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Everbright: The price of alumina may show a turning point, the aluminum electrolysis economy bottom is lifting, it is recommended to pay attention to CHINAHONGQIAO and others.
Everbright released a research report stating that the dependence on domestic bauxite continues to rise, and the strategic attribute of bauxite is gradually becoming evident. If the new domestic alumina capacity and the incremental overseas bauxite imports can gradually be realized by 2025, it may alleviate the domestic bauxite tightness and the High Stock Price of alumina, with some profits from alumina shifting to electrolytic Aluminum. It is recommended to pay attention to Yunnan Aluminium (000807.SZ), Henan Shenhuo Coal & Power (000933.SZ), and Henan Zhongfu Industrial (600595.SH), which have a low domestic alumina self-sufficiency rate and a hydroelectric aluminum layout; Aluminum Corporation Of China (02600, 601600) has a relatively low Market Cap per ton of Aluminum.
Nanshan Aluminum: Shandong Nanshan Aluminum Co., Ltd. 2024 Annual Results Advance Announcement
Shandong Nanshan Aluminum Co., Ltd. 2024 Annual Results Advance Notice
Express News | Nanshan Aluminium Sees 2024 Net Profit up 30-40% Y/Y
Shandong Nanshan Aluminium (600219.SH): It is estimated that the Net income for 2024 will increase by 30% to 40% year-on-year.
On January 19, GF Securities announced that Shandong Nanshan Aluminium (600219.SH) expects to achieve a net income attributable to owners of the parent company of between 4.516 billion yuan and 4.864 billion yuan in 2024, a year-on-year increase of 30% to 40%. It is expected that the net income attributable to owners of the parent company, excluding non-recurring gains and losses, will be between 4.615 billion yuan and 5.023 billion yuan, a year-on-year increase of 70% to 85%. During the reporting period, the company's 2 million tons aluminum oxide project in Indonesia had its capacity fully released, with production increasing compared to the same period last year. In addition, during the reporting period, the prices of aluminum ingots and aluminum oxide powder were affected by the market.
Shandong Nanshan Aluminium (600219.SH): First buyback of 2.7873 million shares.
On January 16, Gelonghui reported that Shandong Nanshan Aluminium (600219.SH) announced that on January 15, 2025, the company repurchased shares for the first time through centralized bidding, with a total of 2,787,300 shares, accounting for 0.02% of the company's total share capital. The highest price of the repurchase was 4.01 yuan per share, the lowest price was 3.99 yuan per share, and the total amount of funds paid was 11,142,237 yuan (excluding transaction fees).
Newsflash: Shandong Nanshan Aluminium Co.,Ltd. (SHSE:600219) Analysts Have Been Trimming Their Revenue Forecasts
