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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.
Aluminum prices soar! Japanese buyers are paying record premiums as global supply risks intensify.
Some Aluminum buyers in Japan have agreed to pay a significantly higher premium to a Global producer this quarter, marking the fourth consecutive quarter of rising Aluminum prices.
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.
