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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.
Yunnan Aluminium Co., Ltd.'s (SZSE:000807) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?
Yunnan Aluminium (000807.SZ): In the fourth quarter, the company’s electrolytic aluminum production line is operating at full capacity.
Gelonghui reported on January 13 that Yunnan Aluminium (000807.SZ) stated on the investor interaction platform that the electrolytic aluminum production line was operating at full capacity in the fourth quarter. For information regarding the company's fourth quarter operations and ongoing projects, please pay attention to the company's 2024 annual report.
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.
Yunnan Aluminium (SZSE:000807) Shareholders Have Earned a 23% CAGR Over the Last Five Years
Express News | Yunnan Aluminium Says It Plans to Switch 2024 Auditor to Ernst & Young Hua Ming From Pwc Zhongtian
