000807 云铝股份
已收盘 04-24 15:00:00
资讯
新帖
简况
云铝股份（000807）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
证券之星 · 04-25 06:20
云铝股份（000807）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
云铝股份最新公告：第一季度净利润同比增长269%铝价上涨盈利能力增强
证券之星 · 04-23 18:39
云铝股份最新公告：第一季度净利润同比增长269%铝价上涨盈利能力增强
云铝股份：公司目前已建成5万吨再生铝生产线
证券之星 · 04-22
云铝股份：公司目前已建成5万吨再生铝生产线
云铝股份（000807）披露2025年年度股东会决议公告，4月20日股价下跌4.17%
证券之星 · 04-20
云铝股份（000807）披露2025年年度股东会决议公告，4月20日股价下跌4.17%
云铝股份：已预约2026年4月24日披露2026年第一季度报告
证券之星 · 04-16
云铝股份：已预约2026年4月24日披露2026年第一季度报告
云铝股份新注册《电解铝生产（铝液外销场景）数字化全流程管理信息系统V1.0.0》项目的软件著作权
证券之星 · 04-15
云铝股份新注册《电解铝生产（铝液外销场景）数字化全流程管理信息系统V1.0.0》项目的软件著作权
云铝股份涨5.46%，东吴证券一周前给出“买入”评级
证券之星 · 04-08
云铝股份涨5.46%，东吴证券一周前给出“买入”评级
云铝股份：对应收云铝沥鑫款项计提42.50%坏账准备
证券之星 · 04-02
云铝股份：对应收云铝沥鑫款项计提42.50%坏账准备
中东最大铝企被迫停炼！铝业龙头领涨，云铝股份涨超4%！华宝基金有色ETF（159876）此前两日吸金1371万元
新浪基金 · 04-02
中东最大铝企被迫停炼！铝业龙头领涨，云铝股份涨超4%！华宝基金有色ETF（159876）此前两日吸金1371万元
云铝股份：公司严格按照企业会计准则的规定进行报表编制
证券之星 · 04-01
云铝股份：公司严格按照企业会计准则的规定进行报表编制
3月30日云铝股份涨9.50%，南方中证申万有色金属ETF基金重仓该股
证券之星 · 03-30
3月30日云铝股份涨9.50%，南方中证申万有色金属ETF基金重仓该股
国金证券：给予云铝股份买入评级
证券之星 · 03-29
国金证券：给予云铝股份买入评级
云铝股份（000807）2025年年报简析：营收净利润同比双双增长，盈利能力上升
证券之星 · 03-29
云铝股份（000807）2025年年报简析：营收净利润同比双双增长，盈利能力上升
云铝股份(000807.SZ)发布2025年度业绩，归母净利润60.55亿元，同比增长37.24%
智通财经 · 03-27
云铝股份(000807.SZ)发布2025年度业绩，归母净利润60.55亿元，同比增长37.24%
云铝股份：公司各项生产经营活动均在有序推进
证券之星 · 03-24
云铝股份：公司各项生产经营活动均在有序推进
云铝股份：目前，公司生产经营正常有序开展
证券之星 · 03-23
云铝股份：目前，公司生产经营正常有序开展
云铝股份：公司根据市场情况，保持合理的库存水平
证券之星 · 03-20
云铝股份：公司根据市场情况，保持合理的库存水平
3月19日云铝股份跌5.95%，南方中证申万有色金属ETF基金重仓该股
证券之星 · 03-19
3月19日云铝股份跌5.95%，南方中证申万有色金属ETF基金重仓该股
云铝股份：公司严格按照规定做好内幕信息保密管理工作
证券日报 · 03-11
云铝股份：公司严格按照规定做好内幕信息保密管理工作
云铝股份：立足于国内市场，将持续关注国际贸易形势变化
证券之星 · 03-11
云铝股份：立足于国内市场，将持续关注国际贸易形势变化
加载更多
公司概况
公司名称：
云南铝业股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
1998-04-08
主营业务：
云南铝业股份有限公司的主营业务是铝土矿开采、氧化铝、电解铝、铝加工及铝用炭素生产和销售。公司的主要产品是氧化铝、铝用阳极炭素、石墨化阴极、重熔用铝锭、重熔用精铝锭、变形铝及铝合金圆铸锭、变形铝及铝合金扁铸锭、铸造铝合金锭、电工圆铝杆、铝及铝合金焊材。
发行价格：
4.90
{"stockData":{"symbol":"000807","market":"SZ","secType":"STK","nameCN":"云铝股份","latestPrice":34.17,"timestamp":1777014225000,"preClose":33.55,"halted":0,"volume":82733244,"delay":0,"changeRate":0.0185,"floatShares":3468000000,"shares":3468000000,"eps":2.503,"marketStatus":"已收盘","change":0.62,"latestTime":"04-24 15:00:00","open":34,"high":34.82,"low":33.39,"amount":2829000000,"amplitude":0.0426,"askPrice":34.17,"askSize":773,"bidPrice":34.16,"bidSize":849,"shortable":0,"etf":0,"ttmEps":2.503,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1777253400000},"marketStatusCode":5,"adr":0,"adjPreClose":33.55,"symbolType":"stock","openAndCloseTimeList":[[1776994200000,1777001400000],[1777006800000,1777014000000]],"highLimit":36.91,"lowLimit":30.19,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":3467957405,"isCdr":false,"pbRate":3.63,"roa":"--","peRate":13.651618,"roe":"10.64%","epsLYR":1.75,"committee":-0.148232,"marketValue":118500000000,"turnoverRate":0.0239,"status":0,"nextConnectDate":"根据港交所公布的数据，今日已停止北向交易，下一个交易日为北京时间 2026-04-27。","floatMarketCap":118499000000},"requestUrl":"/m/hq/s/000807","defaultTab":"news","newsList":[{"id":"2630287389","title":"云铝股份（000807）2026年一季报简析：营收净利润同比双双增长，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2630287389","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630287389?lang=zh_cn&edition=full","pubTime":"2026-04-25 06:20","pubTimestamp":1777069256,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期云铝股份发布2026年一季报。截至本报告期末，公司营业总收入163.83亿元，同比上升13.68%，归母净利润36.0亿元，同比上升269.45%。本报告期云铝股份盈利能力上升，毛利率同比增幅217.14%，净利率同比增幅227.27%。去年的净利率为12.24%，算上全部成本后，公司产品或服务的附加值高。持有云铝股份最多的基金为有色金属ETF南方，目前规模为275.67亿元，最新净值2.0966，较上一交易日下跌3.86%，近一年上涨102.61%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042500020521.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629483851","title":"云铝股份最新公告：第一季度净利润同比增长269%铝价上涨盈利能力增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2629483851","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629483851?lang=zh_cn&edition=full","pubTime":"2026-04-23 18:39","pubTimestamp":1776940788,"startTime":"0","endTime":"0","summary":"云铝股份(000807.SZ)公告称，2026年第一季度实现营业收入163.83亿元，同比增长13.68%；归属于上市公司股东的净利润为36.00亿元，同比增长269.45%。业绩变动主要系本报告期铝价上涨，公司营业收入增加；铝价上涨，成本下降，盈利能力增强所致。注：公司Q1净利润36.0亿，2025年Q4净利润16.57亿，据此计算，Q1净利润环比增长117%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042300051525.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629357018","title":"云铝股份：公司目前已建成5万吨再生铝生产线","url":"https://stock-news.laohu8.com/highlight/detail?id=2629357018","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629357018?lang=zh_cn&edition=full","pubTime":"2026-04-22 15:36","pubTimestamp":1776843379,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)04月22日在投资者关系平台上答复投资者关心的问题。投资者提问：公司目前有多少再生铝产能？深加工铝业有多少产能？主要是哪些方向云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。公司目前已建成5万吨再生铝生产线；公司铝合金产能为161万吨；公司铝产品广泛应用于汽车轻量化、轨道交通、建筑、电力、储能、机械制造、航空航天、电子电器、包装、耐用品等领域。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200031010.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0233","LU2929501877.USD","LU1979443071.USD","000807","LU2351347302.SGD","LU2187417386.USD","LU1934453819.USD","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628746585","title":"云铝股份（000807）披露2025年年度股东会决议公告，4月20日股价下跌4.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628746585","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628746585?lang=zh_cn&edition=full","pubTime":"2026-04-20 17:19","pubTimestamp":1776676777,"startTime":"0","endTime":"0","summary":"公司于近日披露《云南铝业股份有限公司2025年年度股东会决议公告》。公告显示，云南铝业股份有限公司于2026年4月17日召开2025年年度股东会，会议采用现场与网络投票相结合方式，审议通过了包括2025年度董事会工作报告、2025年年度报告及摘要、2025年度利润分配、2026年度债务融资方案、与中铝财务公司等续签金融服务协议、预计2026年日常关联交易、购买董事高管责任险、调整独立董事津贴等全部议案。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042000023831.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807","LU2929501877.USD","LU2187417386.USD","BK0188","LU2351347302.SGD","LU1979443071.USD","LU1934453819.USD","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627125604","title":"云铝股份：已预约2026年4月24日披露2026年第一季度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2627125604","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627125604?lang=zh_cn&edition=full","pubTime":"2026-04-16 07:45","pubTimestamp":1776296709,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)04月16日在投资者关系平台上答复投资者关心的问题。投资者提问：一季度预增公告为什么姗姗来迟，一季度满产满销业绩应该是不错的，为什么不提振下股东们的士气，提前披露。云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。公司按照《深圳证券交易所股票上市规则》等法规关于信息披露的规定，做好信息披露工作。公司已预约2026年4月24日披露2026年第一季度报告，请您届时关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041600006421.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2929501877.USD","BK0233","LU1934453819.USD","000807","LU2351347302.SGD","BK0188","LU1979443071.USD","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627333426","title":"云铝股份新注册《电解铝生产（铝液外销场景）数字化全流程管理信息系统V1.0.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2627333426","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627333426?lang=zh_cn&edition=full","pubTime":"2026-04-15 02:06","pubTimestamp":1776189973,"startTime":"0","endTime":"0","summary":"证券之星消息，近日云铝股份（000807）新注册了《电解铝生产（铝液外销场景）数字化全流程管理信息系统V1.0.0》项目的软件著作权。今年以来云铝股份新注册软件著作权1个。结合公司2025年年报财务数据，2025年公司在研发方面投入了1.71亿元，同比减24.61%。通过天眼查大数据分析，云南铝业股份有限公司共对外投资了31家企业，参与招投标项目6496次；财产线索方面有商标信息46条，专利信息309条，著作权信息7条；此外企业还拥有行政许可85个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041500002942.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","159180","000807","LU1934453819.USD","LU2187417386.USD","LU2351347302.SGD","BK0233","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625291192","title":"云铝股份涨5.46%，东吴证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2625291192","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625291192?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:49","pubTimestamp":1775638181,"startTime":"0","endTime":"0","summary":"今日云铝股份（000807）涨5.46%，收盘报34.76元。2026年4月1日，东吴证券研究员孟祥文,徐毅达发布了对云铝股份的研报《2025年年报点评：铝价结构性上涨推升公司盈利能力》，该研报对云铝股份给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为79.6%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为西部证券的李柔璇。云铝股份（000807）个股概况：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040800025650.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624574909","title":"云铝股份：对应收云铝沥鑫款项计提42.50%坏账准备","url":"https://stock-news.laohu8.com/highlight/detail?id=2624574909","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624574909?lang=zh_cn&edition=full","pubTime":"2026-04-02 16:55","pubTimestamp":1775120104,"startTime":"0","endTime":"0","summary":"投资者提问：2026年3月28日，云铝股份在2025年报中披露，对应收云南云铝沥鑫铝业有限公司的其他应收款计提坏账准备。公司对云南云铝沥鑫铝业有限公司的该笔应收款项计提42.50%坏账准备，是基于云铝沥鑫将其持有的982.87亩土地使用权抵押给公司，公司在云铝沥鑫破产清算中享有抵押权优先受偿权。公司严格按照企业会计准则及公司会计政策要求，对应收款项执行了信用减值测试，基于测试结果计提坏账准备，相关会计处理合规。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040200027828.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","000807","BK0233","BK0188","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624529351","title":"中东最大铝企被迫停炼！铝业龙头领涨，云铝股份涨超4%！华宝基金有色ETF（159876）此前两日吸金1371万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2624529351","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624529351?lang=zh_cn&edition=full","pubTime":"2026-04-02 10:07","pubTimestamp":1775095620,"startTime":"0","endTime":"0","summary":"今日市场盘整，A股主要指数悉数飘绿，揽尽有色金属行业龙头的有色ETF华宝随市小幅回调，场内价格微跌0.48%，从日k线上看，自3月23日本轮低点以来，或已走出震荡上行台阶。 值得关注的是，有色ETF华宝此前两日连续吸金1371万元，或有资金看好有色金属板块后市表现，积极进场布局！ 成份股方面，铝业龙头显著领涨，云铝股份涨超4%，神火股份、中孚实业、中国铝业、天山铝业涨逾2%，南山铝业、明泰铝业跟涨。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2026-04-02/doc-inhtakue1162265.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1934453819.USD","159980","000807","BK0233","LU1979443071.USD","BK0188","159876"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624596395","title":"云铝股份：公司严格按照企业会计准则的规定进行报表编制","url":"https://stock-news.laohu8.com/highlight/detail?id=2624596395","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624596395?lang=zh_cn&edition=full","pubTime":"2026-04-01 16:45","pubTimestamp":1775033134,"startTime":"0","endTime":"0","summary":"公司严格按照企业会计准则的规定进行报表编制，根据财政部《企业会计准则解释第15号》等相关会计准则，公司的研发投入包括费用化支出和资本化支出，其中计入费用化支出的部分，按照费用类别分别计入研发费用和生产成本。公司对云铝沥鑫实施破产清算，依据有关会计准则相关规定进行相应的会计处理，云铝沥鑫破产清算不会对公司生产经营产生重大影响，有利于维护公司和股东合法权益。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040100030013.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0233","LU1979443071.USD","000807","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623397243","title":"3月30日云铝股份涨9.50%，南方中证申万有色金属ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2623397243","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623397243?lang=zh_cn&edition=full","pubTime":"2026-03-30 16:27","pubTimestamp":1774859256,"startTime":"0","endTime":"0","summary":"证券之星消息，3月30日云铝股份涨9.50%，收盘报31.46元，换手率3.33%，成交量115.46万手，成交额35.67亿元。重仓云铝股份的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共232家，其中持有数量最多的公募基金为南方基金的南方中证申万有色金属ETF。南方中证申万有色金属ETF目前规模为205.91亿元，最新净值1.9717，较上一交易日上涨2.79%，近一年上涨83.11%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026033000021558.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","BK0233","000807","BK0188","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623302923","title":"国金证券：给予云铝股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2623302923","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623302923?lang=zh_cn&edition=full","pubTime":"2026-03-29 15:35","pubTimestamp":1774769724,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司金云涛近期对云铝股份进行研究并发布了研究报告《绿电优势持续兑现，业绩稳步增长》，给予云铝股份买入评级。2026年，公司计划实现氧化铝产量130万吨，铝商品产量319万吨和碳素制品产量75万吨。当前股价对应PE分别为6/6/6倍，维持“买入”评级。 风险提示 产品价格大幅波动；电解铝限产风险；生产成本大幅上涨。最新盈利预测明细如下：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032900003808.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623031335","title":"云铝股份（000807）2025年年报简析：营收净利润同比双双增长，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2623031335","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623031335?lang=zh_cn&edition=full","pubTime":"2026-03-29 06:18","pubTimestamp":1774736281,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期云铝股份发布2025年年报。截至本报告期末，公司营业总收入600.43亿元，同比上升10.27%，归母净利润60.55亿元，同比上升37.24%。本报告期云铝股份盈利能力上升，毛利率同比增幅26.85%，净利率同比增幅30.68%。该数据低于大多数分析师的预期，此前分析师普遍预期2025年净利润为盈利64.61亿元左右。经营活动现金流出小计变动幅度为17.05%,原因:本报告期铝商品产量增加，原料及能源采购付款增加等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032900001663.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622785348","title":"云铝股份(000807.SZ)发布2025年度业绩，归母净利润60.55亿元，同比增长37.24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622785348","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622785348?lang=zh_cn&edition=full","pubTime":"2026-03-27 22:30","pubTimestamp":1774621820,"startTime":"0","endTime":"0","summary":"智通财经APP讯，云铝股份(000807.SZ)发布2025年年度报告，报告期内，公司实现营业收入600.43亿元，同比增长10.27%。实现归属于上市公司股东的净利润60.55亿元，同比增长37.24%。实现归属于上市公司股东的扣除非经常性损益的净利润60亿元，同比增长40.91%。基本每股收益为1.75元。拟向全体股东每10股派发现金红利3.79元(含税)。报告期内，公司生产氧化铝130.36万吨;铝商品322.59万吨，同比增长6.47%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1420997.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"云铝股份(000807.SZ)发布2025年度业绩，归母净利润60.55亿元，同比增长37.24%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621063537","title":"云铝股份：公司各项生产经营活动均在有序推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2621063537","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621063537?lang=zh_cn&edition=full","pubTime":"2026-03-24 17:54","pubTimestamp":1774346048,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)03月24日在投资者关系平台上答复投资者关心的问题。投资者提问：国企的义务之一：国有资产保值增值：防止流失、提升效益，是首要责任。连日巨幅下跌，贵司有义务对今日情况做公告解释云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。目前，公司各项生产经营活动均在有序推进，整体运营态势平稳良好。公司管理层始终密切跟踪市场动态，积极研判行业趋势，用心做好每一项经营管理工作，努力创造更好的价值。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032400030646.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","000807","LU1979443071.USD","BK0233","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621972049","title":"云铝股份：目前，公司生产经营正常有序开展","url":"https://stock-news.laohu8.com/highlight/detail?id=2621972049","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621972049?lang=zh_cn&edition=full","pubTime":"2026-03-23 15:18","pubTimestamp":1774250299,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)03月23日在投资者关系平台上答复投资者关心的问题。投资者提问：连着异常跌这么多天，也没有公告解释下？云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。目前，公司生产经营正常有序开展。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032300015748.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0233","LU1934453819.USD","LU1979443071.USD","000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620789412","title":"云铝股份：公司根据市场情况，保持合理的库存水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2620789412","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620789412?lang=zh_cn&edition=full","pubTime":"2026-03-20 16:54","pubTimestamp":1773996848,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)03月20日在投资者关系平台上答复投资者关心的问题。投资者提问：目前生产的铝相关产品对比以往三月份的类库情况是什么样的？是否存在大量积压的情况。云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。公司根据市场情况，保持合理的库存水平。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032000028753.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","LU1934453819.USD","BK0188","BK0233","000807"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620101802","title":"3月19日云铝股份跌5.95%，南方中证申万有色金属ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2620101802","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620101802?lang=zh_cn&edition=full","pubTime":"2026-03-19 16:11","pubTimestamp":1773907864,"startTime":"0","endTime":"0","summary":"证券之星消息，3月19日云铝股份跌5.95%，收盘报29.1元，换手率2.77%，成交量96.09万手，成交额28.46亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共232家，其中持有数量最多的公募基金为南方基金的南方中证申万有色金属ETF。南方中证申万有色金属ETF目前规模为205.91亿元，最新净值2.0744，较上一交易日下跌0.84%，近一年上涨92.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031900025450.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","000807","LU1934453819.USD","516650","BK0233","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618443139","title":"云铝股份：公司严格按照规定做好内幕信息保密管理工作","url":"https://stock-news.laohu8.com/highlight/detail?id=2618443139","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618443139?lang=zh_cn&edition=full","pubTime":"2026-03-11 19:33","pubTimestamp":1773228780,"startTime":"0","endTime":"0","summary":"证券日报网讯 3月11日，云铝股份在互动平台回答投资者提问时表示，公司严格按照规定做好内幕信息保密管理工作。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-03-11/doc-inhqrmmm9283894.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-03-11/doc-inhqrmmm9283894.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0188","BK0233","LU1979443071.USD","000807","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618609089","title":"云铝股份：立足于国内市场，将持续关注国际贸易形势变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2618609089","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618609089?lang=zh_cn&edition=full","pubTime":"2026-03-11 07:48","pubTimestamp":1773186491,"startTime":"0","endTime":"0","summary":"证券之星消息，云铝股份(000807)03月11日在投资者关系平台上答复投资者关心的问题。投资者提问：为何不开拓海外业务？云铝股份回复：您好，首先感谢您对云铝股份的关心、支持和信赖。公司立足于国内市场，将持续关注国际贸易形势变化，做好生产经营各项工作。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031100005882.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1934453819.USD","LU1979443071.USD","BK0188","BK0233","000807"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1777184129972,"stockEarnings":[{"period":"1week","weight":-0.0682},{"period":"1month","weight":0.2027},{"period":"3month","weight":0.0469},{"period":"6month","weight":0.4948},{"period":"1year","weight":1.3122},{"period":"ytd","weight":0.0405}],"compareEarnings":[{"period":"1week","weight":0.007},{"period":"1month","weight":0.0377},{"period":"3month","weight":-0.0136},{"period":"6month","weight":0.0328},{"period":"1year","weight":0.2374},{"period":"ytd","weight":0.028}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"云南铝业股份有限公司","boardCode":"AI0032","boardName":"有色金属冶炼和压延加工业","stockholders":"127827人(较上一季度减少1.48%)","perCapita":"27129股","listingDate":"1998-04-08","address":"云南省昆明市呈贡区七甸街道","registeredCapital":"346795万元","survey":" 云南铝业股份有限公司的主营业务是铝土矿开采、氧化铝、电解铝、铝加工及铝用炭素生产和销售。公司的主要产品是氧化铝、铝用阳极炭素、石墨化阴极、重熔用铝锭、重熔用精铝锭、变形铝及铝合金圆铸锭、变形铝及铝合金扁铸锭、铸造铝合金锭、电工圆铝杆、铝及铝合金焊材。","listedPrice":4.9},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"云铝股份(000807)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供云铝股份(000807)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"云铝股份,000807,云铝股份股票,云铝股份股票老虎,云铝股份股票老虎国际,云铝股份行情,云铝股份股票行情,云铝股份股价,云铝股份股市,云铝股份股票价格,云铝股份股票交易,云铝股份股票购买,云铝股份股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"云铝股份(000807)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供云铝股份(000807)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}