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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.
Apple's AI landing, does it herald a new era for consumer electronics? The fruit chain has already started to "agitate"!
The performance in the third quarter report has exploded.
sealand: Aluminum prices are fluctuating at high levels, with alumina remaining strong.
In the short term, domestic policies continue to exert force, with further expectations, actual realization on the demand side is relatively good, aluminum ingots inventory continues to decline, but it is still necessary to pay attention to subsequent changes in demand.
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