云铝股份(000807) - 云南铝业股份有限公司投资者关系活动记录表20250924

Sales and Market Expansion - The company is expanding sales channels in automotive lightweighting, aerospace, power, defense, and electronics sectors, leveraging green brand benefits and scale effects [1] - The company is actively developing its recycling aluminum business, with a successful launch of a fully automated recycling aluminum demonstration line producing over 20 types of recycled products [1] Capital Expenditure and Resource Acquisition - Future capital expenditures will focus on technological innovation, mineral resources, advanced materials, and green low-carbon strategies, with an emphasis on resource acquisition and development of aluminum-based new materials [2] - The company has successfully acquired exploration rights for the Zhaotong Sunbai bauxite mine and is advancing exploration rights in Wenshan and Heqing [2] Cost Management - The company is implementing a dynamic cost measurement mechanism and exploring the most economical operation modes to reduce production costs and improve operational efficiency [3] - Initiatives include the "100 Yuan Cost Reduction Action" for alumina and "Extreme Cost Reduction and Efficiency Improvement Action" for electrolytic aluminum [3] Dividend Policy - The company plans to implement a mid-term dividend in 2025, amounting to approximately 1.11 billion yuan, which represents about 40.10% of the net profit attributable to shareholders for the first half of 2025 [4] - Future dividend distribution will consider industry characteristics, development stages, strategic planning, and significant funding arrangements [4]