Dongwu Securities released a research report saying that looking ahead to 2026, the investment side suggests focusing on high dividend targets that will increase the share of the electrolytic aluminum business in the future, thereby amplifying profit margins and further increasing the dividend ratio. With the Federal Reserve's further interest rate cuts, and the simultaneous recovery of the global economy, and the challenge of supply-side growth stalling, companies are concerned about companies that have room for an upward trend in aluminum prices and the purity of the electrolytic aluminum business. The bank believes that 2025 will be a turning point for Chinese electrolytic aluminum companies to further increase their dividend ratio, and that electrolytic aluminum companies will complete the transformation from cyclical stocks to dividend assets.

Dongwu Securities released a research report saying that looking ahead to 2026, the investment side suggests focusing on high dividend targets that will increase the share of the electrolytic aluminum business in the future, thereby amplifying profit margins and further increasing the dividend ratio. With the Federal Reserve's further interest rate cuts, and the simultaneous recovery of the global economy, and the challenge of supply-side growth stalling, companies are concerned about companies that have room for an upward trend in aluminum prices and the purity of the electrolytic aluminum business. The bank believes that 2025 will be a turning point for Chinese electrolytic aluminum companies to further increase their dividend ratio, and that electrolytic aluminum companies will complete the transformation from cyclical stocks to dividend assets.