近日，安徽鑫铂铝业股份有限公司公告称，为子公司安徽鑫铂新能源汽车零部件有限公司向上海浦东发 展银行股份有限公司滁州分行申请的3000万元流动资金贷款提供最高额连带责任保证，《最高额保证合 同》已完成签署。截至公告披露日，公司对鑫铂新能源担保余额达68,255.63万元，对所有子公司担保余 额为346,562.87万元。鑫铂新能源信用良好，截至2025年6月30日，总资产161,454.88万元，上半年净利 润472.27万元。公司董事会认为，此次担保利于子公司拓宽融资渠道，风险可控。公司及子公司无逾期 对外担保情况。 ...

新能源及有色金属日报 | 2025-09-26 节前备货叠加贸易商惜售，现货贴水继续修复 重要数据 铝现货方面：SMM数据，华东A00铝价20770元/吨，较上一交易日变化90元/吨，华东铝现货升贴水0元/吨，较 上一交易日变化0元/吨；中原A00铝价20800元/吨，现货升贴水较上一交易日变化20元/吨至30元/吨；佛山A00 铝价录20710元/吨，较上一交易日变化90元/吨，铝现货升贴水较上一交易日变化-5元/吨至-60元/吨。 铝期货方面：2025-09-25日沪铝主力合约开于20745元/吨，收于20765元/吨，较上一交易日变化80元/吨，最 高价达20835元/吨，最低价达到20705元/吨。全天交易日成交146073手，全天交易日持仓220640手。 库存方面，截止2025-09-25，SMM统计国内电解铝锭社会库存61.7万吨，较上一期变化-2.1吨，仓单库存64408 吨，较上一交易日变化-3328吨，LME铝库存515925吨，较上一交易日变化-1225吨。 氧化铝现货价格：2025-09-25SMM氧化铝山西价格录得2945元/吨，山东价格录得2905元/吨，河南价格录得 2980元/ ...

行业 铝日报 研究员:张平 021-60635734 zhangpin@ccb.ccbfutures.com 期货从业资格号：F3015713 研究员：彭婧霖 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 日期 2025 年 9 月 26 日 有色金属研究团队 研究员：余菲菲 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号：F3025190 图1：机构净持仓 图2：机构多空比 数据来源：Wind，建信期货研究发展部 数据来源：Wind，建信期货研究发展部 铝观点： 日内受铜价大涨影响，铝产业链普遍走强，沪铝小幅高开上行，主力 2511 收跌 0.39%报 20765，10-11 平水转为小幅贴水-5，远月维持小幅 contango 结构， 进口窗口关闭，现货进口亏损在-1500 元/吨上下波动。北方国产铝土矿仍未恢复 生产，年内复产概率低，北方矿价有上涨动力，但下游氧化铝现货价格走跌，压 价意愿增强，矿价上涨亦有 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002379 股票简称：宏创控股 公告编号：2025－046 山东宏创铝业控股股份有限公司 第六届董事会2025年第四次 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 山东宏创铝业控股股份有限公司（以下简称"公司"）第六届董事会2025年第四次临时会议于2025年9月 25日在公司会议室以现场结合通讯表决的方式召开，由于会议紧急，会议通知于2025年9月23日通过书 面、传真、电子邮件、电话及其他口头方式发出。会议由董事长杨丛森先生主持，并就本次董事会紧急 通知的原因在会议上作出了说明，公司董事共7人，实际出席董事7人。公司监事和高级管理人员列席了 本次会议。会议符合《公司法》等有关法律、行政法规、部门规章、规范性文件及《公司章程》的有关 规定。 二、董事会会议审议情况 1、审议并通过了《关于批准本次交易相关加期审计报告、备考审阅报告的议案》 本议案有效表决票6票，同意6票，反对0票，弃权0票，关联董事杨丛森回避表决。 公司拟通过发行股份的方式购买山东魏桥铝电有限公司、济南嘉 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000612 证券简称：焦作万方 公告编号：2025-079 焦作万方铝业股份有限公司 第十届董事会第四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 （一）会议通知时间、方式 会议通知于2025年9月22日以电子邮件方式发出。 （二）会议召开时间、地点、方式 公司第十届董事会第四次会议于2025年9月25日采取通讯方式召开。 （三）董事出席会议情况 本次会议应出席董事8人，实际出席8人，全体董事以通讯方式出席会议。 （四）董事会会议的主持人和列席人员 本次会议由公司董事长喻旭春先生主持，公司高级管理人员列席会议。 （五）会议召开的合规性 本次会议的召集、召开程序符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 二、议案审议情况 本次会议议案采用书面记名投票表决方式进行，会议对以下议案进行了审议： （一）关于补选公司第十届董事会非独立董事的议案 近日，公司董事会接到董事王益民先生辞职报告，获悉董事王益民先生因个人原因，向公司董事会提出 辞去公司董事 ...

Group 1 - Tianshan Aluminum announced that a portion of shares held by its shareholder and actual controller, Zeng Chaoyi, has been pledged, totaling 31.25 million shares [1] - As of the announcement date, Shihezi Jinlong Energy Industry Chain Co., Ltd. has pledged approximately 295 million shares, accounting for 32.81% of its holdings [1] - Shihezi Jinhui Energy Investment Co., Ltd. has pledged approximately 173 million shares, representing 50% of its holdings [1] - Zeng Chaoyi has pledged a total of approximately 144 million shares, which is 36.66% of his holdings [1] - Zeng Chaolin has pledged approximately 114 million shares, accounting for 37.81% of his holdings [1] Group 2 - The total market capitalization of A-shares has surpassed 116 trillion yuan, marking a significant milestone one year after the "9.24" event [1]

Group 1 - The core point of the article is that Shandong Nanshan Aluminum Co., Ltd. announced an adjustment to the conversion price of its first phase of exchangeable corporate bonds due to a profit distribution in 2025 [1] - The "Nanshan 01EB" bonds have an issuance scale of 883.33 million yuan and a term of 3 years, with the conversion period lasting until April 21, 2026 [1] - As of the announcement date, Nanshan Group holds 2,404,403,647 A-shares of the company, accounting for 20.70% of the total shares [1] Group 2 - The conversion price of the "Nanshan 01EB" bonds will be adjusted to 3.36 yuan per share starting from a certain time in 2025, as per the agreement [1] - The company will continue to disclose updates regarding this matter and reminds investors to pay attention to risks [1]

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The basic metals are expected to maintain an oscillatory upward pattern in the short - to - medium term, supported by a weak US dollar and supply disruptions, while the weak terminal demand will limit the upside. In the long term, potential domestic stimulus policies and supply disruptions in copper, aluminum, and tin support the prices of basic metals. Opportunities for low - buying and long - holding in copper, aluminum, and tin are recommended [1]. 3. Summary by Related Catalogs 3.1行情观点 - **Copper**: Grasberg copper mine has a large production cut, and copper prices are operating strongly. The reduction in Grasberg's production intensifies the supply shortage, and with the Fed's interest rate cut and the approaching peak demand season, if copper inventories continue to decline, copper prices may remain strong [7][8]. - **Alumina**: Affected by anti - involution sentiment, alumina prices have a slight rebound. The fundamentals show an over - supply situation, but the limited decline in ore prices restricts the downside. It is expected to maintain a low - level oscillatory pattern in the short term [9][10]. - **Aluminum**: Attention should be paid to the demand quality, and aluminum prices are oscillating. After the interest rate cut, the supply is increasing with new capacity, and the demand is expected to improve, but the inventory accumulation continues. The price is expected to oscillate in the short term and may rise in the medium term [11][12]. - **Aluminum Alloy**: Cost support remains, and the market is oscillating. The cost reduction space is limited, the supply and demand are marginally improving, and short - term price oscillation is expected. There are opportunities for cross - variety arbitrage [13][16]. - **Zinc**: The expectation of supply - demand surplus is still strong, and zinc prices are weak. Macro factors support the non - ferrous sector, but the supply is increasing and the demand is average. Zinc prices may oscillate in the short term and decline in the long term [16][17]. - **Lead**: The supply of recycled lead is decreasing, and lead prices are oscillating strongly. With the approaching of the National Day, downstream enterprises are stocking up, while the supply of recycled lead is tight. The price is expected to oscillate strongly before the holiday [18][20]. - **Nickel**: LME nickel inventory has exceeded 230,000 tons, and nickel prices are oscillating widely. The market sentiment dominates the price, and the industrial fundamentals are weakening. Short - term wide - range oscillation is expected [21][23]. - **Stainless Steel**: Warehouse receipts are continuously decreasing, and stainless steel prices are oscillating. The prices of nickel and chromium are stable, and the supply is increasing. Attention should be paid to the demand during the peak season and the inventory change [26]. - **Tin**: Supply constraints still exist, and tin prices are oscillating. The supply is tight, but the terminal demand is weakening. The price is expected to oscillate with strong bottom support [27][28]. 3.2行情监测 - Not provided with specific monitoring content in the given text

Group 1: Report Industry Investment Ratings - No specific industry investment ratings are provided in the report. Group 2: Core Views - The price of finished products is expected to move in a volatile and consolidating manner, with its center of gravity shifting downward and showing a weak performance [1][3] - The price of aluminum ingots is expected to remain high in the short term, with the market's supply - demand pattern improving marginally and social inventory decreasing due to pre - holiday stocking [3][4] Group 3: Summary by Related Catalogs Finished Products - Yungui region's short - flow construction steel producers will have a shutdown and maintenance period from mid - January, with a resumption around the 11th to 16th day of the first lunar month, affecting a total output of 741,000 tons. In Anhui, 1 out of 6 short - flow steel mills stopped production on January 5, and most others will stop around mid - January, with a daily output impact of about 16,200 tons [2][3] - From December 30, 2024, to January 5, 2025, the transaction area of newly built commercial housing in 10 key cities was 2.234 million square meters, a 40.3% decrease from the previous period and a 43.2% increase year - on - year [3] - The price of finished products continued to decline with a new low, and the market sentiment was pessimistic under the weak supply - demand pattern and lackluster winter storage [3] Aluminum - Macroscopically, there are increasing differences within the Fed on future monetary policy, and a balance needs to be struck between high inflation and a weak employment market [2] - The supply of the aluminum market has a slight increase due to the ramping - up of replacement capacity, and the supply - demand pattern is improving marginally. As of last Thursday, the national metallurgical - grade alumina's total built - in capacity is 110.32 million tons/year, and the total operating capacity is 92.33 million tons/year, with the weekly operating rate up 0.92 percentage points to 83.69% [3] - The overall aluminum consumption is warming up, with stable growth in the automotive industry, growth expectations in the power industry, and marginal improvement in the construction industry. The operating rate of processed materials is rising steadily [3] - On September 25, the inventory of electrolytic aluminum ingots in major domestic consumption areas was 617,000 tons, a decrease of 21,000 tons from Monday and last Thursday [3]

近年来，广西积极响应工业和信息化部关于5G工厂建设的部署，加快推进5G、人工智能等新一代 信息技术与制造业融合发展，着力推进制造业数字化转型升级。截至目前，广西已有11家工厂入选工信 部5G工厂名录，数量位列西部地区第4位。 自治区工业和信息化厅有关负责人表示，下一步，将深入实施制造业数字化转型行动，加快数字技 术赋能应用，持续培育5G工厂、智能工厂等标杆，打造智改数转典型应用场景和制造业数字化转型优 秀案例，推动两化融合向更广范围、更深程度、更高水平迈进，推动制造业数字化、网络化、智能化发 展迈上新台阶。（梁菁惠） 近日，工业和信息化部印发《2025年5G工厂名录》，广西百色广投银海铝业有限责任公司5G工厂 和国能广投北海电厂5G工厂成功入选，标志着广西在推动制造业数字化转型方面取得新进展。 5G工厂建设是深化"5G＋工业互联网"规模化发展和深层次应用的关键举措。自2023年起，工业和 信息化部连续三年发布5G工厂名录，旨在打造5G工厂中国品牌。 ...