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国投证券4月11日发布研报称,维持天山铝业(002532.SZ)买入评级。评级理由主要包括:1)阳极碳素和高纯铝板积累库存产生未实现销售毛利,铝价上行公司盈利有望增厚;2)战略规划清晰:以资源保障为重点,铝土矿目标自给率达到100%,同时积极研究落地未建电解铝指标;3)电解铝复产仍有不确定性,需求端地产竣工悲观预期触底,PMI持续处于扩张周期,铝价有望站稳高位持续走强,公司业绩有望受益。(每日经济新闻)

SDIC Securities released a research report on April 11 stating that it maintains Tianshan Aluminum's (002532.SZ) purchase rating. The main reasons for the rating include: 1) the accumulation of anode carbon and high-purity aluminum sheets generates unreal

Zhitong Finance ·  Apr 11 09:23
SDIC Securities released a research report on April 11 stating that it maintains Tianshan Aluminum's (002532.SZ) purchase rating. The main reasons for the rating include: 1) the accumulation of anode carbon and high-purity aluminum sheets generates unrealized gross sales profits, and the profits of companies with rising aluminum prices are expected to increase; 2) clear strategic planning: focusing on resource security, the target self-sufficiency rate for bauxite has reached 100%, while actively studying the indicators for unbuilt electrolytic aluminum; 3) there is still uncertainty about the resumption of electrolytic aluminum production, and pessimistic expectations for demand-side real estate completion have bottomed out. PMI continues to expand, and aluminum prices are expected to remain high and continue to strengthen, and the company's performance is expected to benefit. (Mainichi Keizai Shimbun)

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