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上海友升铝业股份有限公司首次公开发行股票并在主板上市网下初步配售结果及网上中签结果公告
Shang Hai Zheng Quan Bao· 2025-09-15 18:26
登录新浪财经APP 搜索【信披】查看更多考评等级 特别提示 上海友升铝业股份有限公司(以下简称"发行人"或"友升股份")首次公开发行人民币普通股(A股)并 在主板上市(以下简称"本次发行")的申请已经上海证券交易所(以下简称"上交所")上市审核委员会 审议通过,并已经中国证券监督管理委员会同意注册(证监许可〔2025〕1616号)。 国泰海通证券股份有限公司(以下简称"国泰海通"、"主承销商"或"保荐人(主承销商)")担任本次发 行的保荐人(主承销商)。 本次发行采用向参与战略配售的投资者定向配售(以下简称"战略配售")、网下向符合条件的投资者询 价配售(以下简称"网下发行")和网上向持有上海市场非限售A股股份和非限售存托凭证市值的社会公 众投资者定价发行(以下简称"网上发行")相结合的方式进行。 发行人与主承销商协商确定本次发行股份数量为4,826.7111万股。本次发行初始战略配售数量为 965.3422万股,占本次发行总数量的20.00%。参与战略配售的投资者承诺的认购资金已于规定时间内足 额汇至主承销商指定的银行账户。依据本次发行价格确定的最终战略配售数量为690.2499万股,占本次 发行总数量的1 ...
本周!美联储将大幅降息?早有资金进场布局!有色龙头ETF(159876)近20日吸金1.63亿元,规模创新高!
Xin Lang Ji Jin· 2025-09-15 06:11
Group 1 - The core viewpoint of the article highlights the recent performance and investment trends in the non-ferrous metals sector, particularly focusing on the Non-Ferrous Metal Leader ETF (159876) which has seen significant net subscriptions and capital inflow [1][2] - The Non-Ferrous Metal Leader ETF (159876) has attracted a total of 33.6 million yuan in the last five days and 163 million yuan over the past 20 days, reaching a historical high of 263 million yuan as of September 12 [1] - The anticipated interest rate cut by the Federal Reserve is expected to boost non-ferrous metal prices due to increased demand for physical assets, a weaker dollar making metals cheaper, and lower borrowing costs for companies [1][2] Group 2 - The macroeconomic environment is favorable for metal prices due to the Federal Reserve's easing policies and domestic initiatives aimed at optimizing production factors and improving profitability [2][3] - The strategic metals such as rare earths, tungsten, and antimony are expected to benefit from global geopolitical dynamics, while lithium, cobalt, and aluminum are influenced by domestic "anti-involution" policies [3] - The supply-demand balance for industrial metals like copper and aluminum remains tight, driven by demand from emerging industries and limited supply increases [3] Group 3 - In terms of individual stock performance, leading companies in the lithium sector, such as Ganfeng Lithium and Tianqi Lithium, have seen significant gains, while some companies in the non-ferrous sector have experienced declines [4]
降息预期升温之际美元承压 铝价连涨七日创3月来新高
智通财经网· 2025-09-15 06:08
Group 1 - Aluminum prices have risen for seven consecutive trading days, reaching a peak of $2,705 per ton, the highest level since March [1] - The market is anticipating a potential easing of monetary policy by the Federal Reserve, which is putting pressure on the dollar and boosting metal prices, including aluminum [1] - Concerns over supply have intensified due to a surge in extraction inventory applications, contributing to the recent price support for aluminum [1] Group 2 - Bank of America forecasts a significant shift in the aluminum market, predicting a supply surplus of 31,600 tons in 2025, but a reversal to a supply deficit of 29,200 tons by 2026, with prices potentially rising to $3,000 per ton by Q4 2026 [1] - The anticipated aluminum supply shortage in 2026 largely depends on the recovery of demand in Europe and the U.S., with U.S. consumers not yet fully absorbing the 50% aluminum import tariff [2] - China's aluminum demand remains robust, supported by purchases from the power grid, solar panel, and automotive sectors, leading to record-high domestic consumption [2]
铝产业链日评:美联储降息预期和下游需求回暖支撑铝价-20250915
Hong Yuan Qi Huo· 2025-09-15 05:45
| 兔费声明,宏源期货有限公司是经中国证监会批准波立的期货经营机构,已具备期货交易咨询业务资格。 本报告分析及建议所依据的信息均来源于 | | --- | | 公开资料,本公司对这些信息的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会发生任何变化、我们已力求报告内容的容观、公 | | 正,但文中的观点、结论和建议仅供参考,不构成在何授资建议、救费者依据本报告提供的信息进行销授投资所逐成的一切后果,本公司搬不负责 | | 。本报告版权仅为本公司所有,未经书面许可,在何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,希准明出处为宏源期货,且不 | | 得对本报告进行有悖原意的引用、融节和修改。数据来源:SHM和WIND。风险提示:期市有风险、投资深谨慎 | | 王文虎(F03087656,Z0019472),联系电话:010-82293558 | | 变量名称 | 近期走势 | 2025-09-12 2025-09-11 2025-09-08 较昨日变动 | 全国氧化铝平均价格 | 3077. 47 | 3119.22 | -7.13 | 3084. 6 | | | | | | --- | - ...
伦铝价格弱势运行 9月12日LME铝库存持平
Jin Tou Wang· 2025-09-15 03:10
Group 1 - LME aluminum futures prices are weak, opening at $2698 per ton and currently at the same price, with a decline of 0.11% [1] - The highest price during the day reached $2705 per ton, while the lowest dipped to $2689 per ton [1] Group 2 - On September 12, LME aluminum futures opened at $2676.5, peaked at $2703.5, and closed at $2701.0, reflecting a 0.82% increase [2] - In August, the production of ten non-ferrous metals was 6.98 million tons, a year-on-year increase of 3.8%, while the production from January to August totaled 54.32 million tons, up 3.1% year-on-year [2] - The production of primary aluminum (electrolytic aluminum) in August was 3.8 million tons, a year-on-year decrease of 0.5%, with a total production of 30.14 million tons from January to August, representing a 2.2% year-on-year increase [2] - As of September 12, the LME aluminum registered warehouse receipts were 375,025 tons, with canceled receipts at 110,250 tons, and total aluminum inventory at 485,275 tons, all remaining unchanged [2]
华宝期货晨报铝锭-20250915
Hua Bao Qi Huo· 2025-09-15 02:57
晨报 铝锭 从业资格号:F3078638 投资咨询号:Z0018248 电话:010-62688555 从业资格号:F3038114 投资咨询号:Z0014834 电话:010-62688541 从业资格号:F3059529 投资咨询号:Z0018932 电话:010-62688516 有色金属:于梦雪 从业资格号:F03127144 投资咨询号:Z0020161 电话:021-20857653 成文时间: 2025 年 9 月 15 日 逻辑:云贵区域短流程建筑钢材生产企业春节期间停产检修时间大多 在 1 月中下旬,复产时间预计在正月初十一至正月十六左右,停产期间预 计影响建筑钢材总产量 74.1 万吨。安徽省 6 家短流程钢厂,1 家钢厂已 于 1 月 5 日开始停产;其余大部分钢厂均表示将于 1 月中旬左右停产放假, 证监许可【2011】1452 号 逻辑:上周铝价偏强冲高。宏观上因美国初请失业金人数激增和通胀温 和上升而下跌,美联储可能在本周会议上结束长达九个月的按兵不动并重 启降息。根据芝商所的 FedWatch 工具,联邦基金期货定价显示市场普遍认 为美联储将在 9 月 17 日将关键利率下调 2 ...
西部证券晨会纪要-20250915
Western Securities· 2025-09-15 02:57
Group 1: Company Analysis - Dongfang Tieta (002545.SZ) - The company is expected to achieve net profits of 1.12 billion, 1.31 billion, and 1.60 billion yuan for the years 2025-2027, representing year-on-year growth of +98.43%, +17.16%, and +21.99% respectively [10][12] - The production of potassium chloride and phosphate projects is anticipated to drive significant revenue growth, with a target price of 17.1 yuan based on a 19x PE valuation for 2025 [10][11] - Concerns about potential oversupply in the potassium chloride and phosphate markets are mitigated by projections indicating a supply gap until 2028, suggesting sustained industry high profitability [10][11] Group 2: Company Analysis - Jinkong Coal Industry (601001.SH) - The company is projected to achieve net profits of 2.06 billion, 2.39 billion, and 2.80 billion yuan for 2025-2027, with EPS of 1.23, 1.43, and 1.68 yuan, reflecting a year-on-year growth of -26.58%, +15.81%, and +17.43% respectively [14][15] - The target price is set at 15.23 yuan per share, based on a combination of absolute and relative valuation methods [14][15] - The company is expected to maintain stable coal prices in the range of 700-800 yuan per ton, supported by a balanced supply-demand scenario [14][15] Group 3: Industry Analysis - Financial Data - The financial data for August indicates a decline in loan growth, with new loans amounting to 590 billion yuan, down from 900 billion yuan year-on-year [17][18] - The total social financing (TSF) increased by 2.57 trillion yuan, lower than the previous year's 3 trillion yuan, reflecting weak credit demand [17][18] - M2 growth remained steady at 8.8%, while M1 growth accelerated to 6%, indicating a shift in deposit behavior towards equity markets [17][18] Group 4: Industry Analysis - Public Fund Market - The public fund market saw a significant increase in the total scale of non-monetary funds, reaching 10.2 trillion yuan, up 6.9% from the previous half [20][21] - Equity fund holdings increased by 5.9% to 5.14 trillion yuan, with stock index funds growing by 14.6% to 1.95 trillion yuan [20][21] - The market share of banks, brokers, and third-party institutions in equity funds was 26.2%, 17.2%, and 19.3% respectively, indicating a slight decline in market share for banks and brokers [20][21]
上海友升铝业股份有限公司 首次公开发行股票并在主板上市网上发行申购情况及中签率公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-14 22:38
Core Viewpoint - Shanghai Yousheng Aluminum Industry Co., Ltd. has received approval for its initial public offering (IPO) of RMB ordinary shares (A-shares) and will be listed on the main board of the Shanghai Stock Exchange [1] Group 1: IPO Details - The total number of shares for this issuance is set at 48,267,111 shares, with an initial strategic placement of 9,653,422 shares, accounting for 20.00% of the total issuance [2] - The final strategic placement quantity is determined to be 6,902,499 shares, which is 14.30% of the total issuance, leading to a reallocation of 2,750,923 shares to offline issuance [2] - The issuance price is set at RMB 46.36 per share, with 15,445,000 shares being initially issued on September 12, 2025 [2] Group 2: Subscription and Payment Process - Investors are required to fulfill their payment obligations by September 16, 2025, and must ensure sufficient funds in their accounts to avoid forfeiting their subscriptions [3] - If the total number of shares subscribed by offline and online investors does not reach 70% of the total issuance after deducting the final strategic placement, the IPO will be suspended [5] - A 10% lock-up period applies to 10% of the shares allocated to offline investors, lasting for 6 months from the date of listing [4] Group 3: Subscription Statistics - The number of effective subscription accounts for the online issuance is 12,885,319, with a total effective subscription quantity of 115,926,066,500 shares, resulting in an initial online winning rate of 0.01332315% [6] - Following the implementation of the reallocation mechanism, the final online winning rate is adjusted to 0.02759604% [8] Group 4: Lottery and Announcement - The online subscription lottery draw is scheduled for September 15, 2025, with results to be announced on September 16, 2025 [9]
安全生产,监管不缺位执法不扰企
Ren Min Ri Bao· 2025-09-14 22:03
联合协作,"进一次门查多项事"提升质效 一早,四川广元市黑石坡至曾家山公路工程项目工地的柴油储存区迎来6位身着不同制服的执法人员 ——分别来自应急管理、公安、交通、经信、市场监管、环保部门。 "收到联合检查清单后,我们已经自查了一遍。"工程项目物资部经理刘炫良介绍。 中共中央政治局8月29日召开会议强调,各地区各部门要坚决落实安全生产责任,毫不松懈抓好安全生 产和防范自然灾害各项工作,更好统筹高质量发展和高水平安全。 安全生产执法是守牢安全底线、遏制事故发生的强有力手段。今年以来,各地区各部门持续深化安全生 产执法改革,既严格执法有效消除风险隐患,又切实减轻基层和企业负担,提高执法质量和效能。 ——编 者 "请您出示柴油储存设施的安全验收资料。"广元市应急管理局执法人员率先开口,同时拿出执法移动终 端开始记录。与此同时,经信部门工作人员核对油品购销台账;市场监管人员查看计量器具检定情 况……作业区内,6个部门的执法人员各司其职,没有重复询问,也没有多头索要材料。 四川省应急管理厅综合执法监督局局长曹阳表示,目前全省已有1.5万多家企业明确了对应层级的执法 主体,"联合查一次"为基层和企业减负,也推动企业主要负 ...
王晓在榆林市调研省“十五五”规划编制、稳增长、低空经济、安全生产等工作
Shan Xi Ri Bao· 2025-09-12 23:39
Group 1 - The provincial government is focusing on the implementation of the "14th Five-Year Plan" and planning for the "15th Five-Year Plan" to enhance economic growth and development in the region [1][2] - Key projects being monitored include the construction of a civil airport, coal oil gas comprehensive utilization, and the development of low-altitude economy [2] - Emphasis is placed on strengthening core technology research, promoting technological and industrial innovation, and ensuring safety production measures are effectively implemented [2] Group 2 - The government aims to improve the quality and efficiency of key project construction and enhance the comprehensive benefits of investments [2] - There is a focus on the high-end, diversified, and low-carbon development of the coal chemical industry [2] - The establishment of the Yulin Energy Revolution Innovation Demonstration Zone is a priority to strengthen the modern energy industry cluster [2]