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《大行》華泰證券升中鋁(02600.HK)目標價至8.27元 續籲「買入」
阿思達克 08-29 10:40
華泰證券研究報告指,中國鋁業(02600.HK)上半年營收1,163.92億元人民幣(下同),按年升5.12%,歸母淨利70.71億元,按年升0.81%。其中次季營收606.09億元,按年跌1.87%,按季升8.65%,歸母淨利35.33億元,按年跌26.18%,按季跌0.13%。 該行認為在電解鋁產能天花板約束下,鋁價維持高位,公司盈利穩中有增,維持「買入」評級,上調2025至27年盈測分別21%、12.9%及7.6%至分別150.64億、156.55億及162.2億元,並上調估值基礎,由預測今年市盈率10倍上調至12倍,目標價由4.62港元升至8.27港元。
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