南山铝业国际涨超4% 近日启动年产25万吨电解铝项目 公司正式转型电解铝一体化生产商

Core Viewpoint - Nanshan Aluminum (600219) plans to start construction of a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million and a construction period of 2 years, marking a significant step towards becoming an integrated electrolytic aluminum producer [1] Group 1 - The company's stock price increased by 4.12%, reaching HKD 68.2, with a trading volume of HKD 135 million [1] - The company has already established an alumina production capacity of 4 million tons per year in Indonesia, making it the largest alumina producer in Southeast Asia [1] - The long-term strategy includes planning an additional 500,000-ton electrolytic aluminum project to further enhance production capacity [1] Group 2 - The announcement of the 250,000-ton electrolytic aluminum project and the planning of an additional 500,000 tons signifies the company's formal transition to an integrated electrolytic aluminum producer [1] - The company aims to gradually increase electrolytic aluminum production capacity to align with its alumina production capacity [1] - The expected outcome of these initiatives is an enhancement in the company's profitability [1]