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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.
Express News | The Tianshan Aluminum Group's Guinea project has shipped bauxite for the first time.
Express News | Ping An Securities: The center of gold prices is expected to continue to rise in 2025.
Express News | Tianshan aluminum group: The company sells its self-produced alumina mainly through long-term contracts, without engaging in hoarding or speculation.
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.
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