星展研究报告指，维持中国铝业(02600.HK) “买入”评级，并将目标价从5.5元上调至8元。该行指，上半年氧化铝和铝平均售价分别按年上涨5%和3%。随着中国政府推动反内卷政策，料氧化铝价格将反弹，而中国产能限制与全球需求增长将支持铝价维持表现强势。
报告提到，中国铝业凭借完整的供应链及持续优化的上游资源布局，掌控几内亚博法省的项目，该项目年产能可达1,500万吨。此外，公司在现有配额内仍具备提升冶炼产能的潜力。考虑到关税令全球不稳下的需求韧性，以及平均售价上升势头强劲，该行料公司全年盈利将显著增长。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-23 12:25。)
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