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周三美股盘后,美国铝业(AA.US)公布2025年第一季度业绩。财报显示,该公司Q1营收为33.7亿美元,同比增长29.6%,不及市场预期;净利润为5.48亿美元,上年同期净亏损2.52亿美元;非公认会计准则每股收益为2.15美元,较预期超出0.81美元。

美国铝业表示,自美国总统特朗普对金属进口征收25%的关税生效以来,该公司已损失2000万美元。

该公司承担了从其最大金属产地加拿大进口铝的成本。这一披露是美国企业受到特朗普政府贸易战不利影响的首批迹象之一。

一季度,美国铝业氧化铝产量环比下降1%,至235万吨。铝业务板块产量环比下降1%,至56.4万吨,主要原因是期内生产天数减少两天。

在氧化铝部门,第三方氧化铝出货量环比下降8%,主要是由于出货时间和交易量减少。在铝方面,总出货量环比下降5%,主要原因是没有Ma'aden的承购量和发货时间。

业绩指引

美铝预计,2025年氧化铝部门总产量和出货量将与之前的预测保持不变,分别为950万至970万吨和1310万至1330万吨。2025年铝总产量和出货量将与之前的预测保持不变,分别在230万至250万吨之间,以及260万至280万吨之间。

2025年第二季度,由于美国对从加拿大进口铝的232条款关税,铝部门预计将带来9000万美元的连续不利影响。

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