大行评级｜大摩：对中国铝业开拓海外增长持正面看法，评级“增持”

中金财经02-02

摩根士丹利发表研报指，中国铝业与力拓新成立的合资公司收购巴西铝业68.59%的股权，中国铝业持有该合资公司67%的股权，交易总对价约为63.9亿元，其中中国铝业需支付约42亿元。大摩对中国铝业开拓海外增长持正面看法，认为若交易完成，考虑到中国市场严格的产能控制，此次收购将为中国铝业开启海外绿色铝产能的增长空间。同时，该行预计在行业基本面紧张及宏观环境支持的背景下，铝价将维持高位，加上产能增长，有望...

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