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Aluminum Market Size Expected to Reach USD 285.4 Billion by 2033, at a CAGR of 5.9% | Allied Market Research
Express News | Documents from the Hong Kong Stock Exchange show that Blackrock's long position in H shares of Chalco (02600.HK) decreased from 8.63% to 7.93% on April 15.
Express News | Zhang Ruizhong, General Manager of Chinalco: As downstream industries fully enter the peak season in the second quarter, inventories of electrolytic aluminum will gradually begin to decline.
Not Just Fertilizers! The 'Sulfur Shortage' is Triggering a Chain Crisis – Will Copper and Nickel Supply Become the Worst Hit?
① In the past few weeks, the turmoil in the global aluminum market triggered by the Iran war has frequently appeared in media reports. Now, its impact is further spreading to the supply chains of two other major industrial metals, copper and nickel; ② The transmission medium of this chain reaction is sulfur—a byproduct of the petroleum and natural gas industries in the Gulf region. Since the closure of the Strait of Hormuz on February 28, a significant portion of its supply has effectively been cut off.
HK Stock Concept Tracker | Even if the Taiwan Strait were to allow shipping, it would not change the fact of supply shortages. Aluminum companies' profitability rises with prices (with related concept stocks).
The Middle East accounts for approximately 9% of global primary aluminum production, while aluminum smelting itself is an extremely electricity-intensive industry.
HK Stocks: Key News This Week | Hengrui Pharma Among Companies to Release Earnings; April LPR Interest Rate Announcement
① Which key highlights should be focused on as Hengrui Pharma and other companies disclose their earnings? ② What are market expectations ahead of the release of the April LPR interest rate quote?