周三盘中，南山铝业国际（02610.HK）股价大涨5.02%，引发市场关注。这一显著涨幅与中金证券最新发布的研报密切相关。
根据中金的研报，考虑到南山铝业国际产销增加和价格上升，分析师上调了公司2025/2026年的净利润预期，分别增加7%和9%至3.74亿和5.00亿美元。更为重要的是，中金维持了对该公司"跑赢行业"的评级，并大幅上调目标价58%至52.59港元，较当前股价仍有25%的上行空间。
此外，南山铝业国际近期发布的中期业绩也为股价提供了支撑。2025年上半年，公司收益约为5.97亿美元，同比增长41.0%；股东应占利润约为2.48亿美元，同比增长124.2%。中金指出，公司上半年业绩略高于预期，主要得益于销售价格高于预期。分析师还强调了公司在东南亚市场的领先地位、成本优势以及产业链扩张潜力，这些因素共同推动了投资者对公司未来发展的信心，从而带动股价上涨。
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