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研報掘金丨中信建投:予雲鋁股份“買入”評級,成長性及低成本優勢
格隆匯 04-14 17:11

中信建投證券研報指出,雲鋁股份(000807.SZ)24年實現歸母淨利潤44.1億元,同比+11.5%;Q4實現歸母淨利潤5.9億元,同比-59.2%,環比-54.5%。氧化鋁價格大幅上漲,2024Q4業績承壓。公司目前擁有氧化鋁140萬噸、綠色鋁305萬噸,綠色鋁合金160萬噸,炭素製品82萬噸的綠色鋁一體化產業規模。公司與多家國內、國際知名企業建立穩固的上下遊供應鏈關係。從長遠來看,在國家“雙碳”戰略的大背景下,公司綠色鋁的品牌價值和經濟價值將進一步提升。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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