Yunnan Aluminium: 2025 First Quarter Report
Express News | Yunnan Aluminium Says Q1 Net Profit Down 16.3% Y/Y
Yunnan Aluminium Co., Ltd. (SZSE:000807) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
Yunnan Aluminium (000807.SZ): The electrolytic aluminum production line is running stably and is in full production status.
On April 16, Gelonghui reported that Yunnan Aluminium (000807.SZ) stated on the investor interaction platform that the current power supply situation in Yunnan is good, and the company's electrolytic Aluminum production lines are running stably at full production capacity.
Research Reports Gold Digging | China Securities Co.,Ltd.: Assigns Yunnan Aluminium a "Buy" rating, growth potential and low cost advantages.
CSC's Research Reports pointed out that Yunnan Aluminium (000807.SZ) is expected to achieve a Net income of 4.41 billion yuan in 2024, an increase of 11.5% year-on-year; in Q4, the Net income is expected to be 0.59 billion yuan, a decrease of 59.2% year-on-year and 54.5% quarter-on-quarter. The significant increase in alumina prices will put pressure on performance in Q4 2024. The company currently has an integrated production capacity of green aluminum, including 1.4 million tons of alumina, 3.05 million tons of green aluminum, 1.6 million tons of green aluminum alloys, and 0.82 million tons of carbon products. The company has established strong upstream and downstream supply chain relationships with many well-known domestic and international enterprises. In the long term, under the national 'dual...
Sealand: Under the impact of tariffs, overseas aluminum prices continue to decline, while domestic inventory reduction continues.
In the short term, the tariff policy has intensified concerns about the economy, leading to strong risk aversion in the market, and overseas Aluminum prices have significantly declined, exerting certain pressure on the Industry; however, domestic peak season inventory reduction continues, and the fundamentals remain relatively strong. As the tariff risk is released, a continuous "inventory reduction + price increase" is expected in the future.
Yunnan Aluminium Co., Ltd. Just Missed EPS By 8.3%: Here's What Analysts Think Will Happen Next
Yunlu Co., Ltd.: 2024 Annual Report Summary
Yunlu Co., Ltd.: 2024 Annual Report
Yunnan Aluminium (000807.SZ): Net income for the year 2024 is expected to increase by 11.52% to 4.412 billion yuan, with a proposed dividend of 1.8 yuan per share.
On March 26, Gelonghui reported that Yunnan Aluminium (000807.SZ) announced its annual report for 2024, with the company achieving revenue of 54.45 billion yuan, a year-on-year increase of 27.61%; net income attributable to shareholders of the listed company was 4.412 billion yuan, up 11.52% year-on-year; net income attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 4.258 billion yuan, a year-on-year increase of 8.34%; basic EPS was 1.27 yuan; a cash dividend of 1.8 yuan (including tax) will be distributed to all shareholders for every 10 shares.
Express News | Yunnan Aluminium Says 2024 Net Profit up 11.5% Y/Y
Zheshang: With strict supply limits and good demand, the upward trend in Aluminum prices continues.
As of March 10, 2025, the profit for a single ton of electrolytic Aluminum is approximately 3,300 yuan per ton, with profits for Aluminum significantly on the rise.
Yunnan Aluminium (SZSE:000807) Could Become A Multi-Bagger
Everbright Securities: Russia plans to resume aluminum exports to the U.S., which may exacerbate the supply tension of primary aluminum in China.
Against the backdrop of limited new production capacity in the country, the reduction in import volumes may exacerbate the supply tightness of raw Aluminum domestically, widening the supply-demand gap.
Why Investors Shouldn't Be Surprised By Yunnan Aluminium Co., Ltd.'s (SZSE:000807) Low P/E
Macquarie Starts Yunnan Aluminium at Outperform With 18.40 Yuan Price Target
Yunnan Aluminium Co., Ltd. (SZSE:000807) Stock Most Popular Amongst Private Companies Who Own 42%, While Individual Investors Hold 35%
Huayuan Securities' Nonferrous Metals strategy for 2025: "Aluminum" achieves brilliance, Gold maintains a long bull market.
Looking ahead to Nonferrous Metals in 2025, the logic of rising gold prices remains unchanged, and the dual themes of 'interest rate cut Trade' and 'Trump 2.0' are expected to continue to catalyze; alumina may shift from shortage to surplus.
Everbright: The price of alumina may show a turning point, the aluminum electrolysis economy bottom is lifting, it is recommended to pay attention to CHINAHONGQIAO and others.
Everbright released a research report stating that the dependence on domestic bauxite continues to rise, and the strategic attribute of bauxite is gradually becoming evident. If the new domestic alumina capacity and the incremental overseas bauxite imports can gradually be realized by 2025, it may alleviate the domestic bauxite tightness and the High Stock Price of alumina, with some profits from alumina shifting to electrolytic Aluminum. It is recommended to pay attention to Yunnan Aluminium (000807.SZ), Henan Shenhuo Coal & Power (000933.SZ), and Henan Zhongfu Industrial (600595.SH), which have a low domestic alumina self-sufficiency rate and a hydroelectric aluminum layout; Aluminum Corporation Of China (02600, 601600) has a relatively low Market Cap per ton of Aluminum.
Yunnan Aluminium Co., Ltd.'s (SZSE:000807) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?