研报掘金丨海通证券：首予中国铝业“优于大市”评级，料未来三年净利迎快速增长期

格隆汇资讯04-18

海通证券研报指出，中国铝业(601600.SH)23年实现归母净利润67.17亿元，同比增长60.23%。公司全年生产铝土矿3042万吨，2023年新增国内铝土矿资源量2100万吨。公司不仅国内铝土矿资源拥有量第一，还在海外拥有铝土矿资源18亿吨左右。预计未来三年公司将受益于铝土矿-氧化铝-电解铝的一体化布局优势，迎来净利润快速增长期，预计公司24-26年EPS分别为0.54、0.65和0.79元...

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