《大行報告》瑞信上調中鋁(02600.HK)目標價至7.6元 評級「跑贏大市」
瑞信發表報告,指中國鋁業(02600.HK)(601600.SH)今年第三季純利22.32億元人民幣,按年增長約4.3倍,認爲是由更高的鋁價和氧化鋁價,以及更高的銷售量帶動。根據該行的計算,第三季的平均鋁價按年增長40%,達到每噸20,529元人民幣。
瑞信將中鋁今年盈利預測上調9.7%,以反映氧化鋁價格的上漲。雖然生產成本提高,令但相信氧化鋁價格的上漲能爲中鋁盈利帶來支持。該行將中鋁H股的目標價由7.4港元升至7.6港元,將A股目標價由8.6元人民幣升至8.8元人民幣,均維持「跑贏大市」評級。
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