000933 神火股份
交易中 08-07 14:38:36
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神火股份：新疆神火铝水转化率已100%
证券之星 · 09:09
神火股份：新疆神火铝水转化率已100%
神火股份(000933.SZ)：安徽相邦生产的CA7050-5高性能7系陶铝合金自2024年起批量列装长征十号系列运载火箭主承力结构
中金财经 · 08-03
神火股份(000933.SZ)：安徽相邦生产的CA7050-5高性能7系陶铝合金自2024年起批量列装长征十号系列运载火箭主承力结构
研报掘金丨中邮证券：予神火股份“增持”评级，煤铝景气推动业绩增长
格隆汇 · 07-31
研报掘金丨中邮证券：予神火股份“增持”评级，煤铝景气推动业绩增长
中邮证券：给予神火股份增持评级
证券之星 · 07-31
中邮证券：给予神火股份增持评级
研报掘金丨国海证券：维持神火股份“买入”评级，电解铝行业中长期供需格局好
格隆汇 · 07-30
研报掘金丨国海证券：维持神火股份“买入”评级，电解铝行业中长期供需格局好
神火股份（000933）披露持股5%以上股东减持计划实施完毕公告，7月29日股价上涨2.59%
证券之星 · 07-29
神火股份（000933）披露持股5%以上股东减持计划实施完毕公告，7月29日股价上涨2.59%
研报掘金丨开源证券：维持神火股份“买入”评级，铝箔业务成长空间持续打开
中金财经 · 07-29
研报掘金丨开源证券：维持神火股份“买入”评级，铝箔业务成长空间持续打开
研报掘金丨国盛证券：神火股份盈利能力改善，公司估值待重估
格隆汇 · 07-29
研报掘金丨国盛证券：神火股份盈利能力改善，公司估值待重估
神火股份：截止7月20号，公司的股东人数是12.46万户
证券之星 · 07-29
神火股份：截止7月20号，公司的股东人数是12.46万户
国金证券：给予神火股份买入评级
证券之星 · 07-28
国金证券：给予神火股份买入评级
神火股份（000933）披露2026年半年度报告，7月27日股价上涨1.48%
证券之星 · 07-27
神火股份（000933）披露2026年半年度报告，7月27日股价上涨1.48%
神火股份(000933)7月10日股东户数11.2万户，较上期增加4.33%
证券之星 · 07-27
神火股份(000933)7月10日股东户数11.2万户，较上期增加4.33%
神火股份(000933.SZ)发布上半年业绩，归母净利润47.81亿元，同比增长151.06%
智通财经 · 07-27
神火股份(000933.SZ)发布上半年业绩，归母净利润47.81亿元，同比增长151.06%
公司问答丨神火股份：新庄煤矿、薛湖煤矿、刘河煤矿主要生产无烟煤 核定产能345万吨/年
格隆汇 · 07-23
公司问答丨神火股份：新庄煤矿、薛湖煤矿、刘河煤矿主要生产无烟煤 核定产能345万吨/年
公司问答丨神火股份：目前和锂离子电池、钠离子电池、固态电池生产厂家均有合作
格隆汇 · 07-23
公司问答丨神火股份：目前和锂离子电池、钠离子电池、固态电池生产厂家均有合作
公司问答丨神火股份：将通过风电、光伏等新能源项目进一步提高绿电占比
格隆汇 · 07-23
公司问答丨神火股份：将通过风电、光伏等新能源项目进一步提高绿电占比
7月23日神火股份涨5.04%，中欧周期优选混合发起A基金重仓该股
证券之星 · 07-23
7月23日神火股份涨5.04%，中欧周期优选混合发起A基金重仓该股
公司问答丨神火股份：公司目前电解铝产能处于满产状态
格隆汇 · 07-23
公司问答丨神火股份：公司目前电解铝产能处于满产状态
神火股份：商丘年产5万吨新能源电池铝箔项目正按照项目建设有关规定有序推进中
证券之星 · 07-23
神火股份：商丘年产5万吨新能源电池铝箔项目正按照项目建设有关规定有序推进中
神火股份：公司煤炭产品销售模式为签量不签价，价格随行就市
证券之星 · 07-23
神火股份：公司煤炭产品销售模式为签量不签价，价格随行就市
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公司概况
公司名称：
河南神火煤电股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
1999-08-31
主营业务：
河南神火煤电股份有限公司的主营业务是铝产品、煤炭的生产、深加工和销售。公司的主要产品是液铝、铝锭、无烟煤、贫瘦煤、电池铝箔、包装箔。
发行价格：
7.50
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09:09","pubTimestamp":1786064962,"startTime":"0","endTime":"0","summary":"证券之星消息，神火股份(000933)08月07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：请问公司新疆和云南两地电解铝铝水产出，多少直接铝水自用或者销售？多少铸造成铝锭。神火股份回复：感谢关注，目前新疆神火铝水转化率已100%，云南神火铝水转化率约90%。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026080700008898.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":["BK0233","BK0000","BK0028","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656932605","title":"神火股份(000933.SZ)：安徽相邦生产的CA7050-5高性能7系陶铝合金自2024年起批量列装长征十号系列运载火箭主承力结构","url":"https://stock-news.laohu8.com/highlight/detail?id=2656932605","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656932605?lang=zh_cn&edition=full","pubTime":"2026-08-03 15:27","pubTimestamp":1785742021,"startTime":"0","endTime":"0","summary":"2025年度，安徽相邦实现营业收入3,591.45万元，其中，生产的CA7050-5高性能7系陶铝合金自2024年起批量列装长征十号系列运载火箭主承力结构。目前，安徽相邦业务规模尚小，对公司整体生产经营、财务状况不构成重大影响，敬请广大投资者理性投资，注意投资风险。","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":"http://sc.stock.cnfol.com/gushizhibo/20260803/32324553.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":"zhongjincaijing_highlight","symbols":["BK0233","BK0000","BK0028","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655233211","title":"研报掘金丨中邮证券：予神火股份“增持”评级，煤铝景气推动业绩增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2655233211","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655233211?lang=zh_cn&edition=full","pubTime":"2026-07-31 14:05","pubTimestamp":1785477936,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["161027","BK0028","BK0000","BK0233","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655339222","title":"中邮证券：给予神火股份增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2655339222","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655339222?lang=zh_cn&edition=full","pubTime":"2026-07-31 12:25","pubTimestamp":1785471936,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司李帅华,杨丰源近期对神火股份进行研究并发布了研究报告《煤铝景气，推动业绩增长》，给予神火股份增持评级。最新盈利预测明细如下：该股最近90天内共有12家机构给出评级，买入评级9家，增持评级3家；过去90天内机构目标均价为29.91。本文数据来源于中邮证券有限责任公司，仅供参考不构成投资建议。","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/RB2026073100018796.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":["161027","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655847129","title":"研报掘金丨国海证券：维持神火股份“买入”评级，电解铝行业中长期供需格局好","url":"https://stock-news.laohu8.com/highlight/detail?id=2655847129","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655847129?lang=zh_cn&edition=full","pubTime":"2026-07-30 13:24","pubTimestamp":1785389051,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0000","BK0276","BK0174","000750","BK0188","BK0028","BK0233","BK0183","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655967748","title":"神火股份（000933）披露持股5%以上股东减持计划实施完毕公告，7月29日股价上涨2.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655967748","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655967748?lang=zh_cn&edition=full","pubTime":"2026-07-29 22:12","pubTimestamp":1785334339,"startTime":"0","endTime":"0","summary":"截至2026年7月29日收盘，神火股份报收于25.75元，较前一交易日上涨2.59%，最新总市值为579.12亿元。近日，神火股份发布《关于持股5%以上股东减持计划实施完毕的公告》。普天工贸通过集中竞价和大宗交易方式合计减持公司股份28,999,930股，占公司总股本的1.29%，占剔除回购专用账户后总股本的1.30%。本次减持后，普天工贸仍持有公司股份142,750,955股，占总股本的6.35%，仍为持股5%以上股东。本次减持未违反相关承诺，不影响公司控制权。","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/RB2026072900040362.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":["BK0000","000933","BK0028","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655578098","title":"研报掘金丨开源证券：维持神火股份“买入”评级，铝箔业务成长空间持续打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2655578098","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655578098?lang=zh_cn&edition=full","pubTime":"2026-07-29 15:37","pubTimestamp":1785310622,"startTime":"0","endTime":"0","summary":"开源证券研报指出，神火股份铝煤双轮驱动盈利高增，铝箔业务成长空间持续打开。2026H1公司实现归母净利润47.81亿元，同比+151.06%；单季度看，Q2公司实现归母净利润24.92 亿元，环比+8.82%，主要受益于电解铝产品价格同比上涨、主要原材料氧化铝价格下降以及煤炭价格改善。考虑到公司电解铝业务盈利能力持续提升，煤炭业务盈利逐步修复，铝箔业务成长性不断增强。公司电解铝业务盈利弹性充分释放，煤炭业务盈利能力逐步修复，叠加铝箔业务持续拓展及神火新材分拆上市推进，长期投资价值凸显。维持“买入”评级。","market":"us","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":"http://sc.stock.cnfol.com/gushizhibo/20260729/32320630.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":"zhongjincaijing_highlight","symbols":["161027","000933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655985665","title":"研报掘金丨国盛证券：神火股份盈利能力改善，公司估值待重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2655985665","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655985665?lang=zh_cn&edition=full","pubTime":"2026-07-29 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09:15","pubTimestamp":1785287719,"startTime":"0","endTime":"0","summary":"证券之星消息，神火股份(000933)07月29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：董秘您好！请问截止7月20号，公司的股东人数是多少？谢谢神火股份回复：截止7月20号，公司的股东人数是12.46万户。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：陈思雨","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/RB2026072900008069.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":["000933","BK0000","BK0028","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654021154","title":"国金证券：给予神火股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2654021154","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654021154?lang=zh_cn&edition=full","pubTime":"2026-07-28 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