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.

BreakingsDec 23 09:00

Research Reports digging for gold丨SWHY: The long-term investment value of Yunnan Aluminium is prominent, initially giving a "Shareholding" rating.

Gelonghui, December 20th | SWHY Research pointed out that considering Yunnan Aluminium (000807.SZ) has leading domestic scale in green aluminum, while the alumina self-sufficiency rate is relatively low, it is expected that the marginal improvement in the alumina industry's supply will lead to a decrease in the company's costs. Coupled with the favorable water supply in Yunnan, which will enhance the utilization rate of electrolytic aluminum capacity, the company's performance elasticity is expected to be fully released. In the long term, as carbon taxes increase and electrolytic aluminum is included in the carbon trading market, the long-term value of the company's green aluminum will gradually become apparent. In 2024, the company will distribute its first interim dividend with a steadily increasing dividend ratio, highlighting its long-term investment value. It is expected that the net income attributable to the parent company will be 45 million for the years 2024/25/26.

Gelonghui FinanceDec 20 15:35 · Ratings

Yunnan Aluminium (000807): A leading domestic integrated green aluminum enterprise with the potential for performance elasticity to be released.

Investment Highlights: A leading integrated green Aluminum production enterprise in the country. 1) Capacity: The company mainly engages in the mining of bauxite, production and sales of alumina, electrolytic aluminum, aluminum processing, and aluminum-based carbon products, with a green aluminum scale that ranks first in the country, possessing an annual alumina production capacity of 1.

SWHY ResearchDec 20 14:47

Express News | Ping An Securities: The center of gold prices is expected to continue to rise in 2025.

BreakingsDec 12 10:08

Express News | Yunnan Aluminium: There is no hoarding or speculation behavior on aluminum oxide. The electrolytic aluminum production line is operating at full capacity.

BreakingsDec 5 16:35

Sinolink: The supply reform dividends will be realized in 2025, a long-term bull market for the aluminum industry is expected, and copper prices may have strong support.

It is expected that the contradiction between supply and demand will become more significant in 2025, with the potential for aluminum prices to rise due to low inventory and expected demand growth, and the profitability of aluminum tons is expected to expand.

Zhitong FinanceDec 2 16:20