民生证券给予中国铝业推荐评级，2024年半年报点评：氧化铝利润贡献可观，一体化布局优势显现

每日经济新闻09-02

民生证券09月02日发布研报称，给予中国铝业（601600.SH，最新价：6.77元）推荐评级。评级理由主要包括：1）事件：公司发布2024年半年报；2）2024H1电解铝产量大幅增长；3）2024Q2业绩：氧化铝、电解铝价格大涨驱动业绩释放。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4份券商研报关注，买入4家。（文章来源：每日经济新闻）

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