Benefiting from the performance of the rising raw material prices, the upstream production enterprises are generally profitable and have a large increase. The net profit of China Aluminum has risen sharply year-on-year, leading the rise by the listed companies in the statistics. There are also Yunlu Aluminum Co., Ltd., China Hongqiao, Tianshan Aluminum, and Shenhuo Co., Ltd. , Zhongfu Industrial, Jiaozuo Wanfang and other electrolytic aluminum production enterprises, the net profit increased by 187.5%~721.48%. In the first half of the year, processing enterprises continued the trend of returning demand and strong orders. However, affected by the rise in aluminum prices and the increase in costs, various processing enterprises fluctuated. Under the circumstance that aluminum prices have risen sharply and supply continues to be tight, in 2021, many companies in the aluminum industry chain have performed well, especially large-scale listed companies, which have made a lot of money and entered February. , the major aluminum companies have released performance forecast reports.

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As of June 30, 2021, there are 28 listed companies in the national A-share aluminum industry, and the market capitalization is in descending order:

Aluminum Corporation of China (601600.SH)

The market value is 84.511 billion yuan; it is a holding subsidiary of China Aluminum Group Co., Ltd. (hereinafter referred to as China Aluminum Group), a leading enterprise in China's aluminum industry, and the world's largest alumina, electrolytic aluminum, fine alumina, high-purity aluminum and Aluminium anode production supplier.

Nanshan Aluminum (600219.SH)

The market value is 43.022 billion yuan; it is a pillar enterprise under Shandong Nanshan Aluminum Co., Ltd. and a designated manufacturer of aluminum alloy building profiles by the Ministry of Construction.

Yunnan Aluminum Co., Ltd. (000807.SZ)

The market value is 37.226 billion yuan; it is the only "national environment-friendly enterprise" in the national non-ferrous metal industry and industrial enterprises in the central and western regions, and has won the "national civilized unit" and "Chinese Environmental Excellence Award".

Shenhuo Shares (000933.SZ)

The market value is 21.087 billion yuan; it is a large-scale enterprise group mainly engaged in coal, power generation, electrolytic aluminum production and product deep processing, top 500 Chinese enterprises, 100 key enterprises in Henan Province, and seven key coal enterprises and seven aluminum enterprises supported by Henan Province. Processing enterprise, the first batch of circular economy pilot enterprises in Henan Province.

Dingsheng New Materials (603876.SH)

The market value is 14.639 billion yuan; it is a group company with industrial investment as its main business. Zhenjiang Dingsheng Aluminum Co., Ltd., which it controls, is the largest private aluminum plate and strip processing enterprise in China.

Mingtai Aluminum (601677.SH)

The market value is 13.344 billion yuan; now it has become "Top 50 Nonferrous Metals in China", "Excellent Private Enterprise in Henan Province", "AAA Enterprise in Henan Province", and the company's technology research and development center has also been recognized as "Henan Province Aluminum Sheet, Strip and Foil Engineering Technology Research Center" ", "Henan Enterprise Technology Center".

*ST Liyuan (002501.SZ)

The market value is 9.372 billion yuan; it is a comprehensive production enterprise integrating casting, extrusion, surface treatment and deep processing of aluminum profiles and aluminum products.

Jiaozuo Wanfang (000612.SZ)

The market value is 8.453 billion yuan; it is a large-scale listed company integrating electrolytic aluminum, electric power, alloy processing, and foreign investment. It is a backbone electrolytic aluminum enterprise in Henan Province and a key enterprise in Jiaozuo City.

Shunbo Alloy (002996.SZ)

The market value is 7.498 billion yuan; on the basis of the development of Chongqing Jiulong Recycling Co., Ltd. and Chongqing Zhezhong Aluminum Alloy Co., Ltd., in order to meet the needs of customers in the market for aluminum alloy ingot products, a large-scale secondary aluminum alloy smelting and A comprehensive enterprise for processing aluminum products.

Xinjiang Zhonghe (600888.SH)

The market value is 7.227 billion yuan; it is a technology leader and global supplier in the field of new aluminum electronic materials and high-purity aluminum, a platform and guarantee for the country to develop electronic information, aerospace and high-tech industries, and the first listed industrial enterprise in Xinjiang .

Huafeng Aluminum (601702.SH)

The market value is 7.04 billion yuan; it is located in Jinshan Industrial Zone, Shanghai, and is mainly invested by Huafeng Group, one of the top 500 Chinese enterprises.

Yiqiu Resources (601388.SH)

The market value is 7.024 billion yuan; it is a modern group enterprise, spanning Asia and the Americas of the earth, and industrial globalization is the goal of Yiqiu.

*ST Zhongfu (600595.SH)

The market value is 6.904 billion yuan; it is a large-scale modern international enterprise with aluminum deep processing as the main body and the entire industrial chain of coal, electricity and aluminum.

Hesheng Shares (002824.SZ)

The market value is 6.471 billion yuan; it is located in Qianlong Industrial Zone, Sanxiang Town, Zhongshan City, Guangdong Province, and is committed to building an internationally renowned brand as an end user.

Asia Pacific Technology (002540.SZ)

The market value is 6.187 billion yuan; since its establishment, it has been committed to providing customers with higher performance, better quality aluminum products and value-added manufacturing services.

Yi'an Technology (300328.SZ)

The market value is 5.233 billion yuan; it is a key high-tech enterprise of the National Torch Program integrating R&D, production and marketing of light alloy materials.

Zhite New Materials (300986.SZ)

The market value is 4.714 billion yuan; it is a company focusing on new building aluminum molds, climbing frames, and prefabricated PC components. Its business covers the fields of civil construction and public construction.

Yongmaotai (605208.SH)

The market value is 4.104 billion yuan; it has been engaged in the whole industry chain of aluminum alloy casting for decades, and is committed to taking advantage of the circular economy to realize energy saving and consumption reduction and comprehensive utilization of resources. The integration strategy of upstream and downstream promotes the promotion and application of aluminum alloy in the transportation industry. Help build a resource-saving society.

Yinbang Co., Ltd. (300337.SZ)

The market value is 4.101 billion yuan; it is mainly engaged in the research and development, production and sales of new materials such as aluminum heat transfer materials, aluminum-steel composite materials, and multi-metal composite materials.

Chang Aluminum Co., Ltd. (002160.SZ)

The market value is 3.214 billion yuan; it is an advanced manufacturing enterprise integrating new materials and precision machinery manufacturing, a comprehensive solution provider for various heat transfer systems, and a clean technology overall solution provider.

Minfa Aluminum (002578.SZ)

The market value is 3.132 billion yuan; it is a leading aluminum processing enterprise in the Hercynian sector. It has a national central laboratory, a technology innovation center for the aluminum extrusion industry in Fujian Province, and a provincial enterprise technology center in Fujian.

Haomei New Materials (002988.SZ)

The market value is 3.121 billion yuan; it is located in Taiji Industrial City, Qingyuan High-tech Industrial Development Zone. It is a large-scale domestic aluminum profile manufacturer integrating professional R&D, manufacturing and sales.

Hongchuang Holdings (002379.SZ)

The market value is 3.076 billion yuan; it is a large-scale comprehensive aluminum processing enterprise. Its main products are medicinal foil, household foil, container foil, decorative foil, battery foil, cable foil, etc.

Xinbo Co., Ltd. (003038.SZ)

The market value is 2.908 billion yuan; it is located in Yangcun Industrial Zone, Yangcun Town, Tianchang City, Anhui Province. It is a high-tech enterprise integrating R&D, production and sales of aluminum profiles.

Sea Star (603115.SH)

The market value is 2.889 billion yuan; it is a professional enterprise group integrating R&D, manufacturing, trade and service of high-performance electrode foils for aluminum electrolytic capacitors.

Ruixin Technology (300828.SZ)

The market value is 2.437 billion yuan; it is mainly engaged in the extrusion molding of industrial precision aluminum alloy profiles and the fine and deep processing of products.

Huafeng Co., Ltd. (002806.SZ)

The market value is 1.794 billion yuan; the main production and operation of aluminum electrolytic capacitor raw materials are corroded and formed into aluminum foil. It is one of the earliest and industry-leading low-voltage aluminum foil professional manufacturers in China.

Ningbo Fubon (600768.SH)

The market value is 1.141 billion yuan. Mainly engaged in the production, processing and sales of industrial aluminum sheets and strips and aluminum profiles, as well as warehousing and trade services for aluminum cast bars, it belongs to the non-ferrous metal rolling processing industry and is one of the largest aluminum processing rolling enterprises in East China.

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Further reading

China's aluminum processing industry has developed rapidly in recent years, the industrial scale has grown rapidly, processing technology has continued to improve, products have transitioned from single low-end products to high-end products, and production capacity has continued to climb.

Aluminum processing refers to the processing of aluminum ingots into materials by plastic processing methods. The main methods are rolling, extrusion, stretching and forging. At present, such products mainly include aluminum profiles, aluminum strips and aluminum foils.

The direct upstream of the aluminum processing industry is the production of electrolytic aluminum and recycled aluminum, and the production of electrolytic aluminum requires the treatment of bauxite and alumina. The aluminum processing products produced are mainly used for transportation, packaging containers, architectural decoration, printing Industry, aerospace, machinery and electrical appliances and other industries.

The upstream listed companies of aluminum processing include: Shengtun Mining (600711), NFC (000758), Shenhuo (000933), TBEA (600089), Jiaozuo Wanfang (000612), Hongchuang Holdings (002379), etc.;

Listed companies in the aluminum profile industry include: Asia Pacific Technology (002540), LPSK (002333), Mingtai Aluminum (601677), Minfa Aluminum (002578), Wanbangde (002082), Nanshan Aluminum (600219), Haomei New Materials (002988), etc.;

Listed companies in the aluminum sheet and strip industry include: Wanbangde (002082), Mingtai Aluminum (601677), Nanshan Aluminum (600219), etc.;

Listed companies in the aluminum wire industry include: Asia Pacific Technology (002540), Nanshan Aluminum (600219), st Fenghua (600615), etc.;

Listed companies in the aluminum foil industry include: Mingtai Aluminum (601677), China Aluminum (601600), Xinjiang Zhonghe (600888), Wanshun New Materials (300057), Dingsheng New Materials (603876), Changlu (002160) )Wait.

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