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雲鋁股份(000807.SZ):截至目前受限電影響 公司減少電解鋁產能約77萬噸、水電鋁項目二期38萬噸產能也未能按原計劃投產運行
格隆匯 09-16 20:59

格隆匯9月16日丨雲鋁股份(000807.SZ)公佈,20215月以來,電力供應緊張,雲南省內工業企業實施有序電,公司及下屬企業用電負荷大幅降低。截至目前受限電影響,公司減少電解鋁產能約77萬噸,同時,公司控股子公司雲南雲鋁海鑫鋁業有限公司(“雲鋁海鑫”)已建成的魯甸6.5級地震災後恢復重建水電鋁項目二期(“水電鋁項目二期”)38萬噸產能也未能按原計劃投產運行。

近日,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20219-12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

面對限電及能耗雙控政策的影響,公司通過安排設備檢修、優化工藝控制合理組織生等方式優化生產組織、積極應對,公司繼續就電力保障、恢復生產等有關問題加大溝通協調力度,爭取早日實現產產能復產和雲鋁海鑫水電鋁項目二期投產

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