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研報掘金丨國盛證券:雲鋁股份25H1歸母同比實現增長 加快分佈式光伏項目建設

國盛證券研報指出,25H1雲鋁股份預計實現歸母淨利27-28億元,同比+7.19%-11.16%。電解鋁“量價齊升”增厚25H1利潤,25Q2氧化鋁價格快速下跌增大電解鋁利潤空間。認爲2025年上半年公司部分鋁商品產量預計同比增加,經營業績同比實現增長。25Q2 受益於氧化鋁等原材料價格回落,公司二季度經營業績環比實現大幅增長。公司作爲國內綠色鋁行業龍頭企業,鋁全產業鏈一體化佈局凸顯強大的資源優勢和成本優勢,當前時點下產能兌現及降本增效爲競爭關鍵,公司有望通過α和β雙共振實現跨越式增長。在行業內率先推進綠色新能源佈局,加快分佈式光伏項目建設,據公司公衆號披露,裝機規模達252兆瓦,清潔電力使用佔比均達到80%以上,充分實現綠色能源助力鋁產業鏈低碳發展。

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