资料显示，山东南山铝业股份有限公司位于山东省龙口市东江镇南山村，成立日期1993年3月18日，上 市日期1999年12月23日，公司主营业务涉及铝及铝合金制品的开发、生产、加工及销售;电力生产。主 营业务收入构成为：冷轧卷/板52.85%，氧化铝粉26.57%，铝型材10.18%，铝箔4.02%，合金锭2.71%， 热轧卷/板2.37%，其他(补充)0.89%，天然气0.34%，电、汽0.07%。 南山铝业所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：有色铝、电池箔、空客概念、 通用航空、证金汇金等。 截至6月30日，南山铝业股东户数16.55万，较上期减少7.76%；人均流通股70175股，较上期增加 8.41%。2025年1月-6月，南山铝业实现营业收入172.74亿元，同比增长10.25%；归母净利润26.25亿元， 同比增长19.95%。 10月23日，南山铝业盘中上涨2.22%，截至11:24，报4.15元/股，成交6.72亿元，换手率1.41%，总市值 481.97亿元。 分红方面，南山铝业A股上市后累计派现100.27亿元。近三年，累计派现43.06亿元。 资金流向方面，主力资金净流 ...

Core Viewpoint - Nanshan Aluminum's stock has experienced a decline, with a current price of 3.80 CNY per share and a market capitalization of 44.132 billion CNY, reflecting a challenging market environment for the company [1]. Financial Performance - For the first half of 2025, Nanshan Aluminum reported a revenue of 17.274 billion CNY, representing a year-on-year growth of 10.25%, and a net profit attributable to shareholders of 2.625 billion CNY, which is a 19.95% increase compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 10.027 billion CNY, with 4.306 billion CNY distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Nanshan Aluminum is 165,500, a decrease of 7.76% from the previous period, while the average number of circulating shares per person increased by 8.41% to 70,175 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 749 million shares, an increase of 10.976 million shares from the previous period [3].

Core Viewpoint - Nanshan Aluminum experienced a stock price decline of 2.22% on September 1, with a current price of 3.97 CNY per share and a total market capitalization of 46.106 billion CNY [1] Financial Performance - For the first half of 2025, Nanshan Aluminum reported a revenue of 17.274 billion CNY, representing a year-on-year growth of 10.25%, and a net profit attributable to shareholders of 2.625 billion CNY, which is a 19.95% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 9.565 billion CNY, with 3.844 billion CNY distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 7.76% to 165,500, while the average circulating shares per person increased by 8.41% to 70,175 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 749 million shares, an increase of 10.976 million shares from the previous period [3]

Core Insights - Nanshan Aluminum reported a net profit of 1.704 billion yuan for Q1 2025, marking a year-on-year increase of 100.19% [1] - The company's operating revenue reached 8.981 billion yuan, reflecting a year-on-year growth of 24.32% [1] - The significant profit increase is attributed to the rise in prices of alumina powder and aluminum ingots during the reporting period [1] Financial Performance - Q1 2025 net profit: 1.704 billion yuan, up 100.19% year-on-year [1] - Q1 2025 operating revenue: 8.981 billion yuan, up 24.32% year-on-year [1] Market Factors - The increase in net profit and revenue is primarily driven by the higher prices of alumina powder and aluminum ingots [1]