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Hello everyone, today XM Forex will bring you "行业巨头巴林铝业声明减产 冲击全球电解铝供应领域" Hope this helps you! The original content is as follows:
The GBP/USD currency pair also traded in a "neither fish nor fowl" manner on Wednesday. The British
3月15日,行业全球产能居前的巨头减产铝冶炼企业巴林铝业在其官网声明,对公司1、巴林xm外汇塞浦路斯总部2、铝业铝供3号电解铝生产线开启可控、声明支撑的冲击关停程序。上述3条生产线合计产能30.84万吨,全球占公司年总产能(162.3万吨)的电解19%。
此次针对性、应领域定向的行业停产举措,公司表明在霍尔木兹海峡持续遭遇运输中断的巨头减产xm外汇塞浦路斯总部背景下,修正公司现有原材料库存使用效益,巴林并首要保证4、铝业铝供5、声明6号电解铝生产线的冲击运营持续。在可控、支撑关停期间,公司将对1、2、3号生产线履行设备检修与保养。
中信建投证券表明,霍尔木兹海峡封锁时间越长,中东地区近700万吨电解铝正常生产越难得以保证,因为中东地区存在约900万吨的氧化铝供应缺口。尽管原油价格高企威胁经济延伸和金属潜在消费活力,但是持续封锁运输线路造成的供应中断威胁一旦演变为事实,即便后期原料供应得以恢复,电解铝复产也需要很多时间,供应损失的量短期内会大于要求收缩的量,进而鼓励电解铝价格上行站上2.5万元/吨关口,铝板块也将受益。
国海证券认为,短期来看,地缘政治仍是当前领域主线,供应端扰动期望强,且对海外作用更大,海外铝价强于国内。春节后国内要求陆续恢复,逐步切换至旺季,但仍需等待库存拐点。氧化铝方面,国内氧化铝运行产能整体呈现削减趋势,受地缘政治作用,油价抬升推升运费,成本端上涨带动氧化铝价格反弹。长期来看,铝行业长期供给增量有限,要求仍有延伸点,行业或将维持高景气。
A股领域铝产业股票合计有31只,截至3月16日,合计A股市值为1.22万亿元。据证券时报·信息宝统计,今年以来,铝产业股票平均上涨12.51%,跑赢同期上证指数近10个百分点,海星股份、鼎胜新材、怡球资本、南山铝业、宏桥控股、神火股份累计涨幅均超30%。
海星股份累计上涨73.7%,排在首位,3月11日盘中该股一度创下历史新高。公司为国内少数具备低中高压全系列电极箔生产能力的厂商之一,属于行业头部企业之一。电极箔是铝电解电容器的重点原材料,可使用于航空航天等诸多领域中。2025年前三季度,公司达到净利润1.47亿元,同比延伸41.41%。
从业绩信息来看,按照2025年年报、业绩快报、预告净利润下限(若无下限则取公告数值)统计,9只铝产业股票净利润同比延伸(含扭亏为盈),宁波富邦、怡球资本、顺博合金、中孚实业、焦作万方等净利润增速靠前。
宁波富邦推测2025年净利润为0.5亿元至0.7亿元,同比延伸31倍至43.79倍。汇报期内,公司重点电接触产品业务受银价上涨等因素驱动,其营业收入与盈利能力均达到较快深化。
怡球资本推测2025年净利润为1.34亿元至1.99亿元,同比延伸620%至970%。汇报期内,受下游行业要求持续复苏作用,公司主要产品铝合金锭的领域销售价格达到上涨。
顺博合金推测2025年净利润为2.1亿元至2.7亿元,同比延伸222.96%至315.23%。汇报期内,下游行业要求及有色金属领域价格整体走强,公司主要产品的领域销售数量和销售价格达到上涨。
The EUR/USD pair continued its gradual decline on Wednesday and, as of Wednesday
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