Jinwu Financial News | Aluminum stocks are trending strongly. As of press release, Rongyang Industrial (02078) is up nearly 6%, China's Hongqiao (01378) is up 4.6%, and China Aluminum (02600) is up 0.41%.
According to the news, CITIC Construction Investment released a research report saying that the weight of real estate pricing in consumption has been diluted with new energy, and real estate completion is declining. Without changing the domestic gap of 1 million tons of electrolytic aluminum, it is difficult to stop the trend of rising aluminum prices and improving profits. Since February 5, the Shenwan Aluminum Index has continued to rebound, rising 25%. The decline in the aluminum sector since Q4 last year, caused by concerns about the completion of real estate, is being repaired by rising aluminum prices. Aluminum prices are progressing steadily and are proving that the pattern of aluminum supply and demand will not change as real estate completion deteriorates. The 2025 gap+weak dollar pattern will push aluminum prices to historic highs, and the investment value of the aluminum sector should be paid attention to as soon as possible.