美国铝业巨头世纪铝业(Century Aluminum,股票代码:CENX)今日盘中股价大涨5.74%,引发市场关注。这一涨幅可能与公司最新宣布的业务扩张计划密切相关。
据悉,世纪铝业于昨日(8月7日)宣布,计划重启位于南卡罗来纳州的Mt. Holly冶炼厂的闲置生产线。公司表示将为此项目投资约5,000万美元,预计将创造100多个新的就业机会,并有望提高美国铝产量约10%。世纪铝业首席执行官Jesse Gary强调,此次重启得益于美国政府对将关键金属制造业务迁回国内的政策支持。公司补充说,目前以75%产能运营的该工厂将在2026年6月30日前实现满负荷生产。
值得注意的是,世纪铝业最近公布的第二季度财报显示,公司调整后每股收益为30美分,同比大幅增长,但略低于分析师预期的33美分。公司季度收入同比增长12%,达到6.281亿美元,超过市场预期。尽管季度业绩喜忧参半,但公司股价今年以来已累计上涨18%,显示出投资者对其长期发展前景的信心。此次宣布重启生产线的决定,进一步强化了市场对公司未来增长潜力的乐观预期,推动股价上涨。
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