俄铝(00486)早盘一度涨超26%,截至发稿,股价上涨21.45%,现报3.85港元,成交额1528.54万港元。
据悉,俄罗斯铝金属是全球重要的生产国之一,据SMM数据显示,2023年俄罗斯电解铝总产量约为406.2万吨,约占全球总供应量的5.6%左右,产量位居全球第三,除此之外,俄罗斯铝金属主要用于出口市场,是海外铝重要出口国家。俄铝是俄罗斯最大的铝冶炼供应商,据该企业2023年年报数据显示,其最大的销售方向就是亚洲地区,在2023年占比高达38.4%。
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