铝板带

Search documents
解码山西华阳集团“时间过半任务超半”的奋进基因
Xin Hua Cai Jing· 2025-07-10 07:23
今年,山西华阳集团在实现第一季度"开门红"后,紧抓二季度承上启下关键期,乘势而上、真抓实干, 实现"时间过半任务超半"。 各业务多点开花产品产量迎增长 今年上半年,煤炭方面,山西华阳集团原煤产量1993万吨,完成计划的105%,商品煤产量1792.9万 吨,完成全年任务的51%;掘进进尺78519米,完成全年任务的51%;商品煤销量1807.7万吨,完成计划 的103%,同比增加181.5万吨;瓦斯抽采量2.87亿立方米,完成计划的143.5%。 铝业方面,商品铝产量97522吨,超计划3722吨,完成全年任务的56%;铝板带产量60677吨,超计划 8377吨,完成全年任务的59%。 化工方面,化工产品总产量69.11万吨,完成计划的101.2%,同比增长7.66%。其中,电石产量21.42万 吨,完成计划的100.53%,同比增长11.75%;尿素产量20.62万吨,完成计划的101.27%。 钠电方面,钠电产业完成储能直流舱等新产品的开发任务,高性能碳纤维项目高效推进,年产39.4万吨 电解铝项目(一期29.4万吨/年)通过可研评审。 统筹安全与高效赋能高质量发展 山西华阳集团构建了行之有效的安全管理体 ...
电解铝期货品种周报-20250707
Chang Cheng Qi Huo· 2025-07-07 06:03
中线行情分析 2025.7.7-7.11 电解铝 期货品种周报 趋势判断逻辑 大区间震荡。 中线趋势判断 1 国内支持政策持续发力,产量已经接近瓶颈,年内增量有限,但海外宏观不 确定性较大。 2 新单以高位震荡行情短线交易为宜。 3 中线策略建议 品种交易策略 n 上周策略回顾 未来一周沪铝2508合约波动区间看20300-20900。 未来一周沪铝2508合约波动区间看20300-20800。建议短线 交易为宜。 n 本周策略建议 n 现货企业套期保值建议 可考虑适量逢低配置期货虚拟库存 【总体观点】 | | 2025年7月第1周 | | --- | --- | | 铝土矿市场 | 根据SMM数据,6月(30天)中国铝土矿产量环比减少3.2%,同比增加4.1%,近期受检查工作影响, | | | 国产铝土矿产量有所下降,产量预计在检查工作结束后有所恢复。进口铝土矿方面,前期主流国家 | | | 铝土矿发运仍处于高位,7月国内进口铝土矿到港预计维持高位,但几内亚雨季影响预计逐步显现。 | | 氧化铝市场 | 截至7月3日,中国氧化铝建成产能为11082万吨,运行产能为8863万吨,全国周度开工率为79.97%, ...
广西百色铝产业延链成群向高端
Jing Ji Ri Bao· 2025-07-06 21:46
Core Viewpoint - Baise is transforming its aluminum industry from a resource-based model to a high-end, intelligent, and green development approach, significantly enhancing its overall strength, quality, efficiency, and competitiveness in the aluminum sector [1]. Industry Development - Baise's aluminum industry achieved an output value of 40.6 billion yuan in Q1 2025, marking a year-on-year growth of 19.6%, laying a solid foundation for high-quality development throughout the year [1]. - The city has established a complete aluminum industry chain, with an aluminum product to electrolytic aluminum production ratio of 1.45:1, making it one of the few cities with a comprehensive aluminum industry chain [1]. Innovation and Technology - Companies in Baise are investing in advanced technologies, such as a self-developed linear annealing device costing over 100 million yuan, which significantly reduces production time from 4-5 days to just over 1 hour [2]. - The annual processing capacity of aluminum alloy plates and strips at Guangxi Runtai Aluminum Co., Ltd. has reached 400,000 tons [2]. - The Baise aluminum industry has signed 81 projects in the past three years, with a total planned investment of 61.4 billion yuan [3]. Smart Manufacturing - Baise has seen a rise in intelligent manufacturing, with 2 recognized benchmark enterprises, 12 smart factories, and 2 digital workshops in the aluminum sector [5]. - The city has invested 500 million yuan in the past three years to support technological upgrades and new production lines for aluminum enterprises [5]. Green Transformation - Baise's recycling of waste aluminum templates into regenerated aluminum has achieved an annual production capacity of over 100,000 tons, with a usage ratio of regenerated aluminum reaching over 70% [6]. - The city has built a centralized renewable energy capacity of 1.875 million kilowatts and distributed photovoltaic capacity of 1.005 million kilowatts, with green electricity consumption in the aluminum industry accounting for 22.3% [6]. - Baise has introduced digital twin technology for the entire lifecycle of electrolytic aluminum, saving 78,000 tons of standard coal annually and reducing carbon dioxide emissions by 184,200 tons [7].
明泰铝业:2025年半年度铝板带箔销量77.79万吨
news flash· 2025-07-03 08:46
Core Viewpoint - Ming Tai Aluminum reported its aluminum plate, strip, and foil sales volume for the first half of 2025 to be 777,900 tons, with a production volume of 796,600 tons [1] Group 1: Production and Sales Data - The production volume of aluminum plates, strips, and foils for the first half of 2025 was 796,600 tons [1] - The sales volume of aluminum plates, strips, and foils for the first half of 2025 was 777,900 tons [1] - The production volume of aluminum profiles was 9,100 tons, with a sales volume of 8,200 tons, excluding self-used aluminum profiles [1]
我略懂了“铝”
Sou Hu Cai Jing· 2025-06-21 11:12
Core Insights - The aluminum processing industry in China is experiencing significant growth, with a projected comprehensive output of 49 million tons in 2024, representing a year-on-year increase of 4.4% [4] - The demand for aluminum products is being driven by sectors such as new energy vehicles, photovoltaic components, and lithium-ion batteries, which collectively added 106,000 tons to the aluminum material total in 2024 [5] - The aluminum plate and strip segment is crucial, with stable growth in consumption across various industries including aerospace, construction, and electronics [6] Industry Overview - Aluminum is the third most abundant metal in the Earth's crust, primarily sourced from bauxite and other aluminum silicate ores [3] - The industrial production of aluminum involves converting bauxite into alumina and then electrolyzing it to obtain metallic aluminum [3] - Aluminum and its alloys are widely used in manufacturing industries such as aerospace, automotive, and shipbuilding, with a supersonic aircraft comprising about 70% aluminum [4] Production and Export Data - In 2024, industrial aluminum profile production is expected to exceed building profiles for the first time, with industrial profiles increasing by 23.2% to 11.7 million tons, while building profiles decreased by 19.9% to 9.85 million tons [4] - The total export of aluminum materials reached 6.3 million tons in 2024, marking a historical high with a year-on-year growth of 19.3% [4] - The top export destination for Chinese aluminum materials is Mexico, accounting for 10% of total exports [4] Regional Development - An Yi County has transformed from having no aluminum resources to becoming a hub for aluminum materials, driven by a strong commercial culture and strategic investments [8][10] - The establishment of a high-tech industrial park in An Yi County has attracted thousands of entrepreneurs, leading to a significant increase in production capacity and industry scale [8][10] Future Prospects - The demand for aluminum in the aerospace sector is expected to grow, with approximately 60,000 tons needed for the C919 and C909 aircraft programs [10] - The low-altitude economy is emerging as a new market, with aluminum alloys expected to constitute 30%-50% of structural materials in low-altitude equipment [10] - The shipbuilding industry is also seeing a substantial increase, with new orders rising by 58.8% and global market share reaching 74.1% [10]
明泰铝业: 明泰铝业2025年度“提质增效重回报”行动方案
Zheng Quan Zhi Xing· 2025-06-20 11:10
Core Viewpoint - The company has developed a "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, focusing on core business development and enhancing shareholder returns through strategic initiatives and operational improvements [1][2][3]. Group 1: Business Development and Strategy - The company aims to strengthen its competitive edge by implementing a closed-loop production system for aluminum recycling, smelting, and processing, emphasizing high-end, green, and intelligent manufacturing [1]. - Investment will be increased in high-precision aluminum products for sectors such as new energy batteries and automotive lightweighting, alongside technological upgrades to improve product performance and reduce manufacturing costs [1][2]. - The company has been recognized as a "Green Factory" by the Ministry of Industry and Information Technology, integrating ESG principles into its operations and focusing on energy conservation and carbon reduction [2][3]. Group 2: Shareholder Returns - The company has a consistent cash dividend policy, distributing no less than 10 yuan per 1 share since its listing, with a total dividend payout of 1.216 billion yuan by the end of May 2025 [2]. - In 2024, the company achieved growth in both revenue and net profit, proposing a dividend of 1.19 yuan per share for 2024, while allowing the board to determine the 2025 mid-term profit distribution plan based on a maximum of 30% of distributable net profit [2][3]. Group 3: Governance and Transparency - The company is committed to enhancing its governance structure by optimizing the board's composition and ensuring compliance with legal regulations, thereby safeguarding long-term value [3][4]. - A robust communication mechanism with investors will be established to ensure timely and accurate information disclosure, focusing on strategic cooperation and business progress [5]. - The company will conduct regular performance briefings and maintain open channels for investor feedback, ensuring that shareholder concerns are addressed [5][6]. Group 4: Key Personnel and Accountability - The company emphasizes the importance of its key personnel in driving high-quality development, implementing strict performance and accountability measures [6]. - A focus on enhancing the capabilities of the core team will support the execution of the action plan and ensure sustainable growth [6][7].
2025年中国铝行业市场政策、产业链图谱、供需现状、竞争格局及发展趋势研判:中国铝业营收遥遥领先[图]
Chan Ye Xin Xi Wang· 2025-06-19 01:51
上市企业:中国铝业(601600)、神火股份(000933)、云铝股份(000807)、南山铝业(600219)、 天山铝业(002532)、新疆众和(600888)、明泰铝业(601677)、中孚实业(600595)、创新新材 (600361)、华峰铝业(601702)、焦作万方(000612)、亚太科技(002540)、鼎胜新材 (603876)、鑫铂股份(003038)、豪美新材(002988)、和胜股份(002824)、海星股份 (603115)、怡球资源(601388)、顺博合金(002996)、丽岛新材(603937)、银邦股份 (300337)、永茂泰(605208)、闽发铝业(002578)、宁波富邦(600768)、常铝股份(002160)、 丰华股份(600615)、万顺新材(300057)、宏创控股(002379)、利源股份(002501) 关键词:铝市场政策、铝产业链、铝市场供需、铝市场规模、铝竞争格局、铝发展趋势 内容概要:铝行业是国家重要的基础产业,铝不仅是各国制造业发展的主要工业金属原材料,更是高新 技术发展和国防建设的重要支撑材料,是大宗商品领域里用途最广的有色金属之一,经过多 ...
氧化铝&电解铝6月报:几内亚扰动告一段落,氧化铝震荡偏弱,库存支撑较强,电解铝震荡偏强-20250605
Fo Shan Jin Kong Qi Huo· 2025-06-05 08:36
氧化铝&电解铝6月报 几内亚扰动告一段落,氧化铝震荡偏弱;库存支撑较强,电解铝震荡偏强 2025年5月 CO NTENTS 目 录 01 观点与策略 0203 盘面表现回顾 铝产业链供应情况 04 铝产业下游与终端表现情况 05 铝产业库存 01 观点与策略 观点策略 | | 观点 核心逻辑 | | --- | --- | | | 供应端,几内亚取消40多家企业采矿许可,一度让氧化铝价格涨至3200以上,但 震荡偏弱 | | | 实际影响有限;几内亚发运量维持强势,海外矿石供应持续走强,缓解国内铝土 | | | 矿供应偏紧局面。需求端,丰水期将至,西南地区有部分电解铝产能复产,但目 | | 氧化铝 | 前电解铝产能利用率已超96%,增长空间不大,氧化铝需求增量有限。国内氧化 | | | 铝行业库存处于近四年同期最低位,低价格底部有一定支撑。综合来看,铝土矿 | | | 整体供应逐步走向宽松,将持续对价格施压;海内外铝土矿价格延续偏弱态势, | | | 氧化铝成本亦难以上涨。预计氧化铝6月仍将维持震荡偏弱态势,反弹空间有限, | | | 运行区间参考【2800-3400】,以逢高沽空思路为主。 | | 电解铝 ...
特朗普提税50%!全球钢铝产业如何熬过至暗时刻?
Sou Hu Cai Jing· 2025-06-05 04:48
做好自己的事很重要 当地时间5月30日,美国总统特朗普在宾夕法尼亚州举行的一场集会上表示,将进口钢铁关税从25%提高至50%。随后,特朗普在 社交媒体平台上发文表示,该决定从6月4日起生效。 一石激起千层浪!相关贸易方均被特朗普的突袭感到震惊,欧盟、加拿大、澳大利亚等多国表示强烈反对。因为避险情绪高涨, 黄金再次暴涨突破3400美元/盎司。 但影响最深远的,是全球钢铝产业链。在50%的关税重压下,包括中国在内的主要钢铝出口国迎来至暗时刻。 特朗普此番抛出的50%钢铝关税,是其"美国优先"贸易政策的重要一环,其核心逻辑在于通过设置极高的贸易壁垒,迫使制造业 回流美国本土。如此幅度的关税飙升,无异于对全球钢铁和铝供应链实施了一次"外科手术式"的精准打击。 消息一出,便引发了全球各国的剧烈反应。 第二日,欧盟委员会发言人表示,"我们对美国宣布提高钢铁进口关税深表强烈遗憾,这一决定给全球增加了更多的不确定性, 增加了消费者和企业成本。提高关税也破坏了正在进行的达成谈判解决方案的努力。"。 对美出口钢铝产品最多的加拿大以及澳大利亚,很快加入战团。加拿大劳工大会主席贝娅·布鲁斯克表示,美国政府的这一计划是 对加拿大工人的 ...
一次签约31个铝基新材料产业相关项目,金额超210亿元 新“铝”程上,广元如何提速?
Si Chuan Ri Bao· 2025-06-04 07:27
为何要招引这一项目?剑阁县也有自己的谋划。该县经济信息化和科学技术局局长何建国解释,剑 阁县有体量较大的上游链主企业做支撑,引入生产项目势在必行。 2023年,四川广美新材料科技有限公司落地剑阁,打造年产50万吨绿色循环再生铝综合利用及精深 加工项目,为当地提供充足的铝原料保障。依托这一"链主",剑阁县加大以商招商、产业链招商力度, 不断壮大产业规模,仅在2024年就新洽谈铝基企业9家、新签约项目2个、新开工项目2个、新竣工项目1 个。 近日,广元市铝基新材料产业投资推介会暨经济合作项目签约仪式举行,共签约铝基新材料产业相 关项目31个,涵盖铝型材、铝合金轮毂、铝板带箔、新能源汽车零部件、全铝装饰新材料等铝生产和精 深加工领域,签约金额超210亿元。 广元是全国高性能工业铝材知名品牌创建示范区、四川省布局发展铝基新材料唯一基地市,川渝铝 产业链协同发展重要布局地。去年全年,广元铝产业实现产值419亿元、同比增长30%。 超210亿元铝基新材料产业相关项目的到来,将为广元铝产业版图带来什么变化?新"铝"程上,广 元又将如何提速? 一场双向奔赴 铝基新材料全产业链不断完善 签约仪式上,河南省乔曼门窗有限公司与剑阁 ...