异动解读 | 俄铝与En+签新合约 俄铝盘中大涨5.03%

异动解读
24 Dec 2024

俄铝(00486.HK)今日盘中股价大涨5.03%,引发市场关注。公司此前发布公告称,俄铝集团成员已与En+的联系人签订了一份新的热能供应合约。

根据公告,这份新热能供应合约中,En+的联系人将向俄铝集团供应热能。这份新合约可以确保俄铝生产运营的持续进行,提高俄铝生产效率,降低能源成本。市场预期新合约将显着改善俄铝的经营业绩和盈利水平,从而推动俄铝股价上涨。

俄铝是全球最大的铝及铝产品生产商之一,能源供给是影响其生产运营的关键因素。此次与En+签订新的热能供应合约有利于保障俄铝未来的生产用能,提升俄铝的竞争力,因此受到资金追捧,股价大涨。

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