Scheduled to open in spring 2026, The Chop House Alcoa will feature rich wood décor and comfortable seating that create a warm, inviting atmosphere. The restaurant will offer a menu of hand-cut steaks and chops, fresh seafood prepared in-house, and signature cocktails, continuing the brand's tradition of combining premium offerings with friendly service in a relaxed, upscale-casual environment. Oct 10, 2025 8:21 AM Eastern Daylight Time Award-winning restaurant group behind Connors Steak & Seafood expands s ...

富国银行：首次覆盖美国铝业，予其"增持"评级，目标价为40美元。(格隆汇) ...

Global aluminum producer, Alcoa Corporation (NYSE: AA ), is scheduled to release its Q3 2025 financial results on October 22, 2025. By mid-September 2025, aluminum futures had already reached a three-year high of $2,715 per ton, with China looking toI have more than five years experience in the financial industry. I focus mostly in the commodities, foreign exchange and cryptocurrencies. I also write on general issues like equity research, economics and geopolitics.Fellow contributor Crispus Nyaga is my coll ...

公司业绩与盈利能力 - 2024年公司营收约为117亿美元，铝价年均值约为2300美元/吨，EBITDA接近15亿美元，净利润略低于5亿美元 [4] - 2025年第二季度营收约为32亿美元，EBITDA约为4.8亿美元，净利润为1.8亿美元（每股0.95美元），全维持炼铝成本接近2050美元/吨 [5] - 当前铝价稳定在2400美元以上，公司成本结构显著低于现价，显示若市场供应趋紧，盈利和自由现金流有望进一步增长 [6] 估值与股东回报 - 公司当前股价约34美元，市值约88亿美元，基于2024年业绩的市盈率约为12-13倍，EV/EBITDA倍数约为5.5倍 [7] - 股息收益率约为1.2%，年自由现金流潜力超过8亿美元，股东回报有保障 [8] 资产负债表与战略投资 - 公司净债务约为12亿美元，与超过15亿美元的EBITDA相比处于可控水平 [9] - 资产负债表支持公司投资于增长和绿色倡议，包括低碳炼铝技术和铝土矿/氧化铝扩张项目 [9] 行业前景与公司定位 - 2025年铝价徘徊在2400-2500美元/吨，航空航天、汽车和可再生能源等领域需求增加 [5] - 公司是对铝价的高贝塔投资标的，低库存和电气化带来的结构性需求强劲是潜在利好 [11]

Alcoa has announced the permanent closure of its Kwinana alumina refinery in Western Australia (WA) following a curtailment of production in June last year. The decision was influenced by factors such as facility age, scale, operating costs, market conditions and bauxite grade challenges. The permanent closure of Kwinana's facility, which has an annual capacity of 2.2 million tonnes (mt), will reduce Alcoa's global consolidated refining capacity to 11.7mt. As of now, the Kwinana refinery employs around ...

Alcoa (NYSE:AA) said late Monday it will permanently close its Kwinana alumina refinery in Western Australia, citing the age of the facility, scale and operating costs, market conditions, and bauxite grade challenges. The decision followed the curtailment of production at ...

公司重大决策 - 美铝公司宣布将永久关闭其位于西澳大利亚的Kwinana氧化铝精炼厂 [1] - 该决定是在2024年6月对该精炼厂进行停产之后作出的 [1] - 公司在停产期间进行了大量研究和分析以决定精炼厂的未来，包括重启和关闭方案 [1] 决策背景因素 - 导致永久关闭决策的因素包括该精炼厂的设备老化 [1]

Investors with a lot of money to spend have taken a bullish stance on Alcoa (NYSE: AA).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AA, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 8 options trades for Alcoa.This isn't normal.The over ...

核心观点 - 美国铝业公司首席执行官警示进口关税将扼杀美国铝需求 与政府宣称关税将重振本土产业的说法形成直接对立 [1] - 关税政策导致美国国内铝价大幅攀升 最终将由美国消费者或企业股东为涨价买单 [1] - 市场对关税政策存在长期担忧 铝价飙升将推高建筑及制造业成本并可能引发通胀 [2] 关税政策影响 - 特朗普政府于3月对进口铝征收25%关税 并于6月将税率翻倍至50% [1] - 50%的关税税率使美国铝业每年承担约8.5亿美元的关税成本 [1] - 关税导致美国铝价系统性高出全球50% 预计将对需求产生冲击 [1] 市场动态与公司表现 - 采购商在关税加征前已将大量铝运入美国囤货 当前库存消化完毕后买家正转向从加拿大等其他地区进口 [2] - 尽管美国铝业在美国的订单量仍保持强劲 且"关税溢价"已上涨以覆盖额外成本 但长期隐患已现 [2] - 受美国铝需求疲软影响 美国铝业股价今年以来已累计下跌逾17% [2] 行业前景与担忧 - 铝作为基础金属广泛应用于窗框制造 福特F-150皮卡等产品 其价格飙升将显著推高建筑及制造业成本 [2] - 经济学家担忧成本压力将传导至终端消费 引发通胀并最终抑制市场需求 [2] - 美国铝需求正受到出口大幅下滑与工业用途缩减的双重拖累 市场疲软态势明显 [2]

目标价与评级调整 - B Riley将美国铝业的目标价从38美元上调至40美元 [1] - 维持对美国铝业的"买入"评级 [1]