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俄鋁(00486.HK)第二季度鋁銷量按季相比增加6.8%至97.6萬噸
格隆匯 07-27 08:29

格隆匯 7 月 27日丨俄鋁(00486.HK)發佈公告,2020年第二季度鋁產量總計92.7萬噸(按季相比下跌1.4%),其中西伯利亞冶煉廠佔鋁總產量93%;2020年第二季度鋁銷量為97.6萬噸(按季相比增加6.8%)。期內受新冠肺炎影響,公司的增值產品銷量下跌至36.3萬噸(按季相比下跌14%),導致增值產品在總銷售組合中的份額下降至37%(相比2020年第一季度46%)。

2020年第二季,在新冠肺炎帶來的新市場環境及公司多元化的客户基礎的支持下,公司成功地調整了區域銷售的分配。歐洲銷售仍佔最大份額,但份額下降至46%(按季相比下降9個百分點),而亞洲份額上升至27%(相比2020年第一季度15%)。該轉變反映了亞洲放鬆封鎖措施,以及中國的一次性套利機會。

2020年第二季度,平均鋁實現價格3按季相比下跌11.3%至1,654美元╱噸。價格下跌由倫敦金屬交易所報價期間(按季相比下跌410.7%至1,526美元╱噸)和平均實現溢價下跌(按季相比下跌17.9%至128美元╱噸)。2020年第二季度溢價下跌主要歸因於產品銷售組合中的增值產品份額下跌和新冠肺炎影響整體市場情況所致。

2020年第二季度,氧化鋁總產量為200.9萬噸,按季持平。公司俄羅斯營運佔氧化鋁總產量35%。2020年第二季度,鋁土礦產量按季相比上升8.8%至389.2萬噸。這是由於第一季度比較基數較低和受季節性因素影響,Timan產量增加帶動了增長。霞石產量按季相比增加9.0%至118.1萬噸。

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