Core Viewpoint - The company announced that certain controlling shareholders and directors plan to reduce their holdings in the company due to personal financial needs, which may impact the stock price in the short term [1] Shareholder Reduction Plan - The controlling shareholders Wang Zhenjian and Wang Zengchao collectively hold 29,497.53 million shares, accounting for 44.06% of the total share capital [1] - They plan to reduce their holdings by up to 13,729.0 million shares, which represents 2.05% of the total share capital and 2.08% when excluding shares held in the company's repurchase account [1] - The reduction will occur through centralized bidding transactions within three months after a 15 trading day period following the announcement [1]

Core Viewpoint - The company Shunbo Alloy (002996.SZ) announced that certain controlling shareholders and concerted actors, Wang Zhenjian and Wang Zengchao, plan to reduce their holdings in the company by up to 13,728,990 shares within three months after a 15 trading day period from the announcement date [1] Summary by Relevant Sections - **Shareholding Structure** - Wang Zhenjian and Wang Zengchao collectively hold 294,975,291 shares, representing 44.06% of the company's total share capital and 44.64% when excluding shares in the company's repurchase special securities account [1] - **Planned Share Reduction** - The planned reduction of shares amounts to no more than 13,728,990 shares, which constitutes 2.05% of the company's total share capital and 2.08% when excluding shares in the repurchase special securities account [1]

关于部分控股股东及一致行动人暨董事减持股份计划的 预披露公告 控股股东及一致行动人暨董事王真见、王增潮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公告内容与信息披露义务人提供的信息一致。 特别提示： | 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-066 | | --- | --- | --- | | 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 1、重庆顺博铝合金股份有限公司（以下简称"公司"或"本公司"） 部分控股股东及一致行动人暨董事王真见、王增潮合计持有公司股份 294,975,291 股，占公司总股本的 44.06%，占剔除公司回购专用证券账 户后总股本的 44.64%。 2、王真见、王增潮计划自本公告披露之日起 15 个交易日后的 3 个 月 内 通 过 集 中 竞 价 交 易 方 式 减 持 其 持 有 公 司 股 份 合 计 不 超 过 13,728,990 股（占公司总股本的 2.05%，占剔除公司回购专用证券账户 股份后总股本的 2.08%）。 公司于近日收到王 ...

Core Viewpoint - Shunbo Alloy (002996) announced that certain controlling shareholders and concerted actors, including directors Wang Zhenjian and Wang Zengchao, plan to reduce their holdings of the company's shares by up to 13.729 million shares, representing 2.05% of the total share capital, within three months after 15 trading days from the announcement date [1] Summary by Category - **Shareholder Actions** - Controlling shareholders and concerted actors intend to reduce their holdings through centralized bidding transactions [1] - The planned reduction amounts to a maximum of 13.729 million shares [1] - **Impact on Company** - The reduction represents 2.05% of the company's total share capital [1]

格隆汇10月16日｜顺博合金(002996.SZ)公告称，公司部分控股股东及一致行动人暨董事王真见、王增 潮合计持有公司股份29497.53万股，占公司总股本的44.06%。王真见、王增潮计划自公告披露之日起15 个交易日后的3个月内通过集中竞价交易方式减持其持有公司股份合计不超过1372.90万股，占公司总股 本的2.05%，占剔除公司回购专用证券账户股份后总股本的2.08%。减持原因为股东自身资金需求，减 持股份来源为二级市场增持的股份。 ...

Investment Rating - The report maintains a positive outlook on the aluminum recycling industry, driven by resource supply security and dual carbon goals, indicating a favorable investment environment for recycled aluminum [1]. Core Insights - The recycled aluminum industry is becoming a significant growth area in China's aluminum supply, with an expected production of approximately 10.5 million tons in 2024, accounting for about 19% of total aluminum supply. The target is to exceed 15 million tons by 2027, reflecting a CAGR of 13% from 2024 to 2027 [2][11]. - The demand for resource supply security is increasing, with recycled aluminum seen as a key solution to reduce reliance on imported bauxite, which had a dependency rate of over 77.6% in the first eight months of 2025. The domestic supply of recycled aluminum is primarily sourced from social waste aluminum, which is expected to exceed 80% in 2024 [2][4]. - The dual carbon constraints and the establishment of a carbon market are accelerating the visibility of the green premium associated with recycled aluminum. The carbon emissions from producing one ton of electrolytic aluminum are approximately 11.2 tons, while recycled aluminum only emits 0.23 tons, making it a significantly lower carbon option [2][4]. - The potential of urban mining is substantial, with accelerated development of recycling systems. Policies are being implemented to support small recycling enterprises, and a national recycling platform is being established to enhance the recycling infrastructure [2][5]. Summary by Sections 1. Recycled Aluminum as a Key Supply Source - Recycled aluminum, derived from waste aluminum through melting and refining, is a crucial component of the aluminum supply chain, with a short industrial chain and high recovery value [2][11]. - The industry is expected to grow significantly, with a target of 15 million tons by 2027, supported by government policies promoting high-quality development in the aluminum sector [2][11]. 2. Resource Supply Security and Dual Carbon Goals - The increasing demand for resource supply security positions recycled aluminum as a critical strategy to mitigate reliance on foreign bauxite, especially as domestic bauxite reserves are limited [2][4]. - The green value of recycled aluminum is becoming more apparent, with the anticipated tightening of carbon quotas in the national carbon market expected to drive up carbon prices and enhance the green premium for recycled products [2][4]. 3. Urban Mining Potential and Recycling System Development - The recycling system is being rapidly developed, with policies favoring small recycling enterprises and the establishment of a national recycling platform to improve the efficiency of aluminum recovery [2][5]. - The peak of automobile scrappage is expected to occur around 2026, which will significantly increase the supply of waste aluminum, alleviating raw material bottlenecks [2][5]. 4. Investment Recommendations - The report suggests focusing on companies with high raw material security, advanced recycling technologies, and the ability to produce high-premium products, such as Ming Tai Aluminum, Shunbo Alloy, Yiqiu Resources, Lizhong Group, and Yongmaotai [2][3].

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)子公司及孙公司互相提供担 保的公告》(公告编号:2024-087)。 公司分别于 2025 年 4 月 23 日召开第四届董事会第二十七次会议、 2025 年 5 月 16 日召开 2024 年年度股东 ...

Core Viewpoint - The aluminum alloy industry in China is experiencing significant growth, with production figures showing a notable increase in recent years, indicating a positive market outlook for the sector [1]. Industry Summary - As of August 2025, China's aluminum alloy production reached 1.64 million tons, reflecting a year-on-year growth of 15.2% [1]. - Cumulatively, from January to August 2025, the total aluminum alloy production in China amounted to 12.324 million tons, with a cumulative growth rate of 15.3% [1]. - The data indicates a robust upward trend in production, suggesting strong demand and potential investment opportunities within the industry [1]. Company Summary - Key listed companies in the aluminum sector include China Aluminum (601600), Nanshan Aluminum (600219), and Ming Tai Aluminum (601677), among others [1]. - These companies are positioned to benefit from the growing market dynamics and increasing production capacities in the aluminum alloy industry [1].

Core Viewpoint - Shunbo Alloy has experienced a significant stock price increase, with a 5.43% rise on September 30, reaching 7.77 CNY per share, and a total market capitalization of 5.202 billion CNY [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%, and other sources at 1.11% [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, representing 0.67% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated a floating profit of approximately 148,500 CNY today, with a total floating profit of 141,100 CNY during the four-day price increase [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 nearly 10 years, with the best fund return of 123.36% and the worst at -29.48% [3] - Lei Wenyuan and Kong Lingye both have a tenure of about 3 years, with their best returns at 70.81% and worst returns at 19.41% and -1.33%, respectively [3]

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]