以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 鼎胜新材： 拟通过出售三门峡铝业0.57%股权 持有焦作万方股份 中国中铁：尖扎黄河特大桥施工事故原因正在调查中 中国中铁(601390)公告，8月22日3时10分左右，公司全资子公司中铁大桥局集团有限公司施工的川青铁 路青海段尖扎黄河特大桥，辅助钢梁架设的吊索塔架前端扣索突然崩断，截至目前造成12人遇难、4人 失联。目前，现场应急和搜救等相关工作正有序开展，事故原因正在调查之中。公司对此次事故不幸遇 难者表示沉痛哀悼，并对遇难者家属表达歉意。公司将深刻汲取教训，落实好企业主体责任，妥善处理 相关后续工作。尖扎黄河特大桥全长1596.2米，合同额约4.36亿元。此次事故不会对公司生产经营及业 绩产生重大影响。 格林美：拟发行H股并在香港联交所主板挂牌上市 格林美(002340)公告，公司拟发行H股股票并在香港联交所主板挂牌上市。 景旺电子：拟50亿元投建珠海金湾基地扩产项目 聚焦AI算力等高增长领域 景旺电子(603228)公告，公司拟投资建设珠海金湾基地扩产项目，预计总投资50亿元。经初步测算，此 次扩产投资项目税后投资回收期约为7.5年（含建 ...

2025H1业绩显著超出市场预期，且经营性净现金流、期间费用均有改善 1)铝合金产品：销量为290.6万吨，同比增长2.4%;销售价格为17853元/吨(不含税)，同比增长2.7%;实现 收入518.78亿元，同比增长5.2%;毛利率为25.2%，同比提升0.6个百分点。 西部证券（002673）发布研报称，中国宏桥(01378)公告2025年半年报，实现收入810.39亿元、同比增长 10.12%;归母净利润123.61亿元、同比增长35.02%，业绩显著超出市场预期;回购不低于30亿港币的股 份。该行预计2025-2027年公司EPS分别为2.32、2.51、2.64元，PE分别为9、9、8倍，维持"买入"评级。 4)经营性净现金流为223.06亿元，同比增长56.38%。 西部证券主要观点如下： 5)费用端，销售费用为3.54亿元，同比下降3.4%;行政开支为23.22亿元，同比下降5.4%;财务费用为12.84 亿元，同比下降17.7%，总体来看，公司上半年业绩显著超出市场预期，且盈利质量持续提升。 2)氧化铝产品：销量为636.8万吨，同比增长15.6%;销售价格为3243元/吨(不含税)，同比增长 ...

智通财经APP获悉，美国国防部正计划数十年来首次为战略储备购买钴，这是加强关键金属国内供应的 最新举措。 根据本周发布的招标文件，美国国防后勤局(DLA)计划在未来五年内采购最多7500吨钴，合同价值高达 5亿美元。知情人士透露，这是自1990年以来DLA首次寻求购买钴。 近年来，因电池领域的广泛应用，钴需求大幅增长，同时该金属在军事系统中也至关重要。钴基合金用 于弹药和喷气发动机，而钴也是制造飞机襟翼、起落架和飞行控制面所用磁铁的关键材料。 统计数据显示，五角大楼此次采购标志着政府对这类金属的战略转变，预计将干预钴市场，采购量约占 中国以外合金级钴供应量的六分之一。此前，全球最大钴生产国刚果(金)实施的出口禁令已推动钴价上 涨。 多年来，DLA一直是钴的卖方而非买方。因上世纪90年代和本世纪初的预算削减，该机构曾陆续出售 冷战期间积累的大量钴储备。 然而近年来，随着美国试图减少对外依赖，保障钴等金属的供应链已成为政治优先事项。中国主导着钴 及其他电池金属的加工行业，并通过国家粮食和物资储备局建立了庞大的国家储备。 五角大楼未立即回应置评请求。 拜登政府也曾试图加强关键矿产采购，2023年底国会通过的新《国防 ...

Core Viewpoint - The company Bowei Alloy (601137.SH) reported a revenue of 10.221 billion yuan for the first half of 2025, marking a year-on-year increase of 15.21%, and a net profit of 676 million yuan, up 6.05% year-on-year. The growth is attributed to increased sales volume, particularly in the new materials sector, which saw a sales volume of 125,600 tons, an 11% increase compared to the same period in 2024 [1][2]. Group 1: Financial Performance - In the first half of 2025, Bowei Alloy achieved total revenue of 10.221 billion yuan, representing a 15.21% increase year-on-year [1]. - The net profit attributable to shareholders reached 676 million yuan, reflecting a 6.05% year-on-year growth [1]. - The sales volume of new materials reached 125,600 tons, contributing significantly to the company's revenue growth [1]. Group 2: Product Development and Market Potential - Bowei Alloy, in collaboration with Tyco Electronics, has made significant advancements in developing "aluminum substitute copper" composite materials for automotive low-voltage wiring harnesses, potentially opening a market space of approximately 36 to 48 billion yuan [2][4]. - The new composite material is expected to be ready for vehicle integration by the end of 2026, with mechanical properties comparable to copper wire under high temperatures [2][4]. - The automotive industry faces a "copper shortage" due to increasing demand, particularly as electric vehicles and AI technologies expand, making the development of aluminum alternatives critical [3][4]. Group 3: Technical Challenges and Innovations - The main technical challenges for "aluminum substitute copper" include addressing aluminum's creep and electrochemical corrosion issues, which have hindered its large-scale application in the automotive sector for over 20 years [4][5]. - Tyco Electronics has announced a new generation of low-voltage aluminum core conductors that reportedly overcome the electrochemical corrosion problem, which is crucial for the material's viability [4][5]. - Bowei Alloy's expertise in copper alloys is seen as a valuable asset in innovating aluminum alloys, with confidence in transferring knowledge from copper to aluminum development [5].

免责声明 锰硅硅铁产业日报 2025/8/19 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 本报告不构成个人投资建议 客户应考虑本报告中的任何意见或建议是否符合其特定状况 本报告版权仅为我公司所有 任何机构和个人不得以任何形式翻版 究瑞达期货股份有限公司研究院 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 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | SM主力合约收盘价（日，元/吨） | 5,842.00 | -184.00↓ | SF主力合约收盘价（日，元/吨） | 5,678.00 | -202.00↓ | | | SM期货合约持仓量（日，手） | 601,464.00 | +10775.00↑ | SF期货合约持仓量（日，手） | 467,055.00 | +21035.00↑ | | 期货市场 | 锰硅前20名净持仓（日，手） | -83,020.00 | -1901.00↓ | 硅铁前 ...

Group 1 - The core viewpoint of the article highlights the significant financial performance of the company, with a notable increase in both revenue and net profit for the first half of 2025 [1] Group 2 - The company reported a revenue of 2,997,208,702.81 yuan for the first half of 2025, representing a year-on-year growth of 44.80% [1] - The net profit attributable to shareholders of the listed company reached 34,954,022.34 yuan, showing a remarkable year-on-year increase of 159.47% [1]

面对国内高纯铁行业竞争激烈、价格整体下行的市场环境，本公司高纯铁业务按照既定的战略目标，从 采购、生产、销售等全流程提升管理水平，稳步推进各项具体工作，2025年上半年实现了扭亏为盈，录 得税前利润1495.6万元(去年同期为税前亏损3550.3万元)。 中国罕王(03788)发布截至2025年6月30日止6个月业绩，该集团取得收入人民币14.05亿元(单位下同)， 同比增加10.77%;公司拥有人应占溢利1.04亿元，同比减少2.93%;每股盈利5.4分。 2025上半年，本公司的生产经营继续保持稳定，铁精矿及高纯铁的产销量均高于去年同期以及本期间预 算。但受整体市场行情影响，单吨产品的平均销售价格均低于去年同期。由此，本公司2025年上半年收 入为14.05亿元，同比增长10.77%;期内溢利为1.045亿元，同比下降1.99%。 ...

格隆汇8月15日丨南方锰业(01091.HK)公布，于2025年上半年，收益为2,912.4百万港元，同比减少 49.2%。经营溢利为207.0百万港元（2024年上半年：亏损10.4百万港元）。公司拥有人应占溢利为172.7 百万港元（2024年上半年：亏损162.8百万港元）。董事会不建议派付截至2025年上半年的任何中期股 息（2024年上半年：无）。 ...

2025年8月11日，公司第五届董事会第十二次会议审议通过了关于2025年半年度股息派发方案：拟以实 施权益分派股权登记日登记的总股本为基数，向全体股东每股派发现金红利0.18元（含税），不送红 股，不实施以资本公积金转增股本。截至2025年6月30日，公司总股本196,720,000股，以此计算合计拟 派发现金红利人民币35,409,600.00元（含税）。 登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603271 公司简称：永杰新材 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 如利润分配方案披露之日起至实施权益分派股权登记日期间，公司总股本发生变动的，公司拟维持 ...

Report Industry Investment Rating - Not provided in the content Core Viewpoints - This week, the manganese ore market remained firm, and silicon-manganese alloy plants maintained just-in-time procurement. With the stable rise in coke prices, there was strong cost support for silicon-manganese alloy spot and futures prices [2]. - The silicon-manganese futures market showed high-level fluctuations this week, and the market still had a mindset of holding prices. High-level hedging was common in Inner Mongolia and Ningxia. The production in the north and south markets was stable. Due to smooth sales in late July, inventory decreased, and factories in early August were mostly producing on order to replenish inventory, so the inventory pressure was small, and manufacturers were more willing to maintain high prices. Given the market fluctuations, many manufacturers were waiting and watching, and some stopped quoting prices, waiting for the market to become clearer before adjusting prices [2]. - This week, HBIS Group's silicon-manganese procurement volume in August was 16,100 tons, an increase of 1,500 tons from the previous round. The first-round inquiry price for silicon-manganese in August was 6,000 yuan/ton, a rise of 150 yuan compared to the July pricing of 5,850 yuan/ton. The increase in steel tender quantity and inquiry price in August may support the short-term sentiment in the silicon-manganese market [2]. - Overall, the silicon-manganese market showed high-level fluctuations under the combined influence of multiple factors such as cost, supply, and demand this week. It is expected that this fluctuating trend will continue in the short term. Attention should be paid to the trend of silicon-manganese futures and HBIS's tender pricing [2]. - The market is expected to continue its relatively strong fluctuating trend in the short term [3] Summary by Directory Manganese-Silicon Supply - **Capacity**: Data on the monthly capacity of Chinese silicon-manganese enterprises and annual production in different regions (Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, and other areas) are presented in charts [7][8] - **Production - Annual**: Not elaborated further in text, only the title is provided [9] - **Production - Weekly, Monthly, and Capacity Utilization**: Charts show weekly and monthly production of Chinese silicon-manganese and weekly capacity utilization of Chinese silicon-manganese enterprises [11] - **Production - Regional Production**: Charts display monthly production in Inner Mongolia, Ningxia, and Guizhou, as well as daily average production in Inner Mongolia, Ningxia, Guizhou, and Guangxi [12][13] Manganese-Silicon Demand - **Steel Tender Purchase Price**: Charts show the monthly purchase prices of silicon-manganese by various steel companies, including Baoshan Iron & Steel Co., Ltd., Baowu Egang, Chengde Jianlong, Heilongjiang Jianlong, Yangchun Iron and Steel, Jilin Jianlong, and Nanjing Iron and Steel Co., Ltd. [16] - **Daily Average Hot Metal and Profitability**: Charts show the weekly daily average hot metal production and profitability of 247 Chinese steel enterprises [18] Manganese-Silicon Import and Export - Charts show the monthly import and export volumes of Chinese ferromanganese-silicon [20] Manganese-Silicon Inventory - Charts show the weekly inventory of 63 sample Chinese silicon-manganese enterprises, as well as the monthly average available inventory days in China, the northern region, and East China [22] Manganese-Silicon Cost - **Manganese Ore - Import Volume**: Charts show the monthly import volume of manganese ore from different sources (including total import volume by trade method, from Gabon, southern Africa, and Australia) [24] - **Manganese Ore - Port Inventory and Available Days**: Charts show the weekly port inventory of manganese ore in China, Qinzhou Port, and Tianjin Port, as well as the weekly average available inventory days in China [26] - **Manganese Ore - High-Grade Ore Port Inventory**: Charts show the weekly port inventory of high-grade manganese ore from different origins (Australia, Gabon, Brazil) in Qinzhou Port and Tianjin Port [28] - **Manganese Ore - Tianjin Port Manganese Ore Price**: Charts show the daily price of different types of manganese ore in Tianjin Port [29] - **Regional Cost**: Charts show the daily cost of silicon-manganese in different regions (Inner Mongolia, northern region, Ningxia, southern region, Guangxi) [30] Manganese-Silicon Profit - Charts show the daily profit of silicon-manganese in different regions (northern region, southern region, Inner Mongolia, Ningxia, Guangxi) [32]