【券商聚焦】廣發證券維持中國宏橋「買入」評級指鋁價上漲帶來利潤彈性

金吾財訊

02/11

（原標題：【券商聚焦】廣發證券維持中國宏橋(01378)「買入」評級指鋁價上漲帶來利潤彈性）金吾財訊|廣發證券發布研報指，中國宏橋(01378.HK)受益於鋁價上漲將獲得顯著利潤彈性。電解鋁需求改善背景下供給強約束突出，預計2026年滬鋁期貨均價達24117元/噸（含稅）。公司擁有645.9萬噸電解鋁產能，產銷持穩且成本下降，預計2026年歸母淨利潤可達327.4億元。該行預計公司2025-...

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【券商聚焦】廣發證券維持中國宏橋「買入」評級 指鋁價上漲帶來利潤彈性

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【券商聚焦】廣發證券維持中國宏橋「買入」評級指鋁價上漲帶來利潤彈性