澳大利亚铝委提倡将铝土矿等纳入《关键矿产清单》点评：铝资源战略价值将得到进一步提高

Investment Rating - The industry investment rating is "Increase" [4][5] Core Viewpoints - The Australian Aluminium Association advocates for the inclusion of bauxite, alumina, and aluminium in the "Critical Minerals List," which may enhance the strategic value of aluminium resources and raise investment entry barriers [4] - The updated Critical Minerals List includes 30 minerals, but bauxite, alumina, and aluminium were not included, indicating a potential shift in the strategic importance of these resources [4] - If bauxite, alumina, and aluminium are included in the Critical Minerals List, it could lead to a more fragile global aluminium supply chain, making aluminium prices more susceptible to fluctuations [4] - The inclusion could also boost industry valuations and allocation value, particularly benefiting domestic companies that have already established overseas aluminium resource layouts [5] Summary by Relevant Sections - Industry Overview: The report discusses the strategic importance of aluminium resources and the implications of Australia's potential policy changes regarding critical minerals [4] - Market Dynamics: The concentration of global bauxite production, with Australia and Guinea accounting for nearly 49% of total output, highlights the vulnerability of the aluminium supply chain [4] - Investment Opportunities: Companies such as China Aluminium, Tianshan Aluminium, China Hongqiao, and Nanshan Aluminium are identified as potential beneficiaries of the strategic shifts in aluminium resource management [5]