Core Viewpoint - Yun Aluminum Co., Ltd. has shown a significant increase in stock price and revenue, indicating strong performance in the aluminum industry [1][2]. Financial Performance - As of June 30, 2025, Yun Aluminum achieved a revenue of 29.078 billion yuan, representing a year-on-year growth of 17.98% [2]. - The net profit attributable to shareholders for the same period was 2.768 billion yuan, reflecting a year-on-year increase of 9.88% [2]. - The company has distributed a total of 4.959 billion yuan in dividends since its A-share listing, with 2.774 billion yuan distributed in the last three years [3]. Stock Market Activity - On September 26, 2023, Yun Aluminum's stock price rose by 2.01%, reaching 19.80 yuan per share, with a trading volume of 338 million yuan [1]. - The stock has increased by 48.31% year-to-date, with a slight decline of 1.30% over the last five trading days [1]. - The company has a total market capitalization of 68.666 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 86,400, a rise of 16.95% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 14.50% to 40,124 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 197 million shares, a decrease of 15.4112 million shares from the previous period [3].

Company Overview - Dingsheng New Materials Co., Ltd. is located in Zhenjiang, Jiangsu Province, established on August 12, 2003, and listed on April 18, 2018. The company specializes in the research, production, and sales of aluminum foil, with main business revenue composition: aluminum foil products 85.57%, aluminum plates and strips 12.80%, and others 1.64% [1][2]. Financial Performance - As of June 30, 2025, Dingsheng New Materials achieved operating revenue of 13.314 billion yuan, representing a year-on-year growth of 15.94%. The net profit attributable to shareholders was 188 million yuan, with a year-on-year increase of 2.33% [2]. - The company has distributed a total of 949.7 million yuan in dividends since its A-share listing, with 720 million yuan distributed over the past three years [3]. Stock Performance - On September 24, Dingsheng New Materials' stock price increased by 2.01%, reaching 10.68 yuan per share, with a trading volume of 171 million yuan and a turnover rate of 1.75%. The total market capitalization is 9.925 billion yuan [1]. - Year-to-date, the stock price has risen by 21.50%, with a decline of 5.65% over the last five trading days, a 9.09% increase over the last 20 days, and a 16.09% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders is 45,500, a decrease of 7.03% from the previous period. The average circulating shares per person increased by 8.91% to 20,420 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest shareholder, holding 8.8482 million shares as a new shareholder [3]. Industry Context - Dingsheng New Materials operates within the non-ferrous metals industry, specifically in the industrial metals-aluminum sector. The company is associated with concepts such as green packaging, solid-state batteries, lithium batteries, battery foils, and the Ningde Times concept [1].

Company Overview - Shenhua Co., Ltd. is located in Yongcheng, Henan Province, and was established on August 31, 1998, with its listing date on August 31, 1999. The company primarily engages in the production, processing, and sales of aluminum products and coal, as well as power generation and supply [1]. - The main business revenue composition includes: electrolytic aluminum (69.40%), coal (14.11%), aluminum foil (6.41%), aluminum foil raw materials (4.44%), trading (3.82%), other businesses (1.73%), transportation (0.05%), anode carbon blocks (0.03%), and coking (0.03%) [1]. Stock Performance - As of September 23, Shenhua's stock price decreased by 2.03%, trading at 18.84 CNY per share, with a total market capitalization of 42.378 billion CNY. The stock has seen a year-to-date increase of 14.86%, but has declined by 3.24% over the last five trading days and 3.83% over the last twenty days [1]. - The trading volume on September 23 was 3.91 billion CNY, with a turnover rate of 0.91%. The net outflow of main funds was 55.746 million CNY, with large orders accounting for 17.11% of purchases and 26.53% of sales [1]. Financial Performance - For the period from January to June 2025, Shenhua reported a revenue of 20.428 billion CNY, reflecting a year-on-year growth of 12.12%. However, the net profit attributable to shareholders decreased by 16.62% to 1.904 billion CNY [2]. - Since its A-share listing, Shenhua has distributed a total of 9.422 billion CNY in dividends, with 5.843 billion CNY distributed over the last three years [3]. Shareholder Information - As of September 10, the number of shareholders for Shenhua increased to 70,800, marking an 8.26% rise. The average circulating shares per person decreased by 7.63% to 31,746 shares [2]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, holding 39.055 million shares (a decrease of 19.738 million shares), and Southern CSI 500 ETF, which entered as a new shareholder with 23.374 million shares [3].

Company Overview - Tianshan Aluminum Industry Co., Ltd. is located at 9th Floor, ProLogis Building, No. 2389 Zhangyang Road, Pudong New District, Shanghai, established on November 3, 1997, and listed on December 31, 2010 [1] - The company primarily engages in the production and sales of primary aluminum, aluminum deep processing products and materials, prebaked anodes, high-purity aluminum, and alumina [1] - The revenue composition includes: 65.26% from sales of self-produced aluminum ingots, 24.20% from alumina sales, 6.89% from aluminum foil and aluminum foil blanks, 2.10% from high-purity aluminum sales, and 1.55% from other sources [1] Financial Performance - As of June 30, 2025, Tianshan Aluminum achieved operating revenue of 15.328 billion yuan, a year-on-year increase of 11.19%, and a net profit attributable to shareholders of 2.084 billion yuan, a year-on-year growth of 0.51% [2] - Cumulative cash dividends since the A-share listing amount to 6.562 billion yuan, with 3.463 billion yuan distributed over the past three years [3] Stock Performance - As of September 23, Tianshan Aluminum's stock price decreased by 2.08%, trading at 10.82 yuan per share, with a total market capitalization of 50.333 billion yuan [1] - Year-to-date, the stock price has increased by 41.03%, with a recent decline of 5.09% over the last five trading days, a 5.46% increase over the last 20 days, and a 25.23% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders reached 49,700, an increase of 4.44% from the previous period, with an average of 83,175 circulating shares per shareholder, a decrease of 4.25% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 113 million shares, a decrease of 10.084 million shares from the previous period [3] Market Activity - On September 23, the net outflow of main funds was 4.0862 million yuan, with large orders accounting for 15.68% of purchases and 22.68% of sales [1]

Company Overview - Tianshan Aluminum Industry Co., Ltd. is located in Shanghai and was established on November 3, 1997, with its listing date on December 31, 2010 [1] - The company specializes in the production and sales of primary aluminum, aluminum deep processing products, prebaked anodes, high-purity aluminum, and alumina [1] - The revenue composition includes 65.26% from aluminum ingots, 24.20% from alumina, 6.89% from aluminum foil and foil materials, 2.10% from high-purity aluminum, and 1.55% from other sources [1] Financial Performance - As of June 30, 2025, Tianshan Aluminum achieved a revenue of 15.328 billion yuan, representing a year-on-year growth of 11.19% [2] - The net profit attributable to shareholders for the same period was 2.084 billion yuan, showing a slight increase of 0.51% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 6.562 billion yuan, with 3.463 billion yuan distributed over the last three years [3] Stock Performance - On September 19, Tianshan Aluminum's stock price increased by 2.03%, reaching 11.06 yuan per share, with a total market capitalization of 51.45 billion yuan [1] - The stock has seen a year-to-date increase of 44.16%, a decline of 3.66% over the last five trading days, a rise of 13.67% over the last 20 days, and a 29.51% increase over the last 60 days [1] - As of June 30, 2025, the number of shareholders increased to 49,700, with an average of 83,175 circulating shares per person, a decrease of 4.25% from the previous period [2] Shareholding Structure - As of June 30, 2025, Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 113 million shares, which is a decrease of 10.084 million shares from the previous period [3]

Core Viewpoint - Yun Aluminum Co., Ltd. has shown significant stock price appreciation and strong financial performance in 2023, indicating a positive outlook for the company and its industry [2][3]. Group 1: Stock Performance - As of September 17, Yun Aluminum's stock price increased by 57.30% year-to-date, with a 13.02% rise in the last five trading days, 21.04% in the last 20 days, and 36.81% over the last 60 days [2]. - The stock was trading at 21.00 CNY per share with a market capitalization of 728.27 billion CNY [1]. Group 2: Financial Performance - For the first half of 2025, Yun Aluminum reported revenue of 29.078 billion CNY, a year-on-year increase of 17.98%, and a net profit attributable to shareholders of 2.768 billion CNY, up 9.88% [2]. - The company has distributed a total of 4.959 billion CNY in dividends since its A-share listing, with 2.774 billion CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 16.95% to 86,400, while the average number of circulating shares per person decreased by 14.50% to 40,124 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 197 million shares, and various ETFs that have adjusted their holdings [3].

Group 1 - The stock price of Dongyangguang increased by 2.04% on September 17, reaching 24.98 CNY per share, with a trading volume of 560 million CNY and a market capitalization of 75.179 billion CNY [1] - Year-to-date, Dongyangguang's stock price has risen by 121.26%, with a 3.87% increase over the last five trading days, 32.45% over the last 20 days, and 119.12% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 11, where it recorded a net purchase of 61.529 million CNY [1] Group 2 - Dongyangguang, established on October 24, 1996, and listed on September 17, 1993, operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [2] - The revenue composition of Dongyangguang includes high-end aluminum foil at 40.81%, new chemical materials at 27.63%, electronic components at 25.40%, and other categories [2] - As of June 30, 2025, Dongyangguang reported a revenue of 7.124 billion CNY, a year-on-year increase of 18.48%, and a net profit of 613 million CNY, a year-on-year increase of 170.57% [2] Group 3 - Dongyangguang has distributed a total of 2.395 billion CNY in dividends since its A-share listing, with 998 million CNY distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders of Dongyangguang include institutions such as Bosera Huixing and Hong Kong Central Clearing Limited, with notable reductions in their holdings [3]

Core Viewpoint - Dongyangguang's stock price has shown significant volatility, with a year-to-date increase of 106.02%, but a recent decline of 6.13% over the past five trading days [1][2]. Group 1: Stock Performance - As of September 16, Dongyangguang's stock price was 23.26 CNY per share, with a market capitalization of 70 billion CNY [1]. - The stock has experienced a trading volume of 393 million CNY, with a turnover rate of 0.57% [1]. - Year-to-date, the stock has risen by 106.02%, with a 24.99% increase over the past 20 days and a 103.68% increase over the past 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Dongyangguang reported a revenue of 7.124 billion CNY, representing a year-on-year growth of 18.48% [2]. - The net profit attributable to shareholders for the same period was 613 million CNY, showing a substantial increase of 170.57% year-on-year [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders was 46,700, a decrease of 19.19% from the previous period [2]. - The average number of circulating shares per shareholder increased by 23.75% to 64,328 shares [2]. - Cumulatively, Dongyangguang has distributed 2.395 billion CNY in dividends since its A-share listing, with 999.8 million CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, the eighth largest circulating shareholder was Bosera Huixing Return One-Year Holding Period Mixed Fund, holding 45.9169 million shares, a decrease of 6.1739 million shares from the previous period [3]. - The ninth largest shareholder was Hong Kong Central Clearing Limited, holding 37.338 million shares, down by 5.2074 million shares from the previous period [3].

Core Viewpoint - Tianshan Aluminum has shown significant stock price growth and positive financial performance, indicating strong market interest and operational stability [1][2]. Financial Performance - As of June 30, Tianshan Aluminum achieved a revenue of 15.328 billion yuan, representing a year-on-year increase of 11.19% [2]. - The net profit attributable to shareholders for the same period was 2.084 billion yuan, reflecting a slight year-on-year growth of 0.51% [2]. - The company has distributed a total of 6.562 billion yuan in dividends since its A-share listing, with 3.463 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 15, Tianshan Aluminum's stock price increased by 2.00%, reaching 11.71 yuan per share, with a trading volume of 520 million yuan and a turnover rate of 1.09% [1]. - The stock has appreciated by 52.63% year-to-date, with a 11.74% increase over the last five trading days and an 18.88% increase over the last 20 days [1]. - The company had a market capitalization of 54.474 billion yuan as of the latest trading session [1]. Shareholder Information - As of June 30, the number of shareholders for Tianshan Aluminum reached 49,700, an increase of 4.44% from the previous period [2]. - The average number of circulating shares per shareholder was 83,175, which decreased by 4.25% compared to the previous period [2]. - Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 113 million shares, a decrease of 10.084 million shares from the previous period [3]. Business Overview - Tianshan Aluminum, established on November 3, 1997, and listed on December 31, 2010, is primarily engaged in the production and sale of primary aluminum, aluminum deep-processing products, prebaked anodes, high-purity aluminum, and alumina [1]. - The revenue composition includes 65.26% from aluminum ingots, 24.20% from alumina, 6.89% from aluminum foil and foil materials, 2.10% from high-purity aluminum, and 1.55% from other sources [1]. - The company operates within the non-ferrous metals industry, specifically in the aluminum sector, and is associated with concepts such as battery foil, sodium batteries, lithium batteries, and Xinjiang revitalization [1].

Company Overview - Shandong Hongchuang Aluminum Industry Holdings Co., Ltd. was established on August 11, 2000, and listed on March 31, 2010. The company specializes in the processing, production, and sales of high-quality aluminum plates, strips, and foils [2] - The main business revenue composition includes aluminum foil (45.37%), cast-rolled coils (30.34%), cold-rolled coils (23.83%), aluminum particles (0.36%), scrap income (0.08%), leasing income (0.01%), and material income (0.00%) [2] - The company belongs to the non-ferrous metals industry, specifically industrial metals-aluminum, and is involved in sectors such as annual strong performance, mergers and acquisitions, margin financing, battery foil, and non-ferrous aluminum [2] Financial Performance - For the period from January to June 2025, the company achieved operating revenue of 1.448 billion yuan, a year-on-year decrease of 13.82%, and a net profit attributable to shareholders of -118 million yuan, a year-on-year decrease of 539.64% [2] - Since its A-share listing, the company has distributed a total of 12.382 million yuan in dividends, with no dividends distributed in the past three years [3] Stock Performance - As of September 15, the company's stock price decreased by 2.25%, trading at 17.80 yuan per share, with a total market capitalization of 20.227 billion yuan [1] - Year-to-date, the stock price has increased by 98.44%, with a 5-day increase of 5.33%, a 20-day increase of 17.11%, and a 60-day increase of 56.55% [1] - The company has appeared on the trading leaderboard once this year, with the most recent appearance on May 23, where it recorded a net buy of -73.6124 million yuan [1] Shareholder Information - As of September 10, the number of shareholders increased to 20,800, a rise of 6.43%, while the average circulating shares per person decreased by 6.04% to 54,596 shares [2] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 49.844 million shares, an increase of 27.4856 million shares from the previous period [3] - New shareholders include Silver Hua Xinjia Two-Year Holding Period Mixed Fund and Silver Hua Xinyi Flexible Allocation Mixed Fund, holding 18.2694 million shares and 8.655 million shares, respectively [3]