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《AH互動》中鋁上調氧化鋁現貨價,A股升1% @ 2012-06-01T21: Back Hot News
Keyword:中鋁 中國鋁業 氧化鋁產能
Concept:氧化鋁產能170萬
中鋁(02600):昨晚發布公告稱,由於印尼鋁土礦政策變化,公司進口鋁土礦供應受到影響,公司決定壓縮氧化鋁產能。市場憂慮繼中鋁早前發盈警後,今年虧損或進一步擴大,即使中鋁宣布把氧化鋁現貨價調高3.6%,亦未能扭轉悲觀情緒。股價挫4.7%報3.2元,為跌幅最大藍籌。
消息面上,中國最大的鋁生產商--中國鋁業 股份有限公司表示,將氧化鋁現貨價上調3.6%,至2,900元人民幣/噸。中國鋁業上一次調整氧化鋁現貨價,是於去年11月底,當時將價格由3,000元/噸降至2,800元/噸。中國五大鋁業者由6月起將減產10%,因印尼鋁土礦政策變化,令公司進口鋁土礦供應受影響,而中鋁將壓縮氧化鋁產能170萬噸。
中國鋁業(02600)進口的鋁土礦供應因為受到印尼政策的影響,公司所屬山東、河南、中州分公司昨日(5月31日)起要彈性生產,減少氧化鋁產能170萬噸。公司隨即公布氧化鋁現貨價加價3﹒6%,至每噸2900元人民幣。不過,公司股價挫4﹒8%,是跌幅最大的藍籌股。

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