抢抓印尼铝产业风口 南山铝业再投约18.68亿元建设项目

Core Viewpoint - Nanshan Aluminum plans to establish a joint venture in Indonesia to build a caustic soda project with an annual capacity of 200,000 tons and an epoxy chloropropane project with an annual capacity of 165,000 tons, with a total investment of approximately 1.868 billion RMB [1] Group 1: Investment and Production Plans - The investment in Indonesia is part of the company's long-term overseas market development strategy and aims to enhance the supply chain for alumina raw materials while extending the upstream and downstream industrial chain [1] - The caustic soda produced will primarily be sold to alumina enterprises within the industrial park, with the remaining portion available for domestic sales in Indonesia [1] - The epoxy chloropropane products will mainly target markets in Southeast Asia and Northeast Asia, providing a competitive advantage in market selection and production costs [1] Group 2: Industry Context and Strategic Development - Following Indonesia's ban on direct exports of bauxite, many alumina enterprises have invested in Indonesia, making it a significant player in the caustic soda market [1] - Nanshan Aluminum has established a scale of benefits in the Bintan Industrial Park since planning the alumina project in 2017, with 2 million tons of alumina production capacity currently in operation and another 2 million tons under construction [2] - The company has entered the trial production phase for its third-phase alumina project in Bintan, Indonesia, as part of its dual-track development strategy [3] Group 3: Financial Performance - In the first quarter, Nanshan Aluminum achieved an operating income of 8.981 billion RMB, a year-on-year increase of 24.32%, and a net profit attributable to shareholders of 1.704 billion RMB, a year-on-year increase of 100.19% [3]