从基金十大重仓股角度 9月30日，顺博合金涨5.43%，截至发稿，报7.77元/股，成交1.25亿元，换手率3.96%，总市值52.02亿 元。顺博合金股价已经连续4天上涨，区间累计涨幅5.44%。 资料显示，重庆顺博铝合金股份有限公司位于重庆市合川区草街拓展园区，成立日期2003年3月21日， 上市日期2020年8月28日，公司主营业务涉及循环经济领域再生铝合金锭（液）系列产品的生产和销 售。主营业务收入构成为：铝合金锭(液)93.30%，压延铝材5.28%，其他(补充)1.11%，铝合金锭受托加 工费0.31%，铝粒0.01%。 数据显示，华泰柏瑞基金旗下1只基金重仓顺博合金。华泰柏瑞中证2000指数增强A（019923）二季度 持有股数37.12万股，占基金净值比例为0.67%，位居第六大重仓股。根据测算，今日浮盈赚取约14.85 万元。连续4天上涨期间浮盈赚取14.11万元。 华泰柏瑞中证2000指数增强A（019923）成立日期2024年1月12日，最新规模9847.54万。今年以来收益 47.6%，同类排名884/4220；近一年收益85.88%，同类排名405/3846；成立以来收益72.29% ...

Market Overview - The Shanghai Composite Index is at 3832.05 points, above the six-month moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 940.447 billion yuan [1] Stocks Performance - A total of 117 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Kaiwang Technology (9.08%) - Liwang Co., Ltd. (6.87%) - Shenghui Technology (6.51%) [1] - Other stocks that have just crossed the six-month moving average with smaller deviation rates include: - China Merchants Securities - Renxin New Materials - Jihigh Development [1] Detailed Stock Data - The top three stocks with the highest daily increase and their respective metrics are: - Kaiwang Technology: 9.71% increase, 7.19% turnover rate, latest price 38.42 yuan [1] - Liwang Co., Ltd.: 13.11% increase, 12.32% turnover rate, latest price 30.03 yuan [1] - Shenghui Technology: 9.64% increase, 9.67% turnover rate, latest price 7.51 yuan [1] - Additional stocks with notable performance include: - Yuejian Intelligent: 5.39% increase, 1.95% turnover rate, latest price 16.03 yuan [1] - Haixing Electric: 4.15% increase, 1.24% turnover rate, latest price 28.13 yuan [1] Additional Stocks with Minor Deviations - Stocks with minor deviations include: - Lingge Technology: 2.11% deviation [2] - Lixin Energy: 1.98% deviation [2] - Fengshan Group: 1.95% deviation [2]

Group 1: Company Strategy and Market Outlook - The company is actively promoting its capital increase plan disclosed on July 23, 2025, and is preparing for project application [1] - By 2027, the production of recycled aluminum is expected to exceed 15 million tons, driven by green and low-carbon development opportunities [2] - The company aims to enhance its strategic layout by focusing on industry trends and market opportunities for sustainable long-term development [2] Group 2: Financial Performance and Comparisons - In the first half of 2025, the company's gross profit margin for recycled aluminum was below 3%, while the industry average exceeded 6% [2] - The company's gross profit margin is influenced by various factors, including sales and raw material markets, with a slight increase compared to the previous year [2] - Differences in product categories and applications between the company and its peers contribute to variations in gross profit margins [2] Group 3: Capital Expenditure and Project Updates - The main ongoing project is the Anhui Phase II project, which includes an annual production capacity of 500,000 tons of aluminum plates and 630,000 tons of aluminum ingots [2] - The company is committed to enhancing its core competitiveness and operational performance to create long-term value for shareholders [2]

| 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：127068 | 债券简称：顺博转债 | | 一、担保审议情况概述 为满足重庆顺博铝合金股份有限公司（以下简称"公司"）及子公 司的业务发展及日常经营资金需求，保障上述主体融资事宜顺利进行， 公司分别于 2024 年 12 月 30 日召开第四届董事会第二十六次会议、2025 年 1 月 16 日召开 2025 年第一次临时股东大会,审议通过《关于 2025 年 度内公司、全资(控股)子公司及孙公司互相提供担保的议案》，同意公 司、全资(控股)子公司及孙公司互相提供担保，预计总额度不超过 50 亿元。其中向资产负债率为 70%以上(含)的下属子公司提供的担保额度 不超过 14.1 亿元，下属子公司向公司提供的担保额度不超过 1 亿元，向 资产负债率 70%以下的下属子公司提供的担保额度不超过 34.9 亿元。具 体内容详见公司于2024 年 12月 31 日在巨潮资讯网(www.cninfo.com.cn) 披露的《关于 2025 年度内公司、全资(控股)子公司及孙公司 ...

Company Overview - Chongqing Shunbo Aluminum Alloy Co., Ltd. was established on March 21, 2003, and listed on August 28, 2020. The company is located in the Caojie Expansion Park, Hechuan District, Chongqing [2] - The main business involves the production and sales of recycled aluminum alloy ingots (liquid) series products, with revenue composition as follows: aluminum alloy ingots (liquid) 93.30%, rolled aluminum materials 5.28%, others 1.11%, entrusted processing fees for aluminum alloy ingots 0.31%, and aluminum particles 0.01% [2] Financial Performance - For the period from January to June 2025, the company achieved operating revenue of 7.126 billion yuan, representing a year-on-year growth of 11.75%. The net profit attributable to the parent company was 177 million yuan, showing a significant year-on-year increase of 110.56% [2] - Since its A-share listing, the company has distributed a total of 194 million yuan in dividends, with 106 million yuan distributed over the past three years [3] Stock Performance - As of September 19, the stock price of Shunbo Aluminum Alloy decreased by 2.04%, trading at 7.21 yuan per share, with a total market capitalization of 4.827 billion yuan [1] - Year-to-date, the stock price has increased by 9.39%, but it has seen declines of 8.62% over the past five trading days, 6.49% over the past 20 days, and 2.04% over the past 60 days [2] - The stock has a turnover rate of 1.01%, with a trading volume of 30.5888 million yuan on the same day [1] Capital Flow - On September 19, the net inflow of main funds was 1.4687 million yuan, with large orders buying 4.1635 million yuan (13.61% of total) and selling 2.6948 million yuan (8.81% of total) [1]

Group 1 - The major shareholder, Du Fuchang, reduced his stake in Chongqing Shunbo Aluminum Alloy Co., Ltd. by selling 3,646,700 shares, which accounts for 0.54% of the total share capital [1][2] - After the reduction, Du Fuchang's shareholding decreased from 42,165,889 shares (6.30%) to 38,519,189 shares (5.75%) of the total share capital [2] - The reduction in shareholding triggered a change that touched the 1% integer multiple threshold, which is significant under relevant regulations [2][3] Group 2 - The share reduction complies with the relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's self-regulatory guidelines [3] - The shares sold were acquired through the Shenzhen Stock Exchange's centralized bidding trading method, and no prior disclosure of a reduction plan was required [3] - Du Fuchang is not a controlling shareholder or actual controller of the company, and this reduction will not lead to a change in control or significantly impact the company's governance structure [3]

| 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-063 | | --- | --- | --- | | 债券代码：127068 | 债券简称：顺博转债 | | 关于持股5%以上股东减持股份触及1%整数倍的公告 持股5%以上股东杜福昌保证向本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公告内容与信息披露义务人提供的信息一致。 重庆顺博铝合金股份有限公司（以下简称"公司"或"顺博合金"）近 日收到公司持股5%以上股东杜福昌《关于减持股份比例触及1%整数倍的告知 函》，在2025年9月17日至2025年9月18日期间，杜福昌通过集中竞价交易方 式累计减持公司股份3,646,700股，占公司总股本的0.54%,占剔除公司回购专 户后的总股本的0.55%。该股份均来源于其通过深圳证券交易所集中竞价交易 方式买入的公司股票。根据《上市公司股东减持股份管理暂行办法》《深圳 证券交易所上市公司自律监管指引第18号——股东及董事、高级管理人员减 持股份》等有关规定，本次减持行为符合相关规则，无需事先披露减持计划。 本次权益变动后，杜福昌持有公 ...

Core Viewpoint - Shunbo Alloy's stock price has experienced a decline of 5.03% on September 18, with a total market capitalization of 4.927 billion yuan, indicating a continuous downward trend over the past three days [1] Company Overview - Chongqing Shunbo Aluminum Alloy Co., Ltd. was established on March 21, 2003, and went public on August 28, 2020. The company specializes in the production and sale of recycled aluminum alloy ingots (liquid) [1] - The main revenue composition includes aluminum alloy ingots (liquid) at 93.30%, rolled aluminum products at 5.28%, other supplementary products at 1.11%, entrusted processing fees for aluminum alloy ingots at 0.31%, and aluminum particles at 0.01% [1] Fund Holdings - Huatai-PB Fund holds a significant position in Shunbo Alloy, with the Huatai-PB CSI 2000 Index Enhanced A Fund (019923) owning 371,200 shares, accounting for 0.67% of the fund's net value, making it the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 144,800 yuan today, with a total floating loss of 52,000 yuan during the three-day decline [2] Fund Manager Performance - The fund managers of Huatai-PB CSI 2000 Index Enhanced A include Sheng Hao, Lei Wenyuan, and Kong Lingye, with varying tenures and performance metrics [3] - Sheng Hao has a tenure of 9 years and 344 days, managing assets totaling 3.093 billion yuan, with the best return of 123.22% during his tenure [3] - Lei Wenyuan and Kong Lingye both have a tenure of 3 years and 46 days, managing assets of 1.042 billion yuan and 921 million yuan respectively, with Lei achieving a best return of 74.46% [3]

| 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：127068 | 债券简称：顺博转债 | | 重庆顺博铝合金股份有限公司 关于参加"重庆辖区 2025 年投资者网上集体接待日 暨半年度业绩说明会活动"的公告 届时，公司部分高级管理人员将参加本次活动，通过网络在线交流 形式，就投资者关心的问题，与投资者进行"一对多"形式的在线沟通 与交流。欢迎广大投资者踊跃参与。 特此公告。 重庆顺博铝合金股份有限公司董事会 2025 年 9 月 18 日 1 / 1 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。 为进一步提高辖区上市公司投资者关系管理水平，促进上市公司完 善公司治理，助力上市公司高质量发展，在重庆证监局指导下，重庆上 市公司协会联合深圳市全景网络有限公司举办"重庆辖区 2025 年投资者 网上集体接待日暨半年度业绩说明会活动"。活动拟于 2025 年 9 月 25 日（星期四）下午 15:00-17:00 举行，投资者可以登录"全景服务平台" （http://rs. ...

| 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-061 | | --- | --- | --- | | 债券代码：127068 | 债券简称：顺博转债 | | 重庆顺博铝合金股份有限公司 关于担保事项的进展公告 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。 一、担保审议情况概述 为满足重庆顺博铝合金股份有限公司（以下简称"公司"）及子公 司的业务发展及日常经营资金需求，保障上述主体融资事宜顺利进行， 公司分别于 2024 年 12 月 30 日召开第四届董事会第二十六次会议、2025 年 1 月 16 日召开 2025 年第一次临时股东大会,审议通过《关于 2025 年 度内公司、全资(控股)子公司及孙公司互相提供担保的议案》，同意公 司、全资(控股)子公司及孙公司互相提供担保，预计总额度不超过 50 亿元。其中向资产负债率为 70%以上(含)的下属子公司提供的担保额度 不超过 14.1 亿元，下属子公司向公司提供的担保额度不超过 1 亿元，向 资产负债率 70%以下的下属子公司提供的担保额度不超过 34.9 亿元。具 体内容详见 ...