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俄铝2023 年报

2024-04-26 港股财报 周剑
报告封面

年度報告2023 .................................................................................................................. 2....................................................................................................... 3.............................................................................................................. 8............................................................................................................ 10................................................................................................................ 12............................................................................................................ 26..................................................................................................... 41.................................................................................................. 50....................................................................................................................... 85............................................................... 104.......................................................................................................... 121....................................................................................................... 185.............................................................................................................. 211..................................................................................................................... 340A.............................................. 364B........................................... 366C......................................................... 372.......................................................................................................... 422 * 94% 165% 285%100 EPCM RA-300RA-400RA-550 4,400 4,1531,547 BEMO3,000BEMOKrasnoyarskBoguchansky292 IrkutskTaishetTaishet428.5 3 23%47% KrasnoyarskBratsk Irkutsk NovokuznetskVolgograd Norilsk Nickel26.39%4 EkibastuzLLP Bogatyr Komir50% 5.5%3.8% •115911 •1•8641111•72131•1•431•2•2•2 486RUAL –EcoVadis8% 12(ESG) ALLOWINERTATM30% 80% Bernard Zonneveld KrasnoyarskBratsk AI ALLOWINERTATMSAYANA Evgenii Nikitin 11794%BrAZKrAZ85% 8 BEMO B E M O3,000B E M OK r a s n o y a r s kBEMO BEMO2981681493002 BEMO Taishet TaishetTaishetLC-1Taishet IrkutskTaishetPK-1352428.5166 QAL20%ISO 9001AchinskAughinishISO 14001-2015UralsTiman BauxiteAughinishASIASIAughinishISO 50001AchinskISO 9001ISO 14001-2015ISO 45001-2018 (1) (2)WindalcoKirkwine SML 16138.1 BEMO BEMOAngaraBEMOBEMOBEMO17.6600 BEMO792,587BEMO3332,997 19,9240.6%0.116 15 Samruk-KazynaSamruk-EnergoBogatyr Coal LLP Bogatyr Coal Bogatyr CoalSamruk-Energo50% BogatyrCoal42.93LLPBogatyr Komir 12319.62Bogatyr Coal24728624%76% Norilsk Nickel Norilsk NickelNorilsk Nickel 26.39%13,230Norilsk Nickel17% Norilsk NickelPGMsNorilsk Nickel 11 Norilsk NickelTaimyrKola1,1271,826 NorilskKolaTrans-BaikalNorilsk NickelHarjavalta Norilsk Nickel2095%4252%2,6924%6642% Norilsk Nickel NorilskNickel8,7757,273Norilsk Nickel Norilsk Nickel 29%3,038 23%3,092 Norilsk Nickel Norilsk NickelNorilsk Nickel •Norilsk Nickel•NorilskNorilsk•Southern ClusterTalnakh Concentrator•Norilsk Nickel•Norilsk ConcentratorKola MMC NorilskNickelNorilskNickelInterrosNorilsk Nickel NorilskNickelNorilsk Nickel NorilskNickelEBITDA30% Norilsk Nickel 915.33N o r i l s kNickel370Norilsk Nickel1100Norilsk NickelNorilsk Nickel 1. a.b.100%c.100%d.100%e.80% 2. a.b.c. 3. a.RA-400b.c.d. 4.23% a.b.10%15% 17381112131517 CDPARBC25EcoVadis8% ASIASIASI ASIASIASIASI ASI1313A S IA S INovokuznetskVolgogradTaishetAluminiumRheinfelden AlloysRheinfelden Semis18 CPLC ••••••• • • • • ISO 14001 12.611.41410.5 53% 95%99% ALLOW2.31545ALLOW 23%1247% 1. 2. 3. 4. 5.SignAL 6.ISO 37301:2021ISO 37001:2016UC RUSAL IPJSCAAA •Christopher Burnham•Kevin Parker•Bernard Zonneveld (SDG) 1112 20 1. En+En+ •1 82,176•2,0001537 •AchinskNovokuznetskIrkutskKamensk-UralskyKrasnoturyinsk1,045,721•281,000122•EN+512.72,000•320AchinskKrasnoyarskKamensk-Uralsky•53Midday9324641128•KrasnoyarskKrasnoyarskNovokuznetskKamensk-Uralsky •130En+En+ESGKrasnoyarsk •194,800 2. 3.444Krasnoyarsk •SverdlovskKrasnoturyinsk(Turya River)•IrkutskShelekhov•IrkutskBratskKrupskaya•MurmanskKandalakshaKirovskaya Alley SverdlovskSeverouralsk(Cultural Environment) BoguchanskyKarabula100Boguchansk 11 8924 5 VolgogradDvorNyashkiSayanogorskSayanogorsk300 700 1518646.49057521 2416625 Sayanogorsk79 BratskSayanogorskT a i s h e tAchinskVolgograd Divnogorsk Krasnoturyinsk Krasnoyarsk SeverouralskShelekhov •KrasnoyarskGorky•Taishet•Irkutsk 3. EN+Severouralsk112156208700177 31997 EVRAZ..Novokuznetsk24600 https://rusal.ru/en/sustainability/ RA-550Sayanogorsk(SAZ)12,80095%0.15 RA-55063%400 RA-800+RA-550RA-800+10-12% RA-550SayanogorskKrasnoyarskIrkutsk500-90030% RA-5504,90072%4,600 2,00070%10,500-11,000 Krasnoyarsk(KrAZ