国信证券给予中孚实业优于大市评级，乘时代之风，迎蜕变之年

每日经济新闻2025-03-07

每经AI快讯，国信证券03月07日发布研报称，给予中孚实业（600595.SH）优于大市评级。评级理由主要包括：1）破产重整完毕，推出员工持股计划；2）公司电解铝权益产能提升至75万吨；3）2025年开始四川水电铝电费有望同比下降；4）氧化铝价格下行，电解铝利润增厚。风险提示：估值的风险；用电成本降幅不及预期的风险；产销量不及预期的风险；铝价大幅波动的风险；煤矿生产安全事故再次发生的风险。AI点评...

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