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明泰铝业:公司“年产72万吨铝基新材料智能制造项目”仅负责铝基材料的热轧环节
Mei Ri Jing Ji Xin Wen· 2025-11-07 08:44
Core Viewpoint - The company is addressing investor concerns regarding the projected low net profit of 200 million yuan from a 720,000-ton aluminum-based new materials project, despite an expected annual revenue of over 13 billion yuan, by clarifying the project's focus on the hot-rolling segment and the potential for value addition through further processing [1] Group 1 - The "720,000-ton aluminum-based new materials intelligent manufacturing project" is primarily focused on constructing a 1+4 hot-rolling production line [1] - The products from this project include aluminum for new energy materials, metal packaging, and transportation hot-rolled coils [1] - The project does not involve upstream production of recycled aluminum ingots or downstream cold-rolling/deep processing, which are higher value-added segments [1] Group 2 - The company anticipates significant value enhancement and structural optimization of its products through upstream recycling and downstream processing [1] - This strategic move is aimed at facilitating the company's transformation and upgrading efforts [1]