【研报掘金丨民生证券:中国铝业业绩弹性较大,维持“推荐”评级】民生证券研报指出,中国铝业(601600.SH)为铝产业龙头,一体化布局优势明显。公司重视资源布局,几内亚铝土矿持续放量。Boffa矿山品位较高,剩余可采年限超过60年,目前该项目产量逐年攀升,2023年产量达到1425万吨。截至2023 年末,公司共计拥有2226万吨氧化铝产能,广西华升二期200 万吨项目逐步投产,若按期开工达产后预计公司氧化铝产能可达2426 万吨/年。丰富的铝土矿资源保障氧化铝生产的稳定原料供给。累啊,公司并购云铝股份,拓展绿色产业,新能源前景广阔。公司作为国内铝产业链一体化企业,资源保障能力显著,随着铝价上涨,公司业绩弹性较大,维持“推荐”评级。

金融界
19 Mar
民生证券研报指出,中国铝业(601600.SH)为铝产业龙头,一体化布局优势明显。公司重视资源布局,几内亚铝土矿持续放量。Boffa矿山品位较高,剩余可采年限超过60年,目前该项目产量逐年攀升,2023年产量达到1425万吨。截至2023 年末,公司共计拥有2226万吨氧化铝产能,广西华升二期200 万吨项目逐步投产,若按期开工达产后预计公司氧化铝产能可达2426 万吨/年。丰富的铝土矿资源保障氧化铝生产的稳定原料供给。累啊,公司并购云铝股份,拓展绿色产业,新能源前景广阔。公司作为国内铝产业链一体化企业,资源保障能力显著,随着铝价上涨,公司业绩弹性较大,维持“推荐”评级。

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