中信資源(01205.HK):澳洲電解鋁廠合營項目訂立新電力對沖協議
中信資源(01205.HK)公布,由全資附屬CITIC Nominees Pty Limited擁有一項非法團合營項目的澳洲電解鋁廠的22.5%權益,於周四(17日)訂立新電力對沖協議,自2026年7月1日起至2035年6月30日止為期九年,並向電解鋁廠供應300兆瓦電力。該供電量約佔該設施每年35.8萬噸鋁的銘牌容量所需能源之50%。
公司預計,訂立2026年電力對沖協議將為電解鋁廠在充滿挑戰的外部及商業環境中的未來營運提供保障,在該環境下,能源價格將持續波動。
公司又指,除了為電解鋁廠的營運確保穩定的電力供應外,2026年電力對沖協議有效確保電解鋁廠對沖指定負荷電力的現貨價,從而提升其電力供應價格的可預測性。
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