@發現牛股:
鋁(lv)(lv)錠(ding)低成本優勢凸顯,鋁(lv)(lv)箔(bo)產能持(chi)續擴張。2022年(nian)公(gong)司鋁(lv)(lv)錠(ding)和煤炭兩大核心業務的營(ying)收(shou)和毛利占比超過80%。公(gong)司具(ju)備電(dian)(dian)(dian)解鋁(lv)(lv)產能170萬噸/年(nian)(新疆神(shen)火(huo)80萬噸/年(nian),云(yun)南(nan)(nan)神(shen)火(huo)90萬噸/年(nian))。云(yun)南(nan)(nan)神(shen)火(huo)靠近(jin)氧化鋁(lv)(lv)主產地廣西(xi)百色,水電(dian)(dian)(dian)電(dian)(dian)(dian)價(jia)處于行業偏低水平(ping),成本優勢明顯。歐盟啟動碳(tan)關稅(shui)政(zheng)策后(hou),云(yun)南(nan)(nan)水電(dian)(dian)(dian)鋁(lv)(lv)的綠電(dian)(dian)(dian)溢
0
贊同-1 評論