Recently, A-share aluminum industry listed companies have successively disclosed semi-annual reports, and the upstream and downstream performance of the sector showed a pattern of significant differentiation. Benefiting from the continuous rise in the price of electrolytic aluminum during the year, the profits of upstream electrolytic aluminum companies were drastically restored, and the net profit of many leading companies doubled; the profit elasticity of midstream aluminum processing companies was relatively weak, and the industry showed clear structural characteristics; downstream demand was clearly divided between warm and cold, and industry profits were further concentrated on high-end aluminum tracks.

Zhitongcaijing · 1d ago
Recently, A-share aluminum industry listed companies have successively disclosed semi-annual reports, and the upstream and downstream performance of the sector showed a pattern of significant differentiation. Benefiting from the continuous rise in the price of electrolytic aluminum during the year, the profits of upstream electrolytic aluminum companies were drastically restored, and the net profit of many leading companies doubled; the profit elasticity of midstream aluminum processing companies was relatively weak, and the industry showed clear structural characteristics; downstream demand was clearly divided between warm and cold, and industry profits were further concentrated on high-end aluminum tracks.