HK Stock Market Move | Aluminum industry stocks rise again, Citigroup predicts a structural shortage of aluminum, institutions are optimistic about the profit potential of electrolytic aluminum.

The aluminum industry once again rose, as of the time of writing, RUSAL (00486) rose 14.81% to 6.9 Hong Kong dollars; Aluminum Corporation Of China (02600) rose 4.55% to 13.79 Hong Kong dollars; CHINAHONGQIAO (01378) rose 2.57% to 36.78 Hong Kong dollars; CHUANGXIN IND (02788) rose 2.38% to 27.48 Hong Kong dollars. On the news front, Citigroup recently released a report stating that a structural bull market is forming in the aluminum market, with domestic aluminum demand rebounding to provide incremental support for aluminum consumption in early 2026. At the same time, from supply constraints to structural shortages, Citigroup expects a minor structural deficit of 61,000 tons in 2026 and has raised its aluminum price target for 0-3 months from $2950 per ton to $3400 per ton. Huachuang Securities also stated that they continue to be bullish on the dividend attributes of electrolytic aluminum, expecting the average profit of the electrolytic aluminum industry to be around 7600 yuan per ton this week, and foreseeing that future profits of electrolytic aluminum are likely to remain at high levels. From the perspective of dividend willingness, as electrolytic aluminum companies have entered a stage of continuous cash flow repair and profit stability improvement in recent years, and with low future capital expenditures in the industry, listed companies generally have the ability and willingness to increase shareholder returns, with the dividend asset attributes gradually becoming more prominent, showing optimism for the resilience and dividend attributes of the electrolytic aluminum industry.