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幾內亞發生政變刺激鋁價創新高 獲瑞信看好中鋁(02600.HK)續漲半成屢探頂
阿思達克 09-07 12:38
全球第二大鋁土礦生產國非洲幾內亞發生政變,引發市場對鋁產品供應憂慮,刺激上海期鋁昨天曾漲3%升至2006年以來高位,倫敦期鋁每噸也高見2,782美元創2011年5月以來最高。 中鋁(02600.HK)四連升,最高見6.26元,屢創2018年1月以來最高,半日收6.25元,續漲4.9%;其A股續升3.3%曾高見8.29元人民幣。 瑞信最新指,廣西控制電力使用料將繼續阻礙氧化鋁供應,海外提煉廠生產削減也會推高氧化鋁價格,估計內地氧化鋁價於今年下半年將上升15%-20%。此外,隨著產能擴展及擁有中國約20%的鋁土礦儲備,預期中鋁最能受惠,集團於上半年生產了830萬噸氧化鋁及196萬噸鋁,銷量分別為490萬及196萬噸,相信兩者毛利提升有助進一步支持盈利表現,故重申中鋁「跑贏大市」,H股目標價7.4元。
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