美银证券：上调中铝(2600.HK)目标价至6.8港元评级“买入”_老虎社区_美港股上老虎

美银证券：上调中铝(2600.HK)目标价至6.8港元评级“买入”

格隆汇2021-08-27

美银证券发表研究报告，指与中铝(2600.HK)首席财务官会面后，指管理层对铝价整体正面，料下半年铝价维持每吨1.8万至2.1万元人民币高位，意味较上半年升4%至21%，甚或持续至2022至2023年，受惠新能源板块需求及内地4,500万吨产能上限。现时产能配额少于200万吨，大部分来自中铝70万吨产能置换计划。即使来自物业建筑需求下滑，但上半年需求仍按年升12.7%。按历史趋势，管理层料铝材需求...

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·2021-08-27
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