Ten departments: Strive for a 3% to 5% increase in domestic Aluminum ore resource volume by 2027, with recycled Aluminum production exceeding 15 million tons.
① By 2027, strive for an increase of 3%—5% in domestic Aluminum ore resources, with recycling Aluminum production exceeding 15 million tons; ② The proportion of production capacity above the benchmark energy efficiency level in the Electrolytic Aluminum Industry will be raised to over 30%, with the use of clean Energy exceeding 30%.
Aluminum Corporation Of China reported record high net profits, and domestic alumina will shift from shortage to surplus | Interpretations
① In 2024, net profit is expected to increase by over 80%, achieving the best annual performance since the company's listing; ② The company stated that in 2025, the domestic Aluminum oxide fundamentals are expected to shift from a shortage to a surplus.
In a volatile market, hotspots maintain rapid rotation, and the logic of price increases is receiving more attention from the market.
Yesterday, the market continued to fluctuate and adjust. Although the final drop in the Index was not significant, the ongoing shrinkage in trading volume resulted in a continued decline in short-term sentiment, with over 80 stocks still falling more than 9% yesterday.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
Track the entire lifecycle of the main Sector.
Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.
According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.