俄鋁(00486.HK)全年鋁銷售量按年下降6.0%至392.6萬噸
格隆匯 2 月 8日丨俄鋁(00486.HK)發佈公吿，20年第四季度，鋁產量共95萬噸(按季增長1.2%)，其中西伯利亞冶煉廠佔鋁總產量93%；鋁銷售量為102.8萬噸(按季增長2.0%)。期內，增值產品(VAP1)的銷售量按季增長6.2%至48.3萬噸，反映了VAP在總銷量中的份額持續地恢復。VAP份額從20年第二季度因新冠肺炎(COVID-19)疫情等外部市場因素影響的最低水平37%回升至20年第四季度的47%。
2020年全年，鋁產量共375.5萬噸(按年持平)；鋁銷售量按年下降6.0%至總計392.6萬噸。銷量下降是由於19年度的基數較高。由於公司出售於18年度因外國資產控制辦公室制裁所產生的積累庫存，導致19年度的銷量高於正常水平。VAP的銷量增長11.3%至172.2萬噸。儘管受新冠肺炎疫情的影響，導致市場波動和全球鋁需求下降，20年12個月的VAP銷售額有所提高，VAP銷售量在總銷售額中的份額為44%(19年度為37%)。
20年12個月的平均鋁實現價格按年下跌6.0%至1,805美元╱噸。倫敦金屬交易所報價期間報價按年下降7.1%至1,658美元╱噸。受益於VAP在總銷售組合中的份額上升，實現溢價上漲8.3%至147美元╱噸，抵銷平均鋁實現價格下降的部份影響。
氧化鋁方面，20年第四季度，氧化鋁總產量按季增長6.1%至214.2萬噸。公司俄羅斯營運佔氧化鋁總產量的36%。20年12個月，氧化鋁總產量共818.2萬噸(按年增長4.1%)。這是由於Friguia鋁土礦和氧化鋁廠的產量逐步提高，其氧化鋁產量按年上升19.3%。
鋁土礦石和霞石礦石方面，20年第四季度，鋁土礦產量按季下降7.6%至353.9萬噸。產量下降是受俄羅斯提曼地區的惡劣天氣影響，導致12月出貨量減少。霞石礦產量按季下降7.7%至112.1萬噸。20年12個月，鋁土礦總產量共1,483.8萬噸(按年下降7.5%)。產量下降的主要原因是圭亞那業務暫停(已於20年2月初公佈)。霞石礦產量按年下降8.4%至459.9萬噸。
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