2019年1-5月,有色金屬行(xing)(xing)業運行(xing)(xing)總體平穩(wen),效益降幅進(jin)一步收窄,行(xing)(xing)業信心有(you)所提振。
一是生(sheng)產(chan)總體平穩,價(jia)格同比(bi)回落。1-5月,我國十種(zhong)有(you)色金(jin)屬產(chan)量2341萬(wan)(wan)噸(dun),同比(bi)增長4%。其中(zhong),銅、鋁、鉛、鋅(xin)產(chan)量分(fen)(fen)別(bie)為(wei)370萬(wan)(wan)噸(dun)、1445萬(wan)(wan)噸(dun)、238萬(wan)(wan)噸(dun)、227萬(wan)(wan)噸(dun),同比(bi)分(fen)(fen)別(bie)增長4.4%、2.7%、15.8%、-0.6%。銅材(cai)、鋁材(cai)產(chan)量685萬(wan)(wan)噸(dun)、2198萬(wan)(wan)噸(dun),同比(bi)增長11.7%、6.5%,增幅分(fen)(fen)別(bie)擴大2個、4.8個百分(fen)(fen)點。銅、鋁、鉛、鋅(xin)現貨均價(jia)分(fen)(fen)別(bie)為(wei)48589元(yuan)/噸(dun)、13781元(yuan)/噸(dun)、17029元(yuan)/噸(dun)、22088元(yuan)/噸(dun),同比(bi)下跌(die)6.5%、4%、11%、13.2%。
二(er)是效(xiao)益(yi)降幅進一步(bu)收(shou)(shou)窄,行(xing)(xing)業(ye)(ye)信心有所提振。1-5月(yue),有色行(xing)(xing)業(ye)(ye)實現利潤607.4億元(yuan),同(tong)(tong)比下降5.5%,但降幅比一季度收(shou)(shou)窄8.1個(ge)百分(fen)點。其中,采(cai)選、冶(ye)煉行(xing)(xing)業(ye)(ye)分(fen)別實現利潤127.2億元(yuan)、243.3億元(yuan),同(tong)(tong)比下降26.4%、3.8%,電解鋁(lv)(lv)行(xing)(xing)業(ye)(ye)部(bu)分(fen)不(bu)具市(shi)場競爭力的(de)產能關停(ting),供(gong)需矛(mao)盾緩解,生產成本(ben)同(tong)(tong)比下降,鋁(lv)(lv)冶(ye)煉行(xing)(xing)業(ye)(ye)由一季度虧損8.3億元(yuan)轉為1-5月(yue)盈利67.5億元(yuan),效(xiao)益(yi)同(tong)(tong)比增(zeng)長79.5%;加(jia)工行(xing)(xing)業(ye)(ye)實現利潤236.9億,同(tong)(tong)比增(zeng)長8.9%。有色協會統(tong)計的(de)企(qi)業(ye)(ye)信心指數連續(xu)2個(ge)季度回(hui)升(sheng),較(jiao)2018年4季度累計回(hui)升(sheng)1.7個(ge)基點,達50.3。
三是投(tou)資(zi)同(tong)(tong)(tong)比(bi)(bi)下降,鋁(lv)材出(chu)(chu)口(kou)增(zeng)幅(fu)回落(luo)。1-5月,有色金屬(shu)工(gong)業投(tou)資(zi)同(tong)(tong)(tong)比(bi)(bi)下降9.4%,降幅(fu)較1-4月收窄(zhai)1.3個(ge)百分點。其中,礦山采(cai)選(xuan)投(tou)資(zi)同(tong)(tong)(tong)比(bi)(bi)下降7.9%,冶(ye)煉(lian)加(jia)工(gong)投(tou)資(zi)同(tong)(tong)(tong)比(bi)(bi)下降9.7%。鋁(lv)材出(chu)(chu)口(kou)220萬噸(dun),同(tong)(tong)(tong)比(bi)(bi)增(zeng)長10.9%,增(zeng)幅(fu)同(tong)(tong)(tong)比(bi)(bi)回落(luo)3.4個(ge)百分點,累計(ji)出(chu)(chu)口(kou)額60億美元,同(tong)(tong)(tong)比(bi)(bi)僅增(zeng)長2.1%,鋁(lv)材出(chu)(chu)口(kou)單價(jia)同(tong)(tong)(tong)比(bi)(bi)下降7.9%。