顺博合金拟定增募资5.85亿扩产 产品价量齐升扣非增133.71%

Core Viewpoint - The company Shunbo Alloy (002996.SZ), a leader in the recycled aluminum industry, is expanding its production capacity through a private placement to raise up to 585 million yuan for two core projects in the recycled aluminum industry chain [2][3]. Group 1: Fundraising and Expansion Plans - Shunbo Alloy plans to issue up to 100 million shares to no more than 35 specific investors, representing 14.94% of the total share capital as of September 30, 2025, with a fundraising target of no more than 585 million yuan [3]. - The funds raised will be allocated to the construction of the "Annual Production of 630,000 Tons of Low-Carbon Environmentally Friendly Aluminum Alloy Ingot Project" and the "Annual Production of 500,000 Tons of Green Circular High-Performance Aluminum Plate and Strip Project" [5][6]. Group 2: Financial Performance - For the first nine months of 2025, Shunbo Alloy reported a revenue of 11.266 billion yuan, a year-on-year increase of 13.88%, and a net profit attributable to shareholders of 245 million yuan, up 49.12% [9]. - The company's non-recurring net profit increased by 133.71% year-on-year, reflecting improved operational efficiency and cost control, with a reduction in sales and management expenses [9]. Group 3: Industry Position and Growth - Shunbo Alloy has established itself as the largest recycled aluminum producer in Southwest China and a leading player nationally, with a complete aluminum processing industry chain [7][8]. - The company's total assets have grown significantly, reaching 15.257 billion yuan by September 2025, a year-on-year increase of 23.25% [8].