研報掘金丨中信建投:中國鋁業年度業績同比大幅增長,予“買入”評級
中信建投證券研報指出,中國鋁業(601600.SH)24年實現歸母淨利潤124.0億元,同比+85.4%;Q4實現歸母淨利潤33.8億元,同比+153.1%,環比+69.1%。受益於氧化鋁價格上升,2024年公司業績同比大幅增長,經營業績創成立以來最佳。公司積極推進鋁土礦資源勘探開發、增儲上產,全年新增資源量7355萬噸;除上述資源外,公司還積極在非洲、東南亞等地獲取海外鋁土礦資源,提高可持續發展能力。考慮到公司行業地位、成長性及低成本優勢,給予公司“買入”評級。
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