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FINWIRES

受铝产量提升带动,中国铝业第一季度利润飙升56%。

-- 中国铝业(上海证券交易所代码:601600,上海证券交易所代码:2600),简称“中铝”,尽管伊朗战争仍在持续,但由于铝产量增加,其第一季度归属于股东的净利润增长超过50%。 这家铝生产商的香港股票在周五下午的交易中上涨了2%,上海股票上涨了1%。 根据周四提交给香港交易所的文件,中铝第一季度归属于股东的净利润同比增长56%,从去年同期的35.4亿元人民币增至55.3亿元人民币。 每股收益增长57%,从0.205元人民币增至0.322元人民币。 营收增长4.9%,从去年同期的558亿元人民币增至585亿元人民币。 由于收购了宁波阿尔格拉能源的控股权,去年同期的数据进行了调整。中国铝业通过其子公司中铝郑州有色金属研究院收购了Algra Energy 56.6%的股份。 中国铝业继续扩大其全球矿产资产,并同意收购巴西铝业公司(Companhia Brasileira de Aluminio)67%的股份。该交易是与在澳大利亚上市的矿业公司力拓集团(ASX:RIO)达成的,力拓集团收购了巴西铝业公司剩余的33%股份。 力拓集团首席执行官杰罗姆·佩克雷斯表示,此次收购“为我们在大西洋地区拓展铝土矿和氧化铝供应链提供了机会”。 此外,由于中国金属和矿产行业从持续的中东冲突带来的外部变化中获益,中国铝业也可能从中受益。 在美国和以色列3月份对德黑兰发动袭击后,作为铝主要原料的氧化铝被转运至中国大陆,中国的铝产量因此激增。据彭博新闻4月21日报道,海关数据显示,3月份氧化铝进口量环比增长87%,达到33.8万吨,几乎是去年同期的30倍。 报道指出,霍尔木兹海峡的关闭阻碍了氧化铝进口到中东地区,该地区占全球铝供应量的9%。

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