000807 Yunnan Aluminium
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Yunnan Aluminium News
Yunlu Co., Ltd. (000807.SZ): Yunnan Wenshan Aluminum has bauxite resources and has formed an alumina production scale with an annual output of 1.4 million tons
Gelonghui May 7 丨 Some investors asked Yunlu Co., Ltd. (000807.SZ) on the investor interactive platform, “Does the company have mines?” The company replied that Yunnan Wenshan Aluminum Co., Ltd., a wholly-owned subsidiary of the company, has bauxite resources and has formed an alumina production scale of 1.4 million tons per year.
Yunnan Aluminum's Q1 Profit Jumps 32%
Yunnan Aluminum's (SHE:000807) attributable profit rose 32% to 1.16 billion yuan, or 0.336 yuan per share, in the first quarter from 884.7 million yuan, or 0.255 yuan per share, in the year-ago period
Everbright Securities: Electrolytic aluminum is gradually being incorporated into the carbon market, and hydroelectric aluminum, recycled aluminum, and high-end anodes are expected to benefit
Electrolytic aluminum is gradually being incorporated into the national carbon market.
Yunlu Co., Ltd. (000807.SZ): At present, the production capacity of electrolytic aluminum has been formed is 3.05 million tons, and production capacity has not declined
Gelonghui, April 15 | Yunlu Co., Ltd. (000807.SZ) said on the investor interactive platform that the company plans to produce about 2.7 million tons of electrolytic aluminum in 2024, which is expected to increase by about 12.52% compared with the actual production of electrolytic aluminum of 2.395 million tons in 2023. The company's current production capacity of electrolytic aluminum is 3.05 million tons, and production capacity has not declined.
Yunlu Co., Ltd. (000807.SZ): In 2023, the proportion of green electricity in the company's production and consumption structure is about 80%
Gelonghui, April 10丨Yunlu Co., Ltd. (000807.SZ) recently received a survey from a specific target, asking “What is the company's share of green energy?” The company replied that in 2023, the proportion of green electricity in the company's electricity production structure is about 80%. Compared with aluminum produced by the company using green energy, the carbon emissions are about 20% of that of coal, electricity, and aluminum. Currently, the company and affiliated enterprises have built distributed photovoltaic power generation devices on the roof and slope of the factory building. The installed capacity of photovoltaic power generation has reached 216 MW, and the annual power generation capacity is about 300 million kilowatts after full power generation. In the next step, the company will acquire and cooperate with power generation companies through its own acquisition
Yunlu Co., Ltd. (000807.SZ): The main product production plan for 2024 is about 1.4 million tons of alumina and 2.7 million tons of electrolytic aluminum
Gelonghui, April 10, 丨 Yunlu Co., Ltd. (000807.SZ) recently received a survey from a specific target. “What measures have been taken to achieve the arrangement of the company's 2024 production plan?” The company replied that the company's main product production plan for 2024 is about 1.4 million tons of alumina, 2.7 million tons of electrolytic aluminum, 1.26 million tons of aluminum alloy and processed products, and 800,000 tons of carbon products. In 2024, the company will focus on improving the supply of resources and energy, using technological upgrading, technological innovation and intelligent manufacturing as engines to further improve the production and operation efficiency of the aluminum industry chain and promote stable production and full production growth
Yunlu Co., Ltd. (000807.SZ): Aluminum product applications include the low-altitude economy
Gelonghui, March 29丨Yunlu Co., Ltd. (000807.SZ) said on the investor interactive platform that the company's aluminum products are mainly used in transportation, construction, electricity, machinery manufacturing, aerospace, electronics, and packaging, including the low-altitude economy.
Yunlu Co., Ltd. (000807.SZ): Net profit for 2023 fell 13.41% to 3,956 billion yuan, and plans to split 10 to 2.3 yuan
On March 27, Ge Longhui Co., Ltd. (000807.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 42,669 billion yuan, a year-on-year decrease of 11.96%; net profit attributable to shareholders of listed companies was 3,956 billion yuan, a year-on-year decrease of 13.41%; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 3,930 billion yuan, a year-on-year decrease of 9.69%; basic income per share was 1.14 yuan; it plans to distribute a cash dividend of 2.3 yuan (tax included) to all shareholders for every 10 shares.
Oriental Securities: Non-ferrous steel is expected to reassess the value of central state-owned enterprises. It is recommended to focus on these targets
The Zhitong Finance App learned that Oriental Securities released a research report indicating that as of December 2023, there were 97 enterprises directly managed by the central government in China, with a total of 12 central state-owned enterprises in the mining, metallurgy, gold, and steel sectors, second only to strong monopoly industries such as energy and power. Among them, the non-ferrous steel sector is an important part of the market value assessment of central state-owned enterprises. In particular, steel and aluminum account for a relatively large share of the market value. It still has great potential in promoting the asset quality of listed companies through mergers and restructuring, resolution of related transaction issues, and increase dividend rates, etc., and is expected to have a leading effect. Recommended target: Baowu System: Baosteel Co., Ltd. (600019.SH)
Yunlu Co., Ltd. (000807.SZ): Aluminum products include aluminum ingots for remelting, round aluminum rods, aluminum alloys, aluminum welding materials, etc.
Gelonghui, March 21丨Yunlu Co., Ltd. (000807.SZ) said on the investor interactive platform that the company's aluminum products include aluminum ingots for remelting, round aluminum rods, aluminum alloys, aluminum welding materials, etc., which are mainly used in transportation, construction, electricity, machinery manufacturing, aerospace, electronics, packaging, etc.
Haitong Securities: The cost side supports aluminum prices and aluminum prices are expected to remain strong under tight supply
Aluminum prices are expected to remain strong under tight supply. We recommend electrolytic aluminum companies that have the advantage of scale, low cost, and growth potential.
Guojin Securities: Domestic electrolytic aluminum production capacity is about to reach peak, focus on trading opportunities under the mismatch between seasonal supply and demand
The aluminum price center is expected to be the same as in '23. The operating range is 17,000-20,000 yuan/ton, and the price center is expected to move further upward in '25.
CITIC Securities: Supply disturbances are expected to drive aluminum prices and strong sector operation
On December 22, 2402, the main alumina futures contract of the previous period, hit a rise and fall in the previous session, reaching an increase of 6.99%.
Minsheng Securities: The industrial metal price center is expected to rise again, and the supply of energy metals will become excessive
Looking back at 2023, industrial metal prices fluctuated at a high level, and energy metal prices continued to find their bottom; looking ahead to 2024, the industrial metal price center is expected to rise again. Energy metals are suffering from supply and volume, and prices are still at the bottom stage.
Guohai Securities: The impact of production restrictions in Yunnan on the supply side has been shown to maintain the “recommended” rating of the aluminum industry
In the short term, the impact of production restrictions in Yunnan on the supply side has already appeared, and inventories have begun to be removed. As production restrictions advance, the supply side will become even more tense.
Tianfeng Securities: Electrolytic aluminum changed from cost pricing in the past to supply and demand pricing, and related companies maintained high profits on tons of aluminum
On the basis that supply is limited and demand benefits from continuous growth driven by new energy sources, electrolytic aluminum has changed from cost pricing in the past to supply and demand pricing, so electrolytic aluminum companies have been able to maintain a high profit per ton of aluminum.
Yunlu Co., Ltd. (000807.SZ): The current voltage drop and electricity consumption load will have a certain impact on the electrolytic aluminum production of the company and its affiliated electrolytic aluminum companies
Gelonghui November 8 | Yunlu Co., Ltd. (000807.SZ) was surveyed by specific targets on November 7, 2023, on “How much impact does the implementation of power load management in Yunnan Province have on the company?” The company replied that according to the notice from the power department, in order to ensure the reliable supply of electricity in Yunnan Province and the safe and stable operation of the power grid, the company is carrying out power load management to reduce the electricity consumption load. The current voltage drop electricity consumption load will have a certain impact on the electrolytic aluminum production of the company and its affiliated electrolytic aluminum companies. The company will respond positively by arranging equipment maintenance and rationally organizing production.
Yunlu Co., Ltd. (000807.SZ): The installed capacity of photovoltaic power generation has reached 215 MW, and the annual power generation capacity after full development is about 300 million kilowatts
Gelonghui November 8 | Yunlu Co., Ltd. (000807.SZ) was surveyed by specific targets on November 7, 2023, on “What is the current progress of the company's distributed photovoltaic power generation?” The company replied that at present, the company and its affiliated enterprises have built distributed photovoltaic power generation devices on factory roofs and slopes. The installed capacity of photovoltaic power generation has reached 215 MW, and the annual power generation capacity after full production is about 300 million kilowatts. At the same time, the first domestic distributed photovoltaic power generation test demonstration project developed by the company for connecting to an electrolytic aluminum DC system has been successfully put into operation and has been granted a national invention patent license. The company's subsidiaries are promoting this technology
Debon Securities: Yunnan enters a period of regular dry water or may drive domestic electrolytic aluminum prices to rise
It is estimated that a total of 1.15 million tons of electrolytic aluminum will be discontinued in Yunnan, accounting for 20.3% of the current total electrolytic aluminum production capacity in Yunnan.
[BT Financial Report Instantaneous Analysis] Yunlu Stock's 2023 Three-Quarter Report: Balance Ratio Declines, Net Profit Is Under Pressure, and Cash Flow Is Steady
This financial report was announced on 2023-10-25 18:48:36 Yunlu Co., Ltd. (stock code: 000807) is a company operating in the Chinese aluminum industry. China is a major global aluminum industry country. Aluminum is an important raw material for all walks of life, and is closely related to transportation, construction, electricity, machinery manufacturing and other industries. In recent years, the Chinese government has optimized the market supply and demand situation of the aluminum industry through supply-side structural reforms, and the industry is running well. Under such a general environment, how did Yunaluminum Co., Ltd. perform in its 2023 three-quarter report? Let's explain it in detail. First, let's take a look at Yunalu Stock
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