Guojin Securities: Domestic electrolytic aluminum capacity is about to peak, focusing on trading opportunities under seasonal supply and demand mismatch. Guojin Securities recently stated in a research report that domestic electrolytic aluminum capacity is about to peak, and they are focusing on trading opportunities under seasonal supply and demand mismatch. The growth in consumption in emerging sectors such as photovoltaics and new energy vehicles will compensate for the decrease in real estate demand, maintaining a tight balance between supply and demand for electrolytic aluminum under supply constraints. It is predicted that the aluminum price central tendency in 2024 will be similar to that of 2023, with a price range of 17,000-20,000 yuan/ton, and the central tendency in 2025 is expected to further increase. Seasonal power restrictions and production cuts in Yunnan may lead to a structural shortage of downstream consumption of electrolytic aluminum during the peak season, strengthening the upward momentum of aluminum prices during the peak season. It is recommended to focus on stocks such as Shenhua Group, Yunnan Aluminum, and China Hongqiao.
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.