中铝图鉴：盘点中铝集团六大上市子公司

浙商证券2023-08-20

（以下内容从浙商证券《中铝图鉴：盘点中铝集团六大上市子公司》研报附件原文摘录）中国铝业集团有限公司（简称中铝集团或中铝）是国务院国资委直管央企，逐步建成覆盖铝、铜、铅锌锗等有色产业链为主业，以矿产资源开发、工程技术服务、新能源为协同，高端新材料等战略性新兴产业领域培育的现代化产业体系。集团目前拥有控股上市公司6家，分别为中国铝业、中铝国际、云铝股份、云南铜业、驰宏锌锗、银星能源，覆盖全球铝、铜、...

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Siang Yee
2023-08-21
Siang Yee
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b><strong>浙商证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从浙商证券《中铝图鉴：盘点中铝集团六大上市子公司》研报附件原文摘录）中国铝业集团有限公司（简称中铝集团或中铝）是国务院国资委直管央企，逐步建成覆盖铝、铜、铅锌锗等有色产业链为主业，以矿产资源开发、工程技术服务、新能源为协同，高端新材料等战略性新兴产业领域培育的现代化产业体系。集团目前拥有控股上市公司6家，分别为中国铝业、中铝国际、云铝股份、云南铜业、驰宏锌锗、银星能源，覆盖全球铝、铜、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0010","symbol_name":"央企","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b","article_id":"2360890598","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Yee","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4143678839477462","idStr":"4143678839477462"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211206732628080","repostId":2360890598,"repostType":2,"repost":{"id":"2360890598","kind":"news","pubTimestamp":1692518797,"share":"https://ttm.financial/m/news/2360890598?lang=en_US&edition=fundamental","pubTime":"2023-08-20 16:06","market":"sh","language":"zh","title":"Chinalco Illustrated Book: Inventory of Chinalco Group's six major listed subsidiaries","url":"https://stock-news.laohu8.com/highlight/detail?id=2360890598","media":"浙商证券","summary":"中国铝业集团有限公司是国务院国资委直管央企，逐步建成覆盖铝、铜、铅锌锗等有色产业链为主业，以矿产资源开发、工程技术服务、新能源为协同，高端新材料等战略性新兴产业领域培育的现代化产业体系。集团目前拥有控股上市公司6家，分别为中国铝业、中铝国际、云铝股份、云南铜业、驰宏锌锗、银星能源，覆盖全球铝、铜、铅锌锗、新能源和工程板块。","content":"<p><html><body><article>(The following is from<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>\"Chinalco Illustrated Book: Inventory of the Six Six Listed Subsidiaries of Chinalco Group\" Excerpt from the original text attachment to the research report)</p><p><a href=\"https://laohu8.com/S/ACH\">Aluminum of China</a>Group Co., Ltd. (referred to as Chinalco Group or Chinalco) is a central enterprise directly managed by the State-owned Assets Supervision and Administration Commission of the State Council. It has gradually built a non-ferrous industrial chain covering aluminum, copper, lead, zinc and germanium as its main business, focusing on mineral resources development, engineering and technical services, and new energy. A modern industrial system cultivated in strategic emerging industries such as synergy and high-end new materials.</p><p>The group currently holds 6 listed companies, namely<a href=\"https://laohu8.com/S/601600\">Aluminum of China</a>、<a href=\"https://laohu8.com/S/601068\">Chinalco International</a>、<a href=\"https://laohu8.com/S/000807\">Yunnan Aluminum Shares</a>、<a href=\"https://laohu8.com/S/000878\">Yunnan Copper</a>、<a href=\"https://laohu8.com/S/600497\">Chihong zinc germanium</a>、<a href=\"https://laohu8.com/S/000862\">Silver Star Energy</a>, covering the global aluminum, copper, lead, zinc and germanium, new energy and engineering sectors.</p><p>1.<a href=\"https://laohu8.com/S/02600\">Aluminum of China</a>: Global aluminum industry leader</p><p>The total designed annual alumina production capacity is approximately 22.26 million tons, and the equity production capacity is 18.65 million tons;</p><p>9 primary aluminum smelters, with a total annual designed production capacity of electrolytic aluminum of approximately 7.35 million tons and an equity production capacity of 4.58 million tons;</p><p>2. Yunnan Aluminum Co., Ltd.: the largest green aluminum supplier in China</p><p>With an annual output of 1.4 million tons of alumina, 3.05 million tons of green aluminum, 800,000 tons of anode carbon, 20,000 tons of graphitized cathode and 1.57 million tons of aluminum alloy, the green aluminum integrated industry has the scale advantage.</p><p>3. Chihong Zinc and Germanium: The lead and zinc leader is making steady and long-term progress</p><p>It has an annual mining and processing capacity of 3 million tons of ore, a production capacity of 400,000 tons of mineral lead and zinc metal, a smelting capacity of 630,000 tons of lead and zinc, 150 tons of silver, 70 kilograms of gold, 60 tons of germanium products containing germanium, and more than 400 tons of rare and precious metals such as cadmium, bismuth and antimony. tons of comprehensive production capacity.</p><p>4. Yunnan Copper Industry: Resources and smelting are blooming in many places</p><p>It has a production capacity of 62,600 tons of copper concentrate, 1.3492 million tons of cathode copper, 17.04 tons of gold, 6.4613 tons of silver, and 4.8007 million tons of sulfuric acid</p><p>5.<a href=\"https://laohu8.com/S/02068\">Chinalco International</a>: a leader in nonferrous engineering</p><p>6. Silver Star Energy: Wind and solar power generation can grow promisingly</p><p>Risk warning</p><p>1. Macroeconomic risks. Macroeconomics affects the demand of industrial metals/energy metals and other varieties, thus affecting the prices of various metals.</p><p>2. Risks of policy changes. Changes in energy policies or economic stimulus policies will cause the overall supply and demand pattern of metal variety prices, thus affecting the company's business situation.</p><p>3. Operational risks. Cash flow risks, debt risks, litigation risks, operating efficiency risks, market changes and market competition risks that the company may face in its operations</p><p>Related Attachments</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinalco Illustrated Book: Inventory of Chinalco Group's six major listed subsidiaries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinalco Illustrated Book: Inventory of Chinalco Group's six major listed subsidiaries\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">浙商证券</strong><span class=\"h-time small\">2023-08-20 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>(The following is from<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>\"Chinalco Illustrated Book: Inventory of the Six Six Listed Subsidiaries of Chinalco Group\" Excerpt from the original text attachment to the research report)</p><p><a href=\"https://laohu8.com/S/ACH\">Aluminum of China</a>Group Co., Ltd. (referred to as Chinalco Group or Chinalco) is a central enterprise directly managed by the State-owned Assets Supervision and Administration Commission of the State Council. It has gradually built a non-ferrous industrial chain covering aluminum, copper, lead, zinc and germanium as its main business, focusing on mineral resources development, engineering and technical services, and new energy. A modern industrial system cultivated in strategic emerging industries such as synergy and high-end new materials.</p><p>The group currently holds 6 listed companies, namely<a href=\"https://laohu8.com/S/601600\">Aluminum of China</a>、<a href=\"https://laohu8.com/S/601068\">Chinalco International</a>、<a href=\"https://laohu8.com/S/000807\">Yunnan Aluminum Shares</a>、<a href=\"https://laohu8.com/S/000878\">Yunnan Copper</a>、<a href=\"https://laohu8.com/S/600497\">Chihong zinc germanium</a>、<a href=\"https://laohu8.com/S/000862\">Silver Star Energy</a>, covering the global aluminum, copper, lead, zinc and germanium, new energy and engineering sectors.</p><p>1.<a href=\"https://laohu8.com/S/02600\">Aluminum of China</a>: Global aluminum industry leader</p><p>The total designed annual alumina production capacity is approximately 22.26 million tons, and the equity production capacity is 18.65 million tons;</p><p>9 primary aluminum smelters, with a total annual designed production capacity of electrolytic aluminum of approximately 7.35 million tons and an equity production capacity of 4.58 million tons;</p><p>2. Yunnan Aluminum Co., Ltd.: the largest green aluminum supplier in China</p><p>With an annual output of 1.4 million tons of alumina, 3.05 million tons of green aluminum, 800,000 tons of anode carbon, 20,000 tons of graphitized cathode and 1.57 million tons of aluminum alloy, the green aluminum integrated industry has the scale advantage.</p><p>3. Chihong Zinc and Germanium: The lead and zinc leader is making steady and long-term progress</p><p>It has an annual mining and processing capacity of 3 million tons of ore, a production capacity of 400,000 tons of mineral lead and zinc metal, a smelting capacity of 630,000 tons of lead and zinc, 150 tons of silver, 70 kilograms of gold, 60 tons of germanium products containing germanium, and more than 400 tons of rare and precious metals such as cadmium, bismuth and antimony. tons of comprehensive production capacity.</p><p>4. Yunnan Copper Industry: Resources and smelting are blooming in many places</p><p>It has a production capacity of 62,600 tons of copper concentrate, 1.3492 million tons of cathode copper, 17.04 tons of gold, 6.4613 tons of silver, and 4.8007 million tons of sulfuric acid</p><p>5.<a href=\"https://laohu8.com/S/02068\">Chinalco International</a>: a leader in nonferrous engineering</p><p>6. Silver Star Energy: Wind and solar power generation can grow promisingly</p><p>Risk warning</p><p>1. Macroeconomic risks. Macroeconomics affects the demand of industrial metals/energy metals and other varieties, thus affecting the prices of various metals.</p><p>2. Risks of policy changes. Changes in energy policies or economic stimulus policies will cause the overall supply and demand pattern of metal variety prices, thus affecting the company's business situation.</p><p>3. Operational risks. Cash flow risks, debt risks, litigation risks, operating efficiency risks, market changes and market competition risks that the company may face in its operations</p><p>Related Attachments</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b\">浙商证券</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601600":"中国铝业","BK0010":"央企","BK0006":"大央企重组","BK0028":"国家队","02600":"中国铝业","BK0233":"有色加工","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","BK0196":"行业龙头"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082016064481f96561&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2360890598","content_text":"（以下内容从浙商证券《中铝图鉴：盘点中铝集团六大上市子公司》研报附件原文摘录）中国铝业集团有限公司（简称中铝集团或中铝）是国务院国资委直管央企，逐步建成覆盖铝、铜、铅锌锗等有色产业链为主业，以矿产资源开发、工程技术服务、新能源为协同，高端新材料等战略性新兴产业领域培育的现代化产业体系。集团目前拥有控股上市公司6家，分别为中国铝业、中铝国际、云铝股份、云南铜业、驰宏锌锗、银星能源，覆盖全球铝、铜、铅锌锗、新能源和工程板块。1.中国铝业：全球铝业龙头氧化铝总设计年产能约为2226万吨，权益产能1865万吨；9家原铝冶炼厂，电解铝年总设计产能约为735万吨，权益产能458万吨；2.云铝股份：国内最大绿色铝供应商年产氧化铝140万吨、绿色铝305万吨、阳极炭素80万吨、石墨化阴极2万吨、铝合金157万吨的绿色铝一体化产业规模优势。3.驰宏锌锗：铅锌龙头行稳致远具有年采选矿石300万吨、矿产铅锌金属产能40万吨、铅锌冶炼产能63万吨、银150吨、金70千克、锗产品含锗60吨，镉、铋、锑等稀贵金属400余吨的综合生产能力。4.云南铜业：资源、冶炼多点开花具有铜精矿含铜6.26万吨、阴极铜134.92万吨、黄金17.04吨、白银646.13吨、硫酸480.07万吨的生产能力5.中铝国际：有色工程领域的领先者6.银星能源：风光发电成长可期风险提示1、宏观经济风险。宏观经济影响工业金属/能源金属等品种的需求，从而影响各种金属的价格。2、政策变化风险。能源政策或者经济刺激政策等变动会引起金属品种价格的整体供需格局，从而影响公司业务情况。3、经营风险。公司经营可能面临的现金流风险、债务风险、诉讼风险、经营效益风险、市场变化和和市场竞争风险相关附件","news_type":1,"symbols_score_info":{"601600":0.9,"02600":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2360890598","isCrawlerRequest":true}