CITIC Securities has released a research report indicating that current concerns about overproduction in China's electrolytic aluminum and increased output from Indonesia may be overly pessimistic. The firm suggests that aluminum prices could see a recovery in the first half of 2026 and 2027, supported by a cost curve and incentive pricing above $3000/ton beyond mid-2027. CITIC Securities views Chinese aluminum companies as having continued investment value due to their position as a strong industry in China. AI
RANK_REASON The item is a financial analysis report from an investment firm about an industry, not a direct announcement or event.
- 36Kr
- China
- CITIC Securities
- Hong Kong Precious Metals Central Clearing System Co., Ltd.
- Indonesia
- Shanghai Gold Exchange
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