瑞信:上調中國鋁業(2600.HK)評級至“跑贏大市” 目標價3.3港元
瑞信發表研究報告表示,目前內地鋁價在過去三個月上漲超過25%,而庫存則減少約54%,主要是受到今年第二季度需求持續改善所帶動。目前由於內地建築需求量增加,瑞信對下半年鋁的行業需求仍然樂觀,預計鋁價將同比上升1.5%。
瑞信提到,氧化鋁價格在過去數月上升約20%至每噸2500元人民幣,相信如果內地市場對於鋁的需求在今年繼續增長,那麼氧化鋁的需求及價格的上升趨勢將會持續;因此瑞信上調中鋁股份(2600.HK)評級,由“中性”升至“跑贏大市”,目標價由1.5港元上調至3.3港元。

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