中國鋁業(02600.HK)2020年度淨利降13.14%至7.41億元
格隆匯 3 月 23日丨中國鋁業(02600.HK)公吿,2020年年度報吿,實現營業收入1859.94億元,同比減少2.22%;歸屬於上市公司股東的淨利潤7.41億元,同比減少13.14%;基本每股收益0.028元。
2020年,新冠疫情全球蔓延,貿易摩擦、地緣政治緊張局勢加劇,全球宏觀經濟呈現疲弱態勢,影響世界經濟增長的不確定因素增多,下行壓力持續加大。中國控制了疫情,保持國內社會、生產穩定,持續深化供給側改革,加大逆週期調節,經濟運行總體平穩。在國內外宏觀經濟環境的大背景下,除個別金屬因自身行業利好突出導致價格上漲,包括鋁在內的其餘品種價格運行重心均有所下移。
2020年,儘管新冠疫情在全球蔓延,但在需求強勁的帶動下,中國鋁土礦進口量仍然保持增長趨勢,疫情對海外各國鋁土礦的生產和出口影響有限。中國進口鋁土礦主要來源於幾內亞、澳大利亞以及印度尼西亞三個國家。由於幾內亞地區鋁土礦輸出具有季節性,供應量和價格呈現先揚後抑態勢。
由於受環保、氧化鋁成壓力等因素影響而進行生產線改造的山西和河南部分氧化鋁企業減少了對國產礦石的使用,加受氧化鋁價格較低致使氧化鋁企業開工產能較低,使得國產礦石的需求有所降低,國內礦價格重心下移。
2020年,中國進口鋁土礦共計11,159萬噸,其中幾內亞進口占47.2%,進口鋁土礦到岸價在42-55美元╱噸間波動,較上年略有降低。
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