深夜的废品库内 运输货车表面在装载废铝 暗地里却有人 将铁板偷偷卸下 过磅单上数字"精准" 合肥市公安局经开分局 经过缜密侦查 打掉一个内外勾结 背后竟隐藏着 "以铁换铝"的盗窃手法 近日 —— 盗卖企业废铝的犯罪团伙 抓获6名犯罪嫌疑人 为企业挽回重大经济损失 ↓↓↓ 三次过磅仍出现重量缺口 民警判断系多人勾结作案 "三次称重记录相互印证，流程看似无懈可击，为何还会出现重量缺口？" 接到企业报案后，办案民警立即对废铝回收全流程展开复盘。据了解，该企业废铝出厂需经三次称重 先由公司员工对废铝进行首次过磅，再由运输公司对空车进行第二次过磅，装车后进行第三次整车过 磅，全程有人监督，前后重量差即为废铝净重。 流程看似严密，问题究竟出在哪里？ 通过对岗位设置和操作规范的分析，民警判断，此类作案绝非一人能够完成，极可能是内部监督人员与 外部运输人员相互勾结，突破口很可能就在称重环节。 监控锁定异常行为 "卸铁-运铁"链条浮出水面 民警调取近两个月厂区内监控视频逐帧排查，发现司机卞某某在装货期间多次卸下铁板，而现场监督员 王某某竟未阻拦。 随后叉车工朱某某将铁板运至厂区角落，由赵某某、夏某某等人用私家车运走。 这一异常 ...

Group 1 - The main contract for casting aluminum alloy futures experienced a rapid increase, reaching a peak of 23,450.0 yuan, with a current price of 23,370.0 yuan, reflecting a rise of 2.43% [1] - Overall, the aluminum alloy prices are maintaining high volatility in line with aluminum prices, supported by high scrap aluminum prices, while demand is weakening due to increased caution from downstream buyers [2] - The casting aluminum alloy is experiencing a "cost-push" increase due to rising prices of scrap aluminum and copper, alongside environmental restrictions affecting production, leading to concerns about supply tightening [3] Group 2 - The market for casting aluminum alloy is passively following the rise in aluminum prices, with no significant increase in market participation noted [3] - The reference price range for casting aluminum alloy is expected to be between 22,000 and 23,500 yuan per ton, indicating a high volatility trend [3] - The seasonal performance of the price difference between casting aluminum alloy and Shanghai aluminum is expected to remain weaker than in previous years due to macroeconomic factors [3]

铸造铝合金产业链周报 国泰君安期货研究所 有色及贵金属组 王蓉（首席分析师/所长助理） 投资咨询从业资格号：Z0002529 王宗源（联系人） 期货从业资格号： F03142619 日期：2026年01月11日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 铸造铝合金：锚定铝价，价格震荡偏强 强弱分析：中性偏强 精废价差骤增 0 1000 2000 3000 4000 5000 6000 01-02 01-14 01-26 02-07 02-19 03-03 03-15 03-27 04-09 04-21 05-06 05-18 05-30 06-11 06-23 07-05 07-17 07-29 08-10 08-22 09-03 09-15 09-27 10-16 10-28 11-09 11-21 12-03 12-15 12-27 元/吨 佛山破碎生铝精废价差 2021 2022 2023 2024 2025 2026 ADC12-A00价差 ...

Core Viewpoint - Chongqing Shunbo Aluminum Alloy Co., Ltd. plans to apply for a comprehensive credit line of up to 6 billion yuan for 2026, with the actual controllers providing unconditional joint liability guarantees [2][3] Trading Information Summary - On December 30, 2025, Shunbo Alloy closed at 7.46 yuan, down 0.53%, with a turnover rate of 2.1%, trading volume of 87,700 shares, and a transaction amount of 65.2813 million yuan [1] - Main funds had a net inflow of 0.8881 million yuan, while retail investors saw a net inflow of 0.35827 million yuan [1][3] Company Announcements Summary - The company plans to apply for a comprehensive credit line of no more than 6 billion yuan for 2026, with the actual controllers providing guarantees without fees and without the need for counter-guarantees [2][3] - The company expects to conduct daily related transactions with affiliated parties, totaling no more than 6 million yuan in 2026 [2][3] - The company intends to use up to 500 million yuan of idle funds to purchase financial products with high safety and liquidity [5][8] - The company plans to engage in commodity futures and options hedging business in 2026, with a maximum margin and premium balance of 300 million yuan at any point in time [4][7] - The company will hold its first extraordinary shareholders' meeting of 2026 on January 15, 2026, to discuss the guarantee and hedging business proposals [1][2]

Core Viewpoint - Chongqing Shunbo Aluminum Alloy Co., Ltd. plans to apply for a comprehensive credit line of up to 6 billion yuan for 2026, with the actual controllers providing joint liability guarantees without fees or the need for counter-guarantees [2][3] Group 1: Financial Information - As of December 29, 2025, Shunbo Alloy's stock closed at 7.5 yuan, down 0.92%, with a turnover rate of 2.33%, trading volume of 97,000 shares, and a transaction amount of 73.003 million yuan [1] - On December 29, 2025, the net outflow of main funds was 9.3942 million yuan, while retail investors saw a net inflow of 6.0137 million yuan [1][3] Group 2: Board Resolutions - The fifth board meeting approved several resolutions, including the application for a comprehensive credit line and the provision of guarantees for subsidiaries totaling no more than 6.308 billion yuan [1][6] - The company plans to hold the first extraordinary general meeting of shareholders for 2026 on January 15, 2026, to discuss the guarantee and hedging business proposals [1][2] Group 3: Related Transactions - The company expects to engage in daily related transactions with affiliated parties, with a total amount not exceeding 60 million yuan for 2026 [2][3] - The expected transactions include sales of aluminum ingots and purchases of scrap aluminum, with specific amounts allocated to each affiliated party [2] Group 4: Hedging Business - Shunbo Alloy intends to conduct futures and options hedging business using its own funds, with a maximum margin and premium balance of 300 million yuan at any point in time [3][5] - The hedging business aims to mitigate operational risks from raw material price fluctuations and will focus on commodities related to the company's production [5][6] Group 5: Investment in Financial Products - The company plans to use up to 500 million yuan of idle funds to purchase safe and liquid financial products within a year from the board's approval [7] - This investment does not constitute a related party transaction or a major asset restructuring and does not require shareholder meeting approval [7]

每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 2024年1至12月份，福蓉科技的营业收入构成为：消费电子材占比65.12%，圆铸锭和废铝及其他占比 27.22%，新能源汽车铝型材占比7.66%。 截至发稿，福蓉科技市值为109亿元。 每经AI快讯，福蓉科技（SH 603327，收盘价：10.9元）12月26日晚间发布公告称，近日，公司收到股 东出具的《减持股份结果的告知函》，福建省国企改革重组投资基金（有限合伙）通过集中竞价方式减 持公司股份数量约998万股，占目前公司总股本的0.9977%，通过大宗交易方式减持公司股份数量约 1366万股，占目前公司总股本的1.3657%；公司董事兼总经理胡俊强先生通过集中竞价方式减持公司股 份约44万股，占目前公司总股本的0.0441%；常务副总经理何毅先生通过集中竞价方式减持公司股份约 7.53万股，占目前公司总股本的0.0075%；副总经理彭昌华先生通过集中竞价方式减持公司股份约38.38 万股，占目前公司总股本的0.0384%；董秘黄卫先生通过集中竞价方式减持公司股份约47.23万股，占目 前公 ...

瑞达期货研究院 「2025.12.19」 铝类市场周报 供给稳定需求韧性，铝类或将震荡运行 研究员:陈思嘉 期货从业资格号 F03118799 期货投资咨询 从业证书号 Z0022803 关 注 我 们 获 取 更 多 资 讯 业务咨询 添加客服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 行情回顾：沪铝先跌后升，周涨跌幅+0.07%，报22185元/吨。氧化铝先升后降，周涨跌+1.21%，报2500元/吨。 行情展望： 氧化铝：基本面原料端，进口矿季节性影响减弱，发运逐步回稳，国内港口库存回升，铝土矿价格持稳，原料供给较 充足。供给方面，由于氧化铝价已跌破理论成本线，利润侵蚀的影响下，国内产能及开工或有小幅回落，未来利润倒 挂情况若持续，大面积减产现象发生可能性增大。需求方面，电解铝厂在产产能基本持稳，已临近行业上限，对氧化 铝需求亦保持稳定态势。整体来看，氧化铝基本面或处于供给偏多、需求持稳的阶段。由于行业供给仍偏多，库存高 企，后续需逐步跟踪观测冶炼厂实际控产能情况。 观点总结：氧化铝主力合约轻仓震荡交易，注意操作节奏及风险控制。 电解铝：基本面原料端，原料 ...

内外勾结"以铁换铝"狂赚百余万元 合肥警方"斩断"盗销企业物资黑手 掌握充分证据后，经开分局警方分赴青岛等地统一抓捕，6名嫌疑人全部落网。目前，6人已被依法采取 刑事强制措施，案件正在进一步侦办中。(完) 来源：中国新闻网 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新网合肥12月16日电 (费勤勤)近日，合肥市公安局经开分局成功打掉一个内外勾结盗卖企业废铝的犯 罪团伙，抓获6名犯罪嫌疑人，为企业挽回重大经济损失。 2025年11月20日，合肥某企业负责人向经开分局报案，反映企业废铝回收与生产过程中的出铝率相差较 大。 据悉，该企业废铝出厂需经三次称重：公司员工首次过磅、运输公司人员对空车过磅、装货后整车过 磅，全程有人监督，前后重量差即为废铝净重。三次称重记录相互印证，流程看似无懈可击，却出现重 量缺口，民警判断系多人勾结作案，突破口可能在称重环节。 为查明真相，民警调取废品库近两个月监控，逐帧排查关 ...

铸造铝合金产业链周报 国泰君安期货研究所 有色及贵金属组 王蓉（首席分析师/所长助理） 投资咨询从业资格号：Z0002529 王宗源（联系人） 期货从业资格号： F03142619 日期：2025年12月14日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 铸造铝合金：供需双弱，价格高位震荡 强弱分析：中性 精废价差短期震荡 0 1000 2000 3000 4000 5000 6000 01-02 01-14 01-26 02-07 02-19 03-03 03-15 03-27 04-09 04-21 05-06 05-18 05-30 06-11 06-23 07-05 07-17 07-29 08-10 08-22 09-03 09-15 09-27 10-16 10-28 11-09 11-21 12-03 12-15 12-27 元/吨 佛山破碎生铝精废价差 2021 2022 2023 2024 2025 ADC12-A00价差短期走强 ...

1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints - In 2026, alumina prices are expected to decline with reduced volatility due to a more relaxed ore supply and a slightly oversupplied production capacity [1][29][92] - The growth rate of domestic electrolytic aluminum production will slow down significantly as the operating capacity approaches the ceiling, and imports are expected to increase to offset the supply - demand gap. The downstream demand for aluminum is undergoing a structural transformation [2][45][92] - The price of aluminum alloy will still be pegged to the price of aluminum in 2026, but its seasonal performance will be weaker than before [3][53][93] - The price of aluminum and aluminum alloy is expected to show an upward trend in 2026, driven by factors such as global economic recovery, new - energy transformation, and power construction [3][93] 3. Summary by Relevant Catalog 3.1 2025 Market Review - In 2025, aluminum prices showed a trend of oscillating upward breakthrough, divided into three stages: oscillating upward from January to mid - March, oscillating downward from mid - March to early April, and oscillating upward from early April to November. The price fluctuations were affected by various factors such as policies, tariffs, inventory changes, and macro - events [6][7][8] 3.2 Supply Side 3.2.1 Bauxite - Domestic bauxite production increased slightly in 2025, with a growth rate of 5.2% from January to November. However, production was restricted in some areas due to safety and environmental regulations. Imported bauxite increased significantly, with imports from January to October reaching 171 million tons, a year - on - year increase of 30.4%. The price of imported bauxite decreased due to increased supply. There were some disturbances in the supply from Guinea, and the political situation in Guinea may affect future supply policies [14][16][18] 3.2.2 Alumina - In 2025, alumina production increased, with output from January to October reaching 78.222 million tons, a year - on - year increase of 9.56%. The price first declined, then rebounded, and then fell again. New production capacity was limited in 2025, mainly from Guangxi Huasheng Phase II, Shandong Chuangyuan New Materials, and Hebei Wenfeng. In 2026, new overseas production capacity will be mainly in India, Indonesia, and Vietnam. Alumina production capacity is expected to be slightly oversupplied in 2026, and prices will be determined by cost, showing an oscillating downward trend [22][24][29] 3.2.3 Electrolytic Aluminum - In 2025, the built - in and operating capacity of domestic electrolytic aluminum increased slightly, with production from January to October reaching 36.8908 million tons, a year - on - year increase of 2.57%. Many enterprises resumed production due to improved profitability, while some enterprises carried out technical upgrades and maintenance, resulting in production cuts. New production capacity mainly came from Shuangyuan Aluminum, Chalco Qinghai, and others. In 2026, new domestic production capacity will mainly come from Huomeihongjun Zhalv Phase II and Tianshan Aluminum. Overseas production capacity increased in 2025, mainly in Indonesia, Russia, and other countries, and is expected to increase by 1.8 million tons in 2026. The growth rate of domestic electrolytic aluminum production will slow down significantly in 2026, and imports are expected to increase [30][35][45] 3.2.4 Aluminum Alloy - Although the import of scrap aluminum was liberalized in 2024, there was no significant increase in 2025 due to factors such as the cancellation of export tax rebates, tariff differences, and tightened trade policies in some countries. The production of recycled aluminum alloy increased steadily, and the listing of aluminum alloy futures promoted production. After the listing of the futures, the production of cast aluminum alloy increased significantly, suppressing the price difference between ADC12 and A00, and the seasonal effect was weakened [48][50][52] 3.3 Demand Side 3.3.1 Real Estate - In 2025, the real estate market continued to decline. In 2026, the real estate market is expected to continue to bottom out, and the demand for aluminum in the real estate sector will continue to decrease. However, urban renewal and affordable rental housing will support part of the aluminum demand [54][56][58] 3.3.2 Infrastructure - In 2025, the issuance of local government special bonds increased, but part of the funds was used for debt repayment, resulting in a slowdown in infrastructure investment growth. The investment in the power grid reached a new high. In 2026, with the increase in special bond quotas and the promotion of power grid construction, the demand for aluminum in infrastructure is expected to increase by 5% [59][61][69] 3.3.3 Automobile - In 2025, the automobile market had good production and sales performance, with new - energy vehicle penetration exceeding 50%. In 2026, although consumption policies are expected to be strengthened and export demand is optimistic, factors such as the reduction of new - energy vehicle purchase tax exemption and the implementation of new battery standards may lead to flat demand for aluminum in the automobile industry [70][72][75] 3.3.4 Photovoltaic - In 2025, the new installed capacity of photovoltaic increased significantly in the first half of the year but decreased sharply after June due to the "430 New Policy" and "531 New Policy". In 2026, the new installed capacity of domestic photovoltaic is expected to decline significantly, and although the overseas new installed capacity is expected to grow at a rate of 25%, the overall demand for aluminum in the photovoltaic industry is expected to decrease [76][79][82] 3.3.5 Aluminum and Aluminum Product Exports - In 2025, the net export of aluminum products decreased, mainly due to the cancellation of export tax rebates and the imposition of tariffs. The export of aluminum products increased. In 2026, due to the continuation of policies and the strengthening of the domestic aluminum price, the net export of aluminum and aluminum products is expected to decline [83][85][86] 3.4 Inventory and Supply - Demand Balance - In the first half of 2025, aluminum inventories decreased significantly, while in the second half, they increased seasonally. In 2026, the domestic electrolytic aluminum market is expected to have a shortage of 100,000 tons [88][90][91] 3.5 2026 Outlook - Alumina prices are expected to decline with reduced volatility; the growth rate of domestic electrolytic aluminum production will slow down, imports will increase, and downstream demand will transform; the price of aluminum alloy will be pegged to aluminum with weaker seasonality; the price of aluminum and aluminum alloy is expected to rise [92][93]