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中鋁(02600.HK)第三季多賺4.3倍 惟股價挫8%創逾兩個月低
阿思達克 10-27 13:36
中國鋁業(02600.HK)第三季多賺4.3倍,但該股承昨天回軟勢頭,今日低開近1%報5.34元,進一步跌穿百天線(5.1元),最低見4.86元,創逾兩個月低,現報4.96元,下挫8%,成交增至8,311萬股;中鋁A也跌逾半成低見6.36元人民幣。 中鋁公布,截至9月止首三季純利按年飆逾10倍至53.07億人民幣,期內營收按年增長46.4%至1,949.29億元人民幣。單計第三季純利按年升4.3倍至22.32億元人民幣,營收按年升逾51%至741.93億元人民幣。中鋁表示,今年第三季公司計提長期資產減值約3.75億元人民幣,令期內純利減約8.16億元人民幣。 瑞銀季績後指,中鋁營運已受到內地電力短缺拖累,但因素仍未反映在第三季業績,故料末季產量將進一步下降,同時要面對能源成本按季上漲壓力。因此,該行料市場對中鋁季績後反應負面,因首九個月業績低於市場對其全年預測約75%預期。該行維持中鋁「中性」評級及H股目標價5.5元。然而,瑞信則調高中鋁今年盈測9.7%,以反映氧化鋁價上漲,並將中鋁HA股目標價分別上調至7.6元及8.8元人民幣,重申「跑贏大市」評級。
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