港股异动 | 中国铝业(02600)午后跌超4% 去年氧化铝板块税前利润暴增 高盛预计氧化铝价格后续受压

智通财经
02 Apr

智通财经APP获悉,中国铝业(02600)午后跌超4%,截至发稿,跌4.01%,报4.79港元,成交额1.32亿港元。

消息面上,中国铝业此前发布年度业绩,公司全年实现营业收入约为2370.66亿元,同比增长5.21%;对应实现归属净利润约为124亿元,同比增长85.38%。民生证券指出,公司氧化铝板块税前利润116.85亿元,同比增长106.35亿元,原铝板块税前利润89.66亿元,同比下滑22.88亿元。

高盛此前发布研报称,下调对中国铝业今明两年的盈利预测14%至15%,预计氧化铝价格会持续受压,下调其对国内氧化铝价格预测27%至28%,至每吨3,431元人民币及3,464元人民币。该行料,中国铝业今明两年的盈利将达114亿元人民币及121亿元人民币,维持H股评级“买入”,H股目标价由6.8港元降至6.3港元。

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