瑞银下调今明两年铝价预测 降中国铝业盈测及目标价

格隆汇
Jul 06

瑞银发表研究报告指,目前预测2026年及2027年全球铝价分别为每磅1.5美元及1.42美元,计及上海期货交易所及伦敦金属交易所折让,将2026及2027年中国铝价预测下调至每吨23,000元人民币及22,500元人民币,并将中国铝业(02600.HK)及中国宏桥(01378.HK)的今年盈利预测分别下调15%及13%,明年盈测下调31%及24%,中铝H股目标价由17.5港元降至14.2港元,宏桥目标价由46.1港元降至36.8港元。维持中铝及中国宏桥的“买入”评级。

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