000807 Yunnan AluminiumWatchlist
About Yunnan Aluminium Company
The company, formerly known as Yunnan Aluminum Factory, was founded in 1970 and joined China Aluminum Group in 2019. It is the only “national environmentally friendly enterprise” in the national non-ferrous industry and industrial enterprises in western China. It is a national green factory, and has been ranked as a national civilized unit for the 6th time. At present, the company has built a green industrial chain integrating “bauxite - alumina - carbon products - aluminum smelting - aluminum processing”, forming a production capacity of 2.64 million tons of bauxite, 1.4 million tons of alumina, 3.05 million tons of green aluminum, 1.75 million tons of aluminum alloy and aluminum processing products, and 820,000 tons of carbon products. The company's main business is bauxite mining, alumina, green aluminum, aluminum processing, and carbon production and sales for aluminum. The main products include alumina, anode carbon for aluminum, graphitized cathodes, aluminum ingots for remelting, high-precision aluminum, round aluminum rods, aluminum alloys, aluminum welding materials, etc. Corporate honors: It has been on the “Fortune” list of China's top 500 enterprises for many years, a national environmentally friendly enterprise, a national “green factory”, and a “national civilized unit” for six consecutive years.
Yunlu Co., Ltd. (000807.SZ): Currently, the electrolytic aluminum production of Yunlu Co., Ltd. is operating at full capacity
Gelonghui, September 25: Yunlu Co., Ltd. (000807.SZ) said on the investor interactive platform that currently Yunlu's electrolytic aluminum production is running at full capacity. At the same time, incoming water from the Lancang River and Jinsha River in the Yunnan region is relatively good, and the hydropower generation situation in the third quarter of 2023 is relatively good. Through communication with relevant power management departments, relevant departments are carrying out tasks such as water storage and coal storage in order to respond positively to the uncertainty of electricity supply.
Galaxy Securities: Profit gathers, prices and costs resonate to start expanding the profit value of electrolytic aluminum to reshape the market
A sharp increase in the profit of electrolytic aluminum will drive an increase in the valuation of the aluminum industry.
Guohai Securities: There is limited room for incremental aluminum supply to resume production in Yunnan, and demand during the peak season is worth looking forward to
In the short term, the resumption of production in Yunnan has basically been completed, there is limited room for incremental supply, downstream construction is steady, moderate and positive, and demand during the peak season is worth looking forward to.