Aluminum Corporation of China Analysis (December 2025)

Aluminum Corporation...

SEHK:2600

HK$ 11,70

+ HK$0,60 (5,41%)

11,70 HK$

+HK$0,60 (5,41%)

End-of-day quote: 12/05/2025

Aluminum Corporation of China Stock Value

Analysts currently rate SEHK:2600 as Buy.

Buy

Aluminum Corporation of China Company Info

EPS Growth 5Y

79,24%

Market Cap

HK$211,90 B

Long-Term Debt

HK$43,84 B

Annual earnings

03/22/2026

Dividend

HK$0,30

Dividend Yield

2,55%

Founded

2001

Industry

Materials

Country

China

Website

Aluminum Corporation of China

ISIN Number

CNE1000001T8

Website

http://www.chalco.com.cn

Analyst Price Target

HK$12,07

3.16%

Last Update: 12/06/2025

Analysts: 13

Highest Price Target HK$15,32

Average Price Target HK$12,07

Lowest Price Target HK$5,34

In the last five quarters, Aluminum Corporation of China’s Price Target has risen from HK$3,29 to HK$6,26 - a 90,27% increase. Eleven analysts predict that Aluminum Corporation of China’s share price will increase in the coming year, reaching HK$12,07. This would represent an increase of 3,16%.

Top growth stocks in the materials sector (5Y.)

What does Aluminum Corporation of China do?

Aluminum Corporation of China Limited operates primarily in the aluminum manufacturing sector and integrates activities across the aluminum industry from raw material extraction to production. The company delineates its operations into five primary segments, alumina, primary aluminum, energy, trading, and corporate operations. Business Segments The company’s operations are structured around five main reportable segments that reflect the key components of its business model. Each segment play...

Business Segments

The company’s operations are structured around five main reportable segments that reflect the key components of its business model. Each segment plays a distinct role in the overall strategy of The Company, contributing to its operational breadth and market coverage.

The alumina segment focuses on the complete lifecycle of bauxite, beginning with mining. The segment is responsible for transforming bauxite into alumina, which entails refinement and production processes. This segment not only addresses the internal needs of the company's primary aluminum manufacturing but also caters to external customers, creating a dual-source revenue stream.

The primary aluminum segment is integral to transforming raw alumina into aluminum products. It manages procurement of essential materials and energy supplies necessary for smelting operations which are crucial for producing high-quality aluminum. The segment’s focus extends beyond simple aluminum production, encompassing the creation of specialized products like aluminum alloys and carbon derivatives that are vital for multiple downstream applications.

In the energy segment, the company leads initiatives in coal mining and diversifies into renewable energy generation through thermal, wind, and solar power. This segment showcases the company’s commitment to energy sustainability, leveraging a range of resources to deliver energy solutions. By supplying electricity to regional power grids alongside internal consumption, the Energy Segment underscores the company’s integrated operational model.

The trading segment serves as a crossroads for various aluminum products and related materials, facilitating trade across a diverse portfolio, which includes alumina, aluminum fabrication products, and other non-ferrous metal goods. This segment is vital for coordinating logistics and ensuring that product distribution aligns with market demand while optimizing internal efficiencies.

Finally, the corporate and other operating segments encompass strategic management at the top level, emphasizing governance, research, and continuous improvement in operational practices. This segment retains a broad oversight of profitability across the other four segments, ensuring that central operations contribute effectively to the company's overarching goals.

In summary, the diverse segments served by the company reflect its comprehensive approach to the aluminum industry, emphasizing efficiency, sustainability, and value creation across the integrated supply chain.

Business Strategy

The company adopts a multi-faceted business strategy designed to secure its position as an industry leader while fostering innovation, sustainability, and competitive advantage. The company pursues a holistic approach that integrates operational excellence and responsiveness to market dynamics, which is critical for navigating the complexities of the global aluminum market.

A cornerstone of the company's strategy is its robust supply chain management, emphasized through maintaining a stable and reliable supply of bauxite, which facilitates continuous production cycles and minimizes disruptions. By ensuring the consistency of resource availability, the company can deliver its products to meet both internal and external customer demands effectively.

In conjunction with resource management, the company focuses on cultivating comprehensive competitive advantages. The development of a complete industrial chain from raw material sourcing to finished product delivery enables the company to streamline operations and reduce costs while maximizing margins. This strategy also includes leveraging advanced technologies that drive efficiency in both manufacturing processes and resource utilization.

The company places substantial importance on sustainable development practices, recognizing that future growth is inextricably linked to environmental stewardship. This is manifested in initiatives aimed at carbon reduction, energy efficiency, and responsible resource management. Creating a balance between economic objectives and environmental responsibilities exemplifies the company's commitment to corporate social responsibility.

Furthermore, the company actively invests in research and development to foster innovation across its products and processes. By prioritizing scientific advancement and technological transformation, the company seeks to maintain a leading edge in the industry, adapting to evolving consumer preferences and technological trends.

The overarching strategy also encompasses a commitment to corporate governance and risk management. By establishing frameworks that effectively identify and mitigate risks, including ESG-related factors, the company positions itself to navigate potential challenges and exploit emerging opportunities robustly.

Lastly, the company recognizes the significance of cultivating strong relationships with stakeholders, including customers, suppliers, and investors. By fostering open communication and collaboration across these groups, The Company aims to enhance its brand reputation and build loyalty while promoting a shared vision of success.

Products and Services

The company offers a diverse portfolio of products and services that span across its various operational segments. Each of these offerings reflects the company's commitment to quality, innovation, and sustainability.

In the alumina segment, the core offerings include refined alumina produced through the processing of bauxite. This segment is vital to the company's internal operations, supplying alumina for the primary aluminum segment. Additionally, the company manufactures multi-form alumina bauxite, which caters to a variety of customer requirements in numerous industries.

The primary aluminum segment is responsible for producing primary aluminum that serves as a key product. Beyond primary aluminum, this segment also develops aluminum alloys and carbon products, enhancing its market offerings by providing specialized solutions that meet specific client needs.

Moving to the energy segment, the company provides coal and electricity generated from thermal, wind, and solar power sources. These energy products not only fuel the company’s internal manufacturing but are also sold to external customers, thus solidifying the company's role as an energy supplier in the industrial sector.

In the trading segment, The Corporation operates in the trading of a variety of products, including alumina, primary aluminum, aluminum fabrication products, coal, and other non-ferrous materials. This segment capitalizes on The Company's expansive supplier network, ensuring that customers receive quality products efficiently while also offering logistics and transportation solutions that facilitate the timely delivery of products.

Finally, the corporate and other operating segments encompass the Corporation’s research and development services, aiming to innovate and refine existing processes and products. This focus on R&D is crucial for continuous improvement within the organization and supporting advancements across the company’s operational spectrum.

Overall, the company suite of products and services is designed to meet diverse market needs while embodying the company's values of quality, innovation, and sustainability at all stages of the production and distribution process.

Geographical Markets Served

The company operates across several key geographical markets, significantly enhancing its ability to meet global demand for aluminum and associated products. The Company’s core presence is primarily centered in China, where substantial manufacturing facilities are located, alongside operations that extend internationally.

The company’s domestic market is bolstered by its various branches, which focus on different aspects of aluminum production and energy. Such branches include Guangxi, Qinghai, and Guizhou, each with distinct focuses ranging from alumina production to bauxite mining and primary aluminum manufacturing. This geographical distribution allows the company to effectively manage resources and ensure that it can respond quickly to regional and national demand fluctuations.

On an international scale, the company operates in export activities, distributing aluminum products to several global markets. This includes the strategic trading of materials sourced from international and domestic suppliers, establishing a network that not only enhances the company's market reach but also optimizes supply chains.

Seasonality

The seasonal dynamics enables the company to strategically plan its production, tailor its marketing efforts, and align resources to optimize operational efficacy throughout the year.

Customers

The company serves a diverse array of customers across multiple sectors, reflecting its broad product offerings. The customer base encompasses industries such as construction, automotive, aerospace, packaging, and electronics, highlighting the extensive application of aluminum products in various fields.

The customer categories include,

Construction Companies

These clients utilize aluminum for structural components, facades, and roofing materials, representing a significant portion of the company’s sales.

Automotive Manufacturers

The lightweight properties of aluminum make it a preferred material for vehicle components, thereby catering to the automotive industry’s growing demand for lightweight materials to enhance fuel efficiency.

Aerospace Sector

Aerospace clients require high-strength, lightweight aluminum alloys, showcasing the company’s capacity to meet stringent aerospace standards.

Consumer Goods Manufacturers

Packaging companies are among the company's customers, utilizing aluminum for cans, foils, and other packaging products due to its durability and recyclability.

Electronics Industry

This sector benefits from the company's aluminum products for components and housing, reinforcing the versatility of aluminum in technology applications.

The company recognizes the need to understand customer requirements deeply to foster strong relationships and ensure satisfaction across its diverse clientele. By addressing varying customer needs, the company reinforces its market position and broadens its appeal across different industries.

Sales and Marketing

The company employs a diverse array of sales and marketing strategies that align with its operational segments and target markets. The company’s approach integrates both traditional and digital marketing methods to reach potential customers while maximizing brand visibility.

The sales strategy emphasizes relationship-building with key customers across diverse sectors, facilitating long-term partnerships that ensure repeat business. Sales representatives operate directly with industries such as construction, automotive, and aerospace, ensuring that customer needs are adequately met.

In addition to direct sales approaches, the company actively participates in industry trade shows and conferences, which serve as valuable platforms for showcasing its products, engaging with clients, and exploring new business opportunities. These events enhance the company's visibility and demonstrate its commitment to the industry landscape.

Digital marketing strategies are increasingly becoming a vital component of the company’s approach, allowing it to leverage online platforms for brand promotion and engagement. This includes utilizing social media, creating informative content, and maintaining an updated website to provide clients with valuable insights into the company’s offerings.

Furthermore, the company invests in content marketing that highlights its innovation and sustainability efforts, targeting specific markets through tailored messaging. By educating potential customers about the benefits of aluminum products and highlighting the company's commitment to quality and environmental responsibility, it creates a compelling value proposition that resonates with modern consumers.

History

Aluminum Corporation of China Limited was founded in 2001. The company was incorporated in 2001.

Aluminum Corporation of China Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by industry: Aluminum production: approx. 60% Aluminum processing: approx. 25% Energy generation: approx. 15% TOP 3 markets and their percentage shares: China: approx. 70% USA: approx. 15% Europe: approx. 10% Aluminum Corporation of China Limited, also known as Chalco, gener...

At which locations are the company’s products manufactured?

Production Sites: China, Indonesia, Guinea Aluminum Corporation of China Limited, also known as Chalco, has its main production facilities in China, where it manufactures a variety of aluminum products. In addition, the company has expanded its operations internationally and operates mines and produ...

What strategy does Aluminum Corporation of China pursue for future growth?

Revenue Growth: Estimated at 8-10% annually (2025-2027) Aluminum Corporation of China Limited (Chalco) pursues a growth strategy based on several pillars. Firstly, the company is increasingly focusing on expanding production capacities through investments in new technologies and facilities. This is...

Which raw materials are imported and from which countries?

Main Imported Raw Materials: Bauxite, Coal, Limestone Main Supplier Countries: Bauxite: Guinea, Australia Coal: Indonesia, Russia Limestone: Vietnam The Aluminum Corporation of China Limited, also known as Chalco, mainly imports bauxite, which serves as the primary raw material for aluminum produc...

How strong is the company’s competitive advantage?

Market share in China: Approx. 30% (2024) Production capacity: Over 6 million tons annually (2024) R&D investments: 5% of revenue (2024) Aluminum Corporation of China Limited, also known as Chalco, has a significant competitive advantage due to its dominant market position in China, the world's...

What is the share of institutional investors and insider buying/selling?

Institutional investor share: 45% (estimated, 2025) Insider purchases/sales: No significant transactions in the last year (2025) The institutional investor share in Aluminum Corporation of China Limited is estimated to be around 45%. This figure reflects the confidence of institutional investors in...

What percentage market share does Aluminum Corporation of China have?

Market share of Aluminum Corporation of China Limited (Chalco): 12% (2025, estimated) Main competitors and their market shares: Rio Tinto Group: 18% Alcoa Corporation: 15% Rusal: 14% Aluminum Corporation of China Limited (Chalco): 12% Norsk Hydro ASA: 10% South32 Limited: 8% Emirates Global Alumini...

Is Aluminum Corporation of China stock currently a good investment?

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Debt Ratio: 1.2 (2024) The Aluminum Corporation of China Limited (Chalco) recorded solid revenue growth of 8.5% in 2024, attributed to increased demand for aluminum products and improved operational efficiency. The profit growth of 10.2% during...

Does Aluminum Corporation of China pay a dividend – and how reliable is the payout?

Dividend yield: 3.2% (2025, estimated) Dividend history: Irregular in recent years Aluminum Corporation of China Limited, also known as Chalco, has pursued an irregular dividend policy in the past. Payouts heavily depend on the company's profits and commodity prices, which can fluctuate significan...

Aluminum Corporation of China Stock Value

Aluminum Corporation of China Company Info

Analyst Price Target

Top growth stocks in the materials sector (5Y.)

What does Aluminum Corporation of China do?

Aluminum Corporation of China Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal