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《大行報告》瑞信料下半年氧化鋁價格升15%至20% 料中鋁(02600.HK)最能受惠
阿思達克 09-07 10:02
瑞信發表報告指,廣西控制電力使用料將繼續阻礙氧化鋁的供應,而海外提煉廠的生產削減亦會推高氧化鋁價格,加上運費上升令進行成本增加,估計內地氧化鋁價於今年下半年將上升15%至20%。 該行表示,隨著產能擴展及擁有中國約20%的鋁土礦儲備,預期中鋁(02600.HK)最能受惠,集團於上半年生產了830萬噸氧化鋁及196萬噸鋁,銷量則分別為490萬及196萬噸,相信兩者的毛利提升有助進一步支持盈利表現。 瑞信對中鋁股份評級維持「跑贏大市」,目標價7.4元。
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