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俄鋁(00486.HK):第三季度鋁銷售量91.5萬噸 按季下降11.8%
格隆匯 10-27 08:06

格隆匯10月27日丨俄鋁(00486.HK)發佈公吿,2021年第三季度,鋁產量共94.3萬噸(按季上升0.8%),其中西伯利亞冶煉廠產量佔鋁總產量93%;第三季度鋁銷售量為91.5萬噸(按季下降11.8%)。該下降主要是由於全球供應鏈及貨運緊張,導致運輸途中的貨物被計為庫存。第三季度增值產品(VAP1)的銷售量為49.8萬噸。VAP佔銷售量的份額從2021年第二季度的52%上升至2021年第三季度的54%,符合公司持續增加增值產品份額的策略。

2021年第三季度,銷售區域分佈方面,歐洲仍然是主要市場。不過,歐洲地區的銷售份額進一步下降至39%(按季下降1個百分點)。亞洲銷售份額也下降至22%(按季下降4個百分點)。主要的變化是俄羅斯和獨聯體地區銷售份額增長至29%(2021年第二季度為26%)和美國地區銷售份額增長至10%(2021年第二季度為8%)。

2021年第三季度,氧化鋁總產與第二季度大致相同為206.4萬噸。公司俄羅斯營運佔氧化鋁總產量的38%。第三季度鋁土礦產量按季下降1.1%至379.2萬噸。霞石礦產量按季上升1.9%至112萬噸。

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