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02610 南山铝业国际
午间休市 08-17 12:05:00
26.220
+0.120
+0.46%
最高
26.500
最低
25.900
成交量
34.52万
今开
26.100
昨收
26.100
日振幅
2.30%
总市值
162.56亿
流通市值
162.56亿
总股本
6.20亿
成交额
903.12万
换手率
0.06%
流通股本
6.20亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
铝业股涨幅居前,创新实业涨超6%,中国铝业涨超5%,巴西重要氧化铝厂停气产量砍半
智通财经 · 08-12
铝业股涨幅居前,创新实业涨超6%,中国铝业涨超5%,巴西重要氧化铝厂停气产量砍半
财报前瞻|南山铝业国际本季营收预期缺失,机构观点偏看多
财报Agent · 08-12
财报前瞻|南山铝业国际本季营收预期缺失,机构观点偏看多
南山铝业国际7月无新增发行或股份变动
公告速递 · 08-04
南山铝业国际7月无新增发行或股份变动
产品售价同比大减,南山铝业国际上半年业绩预计“断崖式”下滑,股价年内跌逾四成
深圳商报·读创 · 07-31
产品售价同比大减,南山铝业国际上半年业绩预计“断崖式”下滑,股价年内跌逾四成
南山铝业国际(02610)发盈利预警:2026年上半年净利预计降至5,800万–6,800万美元
公告速递 · 07-31
南山铝业国际(02610)发盈利预警:2026年上半年净利预计降至5,800万–6,800万美元
南山铝业国际预警:2026上半年净利润预计同比大幅下滑,降至5800万至6800万美元
美股速递 · 07-31
南山铝业国际预警:2026上半年净利润预计同比大幅下滑,降至5800万至6800万美元
港股概念追踪 | 铝产业链景气度持续攀升 多家上市公司上半年业绩高增 (附概念股)
智通财经 · 07-29
港股概念追踪 | 铝产业链景气度持续攀升 多家上市公司上半年业绩高增 (附概念股)
【百强透视】多重利好共振,铝业股集体冲高!板块打开上行空间?
财华社 · 07-23
【百强透视】多重利好共振,铝业股集体冲高!板块打开上行空间?
【券商聚焦】中信证券:铝行业悲观预期定价过度 板块有望理性修复
金吾财讯 · 07-06
【券商聚焦】中信证券:铝行业悲观预期定价过度 板块有望理性修复
南山铝业国际6月股份变动月报:股本维持不变
公告速递 · 07-03
南山铝业国际6月股份变动月报:股本维持不变
【券商聚焦】申万宏源首予南山铝业国际(02610)“增持”评级 指其低成本优势突出
金吾财讯 · 07-02
【券商聚焦】申万宏源首予南山铝业国际(02610)“增持”评级 指其低成本优势突出
【券商聚焦】华创证券首予南山铝业国际(02610)“推荐”评级 指其成本优势显著
金吾财讯 · 06-26
【券商聚焦】华创证券首予南山铝业国际(02610)“推荐”评级 指其成本优势显著
南山铝业国际:大股东Tiger Fund Management于6月22日增持473,900股,好仓持有量提升至5.08%
老虎资讯综合 · 06-24
南山铝业国际:大股东Tiger Fund Management于6月22日增持473,900股,好仓持有量提升至5.08%
【券商聚焦】华泰证券:铝产业海外高成本支撑 远期铝价不宜悲观
金吾财讯 · 06-24
【券商聚焦】华泰证券:铝产业海外高成本支撑 远期铝价不宜悲观
铝业股午后集体走高 中国铝业及南山铝业国际均涨超5%
新浪港股 · 06-12
铝业股午后集体走高 中国铝业及南山铝业国际均涨超5%
港股异动 | 铝业股集体走高 伦铝库存20年新低 机构看好国内铝产业链投资机会
智通财经 · 06-12
港股异动 | 铝业股集体走高 伦铝库存20年新低 机构看好国内铝产业链投资机会
南山铝业国际宣派末期股息每股0.41港元,7月17日派发
公告速递 · 06-05
南山铝业国际宣派末期股息每股0.41港元,7月17日派发
港股异动 | 铝业股多数上扬 几内亚出口管控政策预期再起 近期氧化铝价格大幅拉升
智通财经 · 06-02
港股异动 | 铝业股多数上扬 几内亚出口管控政策预期再起 近期氧化铝价格大幅拉升
南山铝业国际5月股份变动月报表:股本维持稳定
公告速递 · 06-01
南山铝业国际5月股份变动月报表:股本维持稳定
异动解读 | 业绩受氧化铝价格拖累,南山铝业国际盘中大跌8.74%
异动解读 · 05-27
异动解读 | 业绩受氧化铝价格拖累,南山铝业国际盘中大跌8.74%
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公司概况
公司名称:
南山铝业国际
所属市场:
SEHK
上市日期:
--
主营业务:
南山铝业国际控股有限公司是一家总部位于印度尼西亚的投资控股公司。该公司及其子公司主要从事氧化铝的生产和销售。其子公司包括Hong Kong Nanshan Aluminium Management Company Limited、Prime Aluminium Investment Holding Limited和Global Aluminium Investment Holding Limited。其主要产品是通过低温拜耳法生产的冶金级氧化铝。有时,该公司还向其客户提供氢氧化铝,这是其氧化铝生产过程中的半成品。其生产工厂均位于廖内省民丹岛经济特区。该公司在当地采购铝土矿。该公司的客户遍布中国大陆以外,主要位于东南亚,尤其是马来西亚和新加坡。
发行价格:
--
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09:49","pubTimestamp":1786499368,"startTime":"0","endTime":"0","summary":"8月12日,铝业股涨幅居前,截至发稿,$创新实业$涨超6%,$中国铝业$涨超5%,$中国宏桥$涨超3%,$南山铝业国际$跟涨。公开资料显示,Alunorte工厂设计年产能630万吨/年,被称为“中国以外最大的氧化铝厂”。值得注意的是,美伊谈判陷入僵局,霍尔木兹海峡重开前景渺茫,铝市供应担忧持续升温。挪威海德鲁上个月曾警告称,若霍尔木兹海峡的贸易未能恢复正常,今年铝的供应缺口可能会超过该集团预期的90万吨。","market":"hk","thumbnail":"https://static.tigerbbs.com/863d61b5f3598036a6a6e3e958be981f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/863d61b5f3598036a6a6e3e958be981f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478796.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0051755006.USD","LU1171460220.USD","BK1175","LU0469268626.HKD","LU1224709979.USD","01378","BK1513","LU0264606111.USD","LU0345781412.USD","HK0000914660.USD","LU0359202008.SGD","LU0359201885.HKD","LU0359201612.USD","LU0173614495.USD","SG9999001093.SGD","LU1023057109.AUD","BK1592","LU2543165471.USD","BK1568","LU0210526637.USD","HK0001040168.HKD","LU0572940350.SGD","LU0345780950.USD","LU1808992512.USD","BK1170","LU1303224171.USD","LU0588546209.SGD","LU0456827905.SGD","LU0307460666.USD","LU0702159699.USD","02788","HK0000286598.CNH","LU0630314457.HKD","02610","LU1770034418.SGD","BK4585","LU0572939691.SGD","BK4588","HK0000914686.HKD","LU1719994722.HKD","HK0001040143.USD","LU1251922891.USD","BK1594","LU0737861699.HKD","LU2279858448.HKD","LU0287142896.SGD","BK1500","LU1166156734.SGD","BK4153","02600"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162181266","title":"财报前瞻|南山铝业国际本季营收预期缺失,机构观点偏看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1162181266","media":"财报Agent","labels":["earningPreview"],"top":1,"itemType":null,"share":"https://www.laohunote.com/m/news/1162181266?lang=zh_cn&edition=full","pubTime":"2026-08-12 08:53","pubTimestamp":1786496022,"startTime":"0","endTime":"0","summary":"南山铝业国际拟于2026年08月19日盘后披露中期业绩,本文基于近六个月公开信息梳理关键数据与看点。由于工具未返回本季度的公司层面预测数据,且上一报告中的明确季度指引亦未检索到,当前市场一致预期暂无可量化信息可引用。近期多家机构对公司给出偏积极的观点,整体上看多意见占主导。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻|南山铝业国际本季营收预期缺失,机构观点偏看多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114721096","title":"南山铝业国际7月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1114721096","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1114721096?lang=zh_cn&edition=full","pubTime":"2026-08-04 16:36","pubTimestamp":1785832608,"startTime":"0","endTime":"0","summary":"南山铝业国际控股有限公司于2026年8月4日披露了截至2026年7月31日止之证券变动月报表。根据公告,本月公司注册股本和已发行股份数均无增减变动,股本结构保持稳定。在购股权计划方面,公告披露于2025年3月10日采纳的购股权计划在本月初的购股权结存数量为23,640,000份,月内变动数为23,640,000份,截至月底结存归零。公告并未出现当月行使购股权相应产生新股或从库存转让股份的情况。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655362225","title":"产品售价同比大减,南山铝业国际上半年业绩预计“断崖式”下滑,股价年内跌逾四成","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362225","media":"深圳商报·读创","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655362225?lang=zh_cn&edition=full","pubTime":"2026-07-31 22:06","pubTimestamp":1785506790,"startTime":"0","endTime":"0","summary":"南山铝业国际(02610.HK)7月31日晚间披露业绩预告,上半年公司权益股东应占净利润同比预减1.8亿美元至1.9亿美元,出现“断崖式”下滑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607313828683862.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607313828683862.html","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":"stock_eastmoney","symbols":["BK1175","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132661710","title":"南山铝业国际(02610)发盈利预警:2026年上半年净利预计降至5,800万–6,800万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132661710","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132661710?lang=zh_cn&edition=full","pubTime":"2026-07-31 20:01","pubTimestamp":1785499300,"startTime":"0","endTime":"0","summary":"南山铝业国际控股有限公司7月31日发布盈利预警称,经对集团截至2026年6月30日止六个月最新未经审核综合管理账目及现有资料进行初步审阅,预计期内本公司权益股东应占净利润约为5,800万–6,800万美元。期内产品平均售价约为每吨320美元,低于2025年同期的约每吨529美元,主要受到氧化铝市场指数价格回落影响。南山铝业国际提醒投资者,以上数据基于初步评估,未经独立外部核数师最终确认及审核,亦未经过公司审核委员会审阅。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134234909","title":"南山铝业国际预警:2026上半年净利润预计同比大幅下滑,降至5800万至6800万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1134234909","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1134234909?lang=zh_cn&edition=full","pubTime":"2026-07-31 19:50","pubTimestamp":1785498609,"startTime":"0","endTime":"0","summary":"南山铝业国际(02610.HK)近日发布业绩预告,预计2026年上半年归属于股东的净利润将大幅萎缩。根据公司公告,该期间净利润预计在5800万至6800万美元之间。相比之下,2025年同期的净利润高达2.48亿美元,二者形成了鲜明对比。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["02610","BK1175"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655839658","title":"港股概念追踪 | 铝产业链景气度持续攀升 多家上市公司上半年业绩高增 (附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2655839658","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655839658?lang=zh_cn&edition=full","pubTime":"2026-07-29 07:31","pubTimestamp":1785281475,"startTime":"0","endTime":"0","summary":"在电解铝价格高位运行、成本端氧化铝价格走低的背景下,铝产业链景气度持续攀升。多家上市铝企2026年半年报集体报喜,其中神火股份、中国铝业、天山铝业等公司上半年业绩同比实现大幅增长。中国铝业此前披露的2026年上半年业绩预告显示,公司预计实现归母净利润112亿元至122亿元,同比增加58%至73%。截至2025年,公司拥有国内外氧化铝产能合计2100万吨,电解铝合规产能646万吨,铝加工产能97万吨。","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://www.zhitongcaijing.com/content/detail/1473355.html","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":"stock_zhitongcaijing","symbols":["LU1808992512.USD","LU0456827905.SGD","LU1251922891.USD","02610","SG9999001093.SGD","01378","BK0101","LU0359201885.HKD","LU0469268626.HKD","HK0000914686.HKD","BK0001","LU0702159699.USD","LU0737861699.HKD","LU1224709979.USD","LU0572939691.SGD","LU1934453819.USD","LU1979443071.USD","LU0345780950.USD","HK0001040168.HKD","LU0173614495.USD","LU0210526637.USD","HK0000286598.CNH","BK1592","LU1719994722.HKD","BK0233","BK1500","LU1023057109.AUD","LU2279858448.HKD","601600","LU0359202008.SGD","BK1568","LU0345781412.USD","LU0588546209.SGD","02600","LU0359201612.USD","LU1166156734.SGD","BK1513","BK0080","002532","BK1175","02788","LU0264606111.USD","LU1303224171.USD","HK0000914660.USD","LU0051755006.USD","HK0001040143.USD","LU0572940350.SGD","LU0630314457.HKD","BK1594","LU1171460220.USD","BK1170","LU0287142896.SGD","LU0307460666.USD","LU1770034418.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653477077","title":"【百强透视】多重利好共振,铝业股集体冲高!板块打开上行空间?","url":"https://stock-news.laohu8.com/highlight/detail?id=2653477077","media":"财华社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653477077?lang=zh_cn&edition=full","pubTime":"2026-07-23 19:40","pubTimestamp":1784806800,"startTime":"0","endTime":"0","summary":"7月23日,港股铝业板块集体走强。叠加几内亚铝土矿出口管制政策持续落地,上游铝土矿原料供应不确定性大幅增加,供给端约束持续强化,进一步推升铝价风险溢价,带动板块估值上行。2026年上半年,中国铝业归母净利润112亿至122亿元,同比增长58%至73%,创下历史同期最好盈利水平;中国宏桥净利润较2025年同期预计增加39%,印证了行业景气兑现。依托靓丽业绩,两大龙头能否再度跻身第十三届“港股100强”榜单,成为市场持续热议的焦点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-07-23/doc-iniivazc5267914.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/2026-07-23/doc-iniivazc5267914.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":["LU1171460220.USD","LU1303224171.USD","BK1170","BK1500","LU0345781412.USD","LU1023057109.AUD","BK1513","LU0359201885.HKD","LU0702159699.USD","HK0000914660.USD","LU1808992512.USD","BK1568","SG9999001093.SGD","02600","LU1770034418.SGD","LU0287142896.SGD","LU0307460666.USD","LU0359201612.USD","LU0456827905.SGD","BK1592","LU0572939691.SGD","LU0630314457.HKD","LU1251922891.USD","LU0345780950.USD","LU0588546209.SGD","LU0572940350.SGD","LU1166156734.SGD","HK0001040168.HKD","LU1719994722.HKD","01378","LU0173614495.USD","BK1594","LU0264606111.USD","601600","BK1175","HK0000286598.CNH","HK0001040143.USD","LU0051755006.USD","LU0469268626.HKD","LU0359202008.SGD","HK0000914686.HKD","LU2279858448.HKD","LU1224709979.USD","LU0737861699.HKD","LU0210526637.USD","02788","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649614765","title":"【券商聚焦】中信证券:铝行业悲观预期定价过度 板块有望理性修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2649614765","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2649614765?lang=zh_cn&edition=full","pubTime":"2026-07-06 08:53","pubTimestamp":1783299199,"startTime":"0","endTime":"0","summary":"叠加中国超产担忧加剧,印尼投产节奏快于预期中东库存释放和复产担忧恶化导致国内外铝价从今年5月到6月底由24000-25000元/吨和3700-3800美元/吨急跌至22000元/吨和3000美元/吨水平。研报还指,当前中国电解铝超产以及印尼电解铝产能放量担忧或已集中过度体现。研报认为作为中国优势产业,中资铝企投资价值仍然值得持续关注。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985131","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":null,"symbols":["BK1175","DBB","KCE","BK1147","LU2495084118.USD","BK1594","LU1166156734.SGD","BK1513","BK0276","LU1997244956.HKD","LU0359201612.USD","LU1023057109.AUD","BK1516","LU0823431647.USD","00486","00098","02078","LU0359202008.SGD","LU1255011170.USD","LU0405327148.USD","BK4535","LU1655091616.SGD","LU1808992512.USD","LU0264606111.USD","02610","LU0359201885.HKD","LU0572940350.SGD","06030","LU2148510915.USD","LU0572939691.SGD","LU1997245094.SGD","LU0173614495.USD","01378","LU0950373646.USD","BK0196","LU0287142896.SGD","LU1224709979.USD","BK1521","LU0469268626.HKD","LU1770034418.SGD","LU0702159699.USD","PICK","LU1251922891.USD","600030","BK1592","LU2289578879.USD","LU1303224171.USD","XME","02600","LU0345780950.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192975517","title":"南山铝业国际6月股份变动月报:股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1192975517","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1192975517?lang=zh_cn&edition=full","pubTime":"2026-07-03 20:25","pubTimestamp":1783081557,"startTime":"0","endTime":"0","summary":"南山铝业国际于2026年7月3日发布的股份变动月报显示,公司截至2026年6月30日的股本结构维持稳定,未发生新增发行或股份购回活动。相比上月底结存,公司注册股本无增减变化。本月底,已发行股本数量维持在620,435,200股,库藏股数量为0股,总已发行股份亦为620,435,200股。期间未有新增股份发行或库藏股变动,亦无购回或注销股份事宜。本月报告中未披露可换股票据、权证或其他股份发行协议安排。月报由公司秘书梁家康签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648157289","title":"【券商聚焦】申万宏源首予南山铝业国际(02610)“增持”评级 指其低成本优势突出","url":"https://stock-news.laohu8.com/highlight/detail?id=2648157289","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648157289?lang=zh_cn&edition=full","pubTime":"2026-07-02 14:51","pubTimestamp":1782975094,"startTime":"0","endTime":"0","summary":"研报核心观点认为,公司氧化铝业务成本优势突出。基于氧化铝价格企稳回升及电解铝项目的远期贡献,申万宏源预计公司2026至2028年归母净利润分别为3.12亿、4.00亿及5.38亿美元,对应市盈率为6.6倍、5.2倍、3.8倍。首次覆盖,给予“增持”评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984985","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":null,"symbols":["000166","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646331166","title":"【券商聚焦】华创证券首予南山铝业国际(02610)“推荐”评级 指其成本优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2646331166","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2646331166?lang=zh_cn&edition=full","pubTime":"2026-06-26 14:44","pubTimestamp":1782456282,"startTime":"0","endTime":"0","summary":"对于行业前景,华创证券指出,2026年受中东大规模减产及国内产能天花板限制,全球电解铝面临供给收缩,而需求端电网及新兴赛道仍有增量,铝价有望中高位运行。基于上述判断,华创证券预计南山铝业国际2026至2028年实现归母净利润分别为1.94亿美元、2.18亿美元、4.13亿美元,同比增速分别为-52.5%、+12.5%、+89.6%,三年归母净利复合增速为46%。综合考虑市盈率与PEG估值,给予公司2028年9倍市盈率,目标价47.01港元,首次覆盖,给予“推荐”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984572","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":null,"symbols":["161027","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134690228","title":"南山铝业国际:大股东Tiger Fund Management于6月22日增持473,900股,好仓持有量提升至5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134690228","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1134690228?lang=zh_cn&edition=full","pubTime":"2026-06-24 17:50","pubTimestamp":1782294642,"startTime":"0","endTime":"0","summary":"平均增持价格为每股29.8100港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"南山铝业国际大股东6月22日增持473,900股,好仓持有量提升至5.08%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645863983","title":"【券商聚焦】华泰证券:铝产业海外高成本支撑 远期铝价不宜悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2645863983","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2645863983?lang=zh_cn&edition=full","pubTime":"2026-06-24 09:20","pubTimestamp":1782264026,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券研报指出,市场对2027至2028年海外电解铝扩产带来的供给过剩存在普遍担忧,涵盖印尼、印度、沙特等多地新建产能。成本端方面,全球电力紧张、氧化铝价格企稳抬升,2027至2028年海外高成本电解铝冶炼完全成本底部稳定在3000美元/吨以上,对应国内铝价底部约22000元/吨以上。当前市场对铝板块远期价格估值偏低,未充分反映行业供需紧平衡与高成本支撑现状。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984353","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":null,"symbols":["LU1781817850.SGD","XME","LU1303224171.USD","BK1175","02078","BK1500","LU0588546209.SGD","LU0264606111.USD","LU0039217434.USD","00486","LU1023057109.AUD","00098","LU1064131003.USD","BK0183","DBB","HK0001040168.HKD","LU1328615791.USD","BK1594","LU2148510915.USD","PICK","SG9999001093.SGD","LU0287142896.SGD","LU0359201885.HKD","LU1580142542.USD","LU1770034418.SGD","LU1979443071.USD","02610","LU0737861699.HKD","LU0823431647.USD","BK1592","LU0359202008.SGD","02600","BK1513","01378","LU0164865239.USD","LU0871576103.HKD","BK1170","LU0469268626.HKD","LU0215049551.USD","LU0630314457.HKD","LU0345780950.USD","LU0307460666.USD","LU1166156734.SGD","BK4535","LU0345781412.USD","LU0531971595.HKD","LU0359201612.USD","601688","BK0276","HK0000286598.CNH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642523122","title":"铝业股午后集体走高 中国铝业及南山铝业国际均涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642523122","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2642523122?lang=zh_cn&edition=full","pubTime":"2026-06-12 13:49","pubTimestamp":1781243340,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 铝业股午后集体走高 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机构看好国内铝产业链投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2642259088","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2642259088?lang=zh_cn&edition=full","pubTime":"2026-06-12 11:38","pubTimestamp":1781235534,"startTime":"0","endTime":"0","summary":"进入6月,除沪伦价差、LME铝现货升水外,LME铝库存已跌破35万吨,创下近二十年低位,均表明欧洲市场铝供需持续趋紧。该行指出,截止5月28日95美元/吨的LME铝现货升水或创自2007年1月25日以来近20年新高。海关总署数据同样证实我国4月铝出口已呈现明显增长,国内电解铝及铝加工企业出口或迎量价齐升,中期看好出口需求增长下国内铝产业链的投资机会。","market":"us","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://www.zhitongcaijing.com/content/detail/1453568.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0456827905.SGD","601600","LU1808992512.USD","SG9999001093.SGD","HK0001040168.HKD","BK1568","LU0359201612.USD","LU0287142896.SGD","HK0000286598.CNH","LU1303224171.USD","LU0702159699.USD","BK1175","02600","LU1719994722.HKD","LU1251922891.USD","LU1023057109.AUD","LU1224709979.USD","HK0000914660.USD","BK1170","LU0469268626.HKD","LU0572940350.SGD","LU0345781412.USD","HK0000914686.HKD","LU0307460666.USD","LU0051755006.USD","LU0173614495.USD","LU0264606111.USD","LU0359202008.SGD","BK1592","BK1594","LU0359201885.HKD","LU0572939691.SGD","LU0588546209.SGD","LU0210526637.USD","BK1500","LU0630314457.HKD","LU1770034418.SGD","01378","LU0737861699.HKD","02788","LU0345780950.USD","LU1166156734.SGD","BK1513","02610","HK0001040143.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109767480","title":"南山铝业国际宣派末期股息每股0.41港元,7月17日派发","url":"https://stock-news.laohu8.com/highlight/detail?id=1109767480","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1109767480?lang=zh_cn&edition=full","pubTime":"2026-06-05 18:32","pubTimestamp":1780655567,"startTime":"0","endTime":"0","summary":"南山铝业国际(02610)在2026年6月5日举行的股东周年大会上,正式批准派发截至2025年12月31日止年度的末期股息,每股0.41港元。\n此次股息将以现金派付,预计于2026年7月17日(星期五)或之前向股东发放。为确定有权收取末期股息的股东名单,公司将于2026年6月15日(星期一)至2026年6月18日(星期四)(包括首尾两天)暂停办理股份过户登记,期间不会登记任何股份转让。股东须于2026年6月12日(星期五)下午4时30分前递交过户文件及股票,以符合获派股息资格,相关记录日期为2026年6月18日。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"南山铝业国际宣派末期股息每股0.41港元,7月17日派发","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640996634","title":"港股异动 | 铝业股多数上扬 几内亚出口管控政策预期再起 近期氧化铝价格大幅拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=2640996634","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2640996634?lang=zh_cn&edition=full","pubTime":"2026-06-02 09:43","pubTimestamp":1780364622,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,铝业股多数上扬,截至发稿,中国铝业(02600)涨3.4%,报11.25港元;中国宏桥(01378)涨3.36%,报29.52港元;南山铝业国际(02610)涨1.27%,报36.7港元。消息面上,据中国有色金属网报道,近日,受几内亚将于6月出台铝土矿出口管制措施影响,氧化铝价格大幅拉升,突破2800元/吨,创下近期新高。中国银河证券指出,市场预计几内亚2026年出口配额政策或将使几内亚出口量缩减3000万吨至1.5亿吨,降幅约18%,这将从一定程度上造成国内铝土矿供应的边际紧张,或将从成本端与情绪端推动氧化铝与电解铝价格的上涨。","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://www.zhitongcaijing.com/content/detail/1448888.html","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":"stock_zhitongcaijing","symbols":["LU0469268626.HKD","BK1594","BK1175","LU0307460666.USD","HK0000286598.CNH","BK4585","LU1224709979.USD","02600","LU0702159699.USD","LU0737861699.HKD","SG9999001093.SGD","LU1719994722.HKD","BK1568","LU0359201612.USD","HK0001040168.HKD","LU1166156734.SGD","VXUS","LU0345781412.USD","BK1500","02610","LU1023057109.AUD","LU1251922891.USD","LU0173614495.USD","LU1770034418.SGD","LU0630314457.HKD","BK4588","LU0572940350.SGD","HK0001040143.USD","LU1303224171.USD","LU0359202008.SGD","LU1808992512.USD","LU0264606111.USD","BK1592","LU0287142896.SGD","LU0359201885.HKD","01378","LU0572939691.SGD","LU0588546209.SGD","BK1513","LU0345780950.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110024190","title":"南山铝业国际5月股份变动月报表:股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1110024190","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1110024190?lang=zh_cn&edition=full","pubTime":"2026-06-01 18:36","pubTimestamp":1780310200,"startTime":"0","endTime":"0","summary":"南山铝业国际控股有限公司于2026年6月1日披露了截至2026年5月31日的证券变动月报表。报告期内,公司注册股本无增减,保持在250,000,000,000股,面值每股0.0000002美元,注册股本总额为50,000美元。公告显示,南山铝业国际上月底与本月底的普通股已发行股份数量均为620,435,200股,库存股数量保持为零,合计已发行股份无变动。报告期内未发生股份新增发行、购回或注销事宜,股本维持不变。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184797917","title":"异动解读 | 业绩受氧化铝价格拖累,南山铝业国际盘中大跌8.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184797917","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1184797917?lang=zh_cn&edition=full","pubTime":"2026-05-27 10:18","pubTimestamp":1779848295,"startTime":"0","endTime":"0","summary":"南山铝业国际(02610)今日盘中股价大幅下挫8.74%,引发市场关注。消息面上,公司2025年下半年业绩表现不佳,归母净利润同比大幅下降44.97%,主要原因是氧化铝价格大幅下跌拖累了公司盈利。尽管公司氧化铝产能扩张顺利,并已成为东南亚地区最大生产商,但短期价格压力对财务表现造成了显著影响。此外,行业动态显示,全球主要铝土矿生产国几内亚计划实施出口管控,这可能影响上游原料价格。虽然长期来看公司可能受益于行业格局变化,但市场当前更聚焦于其近期疲软的盈利数据。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02610"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"stockEarnings":[{"period":"1week","weight":-0.0618},{"period":"1month","weight":-0.0283},{"period":"3month","weight":-0.2331},{"period":"6month","weight":-0.5487},{"period":"1year","weight":-0.3462},{"period":"ytd","weight":-0.4541}],"compareEarnings":[{"period":"1week","weight":-0.0215},{"period":"1month","weight":0.0177},{"period":"3month","weight":-0.0326},{"period":"6month","weight":-0.0546},{"period":"1year","weight":-0.0158},{"period":"ytd","weight":-0.02}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"南山铝业国际控股有限公司是一家总部位于印度尼西亚的投资控股公司。该公司及其子公司主要从事氧化铝的生产和销售。其子公司包括Hong 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