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神火股份(000933.SZ):子公司雲南神火受限電影響 目前產能利用率為61.11%
格隆匯 07-29 16:50

格隆匯7月29日丨神火股份(000933.SZ)公吿由於電力供應緊張,自2021年5月10日以來,雲南電網有限責任公司對雲南省內電解鋁企業實施有序供電,公司控股子公司雲南神火鋁業有限公司(簡稱“雲南神火”)供用電總負荷大幅降低,被迫陸續停運15萬噸產能,剩餘的60萬噸產能也一直處於低負荷非正常運行狀態,生產效率大幅度降低,在安全生產和工藝控制上存在着巨大風險。原計劃於上半年啟動的剩餘15萬噸產能也未能如期投產運行。

7月27日,雲南神火再次接到限負荷通知,限負荷量達到30%,被迫將再次停運35台電解槽。受此次限負荷影響,雲南神火先前啟動產能將累計停運電解槽145台,停運產能20萬噸,在產產能降至55萬噸,再加上未能如期啟動的15萬噸產能,目前雲南神火產能利用率只有61.11%。經初步測算,先前啟動產能截至7月底影響產量3.5萬噸,年初制定的80萬噸經營計劃將無法完成,對雲南神火的經營成果產生重大影響。由於產能恢復時間不確定,具體影響產量和效益情況暫無法準確預計。

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