智通财经APP获悉，中国铝业(02600)反弹逾3%，截至发稿，涨3.03%，报5.1港元，成交额1亿港元。
消息面上，中国铝业公布9月止首三季度业绩，实现营业收入1,737.78亿人民币，同比下降7.8%；归属股东净利润90.17亿元，同比增长68.5%。单看第三季，营业收入630.6亿元，同比增加16%；归属股东净利润20亿元，同比增长3.3%。
国信证券指出，公司前三季度累计营收有所下滑主要是由于降低了低毛利贸易业务体量，提升了贸易质量；累计利润有所提升主要由于商品价格同比提升。该行认为，考虑到公司为大型有色央企龙头，在电解铝行业产能存在天花板的情况下仍具备一定扩产能力。国泰君安认为，氧化铝错配有望持续，且随着电解铝产能天花板将至，看好2025年铝产业链总体错配带来的投资机会。
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