南山铝业国际（02610）今日盘中大跌12.08%，引起了市场的广泛关注。
消息面上，A股南山铝业发布2026年第一季度业绩公告，纯利同比下降35.39%。业绩变动主要系报告期内受氧化铝粉价格持续低位运行，海外氧化铝粉单吨售价同比下降约50%所致。据悉，南山铝业国际是A股南山铝业的子公司，主营业务是印尼氧化铝项目，因此其业绩和股价受到母公司业绩下滑及行业价格下跌的直接影响。
氧化铝粉价格的持续低位运行对南山铝业国际的业务构成压力，市场担忧其盈利能力将受到进一步侵蚀，从而导致股价大幅下跌。
南山铝业国际（02610）今日盘中大跌12.08%，引起了市场的广泛关注。
消息面上，A股南山铝业发布2026年第一季度业绩公告，纯利同比下降35.39%。业绩变动主要系报告期内受氧化铝粉价格持续低位运行，海外氧化铝粉单吨售价同比下降约50%所致。据悉，南山铝业国际是A股南山铝业的子公司，主营业务是印尼氧化铝项目，因此其业绩和股价受到母公司业绩下滑及行业价格下跌的直接影响。
氧化铝粉价格的持续低位运行对南山铝业国际的业务构成压力，市场担忧其盈利能力将受到进一步侵蚀，从而导致股价大幅下跌。
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