Minfa Aluminum (002578.SZ): PV products contribute less to the company's overall profit

Zhitongcaijing · 1d ago

According to the Zhitong Finance App, Minfa Aluminum (002578.SZ) issued an announcement. The cumulative deviation value of the closing price increase of the company's stock exceeded 20% for 2 consecutive trading days on November 5, 2026 and November 6, 2026. According to the relevant provisions of the “Shenzhen Stock Exchange Trading Rules”, this is an abnormal fluctuation in stock trading. The company's main business is industrial aluminum profiles, including R&D, production and sales of photovoltaic frames and photovoltaic brackets, which are upstream auxiliary materials in the photovoltaic industry chain.

In 2024, the company achieved PV profile sales revenue of 605 million yuan, accounting for 27.16% of total revenue and a gross profit margin of 3.05%; in 2025, the company achieved sales revenue of 325 million yuan of photovoltaic profiles, accounting for 17.14% of total revenue and a gross profit margin of 1.22%; from January to September 2026, the company achieved sales revenue of 274 million yuan of photovoltaic profiles, accounting for 17.45% of the company's total revenue and a gross margin of 3.13%. In the above years, photovoltaic products contributed less to the company's overall profit.