Zhi Tong Cai Jing·2025-12-23 04:52Core Viewpoint - China Aluminum International (中铝国际) has achieved a significant milestone with its Boffa project in Guinea, where the bauxite shipment volume is expected to exceed 20 million tons in 2025, marking a new record for the company's overseas bauxite supply [1] Group 1: Company Performance - As of the latest report, China Aluminum International's stock has risen by 3.49%, trading at HKD 2.67, with a transaction volume of HKD 33.41 million [1] - The operational capability of the Boffa project has improved, enhancing the strategic resource security for the China Aluminum Group and supporting its high-quality development [1] Group 2: Industry Trends - Guinea, as China's largest supplier of bauxite, has seen a continuous increase in import volumes in recent years [1] - From 2021 to 2025, Guinea's bauxite production is projected to grow by 9.55%, while exports are expected to increase by 12.07%, driven by new entrants in the bauxite production sector and the expansion of existing investments and capacities [1] - By the end of 2025, Guinea's bauxite production capacity is anticipated to reach 195.7 million tons [1] Group 3: Regulatory Environment - In May of this year, Guinea's transitional president announced the revocation of mining licenses, which could escalate if negotiations regarding alumina production capacity with relevant companies do not meet expectations [1]