民生证券给予中国铝业推荐评级:营业成本大幅增加拖累Q3业绩,铝土矿资源价值有待重估

每日经济新闻
31 Oct 2024

民生证券10月30日发布研报称,给予中国铝业(601600.SH)推荐评级。评级理由主要包括:1)事件:公司发布2024年三季报;2)2024Q3电解铝、氧化铝产量大幅增长;3)华云三期42万吨电解铝项目逐步投产;4)负债率下滑,经营性现金流继续改善。风险提示:铝需求不及预期,云南限产超预期,铝行业纳入碳交易不及预期。  AI点评:中国铝业近一个月获得2份券商研报关注,买入2家。(文章来源:每日...

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