研报掘金|华泰证券:上调中国铝业目标价至8.27港元 上调2025至27年盈测

金融界
Aug 29
华泰证券发表研究报告指,中国铝业上半年营收1163.92亿元,按年升5.12%;归母净利70.71亿元,按年升0.81%。次季营收606.09亿元,按年跌1.87%,按季升8.65%;归母净利35.33亿元,按年跌26.18%,按季跌0.13%。 该行认为在电解铝产能天花板约束下,铝价维持高位,公司盈利稳中有增,维持“买入”评级,目标价由4.62港元上调至8.27港元,上调2025至27年盈测分别21%、12.9%及7.6%至分别150.64亿、156.55亿及162.2亿元。

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