消息面上，明泰铝业预计2025年归母净利润为19.5亿元至20亿元，同比增长12%至14%。公司同时预计 2025年扣非归母净利润为17亿元至17.5亿元，同比增长18%至21%。公告称："在全球绿色产业变革大势 下，国内外碳税体系逐步成形，公司坚持发展低碳循环经济，旗下多种产品完成SGS碳足迹排查，再生 铝产品低碳优势明显。"目前我国已深入推进10类产品的碳足迹标识认证试点工作，其中包括电解铝。 有色ETF鹏华(159880)，场外联接(A：021296；C：021297；I：022886) 中信证券指出，展望2026年，预计光伏用铝加速下滑，电网和汽车延续高景气度，储能和空调铝代铜增 长有望提速，支撑电解铝需求增长后劲。即使印尼产能新增投产背景下，行业供给增速下移仍为趋势， 且扰动抬头迹象逐步显现。预计2026年铝价中枢将达23000元/吨，持续看好铝板块盈利、估值齐升行 情。 有色ETF鹏华紧密跟踪国证有色金属行业指数，国证有色金属行业指数参照国证行业分类标准，选取归 属于有色金属行业的规模和流动性突出的50只证券作为样本，反映了沪深北交易所有色金属行业上市公 司的整体收益表现，向市场提供细分行业的指数 ...

Group 1 - Hebei Province's Baoding City has launched a national pilot program for carbon footprint labeling certification of textile products, becoming the first in the country to do so [1] - The local government has signed strategic cooperation agreements with certification bodies to enhance the green and low-carbon development competitiveness of the textile industry [1] - By December 2024, the first batch of six enterprises will be selected for the pilot program, focusing on 19 types of textile products including daily towels and cotton yarn [1] Group 2 - By the end of 2025, the first batch of six pilot enterprises is expected to complete carbon label certification, with a goal of achieving full coverage of 20 pilot enterprises by the end of 2027 [2] - The initiative aims to enhance the brand value and international market competitiveness of export-oriented textile enterprises, establishing a complete green supply chain system [2] - The Baoding Market Supervision Bureau will focus on measurement, standards, certification, and quality supervision to support the high-quality development of the textile industry in Gaoyang [2]