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The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
Returns On Capital At Luxi Chemical Group (SZSE:000830) Paint A Concerning Picture
Is There An Opportunity With Luxi Chemical Group Co., Ltd.'s (SZSE:000830) 25% Undervaluation?
Luxi Chemical Group (000830.SZ): The company currently has a propanol production capacity of 0.08 million tons.
Gelonghui November 19th | Luxi Chemical Group (000830.SZ) stated on the investor interaction platform that the company's current propane production capacity is 0.08 million tons, and production is normal recently. The downstream integration phase II project of ethylene (0.08 million tons of propane, 0.12 million tons of propionaldehyde) is progressing smoothly.
Huajin Securities: Isopropyl alcohol supply is tight, prices may continue to rise.
Starting from late June 2024, the price of n-propanol has continuously risen from a low of 7,400 yuan per ton, currently reaching 10,800 yuan per ton.
Luxi Chemical Group (000830.SZ): The main source of raw coal procurement comes from Shenhua and Shanxi Coal.
Gelonghui November 5th: Luxi Chemical Group (000830.SZ) stated on the investor interaction platform that the company's raw material coal is mainly purchased from Shenhua and Shanmei, mainly through combined transportation by road and rail.
Luxi Chemical Group (SZSE:000830) Shareholders Have Lost 19% Over 3 Years, Earnings Decline Likely the Culprit
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