公开资料显示，中国宏桥自多年以前便布局了海外铝土矿资源。截至去年底，中国宏桥在几内亚的铝土矿年产能已达到5000万吨，这意味着未来在国内铝土矿进口依存度持续上升的趋势里公司仍能继续保持显著的成本优势。而在中游环节，目前中国宏桥的氧化铝权益自给率超过了100%，同时总体电力自给率约为52%，自备电成本优势同样十分突出。chinahongqiao (01378) rose nearly 6%, as of the time of reporting, up 5.76%, at 12.48 Hong Kong dollars, with a transaction volume of 0.402 billion Hong Kong dollars.
According to Zhitong Finance APP, chinahongqiao (01378) rose nearly 6%, as of the time of reporting, up 5.76%, at 12.48 Hong Kong dollars, with a transaction volume of 0.402 billion Hong Kong dollars.
china securities co.,ltd. issued a research report stating that on December 5, Dongao alumina was traded at FOB 750 dollars/ton for 0.05-0.055 million tons, which represents a decrease of about 50 dollars/ton compared to the previous transaction, indicating that the price turning point for overseas alumina has begun to appear. With 1 million tons of new projects in shandong and 1 million tons in guangxi coming into production in December, domestic alumina prices are also expected to reach a turning point. The report pointed out that the turning point for alumina prices is downward, the supply and demand for electrolytic aluminum are excellent, allowing companies to fully benefit from the profit recovery brought by the decline in alumina prices, with a key focus on companies that have net buy positions in alumina.
Public information shows that chinahongqiao has been planning overseas bauxite resources for many years. By the end of last year, chinahongqiao's annual bauxite production capacity in Guinea had reached 50 million tons, which means that as the domestic reliance on bauxite imports continues to rise in the future, the company can still maintain a significant cost advantage. In the midstream segment, chinahongqiao's alumina self-sufficiency rate currently exceeds 100%, while the overall self-sufficiency rate for electrical utilities is about 52%, with a significant advantage in self-generated electricity costs.
