麦格理:升中国铝业(02600)目标价至8.1港元 上调评级至“跑赢大市”
智通财经网·2025-08-28 08:08

Core Viewpoint - Macquarie's report indicates that China Aluminum's (02600) net income for the first half of the year remained stable at 7.07 billion RMB, while the second quarter saw a 26% year-on-year decline to 3.5 billion RMB [1] Financial Performance - The gross profit margin increased to 17.6%, reflecting a quarter-on-quarter rise of 1.7 percentage points [1] - The company declared an interim dividend of 0.123 HKD per share, resulting in a payout ratio of 30% [1] Profit Forecast and Target Price - Macquarie raised its net profit forecasts for China Aluminum for the years 2025 to 2027 by 13.1%, 43.5%, and 43.2% respectively [1] - The target price for the stock has been increased to 8.1 HKD, with the rating upgraded from "Neutral" to "Outperform" [1]