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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.
CITIC SEC: The turning point for alumina may be approaching, Bullish on the expanding profit margins for aluminum.
The easing supply-demand pattern combined with event catalysts has significantly weakened the price of Alumina. Looking ahead to 2025, it is expected that as the price of Alumina gradually declines and the price of electrolytic Aluminum remains strong, the profits in the electrolytic Aluminum Industry are likely to return to the main line of investment in the Aluminum Sector.
Hong Kong stock Concept tracking | The tight supply issue of bauxite requires time. Institutions are Bullish on the inflection point of alumina or until (with related Concept stocks).
The supply of Guinea ore and the production of alumina are the main points of contention in 2025.
Rusal's Member to Supply Aluminium Products to Associate for $250 Million
Rusal Arm to Procure Heat and Water From En+ Associate
RUSAL (00486.HK): The group's subsidiary has signed a new thermal energy supply contract with En+.
Gelonghui, December 24th丨RUSAL (00486.HK) announced that the group's member companies have signed a contract with contacts from En+, under which the contacts from En+ agree to supply thermal energy to the group's member companies ("new thermal energy supply contract").
United Company RUSAL International (HKG:486) Investors Are Sitting on a Loss of 40% If They Invested a Year Ago
