Policies drive electrolytic aluminum prices, and non-ferrous metals will pay attention to three major sectors in the future
Jiangsu Jinhui Color Coated Aluminum Coil Information: WIND data shows that as of December 28, the base metal index has risen by 19.55% this year, and electrolytic aluminum is a hot topic in class A share investment this year. Wang Daobin, a researcher at Huashang Fund, said that in 2016, with the smooth advancement of the supply-side reform of the coal and steel industries, the profitability of the industry has recovered rapidly, which will undoubtedly give the electrolytic aluminum companies that have been losing money all year round the hope of seeing an inflection point in the industry. With the active promotion of state-owned enterprises, the supply-side reform of electrolytic aluminum kicked off.
Stimulated by the supply-side reform policy of electrolytic aluminum and the impact of environmental protection expectations, the price of electrolytic aluminum reached a maximum of 17,090 yuan/ton in 2017, and the inventory of electrolytic aluminum once reached a historical high of 1.8 million tons. Wang Daobin, a researcher at Huashang Fund, further analyzed that from the comparison of the stock prices of most electrolytic aluminum sector companies and electrolytic aluminum futures prices, it can be seen that the stock prices of electrolytic aluminum sector companies are greatly affected by the policy this year, and the stock prices are basically synchronized with the electrolytic aluminum futures prices.
WIND data show that as of now, the global LME aluminum inventory has fallen from 5.4 million tons to 1.2 million tons; while domestic aluminum prices have risen due to policy-driven aluminum prices in the early stage, the operating rate of electrolytic aluminum plants has continued to hit new highs, and domestic aluminum inventories have also continued to rise. However, affected by the decline in aluminum prices in December 19, electrolytic aluminum inventories in major markets across the country were 1.671 million tons, down 32,000 tons from the beginning of the month. In terms of prices, electrolytic aluminum prices have also stabilized at a low level recently. Wang Daobin, a researcher at Huashang Fund, believes that based on the statistics of supply and demand balance at home and abroad, policy factors such as superimposed environmental protection and production restrictions, domestic inventory, and indicators such as demand-side operating rates, domestic aluminum inventory and supply have declined, while overseas aluminum companies The degree of expansion is also limited., the fundamentals of the whole industry are good, and aluminum prices may usher in an upward trend in the future, and the valuations of some electrolytic aluminum companies have also begun to repair.
As for the investment opportunities extended to the entire non-ferrous sector, Wang Daobin, a researcher at Huashang Fund, suggested that three aspects can be paid attention to in the next year: First, the new energy sector (lithium and cobalt sectors): If there is a pullback in new energy, the new energy sector can be deployed if there is no problem in judging the prosperity. Second, the rare earth permanent magnet sector: next year may be the year of wind power investment. If wind power investment increases, then rare earth permanent magnets will benefit from it, so you can pay attention to the related targets of the rare earth permanent magnet sector. The third is to pay attention to investment targets with internationally priced commodities: the European and American economies recover strongly, and commodities with global pricing such as copper and aluminum will benefit.
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Jiangsu Jinhui Color Coated Aluminum Coil Information: WIND data shows that as of December 28, the base metal index has risen by 19.55% this year, and electrolytic aluminum is a hot topic in class A share investment this year. Wang Daobin, a researcher at Huashang Fund, said that in 2016, with the smooth advancement of the supply-side reform of the coal and steel industries, the profitability of the industry has recovered rapidly, which will undoubtedly give the electrolytic aluminum companies that have been losing money all year round the hope of seeing an inflection point in the industry. With the active promotion of state-owned enterprises, the supply-side reform of electrolytic aluminum kicked off. Stimulated by the supply-side reform policy of electrolytic aluminum and the expected impact of environmental protection, the price of electrolytic aluminum in 2017
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