《大行報告》花旗上調中國鋁業(02600.HK)目標價至5.91元 評級「買入」
花旗發表報告,預期中國鋁業(02600.HK)為中國未來碳中和計劃的主要受惠者,因需求增長加上供應控制,相信所有價格及毛利將會維持在更高水平及更長時間。
該行表示,現貨鋁價已達每噸1.81萬元人民幣,高於2017年供給側改革期間的每噸1.67萬元人民幣,而集團的股價僅為上一高峰周期的53%。
花旗上調中國鋁業股份目標價,由4.37元升至5.91元,維持「買入」評級及為行業首選。該行同時調升集團今明兩年盈利預測分別25%及34%,以反映鋁價預測提高。
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