Organizations are hungry aluminum stocks by the short-term fry continuous trading

After every reporter Zhangjilu last week 57 aluminum stock trading, yesterday, the color of a larger area of the hurricane, 16 non-ferrous stock trading, while the Chinese aluminum, aluminum shares, Zhongfu Industrial, aluminum stocks, such as aluminum shares are continuously trading. In recent days, public trading information shows that the push behind the aluminum stock rally is the body. In Thursday Jiaozuo Wanfang buy billboard before five are all institutions Occupy, buy total reached 339 million yuan, and the organization of special seats also frequently appear in the Fu industry, Nanshan Aluminum and other shares of the Buy Dragon Tiger list.　　Reporters from the recent release of dozens of funds in the second quarterly bulletin, did not find its heavy warehouse stocks in the record, why in the third quarter of crazy rush into? Aluminum Price has created a new year, Zhejiang Merchants Securities industry analyst Lin Jian that the aluminum industry earlier gains in the small, technical side with a rise in the market.　　Since 2009, the aluminum industry has risen 149%, while copper and gold industry rose to 202%, in the recent aluminum prices to create new highs and the fundamentals of warming, the aluminum stocks pulled up does not appear to be unexpected. Yesterday, the price of Shanghai aluminum rebounded to a new high 139.85 million yuan/ton in the year.　　Guo Hai securities Huanghao that from the level of industry profitability, the first quarter aluminum average price of 12316 yuan/ton, the industry averaged tons of aluminum costs in 13200 yuan/ton, the industry in the first quarter of the loss of about 1000 yuan/ton, the current aluminum prices are close to 14000 yuan/ton, the industry's basic realization of profitability.　　And CICC recently issued a research report said that the second half of the aluminum price will continue to rise, is expected to break 15000 yuan/ton, the second half with the downstream demand for further warmer, the industry starts to increase the rate, aluminum company will continue to improve profitability. Lin Jian that China's demand remains strong. According to the China General Administration of Customs statistics, January-June total imports of alumina increased by 12%, the same period of aluminum and aluminum alloy imports increased by 196.8% year-on-year.　　The recovery in China's real estate and auto industry has boosted demand for aluminium.　　The fund to catch up with the stock is due to the existence of phased opportunities, institutions in the recent large-scale deployment of aluminum stocks. According to nearly 60 reports recently released by the fund, almost no listed companies have entered the top ten stocks of the Fund. However, in recent trading days, public trading information shows that the organization continuously increase warehouse aluminum stocks.　　Among them, Jiaozuo Wanfang organization funds stationed most, from July 1 May-July 17th consecutive three trading days, the total inflow of institutional funds to 414 million yuan. In addition, trading information shows that the fire shares and cloud aluminum shares from July 15 to July 17 is also an institution to get together.　　Three trading days of God fire shares of 5 big buy seats are institutions, the total amount of purchases amounted to 573 million yuan, the agency sold only 280 million yuan; in the top five buying seats, the agency sold 3 days for 210 million yuan, and only one of the institutions selling 16.08 million yuan. Analysts believe that the fund's collective presence in aluminum stocks, is clearly intended to lay the industry fundamentals to a good stagnation, but the current aluminum stocks are trading opportunities, the industry inflection point is still to be confirmed. Zhou Xizhan that long toLook at the aluminum market still has a lot of spare capacity, in the medium and long term it is difficult to maintain the excess return investment opportunities.