Yunnan Aluminium (000807) 新浪财经·2025-04-29 02:43Group 1 - The company announced its Q1 2025 results, achieving revenue of 14.411 billion yuan, a year-on-year increase of 26.89%, while net profit attributable to shareholders was 974 million yuan, a year-on-year decrease of 16.26% [1] - The average price of alumina in Q1 2025 remained high at 3,863.49 yuan per ton, a year-on-year increase of 15.44%, while the price of electrolytic aluminum was 20,407.82 yuan per ton, a year-on-year increase of 7.10% [1] - The company aims to produce approximately 3.01 million tons of electrolytic aluminum in 2025, with an estimated production of around 500,000 tons in Q1 2025, indicating limited scale effects [1] Group 2 - The "Aluminum Industry High-Quality Development Implementation Plan (2025-2027)" was released, which aims to enhance the resilience and safety of the supply chain, with a target of increasing domestic bauxite resources by 3%-5% and producing over 15 million tons of recycled aluminum [2] - The company, as a leader in green electricity aluminum, has a green aluminum capacity of 3.05 million tons as of the end of 2024, positioning itself to benefit from the industry's development trends [2] - Earnings per share (EPS) forecasts for 2025-2027 are 1.73, 1.84, and 2.01 yuan, with price-to-earnings (PE) ratios of 9, 8, and 8 times, respectively, maintaining a "buy" rating [2]