Hong Kong stocks are moving differently | Nonferrous Metals stocks are collectively rising, positive policy signals boost expectations, industrial Nonferrous Metals Consumer is expected to improve.

Nonferrous Metals stocks rose collectively. As of the time of publication, Aluminum Corporation Of China (02600) increased by 3.39% to 4.88 HKD; CMOC Group Limited (03993) rose by 3.13% to 5.94 HKD; Zijin Mining Group (02899) grew by 2.84% to 15.92 HKD; CHINAHONGQIAO (01378) climbed by 2.64% to 12.42 HKD.

Zhitong FinanceDec 10 21:24 ET

Hong Kong stocks movement | chinahongqiao (01378) closed up nearly 6%, the profit recovery point for electrolytic aluminum is approaching, institutions suggest paying attention to companies with net buy exposure of aluminum oxide.

chinahongqiao (01378) closed up nearly 6%, as of the time of writing, up 5.76%, priced at 12.48 Hong Kong dollars, with a trading volume of 0.402 billion Hong Kong dollars.

Zhitong FinanceDec 9 03:28 ET

China securities co.,ltd.: Electrolytic aluminum profit recovery turning point is approaching, focusing on companies with net buy exposure to alumina.

The inflection point of aluminum oxide prices is turning downwards, with excellent supply and demand for electrolytic aluminum, which can fully benefit from the profit recovery brought by the decline in aluminum oxide prices, focusing on companies with a net buy exposure to aluminum oxide.

Zhitong FinanceDec 9 01:12 ET

Aluminum stocks have collectively risen, with rusal (00486) up 3.53%. Institutions indicate that the peak impact of the real estate industry on aluminum demand has passed.

Jinwu Finance News | Aluminum stocks have risen collectively, with Rusal (00486) up 3.53%, aluminum corporation of china (02600) up 2.38%, and chinahongqiao (01378) up 1.76%. Guosen's research reports indicate that aluminum alloy materials have balanced performance, and their large-scale application has been relatively late, with new application areas constantly being explored, leading to a demand potential that was once underestimated. The bank believes that the peak impact of the real estate industry on aluminum demand has passed, and it will trend toward stability in the future; the substitution of aluminum for copper, steel, and wood is still on the rise, and there is significant potential for per capita aluminum consumption in developing countries, meaning there is still substantial growth space for aluminum demand.

Golden Guard Financial NewsDec 1 20:52 ET

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.

Zhitong FinanceNov 28 00:36 ET

French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.

① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.

cls.cnNov 25 07:22 ET