Research Reports gold digger丨Minsheng Securities: Aluminum Corporation Of China has a large performance elasticity, maintaining a "recommended" rating.

Gelonghui March 31｜Minsheng Securities Research Reports pointed out that Aluminum Corporation Of China (601600.SH) achieved a Net income of 12.4 billion yuan in 2024, +85.38% year-on-year; Q4 achieved a Net income of 3.383 billion yuan, +147.96% year-on-year, +69.14% quarter-on-quarter. In 2024, the profitability contribution of alumina will increase significantly. Future highlights: integrated layout advantages will become evident, value is expected to be re-evaluated in the Industry Chain integration layout, and resource security is significant. The company's integrated layout is complete, with a high self-sufficiency rate for bauxite and strong risk resistance. By the end of 2024, the company's bauxite resource volume is approximately 27.

Gelonghui Finance13minutes ago · Ratings

Goldman Sachs lowered the Target Price of China Aluminum (02600.HK) to 6.3 yuan with a rating of "Buy."

Goldman Sachs issued a report indicating that it has lowered its profit forecasts for the Aluminum Corporation Of China (02600.HK) for the next two years by 14% to 15%. It is expected that alumina prices will remain under pressure, and the forecast for domestic alumina prices has been reduced by 27% to 28%, to 3,431 yuan and 3,464 yuan per ton. The bank anticipates that the profits of the Aluminum Corporation Of China for the next two years will reach 11.4 billion yuan and 12.1 billion yuan, maintaining a "Buy" rating for the Listed in Hong Kong stocks, with the target price reduced from 6.8 yuan to 6.3 yuan. (vc/w)~

AASTOCKS15:31

Aluminum Corporation Of China (601600) 2024 annual report review: historical best performance, balance sheet continuously optimized.

Event: The company released its 2024 annual report. In 2024, the company achieved a Net income of 12.4 billion yuan, +85.38% year-on-year; the net income excluding non-recurring items was 11.979 billion yuan, +81.12% year-on-year. Looking at the single quarter,

Minsheng Securities14:57

Aluminum Corporation Of China (601600): Both the quantity and price of electrolytic aluminum and alumina have risen, achieving the best operating performance in history.

The company released its 2024 annual report, achieving revenue of 237.066 billion yuan in 2024, a year-on-year increase of 5.21%; net income attributable to shareholders is 12.4 billion yuan, a year-on-year increase of 85.38%; excluding non-recurring items.

Guolian Minsheng Securities10:42

Aluminum Corporation Of China (601600): The net income attributable to the parent company in 2024 increases by 85%, and the dividend payout ratio is raised.

In 2024, the company's net income attributable to the parent increased by 85% year-on-year. The company's revenue in 2024 was 237.066 billion yuan, a year-on-year increase of 5.21%; the net income attributable to the parent was 12.4 billion yuan, an increase of 85.38% year-on-year.

Guosen07:47

Hong Kong stock Concept tracking | The "Implementation Plan for High-Quality Development of the Aluminum Industry" has been released. Institutions are Bullish on Aluminum prices maintaining at high levels (with related Concept stocks attached).

The Ministry of Industry and Information Technology and ten other departments have issued the "Implementation Plan for the High-Quality Development of the Aluminum Industry (2025-2027)".

Zhitong FinanceMar 28 13:40