CITIC Securities research note said Guinea's government plans to finalize a bauxite regulation policy in June, raising the risk of bauxite supply constraints that could support stabilization of bauxite and alumina prices and benefit resilient aluminum producers with relatively high bauxite and alumina self-sufficiency. Domestic destocking of electrolytic aluminum is accelerating while overseas shortage risk persists; CITIC continues to recommend low-entry accumulation opportunities in the alumin

CITIC Securities research note said Guinea's government plans to finalize a bauxite regulation policy in June, raising the risk of bauxite supply constraints that could support stabilization of bauxite and alumina prices and benefit resilient aluminum producers with relatively high bauxite and alumina self-sufficiency. Domestic destocking of electrolytic aluminum is accelerating while overseas shortage risk persists; CITIC continues to recommend low-entry accumulation opportunities in the aluminum sector. The firm favors investment themes focused on strong resource bases, high growth and high dividends.