--- title: "Understanding the Market | Aluminum stocks continue to rise as expectations for overseas electrolytic aluminum production cuts increase, and the valuation of the electrolytic aluminum sector is expected to gradually recover" type: "News" locale: "en" url: "https://longbridge.com/en/news/276824489.md" description: "Aluminum stocks continue to rise. As of the time of publication, China Aluminum is up 5.3%, trading at HKD 13.91; Nanshan Aluminum International is up 4.98%, trading at HKD 64.25; China Hongqiao is up 2.61%, trading at HKD 36.96; Chuangxin Industry is up 2.31%, trading at HKD 24.8. On the news front, concerns about power shortages overseas are rising, and market expectations for reduced overseas electrolytic aluminum production are increasing. Zheshang International pointed out that the current capacity utilization rate of primary aluminum in China is close to the policy limit of 99%, while the release of new overseas capacity is limited, which will support a continued shortage in the global aluminum market. It is expected that the average aluminum price in 2026 will increase by 15% year-on-year. Changjiang Securities stated that based on the high dividend yield of 5% for electrolytic aluminum, along with the domestic capacity ceiling and overseas power shortages providing rigid resource attributes, combined with a recovery in global industrial prosperity after a soft landing and interest rate cuts, the threefold logic resonance supports the valuation of the electrolytic aluminum sector to gradually recover from the current 8-10X to 12X-15X" datetime: "2026-02-25T03:27:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276824489.md) - [en](https://longbridge.com/en/news/276824489.md) - [zh-HK](https://longbridge.com/zh-HK/news/276824489.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/276824489.md) | [繁體中文](https://longbridge.com/zh-HK/news/276824489.md) # Understanding the Market | Aluminum stocks continue to rise as expectations for overseas electrolytic aluminum production cuts increase, and the valuation of the electrolytic aluminum sector is expected to gradually recover According to Zhitong Finance APP, aluminum stocks continue to rise. As of the time of writing, China Aluminum (02600) is up 5.3%, trading at HKD 13.91; Nanshan Aluminum International (02610) is up 4.98%, trading at HKD 64.25; China Hongqiao (01378) is up 2.61%, trading at HKD 36.96; Chuangxin Ind (02788) is up 2.31%, trading at HKD 24.8. On the news front, concerns about power shortages overseas are rising, and market expectations for reduced overseas electrolytic aluminum production are increasing. CMB International pointed out that the current utilization rate of China's primary aluminum production capacity is close to the policy limit of 99%, while the release of new overseas production capacity is limited. This will support a continued shortage in the global aluminum market, with an expected 15% year-on-year increase in the average aluminum price by 2026. Changjiang Securities stated that based on the high dividend yield of 5% for electrolytic aluminum stocks, along with the domestic capacity ceiling and overseas power shortages providing rigid resource attributes, combined with a recovery in global industrial prosperity after a soft landing and interest rate cuts, the threefold logic resonance supports the valuation of the electrolytic aluminum sector to gradually recover from the current 8-10X to 12X-15X ### Related Stocks - [ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF (516650.CN)](https://longbridge.com/en/quote/516650.CN.md) - [Yinhua CSI Non-ferrous Metal ETF (159871.CN)](https://longbridge.com/en/quote/159871.CN.md) - [CHALCO (601600.CN)](https://longbridge.com/en/quote/601600.CN.md) - [CHINAHONGQIAO (01378.HK)](https://longbridge.com/en/quote/01378.HK.md) - [Guotai CSI Non-ferrous Metal ETF (159881.CN)](https://longbridge.com/en/quote/159881.CN.md) - [NANSHAN ALUMINIUM (600219.CN)](https://longbridge.com/en/quote/600219.CN.md) - [Guotai CSI Non-Ferrous Metal Kuangye Theme ETF (561330.CN)](https://longbridge.com/en/quote/561330.CN.md) - [CHUANGXIN IND (02788.HK)](https://longbridge.com/en/quote/02788.HK.md) - [NANSHAN AL INTL (02610.HK)](https://longbridge.com/en/quote/02610.HK.md) - [Wanjia CSI Industry Non-Ferrous Metal Theme ETF (560860.CN)](https://longbridge.com/en/quote/560860.CN.md) - [GF CSI Rare Metals Theme ETF (159608.CN)](https://longbridge.com/en/quote/159608.CN.md) - [CHALCO (02600.HK)](https://longbridge.com/en/quote/02600.HK.md) - [Hwabao WP CSI Non-ferrous Metal ETF (159876.CN)](https://longbridge.com/en/quote/159876.CN.md) - [Dacheng Non-Ferrous Metal Futures ETF (159980.CN)](https://longbridge.com/en/quote/159980.CN.md) - [China Southern CSI SWS Non-Ferrous Metal ETF (512400.CN)](https://longbridge.com/en/quote/512400.CN.md) - [CHINA ALUMCAN (06898.HK)](https://longbridge.com/en/quote/06898.HK.md) - [Penghua Guozheng Non-ferrous Metal Industry ETF (159880.CN)](https://longbridge.com/en/quote/159880.CN.md) ## Related News & Research - [Chuangxin Industries Announces 2025 Annual Results](https://longbridge.com/en/news/279538898.md) - [EXCLUSIVE-EGA to export aluminium via Oman amid Gulf disruption, sources say](https://longbridge.com/en/news/279470635.md) - [China Aluminum Cans posts FY revenue HKD 233 million](https://longbridge.com/en/news/279274607.md) - [Power Metal buys into Chilean copper developer Next Minerals](https://longbridge.com/en/news/279899640.md) - [China Hongqiao says Zheng Shuliang to retire as exec director](https://longbridge.com/en/news/279968292.md)