No Data
Tianshan Aluminum Group (002532): Both volume and price rose, achieving excellent results.
Key investment events. The company released its 2024 annual performance forecast, estimating a net income attributable to shareholders of the listed company of 4.45 billion yuan for the year, an increase of 101.79% compared to the same period last year; it is expected to achieve net income after deducting non-recurring gains and losses.
Tianshan Aluminum: 2024 performance forecast
Express News | Tianshan Aluminum Group: Expected net income of 4.45 billion yuan in 2024, a year-on-year increase of 101.79%.
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.
Express News | Sinolink: The significant growth of the New energy Fund is driving a rebound in Metal demand, and Copper and Aluminum prices are expected to rise.
Mingsheng Securities: Supply constraints will still be strong in 2025, and the demand for Copper and Aluminum is quite resilient.
Looking ahead to 2025, supply-side constraints remain strong, and demand is resilient. It is recommended to invest in the sector of Industrial Metals, specifically in symbols of Copper and Aluminum.
