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《大行報告》美銀證券上調紫金(02899.HK)目標價至9元 升江銅(00358.HK)及中鋁(02600.HK)評級至「買入」
阿思達克 11-24 10:27
美銀證券發表中資金屬行業研究報告指,疫苗開發、經濟復甦及應對氣候變化等宏觀主題將主導2021年,認為在銅作為原材料的發展空間較大,將2021至2022年銅價預測上調8%至9%,至約每噸7,600美元,並預期明年下半年可達每噸8,000美元,即明年按年增長24%。

該行預計,在歐洲地區重新開放、美國刺激政策及中國基建等利好下,全球對銅需求將增長8%;黃金價格則預期近期上升空間有限,將2021年的金價預測降低7%至每盎司2,063美元。美銀亦將明年鋁價預測提升14%,認為雖然近期有波動,但汽車和家用電器需求反彈下,中國鋁價將維持在約1.45萬元人民幣的區間波動。

該行上調紫金(02899.HK)目標價,由6元升至9元,指出自今年1月起已將紫金列為行業首選,對其看法保持正面,維持「買入」評級,預期2021至2022年每股盈利複合增長可達60%。美銀同時上調升江西銅(00358.HK)及中鋁(02600.HK)評級至「買入」,將江西銅2021至2022年每股盈利預測上調20%至33%,目標價由10.2元升至13.5元,並升中鋁目標價由2.1元升至3元。

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