A股異動 | 雲鋁股份盤中下跌9% 受限電影響 預計全年電解鋁產量降至236萬噸左右
格隆匯9月17日丨雲鋁股份今早盤中一度大跌9.71%至20.27元,總市值634億元。雲鋁股份9約16日發佈公吿,公司知悉當地相關部門下發關於堅決做好能耗雙控有關工作的通知,通知要求“持續做好綠色鋁行業生產管控,確保綠色鋁企業9-12月份月均產量不高於8月份產量”。該政策的實施,將導致公司2021年9-12月電解鋁產量與2021年年初制定的產量計劃相比大幅減少,預計2021年全年電解鋁產量降至236萬噸左右。有序用電和產量減少,將對公司重點技術指標、產品成本和經濟效益產生較大影響。

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