俄鋁(00486.HK)一季度鋁銷量91.4萬噸 按季減少17.4%
格隆匯4月27日丨俄鋁(00486.HK)公佈2020年第一季度經營業績,2020年第一季度鋁產量總計94萬噸(按季相比減少0.9%),其中西伯利亞冶煉廠佔鋁總產量的93%;2020年第一季度鋁銷量為91.4萬噸(按季相比減少17.4%)。銷量減少主要歸因於早期庫存積累和2019年第四季度國內客户訂單增加導致銷售商品比較基數較高。該等因素增加了2019年第四季度銷量,並促成了於2020年初進行的金屬運輸優化,這對一月銷量產生影響。
2020年第一季度,公司的附加值產品銷量按季相比減少4.7%至42.1萬噸,產品銷售組合中的附加值產品份額增長至46%,趨近2017年外國資產管理辦公室制裁前的47%;與上一季度相比,2020年第一季度的銷售區域基本沒有變化,歐洲市場佔有率仍為最高(55%)。2020年第一季度,俄羅斯與CIS地區銷售份額略有下降至22%,亞洲地區銷售份額增長至15%。
2020年第一季度,平均鋁實現價格按季相比下跌0.5%至1864美元╱噸。倫敦金屬交易所報價期間報價按季相比下跌1.3%至1708美元╱噸。實現溢價抵消跌幅,在產品銷售組合中的附加值產品份額較高(2020年第一季度為46%,2019年第四季度為40%)和平均商品溢價較高的情況下增長8.8%至156美元╱噸。
2020年第一季度,氧化鋁總產量按季相比減少1.8%至201.3萬噸。公司俄羅斯營運佔氧化鋁總產量35%。
2020年第一季度,鋁土礦產量按季相比減少11.2%至357.7萬噸。產量下降主要歸因於今年2月初,圭亞那運營業務宣告暫停。霞石產量按季相比增加0.8%至108.3萬噸。
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