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Does Inclusion in the SSE 180 Value Index Redefine the Bull Case for Chalco (SEHK:2600)?

Simply Wall St·12/25/2025 04:40:42
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  • In December 2025, Aluminum Corporation of China Limited was added to the Shanghai Stock Exchange 180 Value Index, marking its inclusion in a key value-focused benchmark.
  • This past index inclusion can matter for investors because it often channels attention and assets from index-tracking funds toward the company.
  • We will now examine how inclusion in the Shanghai Stock Exchange 180 Value Index shapes Aluminum Corporation of China’s broader investment narrative.

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What Is Aluminum Corporation of China's Investment Narrative?

To own Aluminum Corporation of China today, you really have to believe that its scale, integrated alumina-to-aluminum operations and disciplined capital allocation can keep turning relatively modest revenue growth into solid earnings and cash flows. Recent results show profits expanding faster than sales, margins improving, and dividends stepping up, which together form the core of the bullish thesis. The December 2025 inclusion in the Shanghai Stock Exchange 180 Value Index mainly adds liquidity and visibility rather than altering those fundamentals, but it could reinforce shorter term momentum by attracting benchmark-tracking funds and longer term holders who focus on value. The key near term catalysts still sit around earnings delivery and dividend consistency, while the central risks remain exposure to aluminum price swings and any reversal in the share price after a very large 1-year run.

However, the same price strength that excites new index investors can quickly magnify any downturn. Aluminum Corporation of China's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

SEHK:2600 1-Year Stock Price Chart
SEHK:2600 1-Year Stock Price Chart
Three Simply Wall St Community fair value views span roughly CN¥2.58 to CN¥25.34, underscoring how far apart individual investors can be. Set that against index inclusion and earnings momentum potentially sharpening both upside enthusiasm and downside sensitivity, and it becomes clear why you may want to compare several perspectives before forming your own view.

Explore 3 other fair value estimates on Aluminum Corporation of China - why the stock might be worth less than half the current price!

Build Your Own Aluminum Corporation of China Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Aluminum Corporation of China research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free Aluminum Corporation of China research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aluminum Corporation of China's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.