Aluminum-metal batteries have taken a significant step toward large-scale practical application.
**Jiangsu Fasten's Late-Session Rally** During the closing auction on December 10, Jiangsu Fasten (000890) saw a massive block trade, with 38,500 lots transacted in just three minutes, totaling approximately 18.654 million yuan. This single trade accounted for nearly 20% of the day's total volume. The surge propelled the stock from negative territory to close up 8.74%, marking a rally of over 10%.
Investors expressed confusion over the sudden spike, with many taking to online forums to speculate: "What’s going on? Is there news after hours?" "Never seen anything like this." "A sneak attack by big players?"
In October, Jiangsu Fasten announced plans to sell its 10% stake in China Bekaert Steel Cord Co., Ltd. to Hong Kong-based Bekaert for cash. The deal, classified as a major asset restructuring, would fully divest the company’s holdings in Bekaert. On December 2, the company confirmed that due diligence for the sale was underway.
Other stocks experiencing late-session rallies included Henghe, Yingfang Software, Feiwo Technology, Litong Technology, and Wenzhou Hongfeng.
**Tianjin University’s Aluminum Battery Breakthrough** Researchers at Tianjin University’s Advanced Carbon and Energy Materials Laboratory have developed a novel low-corrosion "organic dichloride" electrolyte, overcoming a major hurdle for aluminum-metal batteries.
Aluminum batteries, leveraging the metal’s high theoretical capacity, abundance, low cost, and three-electron transfer, hold immense potential for next-gen energy storage. However, their commercialization has long been hindered by electrolyte issues—traditional formulations suffer from high corrosion, viscosity, cost, and sluggish kinetics, degrading battery components.
The team’s innovative "organic dichloride" solvation electrolyte replaces conventional ionic liquids with aluminum chloride or n-propyl ether, precisely tuning solvent interactions to confine chloride ions around aluminum ions. This design slashes corrosion while enabling stable, efficient charge-discharge cycles.
The breakthrough not only addresses corrosion but also pioneers a cation-driven reaction pathway, offering solutions for broader challenges in aluminum and multivalent metal batteries.
**Aluminum Sector’s Sustained Growth Prospects** As a critical industrial material, aluminum’s lightweight, durable, and recyclable properties have fueled its adoption in EVs, solar panels, logistics, charging infrastructure, and furniture. Tianjin University’s advancement further expands its role in renewables.
Supply-demand dynamics remain tight. Zhongyuan Securities notes China’s output is capped at 45 million tons, with operating capacity near peak levels and limited new projects overseas. Structural demand resilience, low inventories, and cost pressures suggest aluminum prices will stay buoyant, sustaining sector profitability.
Guohai Securities adds that near-term Fed rate-cut expectations and surging copper prices are lifting aluminum, while long-term supply constraints and demand growth underpin a bullish outlook.
**11 Aluminum Stocks with P/E Below 20x** Amid broad-based rallies in copper, gold, and silver, aluminum stocks have outperformed, averaging a 48.13% year-to-date gain. Four stocks—Zhongfu Industrial, Hongchuang Holdings, Yian Tech, and Yunnan Aluminium—have more than doubled.
Data shows 11 aluminum stocks trade below 20x trailing P/E, including Mingtai Aluminum, Nanshan Aluminum, Jiaozuo Wanfang, Xinjiang Joinworld, and Chalco. Mingtai, the cheapest at 10x P/E, leads in diversified aluminum processing and recycled aluminum applications, with 1.6 million tons of sheet/foil capacity. By 2025, it aims to deepen its ecosystem in EV battery materials, lightweight auto parts, and robotics.
As of December 9, 10 aluminum stocks recorded over 10 million yuan in net margin financing inflows this month, with Chalco, Nanshan Aluminum, Shenhuo, and Yinbang exceeding 100 million yuan.
*Disclaimer: Market data and analysis do not constitute investment advice. Investing carries risks.*
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