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港股異動 | 中國鋁業(2600.HK)H股漲逾9% A股漲停 瑞信將公司升至跑贏大市評級
格隆匯 07-20 16:16
格隆匯7月20日丨中國鋁業(2600.HK)收漲9.47%,報2.08港元,最新總市值585億港元;公司A股漲停,報3.47元。瑞信研報指,由於建築需求量增加,內地鋁價在過去三個月上漲超過25%。該行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%。又指,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;因此瑞信將公司H股評級,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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