截至12月10日，新铝时代股东户数1.31万，较上期增加1.15%；人均流通股6415股，较上期减少1.14%。 2025年1月-9月，新铝时代实现营业收入22.23亿元，同比增长61.38%；归母净利润1.84亿元，同比增长 18.65%。 分红方面，新铝时代A股上市后累计派现9589.42万元。 机构持仓方面，截止2025年9月30日，新铝时代十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股26.27万股，为新进股东。博时主题行业混合（160505）退出十大流通股东之列。 12月18日，新铝时代跌0.42%，成交额4303.35万元。两融数据显示，当日新铝时代获融资买入额416.48 万元，融资偿还478.23万元，融资净买入-61.74万元。截至12月18日，新铝时代融资融券余额合计1.98 亿元。 融资方面，新铝时代当日融资买入416.48万元。当前融资余额1.98亿元，占流通市值的4.96%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，新铝时代12月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元 ...

Core Viewpoint - New Aluminum Era, established on December 18, 2015, is set to be listed on the Shenzhen Stock Exchange on October 25, 2024, and is a leader in the aluminum alloy components for electric vehicle battery systems, with strong technical capabilities and a complete industry chain advantage [1] Business Performance - In Q3 2025, New Aluminum Era reported revenue of 2.223 billion yuan, ranking 17th among 55 companies in the industry, with the industry leader, Zhongding Co., achieving revenue of 14.555 billion yuan [2] - The net profit for the same period was 197 million yuan, placing the company 10th in the industry, while Zhongding Co. led with a net profit of 1.305 billion yuan [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 55.59%, higher than the industry average of 40.56%, but down from 64.72% in the same period last year [3] - The gross profit margin was 19.33%, below the industry average of 21.56%, and down from 24.84% in the previous year [3] Executive Compensation - The chairman, He Feng, received a salary of 1.36 million yuan in 2024, a decrease of 659,300 yuan from 2.0193 million yuan in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.29% to 12,500, while the average number of circulating A-shares held per shareholder increased by 4.48% to 2,879.37 [5] - The top ten circulating shareholders included Hong Kong Central Clearing Limited as the sixth largest shareholder, holding 262,700 shares, while Bosera Theme Industry Mixed Fund exited the top ten [5] Growth Prospects - In the first half of 2025, the company reported total revenue of 1.54 billion yuan, a year-on-year increase of 68.8%, and a net profit of 140 million yuan, up 37.3% year-on-year [5] - Key growth drivers include the battery box business benefiting from industry trends and quality customers, potential structural growth in the battery shell business, and breakthroughs in precision structural components [5] - Guohai Securities projects revenues of 2.78 billion yuan, 3.42 billion yuan, and 4.03 billion yuan for 2025 to 2027, with net profits of 300 million yuan, 380 million yuan, and 480 million yuan respectively, assigning a PE ratio of 24, 19, and 15 times [6]

Core Insights - New Aluminum Era's stock price increased by 0.59% on October 24, with a trading volume of 86.83 million yuan [1] - The company reported a net financing outflow of 8.14 million yuan on the same day, with a total financing balance of 169 million yuan, accounting for 9.18% of its market capitalization [1] - The company specializes in the research, production, and sales of aluminum alloy components for electric vehicle battery systems, with a revenue composition of 86.26% from battery boxes [1] Financial Performance - For the period from January to September 2025, New Aluminum Era achieved a revenue of 2.223 billion yuan, representing a year-on-year growth of 61.38% [2] - The net profit attributable to the parent company was 184 million yuan, reflecting an 18.65% increase compared to the previous year [2] Shareholder Information - As of October 20, the number of shareholders for New Aluminum Era was 12,200, a decrease of 2.34% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.40% to 2,944 shares [2] - Cumulative cash dividends paid by the company since its A-share listing amounted to 95.89 million yuan [3]