季报重点内容经营活动情况1.铝2025 年上半年,由于美国对公司从加拿大出口的原铝征收关税,公司产生了约3 亿美元的总成本。其中很大一部分已由美国中西部已完税溢价的相关增长所补偿,该溢价在第一季度迅速适应了25%的关税水平,但在第二季度末,仍未完全抵消50%的关税。1)铝土矿2025Q2 铝土矿产量1564.4 万吨,同比增长6%,环比增长5%。本季度和半年产量均创历史新高,预计全年产量将达到指导...
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