需期货有限公司 C Futures Company Limited 2025年12月16日 铝产业链日度数据跟踪 一、氧化铝 (1) 12月16日国产矿价格为509元/吨，环比0元/吨：16日几内亚进口矿 （1）12月16日SMM A00均价21630元/吨，环比一80元/吨；升贴水为~100 价格70美元/干吨,环比0美元/干吨; (2) 12月16日现货价格指数为2788元/吨,环比-2元/吨; (3) 12月16日期货库存246175吨,环比-2394吨; (4) 12月16日进口盈亏为68元/吨,环比+1元/吨; 二、电解铝 元/吨,环比-60元/吨; 三、铝合金 (1) 12月16日保太ADC12价格为21000元/吨,环比-100元/吨; (2) 12月16日生铝精度价差为1901元/吨,环比+37元/吨;16日型材铝精 废价差2654元/吨,环比+38元/吨; (3) 12月16日期货库存为69633吨,环比-89吨; 图表 1: 国产铝土矿价格 元/吨 - 2024 600 F 570 540 510 480 450 420 03/17 04/11 05/07 06/01 06/26 07/2 ...

Core Viewpoint - The company Suotong Development plans to sign a joint venture agreement with Emirates Global Aluminium (EGA) to invest in a 300kt/a prebaked anode project in the UAE, with a total estimated investment of up to $295 million (approximately 2.084 billion RMB) [1][3]. Group 1: Joint Venture Details - Suotong Development will invest approximately $162.25 million (about 1.146 billion RMB) through a newly established subsidiary, holding 55% of the joint venture [2]. - EGA or its controlled entities will invest approximately $132.75 million, holding 45% of the joint venture [2]. - The joint venture will have a board of directors consisting of five members, with Suotong Development appointing three and EGA appointing two [3]. Group 2: Market Context and Strategic Importance - The overseas electrolytic aluminum market is entering a new construction cycle, and the collaboration with EGA is expected to provide high-quality prebaked anode products and services to customers, especially in the Middle East [1]. - EGA is the world's largest high-purity aluminum producer, with an electrolytic aluminum capacity of approximately 2.7 million tons [4]. - The UAE is a major producer of primary aluminum and a key area for petroleum coke, a core raw material for prebaked anodes, providing significant cost advantages [4]. Group 3: Company Background and Financial Performance - Suotong Development is the first and only listed company in the aluminum carbon industry, focusing on the research, production, and sales of prebaked anodes, lithium battery anode materials, and film capacitors [6]. - The company has seen steady growth in prebaked anode production, with exports increasing from 318,000 tons in 2017 to an expected 900,000 tons in 2024, reflecting a compound annual growth rate of 16% [8]. - For the first three quarters of 2025, Suotong Development achieved revenue of 12.762 billion RMB, a year-on-year increase of 28.66%, and a net profit of 654 million RMB, a significant year-on-year growth of 201.81% [9].

证券日报网讯 12月15日晚间，中国铝业发布公告称，公司2021年限制性股票激励计划预留授予部分第 二个解除限售期解除限售条件已成就，270名激励对象可解除限售限制性股票7，742，752股，上市流通 日期为2025年12月23日。 （文章来源：证券日报） ...

Group 1 - The company sources its aluminum raw materials from two main parts: one part is purchased from external aluminum rod enterprises, and the other part is produced by the company's recycling aluminum segment, which uses scrap aluminum to produce aluminum rods for various business segments [2]

新能源及有色金属日报 | 2025-12-16 宏观利多交易后基本面存担忧预期 重要数据 铝现货方面：SMM数据，华东A00铝价21710元/吨，较上一交易日变化-340元/吨，华东铝现货升贴水-40元/吨， 较上一交易日变化10元/吨；中原A00铝价21650元/吨，现货升贴水较上一交易日变化20元/吨至-100元/吨；佛 山A00铝价录21590元/吨，较上一交易日变化-350元/吨，铝现货升贴水较上一交易日变化5元/吨至-155元/吨。 铝期货方面：2025-12-15日沪铝主力合约开于22085元/吨，收于21920元/吨，较上一交易日变化-240元/吨， 最高价达22175元/吨，最低价达到21600元/吨。全天交易日成交336454手，全天交易日持仓294373手。 库存方面，截止2025-12-15，SMM统计国内电解铝锭社会库存59.6万吨，较上一期变化1.2万吨，仓单库存77813 吨，较上一交易日变化8653吨，LME铝库存519600吨，较上一交易日变化-50吨。 氧化铝现货价格：2025-12-15SMM氧化铝山西价格录得2770元/吨，山东价格录得2700元/吨，河南价格录得 279 ...

2025年12月12日几内亚博凯多巴利——赢联盟氧化铝几内亚公司（Winning Consortium Alumina Guinea，WCAG）120 万吨/年氧化铝项目今日在此间正式 奠基（上图）。该项目总投资约 12 亿美元，占地约 107 公顷，采用国际先进的拜耳法工艺及智能化生产控制系统，规划建设原料制备、溶出、沉降、分 解、蒸发、焙烧六大核心工艺车间，并配套燃气动力辅助区域，着力打造从铝土矿开采、氧化铝加工到物流输出的完整产业链体系。 赢联盟现场总指挥吴琼（上图）随后致辞，感谢几内亚共和国总统马马迪·敦布亚阁下为国家工业化进程提供的清晰方向与坚定信心，并向矿业部及地方 政府在项目推进过程中展现的高效协作表示敬意。他表示，赢联盟与几内亚携手走过十年，亲历并见证了几内亚成长为全球重要的铝土矿生产国，而氧化 铝项目正是推动产业升级、实现资源价值最大化的关键一环。他强调，项目的顺利推进离不开孙修顺总指挥的坚定领导，也离不开政府与当地社区长期以 来的信任与支持。 根据项目技术方案，氧化铝生产全过程（上图）将严格遵循国际环保与安全标准，从矿石预处理、溶出、固液分离、结晶分解，到蒸发与焙烧等关键环 节，均采用成熟 ...

Core Viewpoint - The company, Suotong Development (603612.SH), has signed a joint venture agreement with EGA to establish a company in the UAE for a 300kt/a prebaked anode project, with an estimated total investment of up to $295 million (approximately 2.084 billion RMB) [1] Group 1: Joint Venture Details - The joint venture aims to enhance the company's overseas capacity and expand its global market presence [1] - EGA is recognized as the largest high-purity aluminum producer globally and the largest industrial enterprise in the UAE outside of oil and gas [1] - The partnership with EGA, which has been ongoing for nearly 20 years, positions the company to leverage EGA's extensive experience and market reach [1] Group 2: Project Investment and Capacity - The estimated total investment for the project is capped at $295 million, subject to actual investment conditions [1] - The project will focus on a production capacity of 300kt/a for prebaked anodes [1] - EGA's current electrolytic aluminum production capacity stands at approximately 2.7 million tons [1]

索通发展12月16日早间公告，公司与阿联酋环球铝业公司（EGA）签署了《合资协议》，共同出资在 阿联酋设立合资公司，在阿联酋建设300kt/a预焙阳极项目（一期），暂估项目总投资不超过2.95亿美元 （折合人民币约为20.84亿元）。公司通过新设子公司向合资公司投资约1.6225亿美元（折合人民币约为 11.46亿元，其中资本金约占40%），持有合资公司55%的股权；EGA或其控制的主体向合资公司投资约 1.3275亿美元（其中资本金约占40%），持有合资公司45%的股权。合资公司设立董事会，董事会由5名 董事组成，其中索通发展有权任命3名董事，EGA有权任命2名董事；索通发展有权任命、替换或罢免 董事会主席。 ...

Core Viewpoint - The company has signed a joint venture agreement with Emirates Global Aluminium (EGA) to establish a joint venture in the UAE for a 300kt/a prebaked anode project, with a total estimated investment of up to $295 million [1] Investment Details - The total estimated investment for the project is not to exceed $295 million, approximately 2.08 billion RMB, subject to actual investment conditions [1] - The company will invest approximately $162 million, around 1.15 billion RMB, holding 55% of the joint venture [1] - EGA will invest approximately $133 million, with a 45% stake in the joint venture [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600219 证券简称：南山铝业 公告编号：2025-077 山东南山铝业股份有限公司 关于以集中竞价交易方式回购公司股份比例达1%的进展公告 ■ 一、回购股份的基本情况 山东南山铝业股份有限公司（以下简称"公司"）分别于2024年12月11日、2024年12月27日召开了第十一 届董事会第十五次会议、第十一届监事会第十一次会议和2024年第三次临时股东大会，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购公 司部分社会公众股份，用于注销并减少公司注册资本。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次回购股份的资金总额不低于人民币3亿元（含）且不超过人民币6亿元（含），回购股份价格不超过 人民币6.24元/股，回购数量不低于4,807.69万股（含）且不超过9,615.38万股（含），具体回购数量及 金额以回购结束时实际交易情况为准。回购期限为自公司股东大会审议通过回购方案之日起不超过1 ...