reduced 4.667815 million shares, accounting for 0.93% of the total share capital, completing the reduction plan [5] Group 6 - Jiangsu Shentong (002438.SZ): Shareholder Huzhou Fenglin Huoshan Equity Investment Partnership reduced a total of 14.205 million shares, accounting for 2.798808% of the total share capital, completing the reduction plan [6] - Jiangtian Chemical (300927.SZ): Shareholder Jiangshan Co., Ltd. reduced 1.3265 million shares, accounting for 0.92% of the total share capital [6] - Jin Sanjiang (301059.SZ): Shareholder Guangzhou Saina reduced 104,900 shares, accounting for 0.05% of the total share capital, completing the reduction plan [6] Group 7 - Jingxue Energy (301010.SZ): Controlling shareholder's concerted action party reduced 1.08 million shares, accounting for 1% of the total share capital, completing the reduction plan [7] - Jiuwu High-Tech (300631.SZ): Vice President Wang Xiaohu and Cheng Junjun plan to reduce up to 18,900 shares and 5,000 shares, accounting for no more than 0.1511% and 0.04% of the total share capital, respectively [7] - Kanghui Pharmaceutical (603139.SH): Shareholder Shanghai Sailoxian plans to reduce up to 2.9964 million shares, accounting for 3% of the total share capital [7] Group 8 - Meino Biological (301156.SZ): Shareholder's concerted action party reduced 1.297029 million shares, accounting for 0.92% of the total share capital, completing the reduction plan [8] - Minfa Aluminum Industry (002578.SZ): Shareholder Huang Tianhuo reduced 6.6702 million shares, accounting for 0.71% of the total share capital, reducing his holding to 4.9963% [8] - Nuo Puxin (002215.SZ): Directors and senior management plan to reduce a total of up to 1.8607 million shares, accounting for no more than 0.185% of the total share capital [8] Group 9 - Entropy Technology (301330.SZ): Shareholders reduced a total of 4,693,864 shares, accounting for 1.9556% of the total share capital, completing the reduction plan [9] - Shengbang Co., Ltd. (301233.SZ): Supervisor Hu Jilin plans to reduce up to 5,650 shares, accounting for 0.0111% of the total share capital [9] - Shudao Equipment (300540.SZ): Senior management did not reduce their shares, and the reduction plan period has ended [9] Group 10 - Tongyu Communications (002792.SZ): Controlling shareholder and actual controller Shi Guiqing plans to reduce up to 15,653,487 shares, accounting for 2.9963% of the total share capital [10] Group 11 - Wuzhou Xinchun (603667.SH): Senior management plans to reduce a total of up to 22,500 shares, accounting for no more than 0.0061%, 0.0067%, and 0.0037% of the total share capital [11] - New Sharp Co., Ltd. (688257.SH): Senior management plans to reduce up to 750,000 shares, accounting for no more than 0.2971% of the total share capital [11] - New Hope (000876.SZ): Senior management reduced 225,000 shares, accounting for 0.005% of the total share capital, completing the reduction plan [11] Group 12 - Youke De (688158.SH): Shareholder Zhongyi Capital reduced 882,766 shares, accounting for 0.19% of the total share capital, completing the reduction plan [12] - Changqing Technology (001324.SZ): Shareholders reduced a total of 4,165,050 shares, accounting for 3.00% of the total share capital, completing the reduction plan [12] - Changxin Bochuang (300548.SZ): Shareholders plan to reduce up to 8.6 million shares, accounting for 2.95% of the total share capital [12] Group 13 - Zhongfu Industrial (600595.SH): Shareholder Henan Yicheng Chuangtou plans to reduce up to 40 million shares, accounting for 1% of the total share capital [13] - Zhuhai Ming Technology (300232.SZ): Controlling shareholder Lin Mingfeng plans to reduce up to 21,722,009 shares, accounting for 1.99% of the total share capital [13] - Zhuoyi Information (688258.SH): Employee shareholding platform plans to reduce up to 2,271,445 shares, accounting for no more than 1.88% of the total share capital [13]

Core Viewpoint - The announcement details a significant reduction in shareholding by a major shareholder of Fujian Minfa Aluminum Co., Ltd., which has triggered a change in ownership percentage that touches on the 1% integer threshold. Group 1: Shareholder Reduction - Major shareholder Huang Tianhu reduced his holdings by 6,670,200 shares from July 1 to July 7, 2025, decreasing his ownership from 5.7069% to 4.9963% [2] - After the reduction, Huang Tianhu and his concerted actors collectively hold 150,180,767 shares, representing a combined ownership percentage of 15.999993%, down from 16.71% [2][3] - The reduction does not lead to a change in the controlling shareholder or actual controller of the company, nor does it significantly impact the company's governance structure or ongoing operations [2][4] Group 2: Compliance and Commitments - Huang Tianhu has adhered to previously disclosed commitments regarding share reduction, and the current reduction aligns with the announced plan [4][5] - The total planned reduction was disclosed in a prior announcement, allowing for a maximum reduction of 9,386,302 shares, which is 1% of the total share capital [3][4]

福建省闽发铝业股份有限公司 关于持股5%以上股东及其一致行动人持股比例变动触及1%整数 倍的公告 信息披露义务人保证向公司提供的信息内容真实、 准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：002578 证券简称：闽发铝业 公告编号：2025-026 4 | | | 福建省南安市美林**** | | | | --- | --- | --- | --- | --- | | 权益变动时间 | 2025年7月1日至2025年7月7日 | | | | | | 黄天火因自身资金需要，于2025年7月1日至2025年7月7日期间通过 | | | | | | 集中竞价方式累计减持公司股份6,670,200股,占公司总股本的 | | | | | 权益变动过程 | 0.71% ,黄天火持有公司股份比例由5.7069%下降至4.9963%，此次 | | | | | | 股份减持后黄天火及其一致行动人黄文乐、黄长远和黄印电合计持 | | | | | | 有公司150,180,767股股份，其合计持有公司股份比例由16.71%下 | | | | | | 降至15.999993%，变动触及1%的整数倍。本次权益变动不会 ...

Core Viewpoint - The industrial aluminum profile market in China is experiencing significant growth driven by the increasing demand for lightweight vehicles and the expansion of the new energy vehicle sector, alongside robust demand from the photovoltaic industry [1][9]. Market Overview - Industrial aluminum profiles are primarily alloy materials made from aluminum, produced through processes like melting and extrusion, resulting in various shapes for different applications [2]. - The market is witnessing a production capacity expansion among Chinese manufacturers to meet the rising demand, with a projected production volume of 11.705 million tons in 2024, marking a year-on-year increase of 23.21% [1][9]. Market Policies - A series of supportive policies have been introduced to encourage technological innovation and green manufacturing in the industrial aluminum profile sector, including guidelines for recycling and promoting green finance [4][6]. Industry Chain - The upstream of the industrial aluminum profile industry includes bauxite, recycled aluminum, and production equipment, while the downstream encompasses applications in photovoltaic, new energy vehicles, and construction [7]. Competitive Landscape - The industrial aluminum profile market is highly competitive, with numerous players entering the field. The top twenty companies include prominent names such as Conglin Aluminum Technology and Dingmei New Materials [11][13]. - Conglin Aluminum Technology specializes in high-end industrial aluminum profiles and lightweight equipment, serving major clients like China CRRC and Maersk [14]. - Dingmei New Materials focuses on high-performance aluminum and magnesium alloys, achieving a revenue of 1.491 billion yuan in 2024, with 44.01% from industrial aluminum materials [16]. Development Trends - The industry is expected to adopt smart production lines and technologies such as IoT and AI to enhance efficiency and reduce costs. The use of recycled aluminum is anticipated to increase, promoting resource circularity [18].

证券代码：002578 证券简称：闽发铝业 公告编号：2025-025 福建省闽发铝业股份有限公司 关于公司控股股东股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 福建省闽发铝业股份有限公司（以下简称"公司"）于近日接到公司控股股 东上饶市产业投资发展集团有限公司（以下简称"上饶产投"）办理股份质押的 通知，现将有关事项公告如下： 上述质押股份不涉及对重大资产重组业绩补偿义务履行等情况。 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押股数 （万 股） 占其所 持股份 比例 占公司 总股本 比例 是否为 限售股 （如是， 注明限 售类型） 是否为 补充质 押 质押开 始日期 质押到期 日 质权人 质押 用途 上饶 产投 是 14816. 4589 50% 15.79% 否 否 2025 年 5 月 21 日 办理解除 质押登记 手续之日 中国工商银 行股份有限 公司上饶信 州支行 银行 抵押 贷款 一、股东股份质押的基本情况 2、上饶产投本次股份质押不会对公司生产经营产生任何影响，不会对公司 治理产生任何影响，不会导致实 ...

Group 1 - The company Minfa Aluminum (002578) announced that its controlling shareholder, Shangrao Chantuo, has pledged 148 million shares, which accounts for 50% of its holdings and 15.79% of the company's total share capital [1] - The pledge started on May 21, 2025, with the pledgee being the Industrial and Commercial Bank of China, Shangrao Xinzhu Branch [1] - As of the announcement date, Shangrao Chantuo holds a total of 296 million shares, representing 31.57% of the company [1]

Market Overview - On May 19, the non-ferrous aluminum sector experienced a localized rally, with companies such as Jiaozuo Wanfang hitting the daily limit, and others like Electric Power Investment Energy, Minfa Aluminum, Ningbo Fubang, Yiqiu Resources, and Tianshan Aluminum showing strong performance during the trading session [1] Company Highlights - Guangzhi Technology (300489.SZ) has turned a profit, specializing in high-performance aluminum alloy materials and machining components, with applications in nuclear power, aerospace, electronics, and rail transportation [2] - Jiaozuo Wanfang (000612.SZ) is a key electrolytic aluminum enterprise in Henan, utilizing large pre-baked electrolytic cell technology, with an annual electrolytic aluminum production capacity of 420,000 tons [2] - Electric Power Investment Energy (002128.SZ) is a leading electrolytic aluminum producer with a coal-electric-aluminum industry chain, operating an 860,000-ton electrolytic aluminum production line [2] - Meilixin (301307.SZ) has reported a loss, focusing on precision die-casting aluminum alloy components for communication base stations, and is recognized as a competitive player in this field [3] Industry Events - The aluminum oxide futures market saw a significant increase, with the main contract rising over 5% on May 19, following a production halt notification issued for a major mining project in Guinea, which could significantly impact aluminum ore supply [4] - The Axis mine, operated by Shunda Mining, Water Power No. 11 Bureau, and Gaoding International, is projected to produce 23.2 million tons of bauxite in 2024, with a planned output of 38-40 million tons in 2025. A shutdown could reduce supply by approximately 8 million tons compared to 2024 [5] - The concentration of mining operations in specific regions may lead to a reevaluation of ore prices, with potential price levels between $70 and $75 per ton, affecting domestic production costs [5] - Domestic spot prices remain firm due to tight supply in northern markets and production capacity issues at a major enterprise, with ongoing monitoring required for the sustainability of transactions following price increases [5]