news flash·2025-05-28 23:51Core Viewpoint - CITIC Construction Investment (601066) predicts a 5% growth in electrolytic aluminum demand for 2024, demonstrating strong momentum to overcome the decline in consumption from the real estate sector, thereby reversing market expectations with solid fundamentals [1] Industry Summary - The market is currently cautious due to concerns over export competition and preemptive aluminum consumption driven by photovoltaic installations [1] - Despite negative growth in photovoltaics and weakening exports, the global electrolytic aluminum market remains balanced throughout the year [1] - The aluminum price has the capacity to withstand weak consumption cycles due to low inventory levels and weak supply elasticity, while showing significant elasticity during strong consumption cycles [1] - The industry is recommended to embrace the electrolytic aluminum sector, characterized by weak supply and high profit potential [1]