Profit per ton hits record high, initial signs of inventory reduction emerge—how long will the high prosperity of electrolytic aluminum last? | Fax

①The operating rate of downstream aluminum processing plants increased marginally in April compared to the previous month, and the destocking of electrolytic aluminum inventory has initially begun; ②The sales model of listed companies is predominantly cash-on-delivery with no inventory; ③Industry insiders expect the profitability of electrolytic aluminum to be sustainable, with the high-growth market conditions lasting for at least one year.

cls.cnMay 9 17:44

Petroleum coke supply disruption: The next trigger for a surge in aluminum prices?

JPMorgan's latest warning highlights a severely underestimated risk in the aluminum industry: approximately 20% of global petroleum coke supply is directly exposed to the risk of a Strait of Hormuz blockade. This essential raw material for aluminum smelting has only increased by 21% in price so far, significantly lower than the rise in crude oil prices, indicating that the market has yet to fully price in this risk. Combined with JPMorgan’s previous forecast of a 2 million-ton supply deficit in the aluminum market by 2026, upward pressure on aluminum prices may exceed market expectations.

wallstreetcnMay 6 15:01

Exchange rate fluctuations combined with rising prices of bulk raw materials led to Lingyi Intelligent Manufacturing's Q1 revenue increase but no profit growth | Earnings Report Analysis

①Lingyi Intelligent Manufacturing reported growth in both revenue and gross profit in Q1, but net profit declined year-over-year; ②The company stated that foreign exchange losses and rising prices of bulk raw materials were the main reasons for the decline in net profit; ③Market attention is focused on the future performance of the company’s humanoid robotics and liquid cooling businesses.

cls.cnApr 29 22:22

The upcoming Hydrogen Energy and Fuel Cell Conference is driving accelerated development across the industry chain, with these stocks frequently attracting institutional research.

The 10th International Hydrogen Energy and Fuel Cell Vehicle Conference will be held in Jiangsu from June 10 to 12.

cls.cnApr 29 17:46

[Data Insights] Foreign capital and institutions jointly accumulate shares of several popular lithium battery stocks; intense long-short position battles observed in Tongguan Copper Foil's trading data.

①The lithium battery sector surged, with Jiangte Motor being purchased by four institutions for 262 million yuan and Shenzhen-Hong Kong Stock Connect buying 239 million yuan worth of shares; Tinci Materials was bought by three institutions for 245 million yuan, with Shenzhen-Hong Kong Stock Connect purchasing 396 million yuan worth of shares; Penghui Energy was acquired by two institutions for 153 million yuan, with Shenzhen-Hong Kong Stock Connect buying 158 million yuan worth of shares; Defang Nanomaterials was purchased by two institutions for 97 million yuan, with Shenzhen-Hong Kong Stock Connect acquiring 150 million yuan worth of shares. ②Institutions, northbound capital, and speculative funds engaged in fierce trading of Tongguan Copper Foil.

cls.cnApr 29 17:40

Net profit increased nearly 40% year-over-year! A leading PCB company with a market value of 300 billion released its Q1 earnings report | Post-market announcement highlights

Foxconn Industrial Internet: First-quarter net profit increased by 103% year-on-year, and the CPO all-optical switch prototype has started shipping.

cls.cnApr 28 20:45