俄鋁(00486.HK)：第四季度鋁銷售量98.9萬噸 按季上升8.1%
格隆匯2月9日丨俄鋁(00486.HK)發佈公吿，2021年第四季度，鋁產量共95.3萬噸(按季上升1.0%)，其中西伯利亞冶煉廠產量佔鋁總產量93%；鋁銷售量為98.9萬噸(按季上升8.1%)。該上升是由於2021年第三季度的低基數所致。增值產品(VAP)的銷售量為52.7萬噸(按季上升5.9%)，佔總銷售量的53%，與2021年第三季度相若；銷售區域分佈方面，歐洲仍然是主要市場。歐洲地區的銷售份額上升至42%(按季上升3個百分點)。美國銷售份額下降至8%(2021年第三季度為10%)，俄羅斯和獨聯體地區份額下降至28%(2021年第三季度為29%)；平均鋁實現價格按季上升7.3%至2,927美元╱噸。價格上升是由於倫敦金屬交易所報價期間報價按季上升7.7%至2,622美元╱噸，及平均實現溢價按季增長3.8%至305美元╱噸所致；
於2021年12個月，鋁產量與去年相若，共376.4萬噸(按年上升0.2%)；鋁銷售量按年下降0.5%至總計390.4萬噸。在此期間，VAP銷售量增長18.1%至203.4萬噸，佔總銷售額52%。相比之下，受新冠肺炎疫情影響，市場波動，20年度這一比率為44%，反映出VAP銷售佔比正在恢復；歐洲銷售份額下降至41%(20年度為45%)，反觀俄羅斯和獨聯體地區份額則上升至27%(20年度為23%)，美國份額上升至8%(20年度為7%)；俄羅斯的鋁銷量為86.5萬噸(按年增長18.8%)。如果將下游的鋁箔、車輪和粉末內部銷包括在內，俄羅斯境內的總銷量達95.7萬噸(按年增長18.8%)。
2021年第四季度，氧化鋁總產量按季上升3.5%至213.8萬噸。公司俄羅斯營運佔氧化鋁總產量的36%；2021年十二個月，氧化鋁總產量共830.4萬噸(按年增長1.5%)。公司氧化鋁資產業績表現大致與公司生產計劃相符。2021年第四季度，鋁土礦產量按季下降5.0%至360.2萬噸；主要因為Timan礦(按季下降39.4%)和North Urals礦場(按季下降11.3%)的運營受季節性天氣的影響所致。霞石產量按季下降1.1%至110.8萬噸；於2021年12個月，鋁土礦總產量共1,503.1萬噸(按年上升1.3%)。霞石礦產量按年下降4.6%至439萬噸。
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