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Aluminum Corporation of China (HKG:2600) Is Experiencing Growth In Returns On Capital
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.
Hong Kong stocks movement | Aluminum stocks rose during trading. Bauxite may support alumina costs, and aluminum prices still have potential elasticity.
Aluminum stocks rose during intraday trading. As of the time of publication, Aluminum Corporation Of China (02600) increased by 4.15%, reaching 4.52 Hong Kong dollars; CHINAHONGQIAO (01378) rose by 2.92%, reported at 11.82 Hong Kong dollars.
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.
Guolian's Nonferrous Metals investment strategy for 2025: Supply constraints, bullish on the cyclical trend.
Looking ahead to the Nonferrous Metals Industry in 2025, the interest rate cut cycle combined with re-inflation expectations supports a rise in gold prices; the supply and demand gap for electrolytic Aluminum is gradually emerging, making the upward price channel for Aluminum smoother; the tight situation at the mines is being transmitted to the smelting side, Bullish on the continued rise of Copper prices.
102884128 : getting disappointed with this counter. every day drop.