俄鋁(00486.HK):上半年經調整純利3.15億美元
格隆匯8月11日丨俄鋁(00486.HK)發佈公吿,2023年上半年,實現收益59.45億美元,同比下降16.9%;毛利7.28億美元,同比下降69.55%;經調整EBITDA為億2.90美元,同比下降83.95%;期內經調整純利3.15億美元,同比下降54.28%;經常性純利5.27億美元,同比下降73.73%。
俄鋁於截至2023年6月30日止六個月產鋁191.3萬噸,而於2022年同期產鋁189.1萬噸,產量增長主要由於Taishet鋁冶煉廠自2021年12月投產以來產量增加所致。由於市況惡化及購買慾望下降,截至2023年6月30日止六個月,附加值產量由2022年同期的883千噸減少至79.6萬噸。
2023年上半年,氧化鋁產量較去年同期減少23.7%至251.8萬噸,而於2022年上半年的氧化鋁產量為330萬噸。產量減少主要由於:位於烏克蘭的Nikolaev氧化鋁精煉廠終止生產;澳洲政府實施制裁,導致QAL無法向公司設施供應氧化鋁。氧化鋁中鋁產量的需求完全由替代供應提供。
2023年上半年鋁土礦產量相較於去年同期增加0.2%(俄鋁生產的鋁土礦增加至675.4萬噸,而2022年上半年的產量為674萬噸)。2023年上半年霞石產量相較於去年同期增加5.9%(俄鋁生產的霞石增加至228.5萬噸,而2022年上半年的產量為215.8萬噸)。霞石產量增加乃由於Achinsk氧化鋁精煉廠對霞石需求增加所致。
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