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俄鋁(00486.HK):上半年經調整純利達到4.46億美元 同比增加41.6%
格隆匯 08-29 08:32

格隆匯8月29日丨俄鋁(00486.HK)發佈公吿,截至2024年6月30日止六個月,實現收益56.95億美元,同比減少4.2%;經調整EBITDA達到7.86億美元,同比增加171%;純利為5.65億美元,同比增加34.5%;經調整純利達到4.46億美元,同比增加41.6%;每股盈利0.0372美元。

截至2024年6月30日止六個月,俄鋁生產原鋁195.7萬噸,與2023年同期的191.3萬噸相比增長了2.3%,乃由於Taishet鋁冶煉廠逐步提高產量。由於市況惡化及購買興趣下降,期內附加值產品的產量由2023年同期的796千噸減少至740千噸。報吿期內,俄鋁生產氧化鋁299.5萬噸,與2023年同期的251.8萬噸相比增長了18.94%。產量增長由於以下原因所致:購買中國生產商河北文豐新材料有限公司的30%股份;提高Aughinish氧化鋁設施的鋁土礦投入量;及採取措施以使Friguia及Windalco設施的運作優化。

截至2024年6月30日止六個月,原鋁及合金銷售所得收益由2023年同期的48.39億美元減少5.0%至45.97億美元。此主要由於原鋁及合金銷量減少2.9%,以及由高於倫敦金屬交易所價格的平均溢價減少20.5%(由2023年同期每噸200美元減少至期內的平均每噸159美元)導致的每噸加權平均變現鋁價減少2.2%(由2023年同期的每噸2,501美元減少至期內的平均每噸2,447美元)。氧化鋁銷售所得收益由2023年同期的1.81億美元增加5.5%至期內的1.91億美元,主要由於銷量增加6.4%。

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