摩根士丹利发表研报指，中国铝业预期2026年上半年纯利同比增长58%至73%，达到112亿至122亿元，符合该行预期的117亿元，高于市场预期；预料纯利为57亿至67亿元，同比增长60%至89%、环比增长3%至21%。大摩认为盈利强劲，主要由于中东冲突令海外供应紧张，推动期内铝价按年上升，以及成本控制改善所致。该行预期中铝下半年盈利维持稳健，下半年铝供需将维持相对紧张，为铝价提供支持，加上成本效益改善，应可支持中铝下半年盈利，维持“增持”评级，目标价11.2港元。
摩根士丹利发表研报指，中国铝业预期2026年上半年纯利同比增长58%至73%，达到112亿至122亿元，符合该行预期的117亿元，高于市场预期；预料纯利为57亿至67亿元，同比增长60%至89%、环比增长3%至21%。大摩认为盈利强劲，主要由于中东冲突令海外供应紧张，推动期内铝价按年上升，以及成本控制改善所致。该行预期中铝下半年盈利维持稳健，下半年铝供需将维持相对紧张，为铝价提供支持，加上成本效益改善，应可支持中铝下半年盈利，维持“增持”评级，目标价11.2港元。
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