Aluminum

Citi Raises Profit Forecast and Target Price for China Aluminum

JPMorgan Increases Its Stake in China Aluminum

Hongchuang Holding Completes Acquisition of Hongtuo Industry's 100% Equity

China Aluminum Corporation plans to acquire 51% equity of Yunnan Aluminum Logistics and adjust the JV's capital contribution

ALCOLOGISTIC Intends to Acquire 51% Stake in Yunnan Yunlvlogistics

Meilixin and Intel Reach Initial Cooperation Intent for High-Power AI Server Cooling Technology

NSN Aluminum International's New Bauxite Project Boosts Industry Position

Chalco Acquires Minority Stake in Three Subsidiaries of Yunnan Aluminum

China Aluminum Corporation Completes Capital Injection into Yunnan Aluminum Foil, Stock Price Falls

CNAC Guinea Boa Project Hauls Over 200 Million Tons of Bauxite

Hongchuang Holding's Share Issuance to Purchase Assets Approved by Shenzhen Stock Exchange

HSBC Research Publishes Monthly Commodity Report, Predicts Positive Outlook for Base Metals and Gold

CHALCO to Hold Extraordinary General Meeting to Discuss Acquisition of Minority Stake

First shipment of iron ore from Senguelba project in which China Aluminum Group participates successfully dispatched

CHALCO Receives New Utility Model Patent Authorization

China Aluminum Corporation's Subsidiary Plans Acquisition of Three Companies Held by Yunnan Metallurgical Group

China Aluminum Corporation Increases Holdings in Yun Aluminum Yongxin et al from Controlling Shareholder

Yunnan Aluminum Aims to Acquire Minority Shares of Three Aluminum Companies

China Aluminum Invests in Yunnan Aluminum Foil

Chinalco Yunnan Aluminum Subsidiary Increases Investment in Yunnan Aluminum Foil

< 1B

1B - 5B

5B - 10B

10B - 50B

50B - 100B

100B - 500B

500B - 1T

≥ 1T

Market Value

Total Assets

< 100M

100M - 500M

500M - 1B

≥ 100B

Revenue

0 - 50M

50M - 100M

≥ 10B

Profits

< 0%

0% - 5%

5% - 10%

10 - 15%

15% - 20%

20 - 25%

25% - 30%

>= 30%

ROE(TTM)

= 0%

0% - 1%

1% - 3%

3% - 5%

5% - 8%

8% - 10%

>= 10%

Dividend Yield

0% - 10%

10% - 15%

20% - 30%

30% - 40%

40% - 50%

>= 50%

Net Profit Margin

0 - 0.05

0.05 - 0.1

0.1 - 0.2

0.2 - 0.4

0.4 - 0.6

0.6 - 0.8

0.8 - 1

>= 1

Asset Turnover

< 1.5

1.5 - 2

2 - 3

3 - 5

5 - 10

10 - 15

15 - 20

>= 20

Equity Multiplier

< 10%

10% - 30%

30% - 50%

50% - 70%

70 - 80%

80% - 90%

90% - 95%

>= 95%

Debt Ratio

300986

GETO: Trading suspension review completed, stock resumes trading

Wallstreetcn

GETO

01378

002460

01772

600547

01787

601899

02899

601600

02600

Bank of America Securities released a research report, stating that 2026 is the "Year of the Red Horse," optimistic about aluminum stocks, predicting a price-to-earnings ratio of 8 to 10 times, with a preference for China Aluminum, Zijin Mining, CHINAHONGQIAO, SD GOLD, and Ganfeng Lithium. They hold a pessimistic view on construction and solar materials due to weak demand and poor policy enforcement

AASTOCKS

CHINAHONGQIAO

Ganfeng Lithium

GANFENGLITHIUM

SD-GOLD

SD GOLD

Zijin Mining

ZIJIN MINING

CHALCO

"Big Banks" Bank of America Securities: "Year of the Red Horse" Preferred Aluminum Stocks, Pessimistic on Construction and Solar Materials, Top Stock Picks are Chalco, Zijin Mining, CHINAHONGQIAO, SD GOLD, and Ganfeng Lithium

GETO: Abnormal stock price increase, stock suspension for investigation

603993

03993

JP Morgan released a research report, updating the investment ratings and target prices for gold mining stocks. Zijin Mining, CMOC, and CHALCO were all rated as overweight, with target prices raised; Jiangxi Copper and Yancoal were downgraded to neutral or underweight. Overall, the report covers rating changes for multiple companies, reflecting the market's differing views on gold mining stocks

CMOC

JP Morgan's investment ratings and target prices for gold mining stocks (Table)

002379

China Hongqiao Group Ltd. has confirmed that 11,894,744,449 new shares issued by Hontron Holding will be listed on the Shenzhen Stock Exchange on January 13, 2026. This marks the completion of a share issuance transaction aimed at acquiring shares in Hongtuo Industrial, finalizing a significant restructuring step. The company, primarily engaged in aluminium production, is listed on the Hong Kong Stock Exchange. Analysts currently rate the stock as a Buy with a price target of HK$37.40.

Tip Ranks

HONTRON

China Hongqiao Confirms Completion Date for Hontron Share Issuance and Shenzhen Listing

CHALCO announced that the board of directors received a written resignation from Jiang Tao today (8th). Due to work requirements, Jiang Tao has requested to resign from the positions of executive director, deputy general manager, and member of the board's ESG committee, effective immediately. After the resignation takes effect, Jiang Tao will no longer hold any positions in the company and its subsidiaries

Vice President of CHALCO Resigns

603271

Yong Jie New Material Secures Aluminum Supply Deal

marketscreener

Yong Jie

Yong Jie New Material Secures Aluminum Supply Deal

300337

Yinbang Clad Material Co Ltd :SAYS SHAREHOLDERS PLAN TO UNLOAD UP TO COMBINED 3% STAKE IN CO

Reuters

Yinbang Clad

Yinbang Clad Material's Shareholder To Unload Stake In Co

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

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

CHINAHONGQIAO announced that on December 31, it received approval from the China Securities Regulatory Commission, agreeing that its subsidiary HONTRON, which holds a 22.98% stake, intends to acquire 100% equity of Hongtuo Industrial from the existing nine shareholders (including Weiqiao Aluminum & Electricity) by issuing new shares. On the same day, 100% equity of Hongtuo Industrial has been fully transferred to HONTRON, and the asset transfer for this transaction has been completed

CHINAHONGQIAO's subsidiary issues new shares to fully acquire Hongtuo Industrial, approved by the China Securities Regulatory Commission

China Hongqiao Group Ltd. has announced that Shandong Hontron Aluminum Industry Holding Company has received approval from the China Securities Regulatory Commission to acquire assets by issuing new shares. This transaction includes the transfer of 100% equity interest in Hongtuo Industrial to Hontron Holding, making it a wholly owned subsidiary. The move aims to consolidate aluminium assets and streamline operations. Analysts rate the stock (HK:1378) as a Buy with a price target of HK$37.40.

China Hongqiao Completes Asset Injection as Hontron Holding Secures CSRC Approval

On the last trading day of 2025, the three major A-share indices showed mixed performance. The Shanghai Composite Index rose slightly by 0.09% to 3968 points, with a cumulative increase of 18.41% for the year; the Shenzhen Component Index fell by 0.6% to 13525 points, with an annual increase of 29.87%; the ChiNext Index dropped by 1.2% to 3203 points, with a significant annual increase of 49.57%. The central parity rate of the RMB against the US dollar was adjusted to 7.0288, and the People's Bank of China conducted a reverse repurchase operation of 528.8 billion yuan. The manufacturing PMI in the mainland rose to 50.1 in December, exceeding expectations. Some stocks, such as Zijin Mining and CHALCO, performed well, while chip stocks generally softened

On New Year's Eve, the three major indices of A-shares showed mixed performance, with the Shanghai Composite Index rising over 18% for the year, and the Shenzhen Component Index and ChiNext Index increasing by nearly 30% and 50%, respectively

000807

Yunnan Aluminium to Sell 51% Stake in Logistics Unit to Affiliate for 264 Million Yuan

Yunnan Aluminium