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俄铝(00486.HK):UCRUSAL二季度铝产量93.8万吨按季增加1.0%
格隆汇 07-26 08:28

格隆汇7月26日丨俄铝(00486.HK)公布,UC RUSAL19年第二季度铝产量总计93.8万吨,按季相比增加1.0%,其中西伯利亚冶炼厂占铝总产量的93%。

公告显示,一九年第二季度铝销量为108.2万吨,按季相比增加20.8%。销量增加是由于出售部份因"外国资产管理办公室"制裁而在2018年底累积的原铝剩余库存。

期内公司的附加值产品销量增加至41.4万吨,按季相比上升59.9%,原因是2019年第二季度按计划将附加值产品在总销售组合中的份额逐步回升至38%,高于二零一九年第一季度的29%,后者受到与制裁相关的外围市场因素的影响。

于一九年第二季度,平均铝实现价格按季相比微升1.1%至1,970美元╱吨。价格伦敦金属交易所报价期间7报价下跌,被平均实现溢价上升所抵消。19年第二季度溢价增长主要归因于产品销售组合中的附加值产品份额上升。

氧化铝方面,于19年第二季度,氧化铝总产量按季相比减少0.7%至191.8万吨。公司俄罗斯营运占氧化铝总产量36%。

此外,于19年第二季度,铝土矿产量按季相比上升 10.7%至424.2万吨,主要由于北乌拉尔和Timan矿山的季节性库存积累。霞石产量按季相比增加13.4%至114.4万吨,原因是Achinsk氧化铝冶炼厂对霞石的需求增加。

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