智通财经APP获悉，中国铝业(02600)再跌超4%，截至发稿，跌4.34%，报4.63港元，成交额1.08亿港元。
消息面上，中国铝业2024年归母净利润同比增加85%。国信证券指出，公司2024年归母净利润同比大幅增长，主要由于原铝和氧化铝市场价均有上涨，2024年长江有色市场A00铝含税均价为1.99万元/吨，同比提升6.5%；国内氧化铝含税均价为4,077.29元/吨，同比提升39.7%。
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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