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俄鋁(00486.HK):第三季度鋁產量總計93.9萬噸 環比增長1.3%
格隆匯 10-27 08:39

格隆匯 10 月 27日丨俄鋁(00486.HK)發佈公告,2020年第三季度鋁產量總計93.9萬噸(按季增加1.3%),其中西伯利亞冶煉廠佔鋁總產量93%;2020年第三季度鋁銷量為100.8萬噸(按季增加3.3%)。期內,增值產品(VAP)的銷售額按季增加25.4%至45.5萬噸,在總銷售組合中的份額恢復至45%,高於2020年第二季度受到新冠肺炎疫情影響的37%份額。

2020年第三季度,因應市場狀況,公司成功地調整了區域銷售的分配。歐洲地區的份額下降至37%(2020年第二季度為46%),而亞洲和俄羅斯及獨聯體國家的份額分別增長至32%(2020年第二季度為27%)和24%(2020年第二季度為20%);2020年第三季度,平均鋁實現價格按季上升6.5%至1,762美元╱噸。價格上升是由於倫敦金屬交易所(“LME”)報價期間4報價按季上升6.0%至1,618美元╱噸,及平均實現溢價按季上升12.5%至144美元╱噸所致。2020年第三季度實現溢價上升主要歸因於全球市場逐步恢復,帶動了增值產品的銷售和價格增長。

此外,2020年第三季度,氧化鋁總產量按季上升0.4%至201.8萬噸。公司俄羅斯營運佔總產量35%。2020年第三季度,鋁土礦產量按季下降1.6%至382.9萬噸。產量下降是由於幾內亞和牙買加惡劣天氣的影響。霞石礦產量按季增長2.9%至121.4萬噸。

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