港股详情

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南山铝业国际

25.420

-1.460-5.43%

成交量：76.16万

成交额：1,980.62万

市值：157.60亿

市盈率：0.61

高：26.960

开：26.960

低：25.420

收：26.880

52周最高：73.827

52周最低：24.000

股本：6.20亿

香港流通股本：6.20亿

量比：1.66

换手率：0.12%

股息：0.55

股息率：2.16%

每股收益(LYR):41.485

净资产收益率：11.62%

总资产收益率：6.22%

市净率：0.98

市盈率(LYR):0.61

市销率: 2.09

数据加载中...

总览公司新闻资讯公告

港股午评|恒生指数早盘跌0.25% 内房股早盘普涨

港股异动 | 南山铝业国际(02610.HK)跌超4% 上半年股东应占利润同比减少74.8% 氧化铝价格下跌拖累业绩

中金：维持南山铝业国际(02610)跑赢行业评级下调目标价至34.81港元

港股异动 | 铝业股集体走高巴西Alunorte宣布产能砍半铝价中枢上行叙事再获强化

南山铝业国际(02610)宣布2026财年中期每股派息0.16港元

南山铝业国际(02610)发布中期业绩，股东应占利润6270万美元同比减少74.8%

南山铝业国际(02610)将于10月13日派发中期股息每股0.16港元

南山铝业国际（02610）2026年中期营收4.15亿美元，同比下滑30.5%

中东复产预期加强铝业股走低创新实业（02788）跌9.21%

港股异动 | 铝业股午后涨幅扩大巴西氧化铝厂减产50% 有望支撑国内氧化铝市场

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

南山铝业国际的周期之困：从上市暴涨到盈警腰斩氧化铝寒冬如何破局？

南山铝业国际7月无新增发行或股份变动

《盈警》南山铝业国际(02610.HK)料中期纯利跌72.6%至76.6%

阿斯达克财经

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

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

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？

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| 南山铝业国际(02610.HK)跌超4% 上半年股东应占利润同比减少74.8% 氧化铝价格下跌拖累业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2662788477","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662788477?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 11:14","pubTimestamp":1787627685,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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_zhitongcaijing","symbols":["BK1175","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661087242","title":"中金：维持南山铝业国际(02610)跑赢行业评级 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P/E，较当前股价有25%的上行空间。中金主要观点如下：1H26业绩低于该行预期公司公布1H26业绩：营业收入4.15亿美元，同比-30.5%;归母净利润0.63亿美元，同比-74.8%。","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":"http://www.zhitongcaijing.com/content/detail/1483992.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":["EWH","02610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661259939","title":"港股异动 | 铝业股集体走高 巴西Alunorte宣布产能砍半 铝价中枢上行叙事再获强化","url":"https://stock-news.laohu8.com/highlight/detail?id=2661259939","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661259939?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 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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":["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","BK4153","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","BK1175","HK0000286598.CNH","HK0001040143.USD","LU0469268626.HKD","LU0051755006.USD","LU2279858448.HKD","LU0359202008.SGD","HK0000914686.HKD","LU2543165471.USD","LU1224709979.USD","LU0737861699.HKD","LU0210526637.USD","BK4585","02788","BK4588","02610"],"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://ttm.financial/m/news/1162181266?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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18:21","pubTimestamp":1786098060,"startTime":"0","endTime":"0","summary":"从上市时的风光无限到盈警后的市值腰斩，南山铝业国际正在经历一场典型的周期洗礼。国际氧化铝市场价格持续下跌。2026年第一季度，A股南山铝业公告显示，海外氧化铝粉单吨售价同比下降约50%。2026年上半年，南山铝业国际产品的平均售价约为每吨320美元，远低于2025年上半年的每吨529美元。南山铝业国际的答案是电解铝。结语南山铝业国际的资本轨迹，是一堂关于周期与估值的生动课程。","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://finance.sina.com.cn/stock/aigcy/2026-08-07/doc-inimnvkp4769048.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IPOS","BK1175","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://ttm.financial/m/news/1114721096?lang=zh_cn&edition=fundamental","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":"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":"2656344740","title":"《盈警》南山铝业国际(02610.HK)料中期纯利跌72.6%至76.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656344740","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656344740?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 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16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250402144832191_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250402144832191_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1536169/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1536169/latest-news/AAFN","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":"aastocks_highlight","symbols":["02610","BK1175"],"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://ttm.financial/m/news/2655362225?lang=zh_cn&edition=fundamental","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://ttm.financial/m/news/1132661710?lang=zh_cn&edition=fundamental","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":"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":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://ttm.financial/m/news/1134234909?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 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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":"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/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":["LU0630314457.HKD","LU1719994722.HKD","LU1023057109.AUD","HK0000914686.HKD","LU1303224171.USD","LU0469268626.HKD","LU0737861699.HKD","01378","02788","LU0572940350.SGD","BK1568","LU0572939691.SGD","601600","LU2279858448.HKD","LU1979443071.USD","LU0051755006.USD","HK0001040168.HKD","SG9999001093.SGD","LU0210526637.USD","LU0287142896.SGD","BK1500","BK1513","BK1170","LU0359201885.HKD","LU1934453819.USD","HK0000286598.CNH","LU0359201612.USD","BK1175","LU0588546209.SGD","LU0359202008.SGD","LU0307460666.USD","LU1171460220.USD","BK0101","LU1224709979.USD","LU0264606111.USD","HK0000914660.USD","LU0702159699.USD","LU1166156734.SGD","BK0233","HK0001040143.USD","02600","LU0345781412.USD","LU1770034418.SGD","BK0001","LU0345780950.USD","LU1251922891.USD","LU1808992512.USD","BK1592","LU0173614495.USD","02610","BK0080","BK1594","LU0456827905.SGD","002532"],"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://ttm.financial/m/news/2653477077?lang=zh_cn&edition=fundamental","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":"sh","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, 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