易轰 长江证券分析师: 好的，谢谢豪哥。我这边先请教一下大家关注比较多的问题。首先就是关于这个铝价对我 们订单情况的这个影响，因为年前整个铝价的波动也很大，最高到过到过 2 万 5~2 万 6， 然后后面整单到这个 23500 左右。不过从我们因为咱也是这个全国以及全球的这个铝加 工的这个龙头，产品结构比较丰富。从我们的感受来看，这个铝价在一个波动过程中，对 我们订单情况影响如何？ 大家早上好，我是长城基金 5 号套团的于峰。也祝大家这个新春开门红，然后开门大吉， 然后金马腾飞。那今天这个我们开门红的电话会议的第一场，也是很荣幸的邀请到咱们明 泰铝业的郑大金总。跟我们做一个最新的这个分享。好了，可以开始了。我们可以先更新 一下目前的这个经营情况，待会看他有什么关注问题，再跟你请教，好，谢谢 明泰铝业郑大金总: 好的，非常感谢。然后也给大家拜个晚年，祝大家开门大吉。那个 26 年的话投资顺利。 我们公司的话，就是也在 1 月份的话，也披露了这个 25 年度的这个这一个经营快报，就 是我们的业绩预告也发布了，就是 25 年度整个还是 19.5 亿到 20 亿的这个利润区间。也 是延续了这个增长的态势，就是说我们已 ...

Core Viewpoint - Ming Tai Aluminum has established itself as a leader in the recycled aluminum industry by focusing on high-end, green, and intelligent manufacturing processes, achieving significant cost savings and environmental benefits through its closed-loop production system [1][2][3]. Group 1: Green Initiatives - Ming Tai Aluminum has developed a closed-loop production system for recycled aluminum, significantly reducing energy consumption to only 5% of that required for primary aluminum production, saving over 3 tons of standard coal and reducing solid waste by 20 tons for every ton of recycled aluminum produced [2][3]. - The company has built China's first green ecological resource utilization production line for aluminum dross, achieving harmless and high-value recycling without generating wastewater, waste gas, or solid waste [2]. Group 2: Production Capacity and Achievements - Ming Tai Aluminum has surpassed a production capacity of 1 million tons in the recycled aluminum application sector, becoming the largest recycled aluminum recovery enterprise in China [3]. - The company has received the GRS 4.0 global recycling standard certification and completed SGS carbon footprint assessments for several products, facilitating its entry into international markets [3]. Group 3: High-End Product Development - The company has launched a new production line for automotive aluminum sheets, with a capacity of 20,000 tons for automotive aluminum and 5,500 tons for other high-end aluminum materials, enhancing its ability to meet high-end market demands [4]. - Ming Tai Aluminum has developed advanced aluminum foil that can withstand high temperatures and meet the complex requirements of solid-state batteries, as well as lightweight aluminum materials for drones and robots [4]. Group 4: Financial Performance - In the third quarter, Ming Tai Aluminum achieved sales of approximately 396,900 tons and revenue of about 8.9 billion yuan, reflecting a year-on-year growth of 6.39%, with net profit increasing by approximately 36% to 464 million yuan [5]. Group 5: Digital Transformation - The company has invested billions in building a digital factory, enhancing operational efficiency and decision-making through real-time monitoring of energy consumption, costs, and profits, while enabling dynamic adjustments to production plans based on market demand [6]. - Ming Tai Aluminum aims to become a globally leading green aluminum processing enterprise by focusing on high-end intelligent manufacturing and low-carbon circular economy initiatives [6].