力拓铝业与锂业首席执行官裴柯斯（Jérôme Pécresse）表示："此次与中国铝业共同收购沃特兰亭在CBA巴西一体化铝供应链中的控股权，与我们的战略 高度一致——通过在快速增长的市场中扩大低碳、可再生能源驱动的铝业务版图，为股东创造价值。"Rio Tinto Aluminium & Lithium Chief Executive Jérôme Pécresse said that this acquisition, jointly with Chalco, of Votorantim's controlling position in CBA's fully integrated aluminium supply chain in Brazil is aligned with our strategy to deliver value for shareholders by extending our low-carbon, renewable-powered aluminium footprint in rapidly growing markets. 各大区域市场中，大中华区表现尤为亮眼，实现了销售的 ...

Core Viewpoint - Hongqiao Group (002379.SZ) expects a net profit attributable to shareholders of 17 billion to 20 billion yuan for 2025, following a significant asset restructuring and acquisition of 100% equity in Hongtuo Industrial [1] Group 1: Financial Performance - The company anticipates a net profit of 17 billion to 20 billion yuan for 2025 [1] - The acquisition is expected to contribute approximately 18 billion to 21 billion yuan in net profit from the beginning of the subsidiary's operation until the consolidation date, which will be recorded as non-recurring gains [1] Group 2: Strategic Transformation - The transaction marks a shift from a single aluminum deep processing business to a comprehensive operation encompassing alumina, electrolytic aluminum, and aluminum deep processing [1] - This transformation is expected to enhance product variety, production scale, technological level, and talent reserves [1] Group 3: Financial Metrics Improvement - Key financial indicators such as total assets, net assets, operating income, and net profit are projected to see significant growth post-acquisition [1] - The company's profit sources will evolve from a single aluminum processing fee to a comprehensive income generated from multi-product collaborative development across the entire industry chain, significantly boosting profitability and market competitiveness [1]

格隆汇1月30日丨南山铝业(600219.SH)公布，公司以自有资金人民币10,000万元出资设立全资子公司深 圳合盛高科科技有限公司，现已取得由深圳市市场监督管理局下发的营业执照。 本次投资设立全资子公司为完善国内区域布局，链接珠三角高端制造与科创资源，强化产业链协同，拓 展高附加值业务的重要举措，通过设立全资子公司加速技术创新，有望提升公司的核心竞争力与抗风险 能力。 ...

证券日报网讯1月30日，电投能源（002128）在互动平台回答投资者提问时表示，扎铝二期建设主体为 内蒙古霍煤鸿骏铝电有限责任公司，电投能源持有内蒙古霍煤鸿骏铝电有限责任公司51%股权。 ...

Core Viewpoint - Ming Tai Aluminum (601677) acknowledges the cost advantages of Nanshan Aluminum (600219) with a full industry chain, indicating a strategic approach to learning from competitors [1] Group 1: Company Strategy - Ming Tai Aluminum is leveraging its extensive downstream products and customer base to develop a recycling aluminum application, focusing on a green and low-carbon industry chain that includes "waste aluminum recycling - smelting regeneration - deep processing" [1] - The company aims to accelerate the upgrade of high-end product structures, enhancing its cyclical resilience and profitability [1] Group 2: Corporate Governance - Ming Tai Aluminum ensures stable corporate governance through its articles of association and board seat mechanisms [1]

Core Viewpoint - The company aims to strategically assess upstream mineral asset reserves while leveraging its core advantages in the green recycling industry to enhance cost advantages and improve profitability resilience during aluminum price fluctuations [1] Group 1: Company Strategy - The company will combine industry cycle changes with its development strategy to explore diversified resource layouts [1] - The focus will be on maintaining core advantages in the green recycling industry while also considering upstream mineral asset reserves [1] Group 2: Market Positioning - The company seeks to solidify its cost advantages further in response to aluminum price cycle volatility [1] - The goal is to enhance long-term value and profitability resilience through strategic resource management [1]

Core Viewpoint - Nanshan Aluminum announced the establishment of a wholly-owned subsidiary, Shenzhen Hesheng High-Tech Co., Ltd., with an investment of 100 million yuan, which is expected to enhance the company's core competitiveness and risk resistance [1] Group 1: Investment Details - The investment of 100 million yuan is made using the company's own funds [1] - The subsidiary has obtained its business license, indicating formal establishment [1] - The legal representative, director, and general manager of the subsidiary is Lü Zhengfeng [1] Group 2: Strategic Implications - The investment does not constitute a related party transaction or a major asset restructuring [1] - The move aligns with the company's strategic planning [1] - It is anticipated to improve the company's core competitiveness and risk resistance [1] Group 3: Financial Impact - The investment is not expected to have a significant adverse impact on the company's finances [1] - There exists a risk that the operational performance may not meet expectations [1]

Core Viewpoint - China Hongqiao Group (01378) announced that its indirect subsidiary, Shandong Hongqiao Aluminum Holdings Co., Ltd. (宏桥控股) (002379.SZ), expects a net profit attributable to shareholders for the year 2025 to be between RMB 17 billion and 20 billion, with a net profit excluding non-recurring gains and losses projected at RMB 300 million to 410 million [1] Financial Performance - The basic earnings per share for the year 2025 are estimated to be between RMB 1.3046 and 1.5348 [1] - The company is undergoing a significant asset restructuring by acquiring 100% equity of Shandong Hongtu Industrial Co., Ltd. (宏拓实业) through a share issuance, with the completion of asset delivery and related changes expected by December 31, 2025 [1] Accounting Adjustments - Due to the acquisition, which falls under the same ultimate controlling party, the transaction is classified as a business combination under common control, leading to retrospective adjustments of the previous year's financial data [1] - The net profit or loss from the subsidiary from the beginning of the period to the merger date is estimated to be approximately RMB 18 billion to 21 billion, which will be included in non-recurring gains and losses [1]

由于完成认购事项的所有条件均已达成，本公司于2026年1月30日根据配售及认购协议的条款及条件按 每股认购股份64.50港元向卖方配发及发行3100万股认购股份。因此，紧随认购事项完成后，卖方所持 有的股份数目与紧接配售事项前相同。 南山铝业（600219）国际(02610)发布公告，配售事项已根据配售及认购协议的条款及条件于2026年1月 26日完成，其中合共3100万股出售股份已按每股出售股份64.50港元的配售价由配售代理竭力成功配售 予不少于六名承配人。 经扣除就配售事项及认购事项产生的所有相关费用、成本及开支(包括但不限于法律开支及报销费用) 后，认购事项的所得款项净额约为19.87亿港元。 ...

春节假期临近叠加铝价高企抑制率需求表现，本周铝下游加工企业开工率下降，据SMM调研显示，本 周铝加工综合开工率录得59.4%，较上周下滑1.5%。当前库存水平已高于近两年同期，持续累库对铝价 上行有一定压制。 对于当前走势，新湖期货表示，铝价继续创新高，消费负反馈较严重，多数终端及下游客户对价格接受 度低，价格传导受阻。供给端依旧以轻微增加为主。供需基本面走弱，库存攀升。不过总体库存不高。 短期宏观情绪主导盘面，贵金属价格飙涨也有带动作用，铝价暂或维持强势。操作上建议回调偏多对 待，追高需谨慎。 近期沪铝走势受宏观及资金情绪主导，隔夜贵金属一度大幅下挫，多头氛围降温，沪铝期价高位回落， 主力合约收跌3.65%，铝合金跟随下跌，主力合约收跌4.26%。从基本面来看，假期临近叠加高价压 力，需求趋弱，社库持续累积。铝合金成本有一定支撑，但假期临近需求相对一般。 前期贵金属大涨，资金向有色金属板块分流，推动沪铝大涨，隔夜多头情绪降温，投机资金止盈，沪铝 跳水，银河期货表示，美股下挫带动流动性收紧，美国政府存再次关门风险，叠加前期价格快速上涨积 累一定风险，夜盘铝价随贵金属及有色金属冲高后快速大幅回落。 ...