智通财经APP获悉,摩根士丹利发布研报称,中国铝业(02600)早前公布,料今年首季净利润同比升53%至63%,至34亿到36亿元人民币,业绩好过市场预期,盈利表现更好主要反映铝材盈利贡献占比扩大。该行对公司的评级为“增持”,H股目标价7.1港元。该行指,在全球宏观环境波动下,铝的价格近期大幅回调,拖累公司股价表现。不过铝的基本面依然稳健,供应受限于内地政府定下的产能上限,而需求维持稳健。这应为...
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