【Citi: Aluminum production profit margin expected to remain high, China Hongqiao listed as "top pick"】On April 9th, Citi and China Hongqiao held a group meeting. Citi released a research report, giving China Hongqiao a target price of HK$11.5, and listing it as a "top pick". Citi believes that in the still tight supply situation, strong demand from photovoltaic installations and new energy vehicles may keep aluminum profit margins at high levels in China for a longer period of time. The further increase in aluminum prices is also related to the potential manufacturing restocking cycle that may start in the 2024 fiscal year.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.