俄铝 2024 年营收 120.8 亿美元调整后利润同比激增 1246.6%

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

俄铝 2024 年营收 120.8 亿美元调整后利润同比激增 1246.6%

2025-03-14 10:40:35 来源：北方有色网责任编辑：管理员

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2025 年 3 月 14 日，全球铝业巨头俄铝（00486.HK）发布 2024 年全年业绩报告。数据显示，公司全年实现营收 120.8 亿美元，同比微降 1.1%；调整后 EBITDA 达 14.94 亿美元，同比大幅增长 90.1%；调整后净利润 9.83 亿美元，同比增幅高达 1246.6%，创历史同期新高。

核心数据与业务亮点
报告期内，俄铝铝产量达 399.2 万吨，同比增长 3.7%，主要得益于 Taishet 铝冶炼厂产能释放。然而，受全球市场需求波动影响，铝销量同比减少 7.1% 至 385.9 万吨，附加值产品销量占比降至 37%。铝价方面，全年平均实现价格 2520 美元 / 吨，同比上涨 3.3%，主要受伦敦金属交易所报价上涨 4.9% 推动，但溢价水平同比下跌 15.6% 至 157 美元 / 吨，部分抵消了价格优势。

在资源端，俄铝通过战略收购与产能扩张强化供应链布局。2024 年氧化铝产量 643 万吨，同比增长 25.3%，主要因收购河北文丰新材料 30% 股份；铝土矿产量 1588.5 万吨，同比增长 18.8%，源于几内亚 CBK 及 Dian-Dian 矿区的产能扩充项目。

业绩增长驱动力
利润的爆发式增长主要源于成本优化与高附加值业务突破。报告期内，公司毛利率从 2023 年的 14.5% 跃升至 23.3%，毛利额达 28.21 亿美元。其中，氧化铝销售收益同比增长 33.2% 至 4.53 亿美元，得益于销量与售价双增；铝轮毂等箔及其他铝产品销售收益增长 6.4%，铝土矿销售收益飙升 74.2%，对冲了原铝业务的下滑压力。

行业挑战与战略应对
尽管全球铝业面临地缘政治、能源成本波动等挑战，俄铝通过技术升级与产业链整合巩固竞争优势。例如，其 Taishet 铝冶炼厂采用低碳技术，降低单位碳排放 12%；同时，通过铝灰资源化系统提升固废利用率，减少环境成本。此外，公司资产负债率维持在 45.7% 的健康水平，为后续产能扩张提供财务弹性。

市场反馈与未来展望
财报发布后，俄铝港股股价近期持续走强，3 月 4 日与 2 月 26 日分别录得 4.51% 和 10.2% 的涨幅，年内累计涨幅超 47%。分析指出，公司在再生铝、轻量化材料等领域的布局契合全球绿色转型趋势，叠加中国市场需求回暖，有望进一步打开增长空间。

俄铝管理层表示，2025 年将聚焦高端产品研发与供应链韧性建设，计划投资 1.2 亿美元升级智能化产线，目标实现附加值产品销量占比回升至 40%，同时深化与中国新能源、高端制造等领域的合作，推动业绩持续增长。

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俄铝 2024 年营收 120.8 亿美元 调整后利润同比激增 1246.6%

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俄铝 2024 年营收 120.8 亿美元调整后利润同比激增 1246.6%