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CHINA HONGQIAO GROUP(01378.HK):ALUMINUM AND ALUMINA LEADER WITH AN INTEGRATED PRESENCE ALONG THE GREEN VALUE CHAIN
Ge Long Hui· 2025-07-23 18:31
We believe the aluminum sector may present investment opportunities amid improving macro expectations. The aluminumindustry faces a supply shortage. We think proactive fiscal and monetary policies could improve macro expectations and gradually boost average aluminum prices. We believe rising fragility of global bauxite supply could benefit aluminum producers with a high self- sufficiency ratio in raw materials. Four advantages underscore CHGL's investment value. Webelieve the firm has four competitive advan ...