证券代码：601677 证券简称：明泰铝业 公告编号：临 2026-001 河南明泰铝业股份有限公司关于 使用部分闲置募集资金进行现金管理到期收回的公 告 | 序 | 现金管 | 实际投入金额 | 实际收回本金 | 实际收益（万 | 尚未收回本金金 | | | --- | --- | --- | --- | --- | --- | --- | | 号 | 理类型 | （万元） | （万元） | 元） | 额（万元） | | | 1 | 结构性 | 31,000 | 31,000 | 419.71 | 0 | | | 存款 | | | | | | | | 2 | 结构性 存款 | 29,000 | 29,000 | 153.69 | 0 | | | 结构性 | | | | | | | | 3 | 存款 | 20,400 | 20,400 | 257.97 | 0 | | | 4 | 结构性 | 19,600 | 19,600 | 245.72 | 0 | | | 存款 | | | | | | | | | | 合计 | | 1,077.09 | 0 | | | 最近 | 12 | 个月内单日最高投入金额 | | ...

Group 1 - The core viewpoint of the articles highlights the growth in China's aluminum alloy production, with a reported output of 1.74 million tons in November 2025, representing a year-on-year increase of 17% [1] - Cumulative aluminum alloy production from January to November 2025 reached 17.456 million tons, showing a cumulative growth of 15.8% [1] - The articles reference a strategic analysis report by Zhiyan Consulting, which outlines the market operation pattern and prospects of the aluminum alloy industry in China from 2026 to 2032 [1] Group 2 - The data source for the production statistics is the National Bureau of Statistics, with the information compiled by Zhiyan Consulting [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market intelligence [2]

Group 1 - The core viewpoint of the news is that the China-South Korea Free Trade Zone concept has seen a significant increase of 2.25%, ranking fourth among concept sectors, with 12 stocks rising, including Zhongchuang Logistics, which hit the daily limit, and Qingdao King, Huaguang Source Sea, and Langzi Co., which rose by 5.23%, 5.02%, and 4.55% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 102 million yuan, with nine stocks receiving net inflows, led by Qingdao King with a net inflow of 49.93 million yuan [2][3] - The top three stocks in terms of net inflow ratio are Zhongchuang Logistics at 40.76%, Qingdao King at 7.18%, and Qingdao Port at 6.67% [3][4] Group 2 - The concept sectors with the highest daily increases include Xiaohongshu concept at 2.88%, Kuaishou concept at 2.49%, and China Shipbuilding System at 2.30%, while sectors with declines include Silicon Energy at -1.03% and Organic Silicon concept at -0.99% [2] - The trading volume and turnover rates for the top stocks in the China-South Korea Free Trade Zone concept show that Zhongchuang Logistics had a turnover rate of 2.35% and Qingdao King at 13.07% [3][4] - Stocks that experienced declines include ST Xinhua Jin at -0.63% and Mingtai Aluminum at -0.47%, indicating some volatility within the sector [1][4]

诺安鼎利混合A（006005）基金经理为孔宪政、张立、周颖恺。 截至发稿，孔宪政累计任职时间5年35天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 86.1%， 任职期间最差基金回报-16.74%。 12月30日，明泰铝业跌1.03%，截至发稿，报14.40元/股，成交883.29万元，换手率0.05%，总市值 179.07亿元。 资料显示，河南明泰铝业股份有限公司位于河南省巩义市回郭镇开发区，成立日期1997年4月18日，上 市日期2011年9月19日，公司主营业务涉及铝板带及铝型材相关产品的研发、生产与销售业务。主营业 务收入构成为：河南明泰分部64.61%，明泰科技分部37.46%，明晟新材料分部36.97%，泰鸿新材料分 部25.44%，义瑞新材料分部24.73%，昆山明泰分部12.86%，其他经营分部10.53%，泰鸿铝业分部 8.57%，交通新材料分部1.99%。 从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓明泰铝业。诺安鼎利混合A（006005）三季度持有股数7.96万股， 占基金净值比例为0.12%，位居第七大重仓股。根据测算，今日浮亏损失约1.19万元。 诺安鼎利混合 ...

资料显示，河南明泰铝业股份有限公司位于河南省巩义市回郭镇开发区，成立日期1997年4月18日，上 市日期2011年9月19日，公司主营业务涉及铝板带及铝型材相关产品的研发、生产与销售业务。主营业 务收入构成为：河南明泰分部64.61%，明泰科技分部37.46%，明晟新材料分部36.97%，泰鸿新材料分 部25.44%，义瑞新材料分部24.73%，昆山明泰分部12.86%，其他经营分部10.53%，泰鸿铝业分部 8.57%，交通新材料分部1.99%。 12月29日，明泰铝业跌0.95%，成交额4.69亿元。两融数据显示，当日明泰铝业获融资买入额4764.90万 元，融资偿还5259.79万元，融资净买入-494.89万元。截至12月29日，明泰铝业融资融券余额合计8.83 亿元。 融资方面，明泰铝业当日融资买入4764.90万元。当前融资余额8.82亿元，占流通市值的4.98%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，明泰铝业12月29日融券偿还9500.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 1455.00元；融券余量3.09万股，融券余额44.96万元，低于近一年10 ...

Core Viewpoint - The State Grid Gongyi Power Supply Company is enhancing its service by providing tailored power supply solutions to local enterprises, focusing on reliability, energy efficiency, and emergency support [1] Group 1: Company Initiatives - The Gongyi Power Supply Company is conducting real-time inspections of power supply equipment at Henan Mingtai Aluminum Industry Co., Ltd. to collect and analyze operational data [1] - The company is implementing a "nanny-style" service mechanism to optimize the electricity business environment and address the electricity demands of enterprises [1] Group 2: Service Enhancements - The power supply solutions are customized based on the specific needs of key equipment such as melting furnaces and extrusion machines, in line with the company's expansion plans [1] - The focus is on improving power supply reliability, optimizing energy efficiency, and ensuring emergency support for enterprises [1]

证券日报网讯 12月19日晚间，明泰铝业发布公告称，公司于2025年12月19日召开第七届董事会第七次 会议，审议通过《关于使用自有资金支付募投项目部分款项并以募集资金等额置换的议案》，同意公司 子公司河南鸿晟新材料科技有限公司（简称"鸿晟新材"）、河南义瑞新材料科技有限公司（简称"义瑞 新材"）作为募投项目实施主体，在募投项目实施期间，在支付人员薪酬、购买境外产品设备等事项中 以募集资金直接支付确有困难的，根据实际情况先行使用自有资金支付募投项目部分款项后定期以募集 资金进行等额置换。 （编辑 任世碧） ...

东吴证券股份有限公司 关于河南明泰铝业股份有限公司 使用自有资金支付募投项目部分款项 并以募集资金等额置换的核查意见 东吴证券股份有限公司（以下简称"东吴证券"、"保荐机构"）作为河南明 泰铝业股份有限公司（以下简称"明泰铝业"、"公司"）的保荐机构，根据《证 券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上市公司募集 资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有关规定要 求，对明泰铝业使用自有资金支付募投项目部分款项并以募集资金等额置换的事 项进行了认真审慎的核查，核查具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"证监会"）出具的《关于同意河南 明泰铝业股份有限公司向特定对象发行股票注册的批复》（证监许可〔2023〕1056 号）核准，公司向特定对象发行人民币普通股（A 股）股票 1 亿股，募集资金总 额为人民币 1,280,000,000.00 元，扣除发行费用人民币 11,647,276.85 元（不 含增值税），实际募集资金净额为人民币 1,268,352,723 ...

"汽车、绿色能源用铝产业园项目"。公司于 2025 年 10 月 17 日召开了第七届 董事会第五次会议，于 2025 年 11 月 3 日召开 2025 年第三次临时股东会审议通 过《关于调整原募投项目拟投入募集资金金额、新增募投项目的议案》，将部分 募集资金用于全资子公司义瑞新材实施的"年产 72 万吨铝基新材料智能制造项 目"，本次涉及新增募投项目调整投向的募集资金金额 5.90 亿元。 截至 2025 年 11 月 30 日，公司 2023 年向特定对象发行股票募集资金扣除发 行费用后，使用情况如下： 证券代码：601677 证券简称：明泰铝业 公告编号：临 2025-061 河南明泰铝业股份有限公司 关于使用自有资金支付募投项目部分款项 并以募集资金等额置换的公告 注：拟使用募集资金-累计使用募集资金与募集资金余额的差额为产生的利息收入。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 河南明泰铝业股份有限公司（以下简称"公司"）于2025年12月19日召开第 七届董事会第七次会议，审议通过《关于使用自有资金支 ...

Core Viewpoint - The China Securities 1000 Value ETF (562530) opened down 1.00% at 1.286 yuan, reflecting market volatility and performance of its underlying assets [1] Group 1: ETF Performance - The China Securities 1000 Value ETF (562530) has a performance benchmark based on the China Securities Intelligent Selection 1000 Value Steady Strategy Index [1] - Since its inception on July 28, 2022, the fund has achieved a return of 29.92% [1] - The fund's return over the past month has been -2.91% [1] Group 2: Top Holdings - Key holdings in the ETF include: - Shangfeng Cement, which opened up 0.82% [1] - Mingtai Aluminum, which decreased by 0.07% [1] - Camel Group, which increased by 0.56% [1] - Oriental Tower, which rose by 0.06% [1] - CIMC Vehicles, which fell by 0.48% [1] - Yingqu Technology, which gained 1.12% [1] - Changjiang Media, which decreased by 0.11% [1] - Sifang Holdings, which increased by 1.34% [1] - Mulinsen, which fell by 0.22% [1] - Jiahua Energy, which rose by 0.24% [1]