According to Guojin Securities, the electrolytic aluminum industry is expected to achieve record high profits, and the aluminum sector has become a quality dividend asset
Guotai Junan Securities expects that the profitability of the electrolytic aluminum industry will reach a new high, and aluminum prices will continue to rise. The LME aluminum futures price has risen to USD 3,085.5, with strong market demand for aluminum and copper. It is expected that the global copper supply-demand gap will reach 830,000 tons by 2026, and copper prices are likely to break through USD 13,000 per ton. In terms of electrolytic aluminum, due to declining costs and demand exceeding expectations, the profit per ton of aluminum will continue to expand, with electricity becoming the largest constraint on supply
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