国信证券发布中孚实业研报，成本下降权益产能提升，高分红可期

每日经济新闻2025-04-17

国信证券04月17日发布研报称，给予中孚实业（600595.SH，最新价：3.46元）优于大市评级。评级理由主要包括：1）公司 2024 年营收同比增长 21%，归母净利润同比下滑 39.30%；2）2024年公司铝加工产品产量提升33%；3）2024年为公司用电成本高点，2025年水电费有望下降；4）公司对中孚铝业的持股比例提升至100%。风险提示：电解铝和氧化铝价格大幅波动的风险；市场竞争激烈...

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