【宏观及行业】 1、津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口，2025年中国19%的进口锂精矿来自津巴布 韦，将导致中国碳酸锂短期供应愈发紧缺。 2、国内商品期市夜盘收盘多数下跌，化工品跌幅居前，丁二烯橡胶跌2.58%，非金属建材全部下跌， PVC跌1.07%，油脂油料全部下跌，棕榈油跌0.77%。 【减持】 1、格力电器：第一大股东珠海明骏拟自公告披露之日起15个交易日后的3个月内，以大宗交易方式减持 公司股份不超过11170.28万股，占公司剔除回购专用账户股份后的总股本的2%，减持原因为偿还银行 贷款。 2、天山铝业：实际控制人曾超懿、曾超林拟自公告披露之日起15个交易日后的3个月内，通过大宗交易 方式分别减持不超过45898700股，合计减持不超过公司总股本的2%。 5、隆华新材：股东新余隆振投资合伙企业计划自2026年3月3日至2026年6月2日，以集中竞价交易和大 宗交易方式合计减持公司股份不超过700万股，占公司总股本比例1.63%，减持原因为自身资金需求安 排。 6、拓日新能：控股股东深圳市奥欣投资发展有限公司计划自公告披露之日起15个交易日后的3个月内， 通过集中竞价和大宗交易方式减持 ...

Group 1: Non-ferrous Metals - The report emphasizes the importance of the supply-demand balance in the non-ferrous metals sector, highlighting that macroeconomic factors such as monetary policy, geopolitical tensions, and supply disruptions will significantly influence metal prices [2][3] - In the precious metals segment, a decline in risk appetite has led to price adjustments, with the U.S. Treasury Secretary's comments on a strong dollar and expectations of a reduction in the Fed's balance sheet contributing to this trend [2] - For copper, while macro pressures persist, the establishment of a strategic reserve for copper concentrate by the domestic non-ferrous industry association is expected to provide support against overseas supply disruptions [3] Group 2: Energy Metals - The lithium carbonate market has seen strong demand, with a continuous reduction in inventory over the past four weeks, although there are concerns regarding the resumption of production at key mines in Jiangxi [4] - The cobalt sector is facing high prices due to tight raw material supplies, while companies are extending their reach into the electric vehicle supply chain to enhance competitive advantages [4] Group 3: Rare Earths and Strategic Metals - The price of praseodymium and neodymium oxide continues to rise due to a tight supply-demand balance, with pre-holiday stocking needs supporting price increases [5] - Tungsten prices are experiencing upward pressure driven by supply-demand dynamics, with leading companies raising long-term contract prices significantly [5] Group 4: Automotive Industry - The heavy truck market in January showed strong performance, with a year-on-year increase of 46% in domestic heavy truck sales, driven by the successful implementation of the "old-for-new" policy [14][16] - The report forecasts that heavy truck sales in 2026 will reach 760,000 units, with a slight year-on-year decline of 5.3%, while wholesale sales are expected to grow by 1.5% [15] Group 5: Pharmaceutical Industry - The demand for anticoagulant drugs is expanding, with the global market size reaching $52.9 billion in 2023 and projected to exceed $110 billion by 2033, driven by aging populations and increasing cardiovascular disease prevalence [11][12] - The report highlights the emergence of next-generation anticoagulants targeting Factor XI (FXI) as a promising area for development, with several candidates entering clinical trials [12][13] Group 6: Company-Specific Insights - The report on China Giant Glass indicates that the recent price increases in traditional electronic fabrics are expected to significantly enhance the company's profit margins, with a target price adjustment reflecting this trend [27][30] - 聚杰微纤 is positioned to benefit from its transition to high-end industrial applications, with projections indicating substantial revenue growth driven by technological advancements in the ultra-fine fiber sector [31][32]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002532 证券简称：天山铝业 公告编号：2026-009 天山铝业集团股份有限公司 关于实际控制人减持股份的预披露公告 公司实际控制人曾超懿、曾超林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。 特别提示： 天山铝业集团股份有限公司（以下简称"天山铝业""公司"或"本公司"）的实际控制人曾超懿直接持有公 司股份370,829,064股，占公司总股本的8.08%（总股本按剔除公司回购专用证券账户中的股份数量计 算，下同）；实际控制人曾超林直接持有公司股份279,112,287股，占公司总股本的6.08%。曾超懿拟在 本公告披露之日起15个交易日后的3个月内通过大宗交易方式减持公司股份不超过45,898,700股；曾超林 拟在本公告披露之日起15个交易日后的3个月内通过大宗交易方式减持公司股份不超过45,898,700股。 二、本次减持计划的主要内容 （一）曾超懿本次减持计划的具体安排 1、减持原因：自身资金需求。 2、股份来源：公司2020年7月 ...

| | | 2月26日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 格力电器 | 珠海明骏拟减持不超过2%股份 | | | 中金摺照 | 鑫卫、鑫刚拟合计减持不超过1%股份 | | | 招标股份 | 龙海投资拟减持不超过3%股份 | | | 自胜智能 | 副董事长龚卫宁拟减持不超过3%股份 | | | 拓目新能 | 控股股东拟减持不超过3%股份 | | | 隆年新材 | 新余隆振拟减持不超过1.63%股份 | | | 四川黄金 | 北京金阳拟减持不超过2.119%股份 | | | 天山铝业 | 实际控制人拟减持不超过2%股份 | | | 桃李面包 | 实控人吴志刚拟减持不超过4197. 42万股股份 | | | 国博电子 | 中电科国微合计减持1.9997%公司股份 | | | 奕帆传动 | 刘锦成累计减持2. 455%股份 | | | 倍杰特 | 股东张建飞累计减持631.59万股公司股份 | | | 长光华芯 | 苏州华丰累计减持1.09%股份 | | 其他 | ST新华锦 | 及实际控制人收到中国证监会《立案告知书》 | | | 智洋 ...

Summary of Key Points Group 1: Share Buybacks - Jinkai New Energy plans to repurchase company shares worth between 500 million to 600 million yuan and subsequently cancel them [3] - Sainuo Medical intends to repurchase company shares valued at 15 million to 30 million yuan [3] - Guotai Environmental aims to repurchase shares worth 50 million to 100 million yuan for employee stock ownership plans or equity incentives [3] - Wens Foodstuff Group plans to repurchase shares valued at 800 million to 1.2 billion yuan for employee stock ownership plans or equity incentives [3] Group 2: Share Reductions - Fuda Co. plans to reduce its holdings by no more than 1% of the repurchased shares [5] - Taoli Bread's controlling shareholder and concerted parties plan to reduce their holdings by no more than 3% [5] - Tuo Ri New Energy's controlling shareholder Aoxin Investment intends to reduce its holdings by no more than 3% [5] - Huasheng Technology's deputy general manager plans to reduce holdings by no more than 0.0417% [5] - Sichuan Gold's shareholder Beijing Jinyang plans to reduce holdings by no more than 2.12% [5] - Longhua New Materials' shareholder Xinyu Longzhen intends to reduce holdings by no more than 1.63% [5] - Bidding Co.'s shareholder Longhai Investment plans to reduce holdings by no more than 3% [5] - Tianshan Aluminum's actual controllers intend to reduce holdings by no more than 2% [5] - Baisheng Intelligent's shareholder Xi Weining plans to reduce holdings by no more than 3% [5] - Gree Electric's largest shareholder Zhuhai Mingjun intends to reduce holdings by no more than 2% [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，2月25日，盘后金开新能、赛诺医疗、国泰环保、温氏股份披露增持情况。包括福达股份、桃 李面包、拓日新能、华生科技、四川黄金、隆华新材、招标股份、天山铝业、洪兴股份、百胜智能、奥 特维、中金辐照、格力电器在内的13家A股上市公司披露减持情况。 据统计，2月25日，盘后金开新能、赛诺医疗、国泰环保、温氏股份披露增持情况。包括福达股份、桃 李面包、拓日新能、华生科技、四川黄金、隆华新材、招标股份、天山铝业、洪兴股份、百胜智能、奥 特维、中金辐照、格力电器在内的13家A股上市公司披露减持情况。 | | | 2.25上市公司盘后增持情况 | | --- | --- | --- | | 1 | 金开新能 | 拟以5亿元至6亿元回购公司股份并注销 | | 2 | 甚诺医疗 | 拟以1500万元至3000万元回购公司股份 | | 3 | 国泰环保 | 拟5000万元-1亿元回购股份用于员工持股计划或股权激励 | | 4 | 温氏股份 | 拟以8-12亿元回购公司股份 用于员工持股计划或股权激励 | | | | 2.25上市公司盘后减持情况 | ...

Major Announcements - SMIC's application for issuing shares to purchase assets has been accepted by the Shanghai Stock Exchange [2] - Gree Electric's largest shareholder plans to reduce its stake by no more than 2% [35] - Haiguang Information expects a net profit increase of 22.56% to 42.32% in Q1 2026 [18] Company Developments - SMIC plans to issue shares to acquire 49% of the equity in Zhongke North Integrated Circuit Manufacturing [2] - Bona Film Group reports normal operations with no significant changes in the internal and external business environment [2] - ST Xinhua Jin is under investigation by the CSRC for information disclosure violations [3] - Shandong Haihua plans to invest 48.37 billion yuan in a soda ash facility upgrade for energy efficiency [4] - ST Yanshi warns of potential delisting risks due to significant stock price fluctuations and unresolved audit issues [5] - Saifutian's subsidiary has resumed production, stabilizing the supply of photovoltaic battery products [6] - Jin'an Guoji's subsidiary has been recognized as a high-tech enterprise, benefiting from tax incentives [7] - Chuanjinno reports market rumors regarding U.S. national security priorities affecting its operations [8] - Lingyi Zhi Manufacturing plans to invest in a fund focused on advanced equipment manufacturing [9] - Songsheng Co. is establishing a joint venture for digital energy products [10] - Longbai Group's subsidiary has partially resumed production after safety inspections [10] - Tongyuan Petroleum reports no significant changes in its business environment despite stock price fluctuations [11] Financial Performance - Haiguang Information's 2025 revenue reached 14.376 billion yuan, a 56.91% increase, with a net profit of 2.542 billion yuan, up 31.66% [18] - Sainuo Medical's 2025 revenue was 525 million yuan, a 14.53% increase, with a net profit of 47.286 million yuan, up 3057.05% [19] - Koweil's 2025 revenue was 514 million yuan, a 7.39% increase, with a net profit of 64.8996 million yuan, up 32.32% [20] - United Imaging's 2025 revenue reached 13.821 billion yuan, a 34.18% increase, with a net profit of 1.888 billion yuan, up 49.6% [21] - Nanya New Materials reported a 2025 net profit of 241 million yuan, a 378.65% increase [22] - Yanzhou Coal's Australian subsidiary reported a 2025 after-tax profit of 440 million AUD [23] - Lante Optical's 2025 net profit was 388 million yuan, a 76.09% increase [24] - Huafeng Measurement's 2025 net profit was 538 million yuan, a 61.22% increase [26] - Hancable's 2025 net profit was 592 million yuan, a 9.59% decrease [27] - Transsion Holdings reported a 2025 net profit of 2.584 billion yuan, a 53.43% decrease [27] - Aiko Optoelectronics reported a 2025 net profit of 64.0919 million yuan, a 307.63% increase [28] - Huachuang Technology's 2025 net profit was 42.678 million yuan, an 89.45% increase [29] - Honghua Digital's 2025 net profit was 529 million yuan, a 27.63% increase [29] - Zhujiang Beer reported a 2025 net profit of 903 million yuan, an 11.42% increase [30] - Xindong Lian Ke's 2025 net profit was 302 million yuan, a 36.1% increase [31] - Qingda Environmental's 2025 net profit was 181 million yuan, a 94.62% increase [33] - Shenkong Co.'s 2025 net profit was 101 million yuan, a 146.54% increase [34] - Chip Micro's 2025 net profit was 290 million yuan, an 80.42% increase [34]

天山铝业公告称，公司实控人曾超懿、曾超林分别持股8.08%、6.08%。二人因自身资金需求，拟在公 告披露之日起15个交易日后的3个月内，通过大宗交易方式分别减持不超45,898,700股，各占总股本 1%，合计不超2%。股份来源为2020年7月重组上市所获。此前相关承诺均已履行完毕，本次减持不会 导致公司控制权变更，也不会对经营产生重大影响。 ...

中证报中证网讯（记者 罗京）近日，天山铝业2025年三季度权益分派已正式实施完毕。公司向全体股 东每10股派发现金红利1元（含税），合计派现约4.59亿元，持续践行回报股东的发展理念。数据显 示，2020年至2025年，天山铝业累计现金分红总额已达76.31亿元。 业内人士认为，上市公司持续、稳定、优厚的股东回报，既是企业经营实力与发展信心的直接体现，也 是筑牢资本市场信任基础的关键。 值得关注的是，天山铝业已将首轮回购股份全部注销，对应回购资金1.5亿元。公司表示，股份注销可 有效优化股本结构，提升每股收益水平，进一步增强投资者信心。 除现金分红外，股份回购亦是天山铝业优化资本结构、向市场传递价值信心的重要举措。2023年初，公 司完成首轮股份回购，耗资1.5亿元回购股份2314.80万股；后续第二轮回购以1亿元资金回购1515.53万 股，占总股本0.33%。截至2025年9月30日，公司新一轮回购已落地，累计回购股份2370.52万股，占总 股本0.51%，使用资金超2亿元。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 每经AI快讯，天山铝业2月25日晚间发布公告称，天山铝业集团股份有限公司的实际控制人曾超懿直接 持有公司股份约3.71亿股，占公司总股本的8.08%；实际控制人曾超林直接持有公司股份约2.79亿股， 占公司总股本的6.08%。曾超懿拟在本公告披露之日起15个交易日后的3个月内通过大宗交易方式减持 公司股份不超过约4590万股；曾超林拟在本公告披露之日起15个交易日后的3个月内通过大宗交易方式 减持公司股份不超过约4590万股。 ...