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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.
Tim Cook visited Beijing three times this year! Apple supplier stocks are surging.
On Monday, Hong Kong stocks related to apple supplier collectively "stirred up". The market suddenly surged in the morning and then fluctuated down in the afternoon.
Cancellation of aluminum and copper material export tax rebates; domestic and international prices show differentiation; leading enterprises accelerate overseas layout.
① Following the announcement of the cancellation of export tax rebates for aluminum and copper materials, aluminum prices showed a trend of "strong externally, weak internally"; ② In the long term, this will drive the industry to focus on high value-added product areas and the overseas expansion of enterprises.
PanAsialum Secures Key Factory Lease in Thailand
panasialum (02078.HK) subsidiary entered into a lease agreement.
Grace Glory announced on November 4th that panasialum (02078.HK) signed a lease agreement with the lessor on November 4, 2024. The lessee (a non-wholly-owned subsidiary of the company) and the lessor entered into a lease agreement with a term of three (3) years. The property: a total factory area of 15,480 square meters located at 102/20 Moo 7, Tambol Bowin, Amphur Sriracha, Chonburi Province, Thailand.
Sealand: Eco-friendly policies affecting aluminum processing rates, alumina remains strong.
On the domestic front, the State Council stated that it will continue to effectively implement a package of incremental policies, evaluate and optimize policies in a timely manner.
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