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《大行报告》花旗上调中国宏桥(01378.HK)目标价至14.6元 评级「买入」
阿思达克 06-07 10:34
花旗发表研究报告指,与管理层中国宏桥(01378.HK)会面後,对公司看法正面,维持「买入」评级。

管理层透露,首季铝价达到每吨1.6万元人民币以上,令宏桥新型材料今年首季录盈利36亿元人民币,预期次季铝价提升,业绩表现将更强劲。

公司又表示,计划将200万吨产能由山东转移至云南,目前已转移一半,但只有30万投产,预期余下约70万吨会於今年8月至9月逐步投用。

花旗将2021至2023年盈利预测上调30%、49%及93%,以反映铝价潜在上升空间,并将目标价由11.1元提升至14.6元。

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