中国铝业(02600)早盘上涨2.82%,现报5.11港元,成交额7095.52万港元。
近日,中国铝业披露2024年业绩预增公告,预计全年年实现归母净利120-130亿元,同比+79%-94%;扣非归母净利115-125亿元,同比+74%-89%;基本每股收益0.7-0.76元,同比+82%-97%。国盛证券认为,24Q4氧化铝价格大涨带动公司Q4业绩环比大幅提高,全年业绩或创成立以来新高。
美银证券指出,全球铝市场正经历深刻变化,供应趋紧,竞争加剧,铝价有望在2025年走高。该行仍看好铝价走势,预计2025年铝价有望达到3000美元/吨(1.36美元/磅)。从供需平衡来看,2024-2026年全球铝市场预计出现供应短缺,2025年缺口达60.8万吨,市场库存也将持续下降,这些因素都将为铝价上涨提供支撑。
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