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【异动】中国铝业涨近9%,铝价上升或将提振业绩

老虎资讯综合2021-09-09

9月9日,中国铝业盘中涨超9%,消息面上,早前,受几内亚最新政治动荡影响,铝价进一步上涨,投资者对供应前景感到担忧;上周因市场担忧印度等国铝供应紧缺,也几度刺激铝价创十年来新高。而随着产能扩展及拥有中国约20%的铝土矿储备,预期中国铝业将能受惠。

今日,麦格理发布研究报告称,维持中国铝业“跑赢大市”评级,并将2021-23年每股盈利预测分别提高89%/168%/113%,以反映该行对铝和氧化铝价格的上升假设。

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  • JamesKris
    ·2021-09-09
    let's go
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