索通發展(603612.SH):預焙陽極行業已初步具備邊際改善條件
格隆匯5月28日丨索通發展(603612.SH)在投資者互動平台表示,(1)截至2024年一季度公司預焙陽極建成產能達316萬噸,預期年末建成產能達到346萬噸。位於濱州的年產34萬噸預焙陽極已建成試生產,位於隴西的年產30萬噸鋁用炭材料項目和位於濱州的30萬噸煅後焦項目均在穩步推進中,計劃在2024年三季度建成投產。位於枝江的年產100萬噸新型炭材料項目在建設中。2024年3月21日公司與吉利百礦集團有限公司簽署投資條款清單,詳見公吿(公吿編號2024-013)。 (2)2024年石油焦價格走勢企穩。預焙陽極價格企穩反彈,山東某大型原鋁製造商發佈的預焙陽極招標採購價2024年2-4月保持平穩,5月份上升60元/噸,為時隔17個月首次升價。預焙陽極行業已初步具備邊際改善條件。 (3)根據2023年年度報吿,2023年公司預焙陽極產量296.09萬噸,銷量297.87萬噸,2024年預焙陽極產量爭取達到330萬噸,銷售量爭取達到330萬噸,實現產銷平衡。 (4)公司擬與吉利百礦集團有限公司合資建設的60萬噸預焙陽極是實現十四五末公司國內預焙陽極簽約產能達500萬噸目標的重要舉措。
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