CITIC Securities Research said that the profit improvement of aluminum has become the main line in the near term, driving the restart of the sector's upward trend. Looking forward, electrolytic aluminum capacity is limited and disturbances are frequent, and supply is under continuous pressure; demand has strong resilience in the short term and high certainty in the long term. Under the tight balance, aluminum prices are expected to remain high, coupled with the lack of upward support for energy and raw material prices in the year, aluminum profits are expected to remain high, supporting the sector's subsequent upward trend. We are optimistic about the layout opportunities of the aluminum sector and maintain the rating of "stronger than the market" for the sector.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.