-- 中國鋁業(上海證券交易所代碼:601600,上海證券交易所代碼:2600),簡稱“中鋁”,儘管伊朗戰爭仍在持續,但由於鋁產量增加,其第一季歸屬於股東的淨利潤增長超過50%。 這家鋁生產商的香港股票在周五下午的交易中上漲了2%,上海股票上漲了1%。 根據週四提交給香港交易所的文件,中鋁第一季歸屬於股東的淨利潤年增56%,從去年同期的35.4億元增至55.3億元。 每股收益成長57%,從0.205元人民幣增至0.322元。 營收成長4.9%,從去年同期的558億元增加至585億元。 由於收購了寧波阿爾格拉能源的控股權,去年同期的數據進行了調整。中國鋁業透過其子公司中鋁鄭州有色金屬研究院收購了Algra Energy 56.6%的股份。 中國鋁業持續擴大全球礦產資產,並同意收購巴西鋁業公司(Companhia Brasileira de Aluminio)67%的股份。該交易是與在澳洲上市的礦業公司力拓集團(ASX:RIO)達成的,力拓集團收購了巴西鋁業公司剩餘的33%股份。 力拓集團執行長傑羅姆·佩克雷斯表示,此次收購「為我們在大西洋地區拓展鋁土礦和氧化鋁供應鏈提供了機會」。 此外,由於中國金屬和礦產產業從持續的中東衝突帶來的外部變化中獲益,中國鋁業也可能從中受益。 在美國和以色列3月對德黑蘭發動攻擊後,作為鋁主要原料的氧化鋁被轉運至中國大陸,中國的鋁產量因此激增。根據彭博新聞4月21日報道,海關數據顯示,3月氧化鋁進口量較上季成長87%,達33.8萬噸,幾乎是去年同期的30倍。 報告指出,霍爾木茲海峽的關閉阻礙了氧化鋁進口到中東地區,而中東地區的氧化鋁進口量佔全球鋁供應量的9%。
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