花旗:维持中国铝业(02600)“买入”评级 目标价下调至8.89港元

智通财经
Oct 30, 2024

智通财经APP获悉,花旗发布研究报告称,维持中国铝业(02600)“买入”评级,认为业绩表现不佳或会导致该股面临短期获利回吐压力,故中止对其积极催化剂观察,将集团2024财年盈利预测下调12%;至于2025至2026财年预测则维持不变,目标价由9.09港元下调至8.89港元。

报告中称,公司今年首九个月净利润同比升68%,分别相当于市场及该行预期的70%及69%。若剔除减损损失,该行预计中铝今年首九个月的经常性净利润为90.8亿元人民币,同比增长73%。花旗表示,中铝今年第三季度毛利同比及按季分别下跌16%及39%,主要由于铝冶炼资产折旧调整、电费附加调整、铝土矿储量调整。

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