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云铝股份拟22.67亿元 收购关联方股权
Zheng Quan Shi Bao· 2025-11-25 21:02
Group 1 - The core point of the article is that Yun Aluminum Co., Ltd. plans to acquire a portion of the equity in three subsidiaries held by Yunnan Metallurgy Group for a total consideration of 2.267 billion yuan, which will enhance its control over key aluminum processing and sales assets [1] - The acquisition includes stakes in Yunnan Yun Aluminum Yongxin Aluminum Co., Ltd. (28.7425%), Yunnan Yun Aluminum Runxin Aluminum Co., Ltd. (27.3137%), and Yunnan Yun Aluminum Hongxin Aluminum Co., Ltd. (30%), resulting in ownership increases to 96.08%, 97.46%, and 100% respectively [1] - This transaction is classified as a related party transaction since both Yun Aluminum and Yunnan Metallurgy are controlled by China Aluminum Group [1] Group 2 - The acquired assets are critical components in Yun Aluminum's supply chain, with a combined electrolytic aluminum capacity of 550,000 tons, which will increase the company's electrolytic aluminum rights capacity by over 150,000 tons [2] - The acquisition is expected to optimize the equity structure of the subsidiaries, improve decision-making efficiency, and enhance operational quality [2] - The global aluminum production and demand are steadily increasing, with aluminum becoming the second largest metal after steel, and its applications are expanding in various emerging fields [2] Group 3 - Domestic electrolytic aluminum prices are expected to rise due to high operating capacity, limited new capacity, and structural resilience in demand, with an average price forecast of around 22,000 yuan per ton by 2026 [3]