先跑为敬_老虎社区_美港股上老虎

2021-08-27

先跑为敬

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":819880331,"tweetId":"819880331","gmtCreate":1630054043623,"gmtModify":1704955241605,"author":{"id":3494297381991047,"authorId":3494297381991047,"authorIdStr":"3494297381991047","name":"言归于好","avatar":"https://static.tigerbbs.com/f35502c172289b4f98a57756ce5208a5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>先跑为敬</p></body></html>","htmlText":"<html><head></head><body><p>先跑为敬</p></body></html>","text":"先跑为敬","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/819880331","repostId":2162493350,"repostType":2,"repost":{"id":"2162493350","pubTimestamp":1630053351,"share":"https://www.laohu8.com/m/news/2162493350?lang=&edition=full","pubTime":"2021-08-27 16:35","market":"hk","language":"zh","title":"美银证券：上调中铝(2600.HK)目标价至6.8港元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2162493350","media":"格隆汇","summary":"现时产能配额少于200万吨，大部分来自中铝70万吨产能置换计划。该行上调2021至2023年铝价预测3%至6%，升中铝期内盈测介乎14%至35%，以现金流折现率计，目标价由6港元升至6.8港元，评级“买入”，指该行对铝价看法正面，且中铝估值相当于预测今年市账率1.2倍并不昂贵。","content":"<html><body><p>美银证券发表研究报告，指与中铝(2600.HK)首席财务官会面后，指管理层对铝价整体正面，料下半年铝价维持每吨1.8万至2.1万元人民币高位，意味较上半年升4%至21%，甚或持续至2022至2023年，受惠新能源板块需求及内地4,500万吨产能上限。现时产能配额少于200万吨，大部分来自中铝70万吨产能置换计划。即使来自物业建筑需求下滑，但上半年需求仍按年升12.7%。按历史趋势，管理层料铝材需求将跑赢内地GDP增长，料中期来自电动车及新能源板块的铝置换需求达800万吨。</p><p>报告称，下半年成本上升无可避免，但管理层相信铝价上升可抵销成本增加。因此，料利润率维持可观。该行上调2021至2023年铝价预测3%至6%，升中铝期内盈测介乎14%至35%，以现金流折现率计，目标价由6<span>港</span><span>元升至6.8</span><span>港</span><span>元，评级</span><span>“买入”</span><span>，指该行对铝价看法正面，且中铝估值相当于预测今年市账率1.2倍并不昂贵。</span></p><p><img src=\"https://img3.gelonghui.com/431f0-3dd5bd32-1d50-4804-a3a1-b3a5ef7a931d.png\"/></p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银证券：上调中铝(2600.HK)目标价至6.8港元 评级“买入”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银证券：上调中铝(2600.HK)目标价至6.8港元 评级“买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 16:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/483363><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银证券发表研究报告，指与中铝(2600.HK)首席财务官会面后，指管理层对铝价整体正面，料下半年铝价维持每吨1.8万至2.1万元人民币高位，意味较上半年升4%至21%，甚或持续至2022至2023年，受惠新能源板块需求及内地4,500万吨产能上限。现时产能配额少于200万吨，大部分来自中铝70万吨产能置换计划。即使来自物业建筑需求下滑，但上半年需求仍按年升12.7%。按历史趋势，管理层料铝材需求...</p>\n\n<a href=\"https://www.gelonghui.com/p/483363\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"161027":"证券","02600":"中国铝业"},"source_url":"https://www.gelonghui.com/p/483363","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162493350","content_text":"美银证券发表研究报告，指与中铝(2600.HK)首席财务官会面后，指管理层对铝价整体正面，料下半年铝价维持每吨1.8万至2.1万元人民币高位，意味较上半年升4%至21%，甚或持续至2022至2023年，受惠新能源板块需求及内地4,500万吨产能上限。现时产能配额少于200万吨，大部分来自中铝70万吨产能置换计划。即使来自物业建筑需求下滑，但上半年需求仍按年升12.7%。按历史趋势，管理层料铝材需求将跑赢内地GDP增长，料中期来自电动车及新能源板块的铝置换需求达800万吨。报告称，下半年成本上升无可避免，但管理层相信铝价上升可抵销成本增加。因此，料利润率维持可观。该行上调2021至2023年铝价预测3%至6%，升中铝期内盈测介乎14%至35%，以现金流折现率计，目标价由6港元升至6.8港元，评级“买入”，指该行对铝价看法正面，且中铝估值相当于预测今年市账率1.2倍并不昂贵。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1008,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/819880331"}