采矿业对外投资
Search documents
中国铝业涨超5% 大行评级“买入” 预计经常性净利润将保持强劲
Zhi Tong Cai Jing· 2025-09-12 07:40
Core Viewpoint - China Aluminum (601600) shares rose over 5%, reaching a peak increase of 7.18% at HKD 7.61, with a trading volume of HKD 893 million [1] Group 1: Company Performance - Goldman Sachs reported that China Aluminum's net profit for the first half of the year was RMB 7.1 billion, or earnings per share of RMB 0.412, reflecting a year-on-year growth of 1% [1] - Goldman Sachs raised its profit forecast for China Aluminum for 2025-2026 by 11% to 15%, expecting regular net profits to remain strong at RMB 13.3 billion in 2025 and RMB 14 billion in 2026, supported by projected aluminum price spreads of RMB 4,820 per ton in 2025 and RMB 4,700 per ton in 2026 on the Shanghai Futures Exchange [1] - Goldman Sachs maintained a "Buy" rating on China Aluminum's H-shares, increasing the target price from HKD 6.3 to HKD 7.6 [1] - UBS also assigned a "Buy" rating to China Aluminum, raising the target price from HKD 6.2 to HKD 7.9 [1] Group 2: Industry Insights - The Ministry of Commerce recently released the "2024 Annual Statistical Bulletin on China's Foreign Direct Investment," indicating that the mining sector remains highly active in foreign direct investment, ranking among the top five concentrated areas for such investments [1] - The bulletin's data shows that China's mining sector continues to attract strong investment interest and confidence from enterprises [1]