9天8個板，順博合金沾“碳”大漲，更有上市公司投資浮盈超4.4倍！
本文來自微信公眾號：上海證券報，作者：李興彩
“碳中和”概念有多火？可以毫不誇張地説一句：沾“碳”就漲！
比如，今天的“主角”順博合金，最近9個交易日，斬獲了8個漲停板。
粘“碳”大漲
順博合金為什麼大漲？有業內人士吿訴記者，公司的“廢鋁資源綜合利用”被市場認為是“碳中和”概念。
記者查閲，順博合金在IPO招股書中披露，公司的上市募投項目“順博鋁合金湖北有限公司廢鋁資源綜合利用項目”，設計產能為年產20萬噸再生鋁合金錠，項目總投資6.75億元，預計投入募集資金3.85億元。
“原鋁生產企業是耗能大户，使用廢鋁生產鋁合金錠，屬於廢舊有色金屬資源的循環利用產業，顯著降低生產的碳排放，是典型的‘碳中和’概念股。”上述業內人士解釋稱，隨着“碳中和”實施，一方面光伏等新能源迎來更大市場，另一方面， “節能減排”對傳統行業企業提出新要求，“低碳”企業將顯著受益。
公開資料顯示，再生鋁產業不但節約礦產資源，減少企業成本投入，還大幅降低原鋁生產帶來的能耗及對環境的污染。據統計，再生鋁生產中的單位能耗和温室氣體排放不到原鋁生產的 5%，具有顯著節能減排效應。
順博合金還披露，發達國家的再生鋁產量佔全部鋁產量的比例超過50%，而我國再生鋁佔比還不到20%，再生鋁行業具有較大的市場空間。
温氏股份“躺”賺
沾光“碳中和”概念大賺的，不僅有順博合金的二級市場投資者，其一級市場的機構投資者温氏股份更是“躺”賺。
順博合金2020年第三季度報吿顯示，廣東温氏投資有限公司－新興温氏成長壹號股權投資合夥企業（有限合夥）為其第六大股東，持股1000萬股，佔總股本的2.28%。
根據招股書，2018年11月，順博合金在申報IPO前進行了最後一輪定增融資，新興温氏成長壹號股權投資合夥企業（有限合夥）認購1000萬股，認購價格為5元/股，認購金額5000萬元。
公開資料顯示，廣東温氏投資有限公司持有新興温氏成長壹號股權投資合夥企業（有限合夥）85%的出資份額，對其運營、 管理、控制及其他所有合夥事務具有決策權。
廣東温氏投資有限公司為上市温氏股份的全資子公司。
截至3月22日收盤，順博合金收盤價27.07元。簡單計算，廣東温氏投資有限公司－新興温氏成長壹號股權投資合夥企業（有限合夥）對順博合金的投資已經浮盈2.207億元，浮盈幅度超過4.4倍。
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