（文章来源：证券日报） 证券日报网讯 2月27日，常铝股份在互动平台回答投资者提问时表示，常铝股份是中国家用电器研究 院、中国制冷学会小型制冷机低温生物医学专业委员会联合授牌的"空调铝强化应用研究工作组"成员单 位，在中国家用电器研究院的统一组织下，开展家用空调"以铝节铜"相关工作。常铝股份作为中国家用 空调用亲水涂层铝箔的发明者，长期开展家用空调用高性能铝合金材料研发，为行业提供优质铝合金材 料，以持续满足空调行业技术升级要求。"以铝节铜"符合我国产业政策导向和产业发展趋势，但值得提 醒的是，这需要相对长周期的布局与实施，方可实现最终产业目标。在此过程中，常铝股份会一如既往 深耕空调用铝合金技术研发工作，为国家空调行业"以铝节铜"战略落实与实施作出积极贡献。 ...

证券代码：002160 证券简称：常铝股份 公告编号：2026-004 江苏常铝铝业集团股份有限公司 关于全资子公司为孙公司提供担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误 导性陈述或者重大遗漏。 特别风险提示：本次担保对象中，常州朗脉流体设备有限公司最近一期资产负 债率超过70%，敬请投资者注意相关风险。 一、担保情况概述 江苏常铝铝业集团股份有限公司（以下简称"公司"或"上市公司"）于2025 年03月14日召开的第七届董事会第十九次（临时）会议、于2025年03月31日召开的 2025年第一次临时股东大会审议并通过了《关于2025年度提供担保额度预计的议案》， 同意公司下属子公司上海朗脉洁净技术股份有限公司（以下简称"上海朗脉"）与 上海朗脉的下属控股子公司之间可互相提供担保。具体担保额度预计情况如下： | 担保人 | 被担保人 | 最高担保金额（万元） | | --- | --- | --- | | 上海朗脉 | 上海朗脉的下属控股子公司（资产负债 率低于70%） | 11,000 | | | 上海朗脉的下属控股子公司（资产负债 | 11,000 | | | 率 ...

证券代码：002160 证券简称：常铝股份 公告编号：2026-003 江苏常铝铝业集团股份有限公司 二、担保进展情况 为保证上海朗脉融资事项的顺利进行，公司于2026年1月29日分别与江苏银 行股份有限公司松江支行（以下简称"江苏银行"）签订了《最高额连带责任保 证书》、与兴业银行股份有限公司上海七宝支行（以下简称"兴业银行"）签订 了《最高额保证合同》，担保额度合计为人民币16,000万元，公司为上海朗脉与 江苏银行、兴业银行申请的银行借款提供连带责任担保。 | 担保方 | | | 被担保方 | 担保方持 股比例 | 被担保方最近 一期资产负债 率（截至 2025 | 截至目前 担保余额 | 本次新增 担保额度 | 是否 关联 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 年 9 月 30 日） | | | 担保 | | 江 苏 | 常 | 铝 | 上 海 朗 脉 | | | | | | | 铝 业 | 集 | 团 | 洁 净 技 术 | 99.98% | | 23,590.13 | 16,000 | | | 股 ...

Group 1 - The non-ferrous metal sector has strengthened again, with companies such as Yiqiu Resources and Chang Aluminum achieving consecutive gains [1] - Dingsheng New Materials has reached the daily limit increase, while Zinc Industry Co. and Tongling Nonferrous Metals are close to hitting the limit [1] - Other companies like Zhuhai Group and Pengxin Resources have also shown significant gains [1]

Core Insights - The air conditioning aluminum foil industry is experiencing fluctuations in production due to varying market demands and external factors such as the pandemic and extreme weather conditions [2][15]. Industry Overview - Air conditioning aluminum foil is a specialized material used in the heat exchangers of air conditioners, known for its excellent thermal conductivity, corrosion resistance, and structural support [3][16]. - The industry is divided into non-coated and coated aluminum foils, with the latter gaining traction in recent years due to its enhanced functionality and efficiency [3][17]. Production Trends - China's aluminum foil production saw a significant decline in 2022, dropping to 860,000 tons, a 14% decrease year-on-year, primarily due to the pandemic's impact on market consumption [2][15]. - In 2023, production began to recover, driven by increased demand during extreme summer temperatures, with an expected rise to 1,060,000 tons in 2024, reflecting a 1.9% year-on-year increase [2][15]. - However, forecasts for 2025 indicate a potential decrease in production to 1,020,000 tons, a reduction of approximately 40,000 tons or 3.8% from 2024, attributed to rising inventory levels in the air conditioning market [2][15]. Industry Chain - The upstream of the air conditioning aluminum foil industry includes raw materials such as bauxite, alumina, electrolytic aluminum, and recycled aluminum, while the midstream focuses on the production of aluminum foil [5][19]. - Electrolytic aluminum is the primary raw material for aluminum foil production, with its high purity and ductility making it suitable for various applications [20]. Market Demand - The demand for air conditioning aluminum foil is increasing alongside the growth of the air conditioning industry, driven by rising living standards and policies promoting the replacement of old units [22]. - China's air conditioning production is projected to reach 26,598,440 units in 2024, with a slight increase of 1.6% year-on-year in the first eleven months of 2025, although there are signs of oversupply in the market [22].

Group 1 - The industrial metal sector experienced a significant increase of 7.3% on January 28, with Xinweiling leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] - Key stocks in the industrial metal sector showed substantial price increases, with Xinweiling rising by 11.61% to a closing price of 34.04 [1] Group 2 - The industrial metal sector saw a net inflow of 6.491 billion yuan from main funds, while retail investors experienced a net outflow of 3.721 billion yuan [2] - The trading volume for Xinweiling reached 103,900 hands, contributing to a transaction amount of 345 million yuan [1] - The stock performance of various companies in the industrial metal sector included significant gains, with Chang Aluminum and Zinc Industry both increasing by over 10% [1][2] Group 3 - Major stocks such as China Aluminum and Yunnan Copper also reported notable net inflows from main funds, indicating strong institutional interest [3] - The data shows that retail investors were net sellers in the industrial metal sector, with significant outflows from stocks like Yunnan Copper and Zinc Industry [3] - The overall market sentiment in the industrial metal sector appears to be bullish, driven by institutional buying despite retail selling [2][3]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.49% to 4160.01, the Shenzhen Component Index increasing by 0.09% to 14342.74, and the ChiNext Index declining by 0.37% to 3330.39 [1][2]. Sector Performance - Precious metals, industrial metals, and petrochemicals sectors performed strongly, while solar energy, pharmaceuticals, and aerospace sectors experienced fluctuations [2]. - The basic metals sector saw significant gains, with copper and aluminum industries leading the rise, as multiple stocks hit the daily limit up [6]. Stock Highlights - Notable stocks included China National Offshore Oil Corporation, China Petroleum, and China Unicom, which showed strong performance [4]. - The aluminum futures market saw a rise of over 4%, with the main contract reported at 25345 yuan/ton [8]. Biotechnology Sector - The biotechnology sector faced declines, with several companies such as Zhijiang Biology and Baipusais losing over 9% [10][11]. Solar Energy Sector - The solar energy sector faced downward adjustments, with companies like High Measurement and Maiwei experiencing drops exceeding 6% [11].

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]

Group 1 - The non-ferrous metal sector experienced a volatile rebound, with several companies reaching their daily limit up [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and Silver Industry [1] - Other companies that followed suit with increases include Zhaojin Gold, Yuguang Gold Lead, Western Gold, Zinc Industry Co., Feinan Resources, and Hebang Bio [1] Group 2 - China Aluminum, Yiqiu Resources, Chang Aluminum, and China Nonferrous Metals also reported notable stock price increases [1] - Additional companies that experienced upward movement include Tongguan Mining Construction, Naipu Mining Machinery, Xinweiling, Fushite, and Dongfang Tantalum [1] - Tongling Nonferrous Metals was among the companies that benefited from the overall market trend [1]

Group 1 - The industrial metal sector saw a slight increase of 0.01% on January 27, with silver leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] - Notable gainers in the industrial metal sector included Silver Holdings, which rose by 9.99% to a closing price of 12.55, and Yuguang Gold & Lead, which increased by 9.98% to 20.49 [1] Group 2 - The industrial metal sector experienced a net outflow of 6.521 billion yuan from major funds, while retail investors contributed a net inflow of 6.339 billion yuan [2] - The top losers included Guocheng Mining, which fell by 8.20% to 29.68, and Zhongse Co., which decreased by 6.51% to 8.18 [2] - The trading volume for Guocheng Mining was 464,500 shares, with a transaction value of 1.382 billion yuan [2] Group 3 - Major net inflows were observed in Huafeng Aluminum with 70.51 million yuan, while retail investors showed a significant outflow of 65.41 million yuan [3] - The net inflow for Yongjie New Materials was 46.07 million yuan from major funds, but retail investors had a net outflow of 66.60 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the industrial metal sector [3]