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Guolian's Nonferrous Metals investment strategy for 2025: Supply constraints, bullish on the cyclical trend.
Looking ahead to the Nonferrous Metals Industry in 2025, the interest rate cut cycle combined with re-inflation expectations supports a rise in gold prices; the supply and demand gap for electrolytic Aluminum is gradually emerging, making the upward price channel for Aluminum smoother; the tight situation at the mines is being transmitted to the smelting side, Bullish on the continued rise of Copper prices.
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Sinolink: 25-year supply-side reform dividend realized, aluminum industry is expected to have a long bull market, copper prices may have strong support.
It is expected that the supply-demand conflict will become more pronounced in 2025, with low inventory and expected growth in demand likely to expand the upward space for aluminum prices, and per ton profit for aluminum is expected to increase.
Huafu Securities: Tight supply at the ore end, downstream demand for electrolytic aluminum is resilient. Prices of alumina and electrolytic aluminum resonate.
With the peak season and expectations of the Federal Reserve's interest rate cuts and a soft landing strengthening, an increase in aluminum prices can be anticipated.
