雲鋁股份(000807.SZ)子公司擬建設綠色低碳水電鋁加工一體化鶴慶項目(二期)
格隆匯12月26日丨雲鋁股份(000807.SZ)公佈,根據《國務院關於化解產能嚴重過剩矛盾的指導意見》(國發[2013]41號)、《有色金屬工業規劃(2016-2020)》、《鋁行業規範條件》關於“嚴控電解鋁產能,優化電解鋁產業佈局,引導國內電解鋁有效產能向具有資源能源優勢及環境承載能力的比較優勢地區特別是水電豐富的西南地區轉移,推動鋁電一體化產業佈局”的安排部署,為進一步完善公司綠色低碳水電鋁材一體化產業鏈,全面提升公司整體競爭能力和可持續發展能力,公司控股子公司鶴慶溢鑫鋁業有限公司(“雲鋁溢鑫”)擬在雲南省大理白族自治州鶴慶縣西邑鎮興鶴工業園區實施綠色低碳水電鋁加工一體化鶴慶項目(二期)。目前該項目在前期已獲得投資項目備案的基礎上,取得了雲南省生態環境廳《關於鶴慶溢鑫鋁業有限公司綠色低碳水電鋁加工一體化鶴慶項目(二期)環境影響報告書的批覆》(雲環審[2019]1-78號)。
項目建設地點:雲南省大理白族自治州鶴慶縣西邑鎮興鶴工業園區;建設規模為年產原鋁20.7708萬噸,產品方案為約21萬噸鋁錠。項目總投資約13.36億元,其中建設投資12.84億元,建設期利息1566.16萬元,鋪底流動資金3621.89萬元。項目資本金為5.37億元,資本金比例為40%,環保設施投資1.14億元。
項目建成後,預計每年可實現淨利潤 9622.67萬元,預計全部投資財務內部收益率(税後)13.96%,投資回收期6.93年(税後)。
該項目符合國家產業政策要求。近年來,國家陸續出台了一系列政策文件,鼓勵電解鋁等產業向更具有競爭優勢的區域集聚發展,《國務院關於化解產能嚴重過剩矛盾的指導意見》(國發[2013]41號)提出“採取綜合措施,推動缺乏電價優勢的電解鋁產能逐步退出,有序向具有能源競爭優勢特別是水電豐富地區轉移”;國家發展改革委《關於重點產業佈局調整和產業轉移的指導意見》(發改產業[2014]2001號)提出“發揮西部地區資源、能源特別是西南地區清潔能源優勢,有序承接電解鋁產業轉移,推動鋁電一體化發展”。該項目依託雲南省具有豐富綠色水電能源優勢,推動水電能源產業與鋁產業深度融合,國家出台的產業政策為項目實施提供了強有力的政策支持。
該項目是貫徹落實黨中央、國務院打好精準脱貧攻堅戰的重要舉措,項目擬實施地雲南省大理白族自治州鶴慶縣地處國家 14個集中連片特殊困難地區之一的滇西邊境山區。項目的實施有利於加快當地開發建設,通過產業發展,帶動當地經濟增長,項目建成達產後,可以有效解決當地人口就業問題及增加當地税收,對當地經濟社會發展,加快脱貧致富步伐,為國家全面建成小康社會作出積極貢獻。
該項目符合公司發展戰略,有利於公司做優做強綠色低碳水電鋁材一體化產業鏈,項目具有較好的經濟效益,能夠提升公司的經營業績,提高公司綜合競爭能力,從而更好地維護公司和廣大股東的利益。
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