【中泰证券:中国宏桥(01378.HK)成本控制显著 盈利超预期 维持“买入”评级】智通财经APP获悉,中泰证券发布研报

智通财经
09 Jul
【中泰证券:中国宏桥(01378.HK)成本控制显著 盈利超预期 维持“买入”评级】智通财经APP获悉,中泰证券发布研报称,中国宏桥(01378.HK)一体化经营下成本控制较好,仍能实现较好盈利,预计公司2025/2026/2027年净利润分别为218/221/247亿元(前值264/342/451亿元),对应PE分别为7.0/7.0/6.2倍,维持公司“买入”评级。考虑到全球面临的关税风险,该行下调了对 2025/2026/2027年铝价假设为 2.0/2.0/2.1 万元/吨(前值 2.1/2.3/2.5 万元/吨),此外氧化铝供应端投放较快带来行业供过于求,该行同时下调氧化铝价格假设为 3150/3000/2800 元/吨(前值 3400/3450/3500 元/吨)。

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