2021年国外跨国铝业公司运营及生产情况简析

Brief analysis on operation and production of foreign multinational aluminum companies in 2021

2021年,海外铝企业经营情况及经济情况大幅改善,企业提量意愿空前高涨,增量规模大于减量,海外电解铝产量迎来近四年最大增速。以力拓、海德鲁、美铝、俄铝为代表的四家跨国铝业公司氧化铝和电解铝产量合计占国外总产量的1/2和1/3以上,2021年均实现营业收入和净利润的大幅上涨。2022年,全球经济仍将面临一定下行压力,安泰科预计国外铝消费将重回低速增长。全球通胀、对俄制裁引发的能源和原料供应短缺等问题仍将继续考验全球铝企业的应对之道。

In 2021,the operating situation and economic situation of overseas aluminum enterprises improved significantly,the willingness of enterprises to increase the volume was unprecedented,the incremental scale is greater than the reduction,and the output of overseas primary aluminum ushered in the largest growth rate in nearly four years.The total production of multinational alumina and primary aluminum corporations,represented by Rio Tinto,Hydro,Alcoa and Rusal,accounted for more than 1/2 and 1/3 of the total foreign output,and achieved a sharp increase in operating income and net profit in 2021.In 2022,the global economy will still face some downward pressure,and Antaike expects foreign aluminum consumption to return to low growth.Global inflation and shortages of energy and raw materials caused by sanctions on Russia will continue to test global aluminum companies.