《大行报告》花旗上调中国铝业(02600.HK)目标价至5.91元 评级「买入」
花旗发表报告,预期中国铝业(02600.HK)为中国未来碳中和计划的主要受惠者,因需求增长加上供应控制,相信所有价格及毛利将会维持在更高水平及更长时间。
该行表示,现货铝价已达每吨1.81万元人民币,高於2017年供给侧改革期间的每吨1.67万元人民币,而集团的股价仅为上一高峰周期的53%。
花旗上调中国铝业股份目标价,由4.37元升至5.91元,维持「买入」评级及为行业首选。该行同时调升集团今明两年盈利预测分别25%及34%,以反映铝价预测提高。
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