转自：科技日报 ◎本报记者 赵汉斌 通讯员 侬继嫣 近日，云南铝业股份有限公司（以下简称"云铝股份"）市值突破1000亿元。"正是'绿色'与'无废'的理 念，驱动企业转向精细化管理，开辟了新的发展路径。"公司党委书记、董事长张得教接受科技日报记 者采访时说。 残阳极是铝电解精炼的残余部分。在云南云铝涌鑫铝业有限公司电解生产中心，残阳极回收有了新方 法。"我们自主研发了在线式残阳极底部自动清理装置，实现集成协同控制及全过程自动化运行；同 时，优化甩链机链条分布轨迹、升级喷吹系统结构与性能，大幅降低残阳极内杂质，将达标残阳极转运 至阳极生产企业进行再利用。"该中心副经理王红波算了一笔账，"每利用1吨残阳极，可节约生产成本 约1700元"。 大修渣、炭渣及铝灰是电解铝行业典型危险废物，被列入国家危险废物名录。云南云铝润鑫铝业有限公 司近年来实现固废处理突破。该公司工程师陈本松说："我们建成大修渣、炭渣协同无害化生产线，既 解决处置难题，还攻克了大修渣、炭渣提锂技术，实现二次资源高值化利用，技术创新让昔日废渣变 身'宝贝'。" 云南文山铝业有限公司则研发并建成国内首条铝灰资源化利用生产线，采用两段法工艺回收铝资源，协 ...

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：2026-004 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份金额： 不低于人民币3亿元（含），不超过人民币6亿元（含），具体的回购金额以回购期 满时实际回购股份使用的资金总额为准。 ● 回购股份价格：公司本次回购股份的最高价不超过人民币7.52元/股。本次回购股份最高价上限未超过 董事会通过回购股份决议前30个交易日公司股票交易均价的150%，具体回购价格将综合公司二级市场 股票价格、公司财务状况和经营状况确定。 ● 回购股份方式：集中竞价交易方式 ● 回购股份期限：自股东会审议通过最终回购股份方案之日起不超过十二个月。 ● 相关股东是否存在减持计划：经公司问询，截至本公告披露日，公司董事、高级管理人员、实际控制 人、控股股东及一致行动人，在未来3个月、未来6个月内均无股份减持计划。若上述主体后续拟实施股 份减持计划，公司将按照相关规定及时履行信息披露义务。 ● 相关风险提示： 1、若公 ...

Group 1 - Zhang Bo, with an asset scale of 230 billion, ranks 63rd globally and is the 7th richest in China, although his name appears under "Zheng Shuliang family" on the wealth list, as Zheng Shuliang is his mother [2] - Zhang Bo's father, Zhang Shiping, was a prominent figure in the aluminum industry and established the Weiqiao Textile Group, which became the world's largest textile factory [3][4] - The establishment of a self-built power plant allowed Weiqiao to transition from a loss-making enterprise to a profitable one, leading to the rapid growth of its aluminum business [5][6] Group 2 - The "Weiqiao model" gained significant attention in 2012 when it provided electricity at a third lower price than the grid, leading to media coverage and public interest [7] - After Zhang Shiping's retirement in 2018 and his passing in 2019, Zhang Bo inherited an asset worth 65 billion [8][9] - The aluminum sector became the core business for Weiqiao as textile demand declined, with significant profits reported in 2022 and 2023 [10][12] Group 3 - In late 2022, Hongchuang Holdings proposed a significant acquisition of Hongtuo Industrial for 63.5 billion, which included core assets of China Hongqiao, indicating a strategic move to enhance profitability [13] - The acquisition was structured as a share issuance rather than cash, allowing Zhang Bo and his siblings to maintain control over Hongchuang Holdings [15] - Following the share issuance, Hongchuang Holdings' market value reached 370 billion, resulting in a wealth increase of 160 billion for Zhang Bo [16][17] Group 4 - Zhang Bo is also venturing into the automotive industry, with plans to invest 60 billion in car manufacturing, aiming for an annual production of 300,000 vehicles by 2028 [20][22] - The automotive sector is seen as a downstream market for aluminum, with significant demand for lightweight materials [21] - Challenges have arisen, including legal disputes over branding and sales performance issues with acquired companies, indicating a competitive and complex market environment [23][25]

免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建议，客 为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 最新 环比 沪铝主力合约收盘价(日,元/吨) | 最新 24,375.00 | 环比 数据指标 -275.00↓ 氧化铝期货主力合约收盘价(日,元/吨) | 2,780.00 | -86.00↓ | | --- | --- | --- | --- | --- | --- | | | 主力-连二合约价差:沪铝(日,元/吨) | -80.00 | +5.00↑ 主力-连二合约价差:氧化铝(日,元/吨) | -213.00 | -16.00↓ | | | 主力合约持仓量:沪铝(日,手) | 370,981.00 | -8100.00↓ 主力合约持仓量:氧化铝(日,手) | 553,364.00 | +7569.00↑ | | | LME铝注销仓单(日,吨) | 49,775.00 | 0.00 库存:氧化铝:合计(周,万吨) | ...

1月13日，华峰铝业大宗交易成交170.1万股，成交额3138.33万元，占当日总成交额的14.82%，成交价 18.45元，较市场收盘价19.42元折价4.99%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 美出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-13 | 本峰铝亚 | 601702 | 18.45 | 498.15 | 27 | 心意度發展的有限 | 日常大学校 | 절 | | 2026-01-13 | 非储铝不 | 601702 | 18.45 | 332.1 | 18 | | 公司 2017年 10:50 | KI | | 2026-01-13 | 非峰居亚 | 601702 | 18.45 | 221.4 | 12 | 机构专用 | SHERE BE | Ka | | 2026-01-13 | 去酵层不 | 601702 | 18.45 | 221.4 | 12 | 机构专用 | SERVER | 1 ...

格隆汇1月13日丨南山铝业(600219.SH)公布，基于对公司未来发展前景的信心和对公司价值的高度认 可，增强投资者对公司的信心，推动公司股票价值合理回归，维护广大公司及广大投资，尤其是中小投 资者的利益，经综合考虑公司发展战略、经营情况、财务状况以及未来的盈利能力等因素，拟以自有资 金通过集中竞价交易方式回购公司部分社会公众股份，用于减少公司注册资本。 回购股份金额： 不低于人民币3亿元(含)，不超过人民币6亿元(含)，具体的回购金额以回购期满时实际 回购股份使用的资金总额为准。 ...

格隆汇1月13日丨南山铝业(600219.SH)公布，基于对公司未来发展前景的信心和对公司价值的高度认 可，增强投资者对公司的信心，推动公司股票价值合理回归，维护广大公司及广大投资，尤其是中小投 资者的利益，经综合考虑公司发展战略、经营情况、财务状况以及未来的盈利能力等因素，拟以自有资 金通过集中竞价交易方式回购公司部分社会公众股份，用于减少公司注册资本。 回购股份金额： 不低于人民币3亿元(含)，不超过人民币6亿元(含)，具体的回购金额以回购期满时实际 回购股份使用的资金总额为准。 ...

（文章来源：证券时报网） 据天眼查APP显示，云南铝业股份有限公司成立于1998年03月20日，注册资本346795.7405万人民币。 （数据宝） 数据宝统计，截至14:49，云铝股份成交额31.14亿元，创2022年3月4日以来新高。最新股价下跌 0.33%，换手率2.68%。上一交易日该股全天成交额为23.75亿元。 ...

Group 1 - The core transaction involves Shandong Hongchuang Aluminum Industry Holding Co., Ltd. acquiring 100% equity of Shandong Hongtuo Industrial Co., Ltd. for a total value of 63.518 billion yuan, marking a significant restructuring in the private sector and the return of core aluminum assets to the A-share market [1] - The newly issued shares amount to 11.895 billion, with a total market capitalization of approximately 361.059 billion yuan based on the closing price of 27.7 yuan per share on January 9, 2026, positioning Hongchuang Holding among the A-share companies with a market cap exceeding 300 billion yuan [1] - The acquisition enhances the market share and competitiveness of Hongchuang Holding in the aluminum industry, aligning with national strategies for high-quality development and green transformation [2][3] Group 2 - Hongtuo Industrial is recognized as a leading enterprise in the global aluminum industry, with an annual production capacity of 6.459 million tons of electrolytic aluminum and 19 million tons of alumina, achieving revenues of 149.289 billion yuan and a net profit of 18.144 billion yuan in 2024 [2] - The transaction is strategically significant, allowing for future investments in green capacity expansion, low-carbon smelting, and precision processing research and development, which are essential for industry upgrades [3] - The restructuring enables Hongchuang Holding to transition from a single aluminum processing entity to a full industry chain, significantly enhancing its asset scale and sustainable operational capacity [3]

Core Insights - The transaction marks the largest private enterprise restructuring in A-share history, with a transaction scale of 63.518 billion yuan, and signifies the strategic return of China Hongqiao's core aluminum assets to the A-share market [1] - The newly issued shares amount to 11.895 billion, with a potential market capitalization of 361.059 billion yuan based on the closing price of 27.7 yuan per share on January 9, 2026 [1] - The addition of Hongchuang Holdings to the A-share market enhances the representation of private capital in the high-end manufacturing sector [1] Company Overview - Hongtu Industrial, the core asset injected, is a leading global player in the aluminum industry with an annual production capacity of 6.459 million tons of electrolytic aluminum and 19 million tons of alumina, projecting revenues of 149.289 billion yuan and a net profit of 18.144 billion yuan in 2024 [2] - The company has notable technological and green advantages, including the world's first full series of 600kA large prebaked anode electrolytic cells and a high green electricity ratio achieved through hydropower resource transfer [2] - The transaction aligns with the "dual carbon" strategy and supports the construction of a green aluminum industry cluster, demonstrating the company's commitment to social responsibility through industrial poverty alleviation [2] Strategic Implications - The listing allows Hongchuang Holdings to transition from a single aluminum deep processing focus to a full industry chain layout, significantly improving asset scale and sustainable operational capacity [3] - For China Hongqiao, the completion of core asset integration creates a dual-platform development model (Hong Kong and A-share), enhancing overall competitiveness and allowing A-share investors to benefit from growth dividends [3] - The company aims to leverage its full industry chain advantages to promote green development and high-end transformation, strengthening its position as a global leader in the aluminum industry and enhancing China's influence in global aluminum standards and resource allocation [3]