《大行报告》中金升中铝(02600.HK)H股目标价至4元 料电解铝利润年内可维持高位
中铝(02600.HK)预告首季盈利按年增长30倍,中金发表报告指,相关增长高於该行预期,相信主要受惠於电解铝价按年增长,及氧化铝价按年下跌。加上中国铝库存仍处於低位,截至周二(6日)中国电解铝库存按年减少25%至120.3万吨,今年电解铝利润有望於高位维持。该行上调中铝今明两年盈测分别22%,目标价上调至4元,维持「中性」评级。
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