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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.
While Private Companies Own 34% of Henan Shenhuo Coal Industry and Electricity Power Co. Ltd (SZSE:000933), Individual Investors Are Its Largest Shareholders With 41% Ownership
Research Reports Gold Digger丨Debang Securities: Henan Shenhuo Coal & Power's repurchase guides confidence, maintaining a "Buy" rating.
The research report from Debon Securities points out that Henan Shenhuo Coal & Power (000933.SZ) plans to repurchase company shares for a Stock-based Incentive plan. The repurchase amount will be no less than RMB 0.25 billion and no more than RMB 0.45 billion, with a repurchase price of no more than RMB 20 per share. This share repurchase plan not only reflects the management's high confidence in the company's future development but also conveys a positive signal regarding the current market undervaluation. By implementing the Stock-based Incentive plan and optimizing the long-term incentive mechanism, the company aims to fully stimulate the core team's vitality, enhance internal governance efficiency, and promote long-term value creation. At the same time, this repurchase will further proceed.
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.
Henan Shenhuo Coal & Power (000933.SZ) plans to increase its capital in Xiangbang Company along with Weijiao Group to promote the transformation of the Aluminum processing industry.
Henan Shenhuo Coal & Power (000933.SZ) announced that since nano ceramic Aluminum Alloy is a key new material promoted by the state as a demonstration, ...
The Trend Of High Returns At Henan Shenhuo Coal & PowerLtd (SZSE:000933) Has Us Very Interested
