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Everbright Securities: Russia plans to resume aluminum exports to the U.S., which may exacerbate the supply tension of primary aluminum in China.
Against the backdrop of limited new production capacity in the country, the reduction in import volumes may exacerbate the supply tightness of raw Aluminum domestically, widening the supply-demand gap.
Why Investors Shouldn't Be Surprised By Yunnan Aluminium Co., Ltd.'s (SZSE:000807) Low P/E
Macquarie Starts Yunnan Aluminium at Outperform With 18.40 Yuan Price Target
Yunnan Aluminium Co., Ltd. (SZSE:000807) Stock Most Popular Amongst Private Companies Who Own 42%, While Individual Investors Hold 35%
Huayuan Securities' Nonferrous Metals strategy for 2025: "Aluminum" achieves brilliance, Gold maintains a long bull market.
Looking ahead to Nonferrous Metals in 2025, the logic of rising gold prices remains unchanged, and the dual themes of 'interest rate cut Trade' and 'Trump 2.0' are expected to continue to catalyze; alumina may shift from shortage to surplus.
Everbright: The price of alumina may show a turning point, the aluminum electrolysis economy bottom is lifting, it is recommended to pay attention to CHINAHONGQIAO and others.
Everbright released a research report stating that the dependence on domestic bauxite continues to rise, and the strategic attribute of bauxite is gradually becoming evident. If the new domestic alumina capacity and the incremental overseas bauxite imports can gradually be realized by 2025, it may alleviate the domestic bauxite tightness and the High Stock Price of alumina, with some profits from alumina shifting to electrolytic Aluminum. It is recommended to pay attention to Yunnan Aluminium (000807.SZ), Henan Shenhuo Coal & Power (000933.SZ), and Henan Zhongfu Industrial (600595.SH), which have a low domestic alumina self-sufficiency rate and a hydroelectric aluminum layout; Aluminum Corporation Of China (02600, 601600) has a relatively low Market Cap per ton of Aluminum.
