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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
創新實業
29.220
-2.120
-6.76%
手動刷新
成交量:
637.47萬
成交額:
1.87億
市值:
606.32億
市盈率:
14.51
高:
31.420
開:
31.420
低:
28.740
收:
31.340
52周最高:
33.960
52周最低:
13.510
股本:
20.75億
香港流通股本:
20.75億
量比:
1.60
換手率:
0.31%
股息:
- -
股息率:
- -
每股收益(LYR):
2.013
淨資產收益率:
46.71%
總資產收益率:
11.42%
市淨率:
5.48
市盈率(LYR):
14.51
市銷率:
2.82
資料載入中...
總覽
公司
新聞資訊
公告
創新實業(02788)獲納入恒生綜合指數 有望成為港股通標的
智通财经
·
02/13
創新實業02月10日遭主力拋售204.3萬元
市场透视
·
02/10
《大行》招銀國際首予創新實業(02788.HK)「買入」評級 目標價32元
阿斯达克财经
·
02/05
《大行》招銀國際料今年鋁價升15% 鋁市供應將持續短缺
AASTOCKS
·
02/05
招銀國際:首予創新實業(02788)「買入」評級 目標價32港元
智通财经
·
02/05
創新實業02月04日遭主力拋售162.2萬元
市场透视
·
02/04
【券商聚焦】招銀國際:2026年電解鋁供應緊缺繼續為鋁價提供有利支撐
金吾财讯
·
02/04
創新實業01月29日主力淨流出2101.2萬元 散户資金買入
市场透视
·
01/29
創新實業01月27日遭主力拋售700.7萬元
市场透视
·
01/27
《大行》浦銀國際列出未來12個月限售股解禁市值較高的部分港股公司(表)
阿斯达克财经
·
01/27
港股異動 | 鋁業股集體走強,俄鋁大漲近13%,年內漲幅近40%
老虎资讯综合
·
01/26
港股異動 | 鋁業股再度走高 花旗預計鋁將出現結構性短缺 機構看好電解鋁紅利屬性
智通财经
·
01/26
國信證券:首次覆蓋創新實業(02788)給予「優於大市」評級 海外項目助力產能高增長
智通财经
·
01/22
【券商聚焦】國信證券首予創新實業(02788)「優於大市」評級 指公司充分享受鋁價上漲所帶來的利潤彈性
金吾财讯
·
01/21
創新實業(02788)出現大手賣出21.2萬股,成交價$26.0,涉資551.2萬
阿斯达克财经
·
01/21
鋁業股普漲 南山鋁業國際(02610)漲12.73% 機構指鋁價有望持續創出新高 噸鋁利潤有望進一步走闊
金吾财讯
·
01/19
創新集團國際化戰略取得重大突破——攜手沙特公共投資基金共建全球領先鋁產業綜合體
中国有色金属报
·
01/16
創新實業(02788)出現大手買入30萬股,成交價$27.3,涉資819萬
阿斯达克财经
·
01/16
港股異動 | 創新實業(02788)再漲近8% 機構看好26上半年電解鋁板塊公司利潤進一步走闊
智通财经
·
01/16
創新實業01月14日獲主力加倉311.3萬元
市场透视
·
01/14
更多
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19:09","pubTimestamp":1770980960,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,2月13日,恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果,其中创新实业获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效,届时沪深交易所会相应调整港股通可投资标的范围。据中金研报,创新实业有可能被调入港股通,因其满足了包括市值、流动性和上市时间等在内的一系列标准。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405332.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02788","BK1175","BK4588","BK1170","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610813675","title":"創新實業02月10日遭主力拋售204.3萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610813675","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610813675?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 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并予以“买入”评级,目标价32元。该行表示,目前公司的电力成本已处于低位,而持续投产的风电及太阳能自备电源,将于2026至2027年进一步降低生产成本。增长方面,公司在沙特阿拉伯的铝产能建设项目获得当地公共投资基金(PIF)的新一轮投资,为项目执行提供信心保障。行业整体而言,该行相信供应紧张将为铝价提供强劲支持;估计铝价每上升1%,可提升公司2026年盈利约2.5%。同时,公司有机会在今年3月获纳入沪深港通,将进一步拓宽其投资者基础。(ss/j)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251114162534904_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251114162534904_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1501394/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1501394/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02788","BK1175","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609532402","title":"《大行》招銀國際料今年鋁價升15% 鋁市供應將持續短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2609532402","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609532402?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 16:02","pubTimestamp":1770278520,"startTime":"0","endTime":"0","summary":"招银国际预期今年全球铝市供应将持续短缺,主要因中国产能利用率已接近饱满,以及海外新增产能有限;料今年铝价按年升15%。虽然2027年中国以外地区可能有更多产能投产,但由于短缺状态将持续,料铝价将继续维持高位。该行料2026至2028年全球铝产能将分别按年增长1.3%、2.6%及1.7%,至7,470万吨、7,670万吨...","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180131131002358_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180131131002358_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1501384&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1501384&catg=1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_forex","symbols":["01378","BK1500","BK1594","LU0173614495.USD","LU0359201612.USD","LU0307460666.USD","LU1023057109.AUD","SG9999001093.SGD","LU0469268626.HKD","LU0359202008.SGD","LU1770034418.SGD","LU0359201885.HKD","LU1303224171.USD","LU0588546209.SGD","LU1719994722.HKD","LU0572939691.SGD","LU1251922891.USD","LU1224709979.USD","BK1175","LU0287142896.SGD","02788","LU0737861699.HKD","BK1592","BK1170","LU0572940350.SGD","LU0264606111.USD","LU0702159699.USD","LU1166156734.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609346901","title":"招銀國際:首予創新實業(02788)「買入」評級 目標價32港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609346901","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609346901?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 10:42","pubTimestamp":1770259374,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招银国际发布研报称,首次覆盖创新实业(02788)并给予“买入”评级,目标价32港元。该行认为创新实业有望于今年3月被纳入港股通,这将进一步拓宽其投资者基础。成本方面,公司当前已具备电力成本优势,而2026-27年陆续投运的风电与光伏自备电源将进一步降低生产成本。增长方面,创新实业在目前通过合资公司在沙特新建电解铝产能,公司获得了沙特公共投资基金的新一轮投资后,相信项目执行进度将有所保障。行业层面,该行认为电解铝供应紧缺将为铝价提供强劲支撑。该行测算,电解铝价格每上涨1%,创新实业2026年盈利将随之增加2.5%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401911.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1175","BK1170","02788"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609947033","title":"創新實業02月04日遭主力拋售162.2萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609947033","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609947033?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 16:15","pubTimestamp":1770192931,"startTime":"0","endTime":"0","summary":"02月04日, 创新实业股价跌0.56%,报收24.86元,成交金额6100.7万元,换手率0.12%,振幅6.32%,量比0.36。创新实业今日主力资金净流出162.2万元,连续3日净流出,上一交易日主力净流出403.3万元。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为25.00%,平均跌幅为1.16%。该股近5个交易日下跌14.44%,主力资金累计净流出1272.1万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出543.6万元,其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204161725a6d1ef4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15%。此外,该机构维持对中国宏桥的“买入”评级,上调目标价至 45 港元,主要由于该机构上调铝价假设。该机构认为近期的股价回调提供了良好的买入时机。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974552","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02788","BK1594","LU0264606111.USD","LU0588546209.SGD","LU0469268626.HKD","LU0173614495.USD","LU1719994722.HKD","LU0359201612.USD","01378","LU1023057109.AUD","LU1224709979.USD","BK1175","LU0359202008.SGD","LU0572940350.SGD","BK1170","LU0702159699.USD","LU0737861699.HKD","LU1303224171.USD","BK1500","BK1592","LU1166156734.SGD","LU1770034418.SGD","SG9999001093.SGD","LU0572939691.SGD","LU0359201885.HKD","LU1251922891.USD","LU0307460666.USD","LU0287142896.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2607060925","title":"創新實業01月29日主力淨流出2101.2萬元 散户資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2607060925","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607060925?lang=zh_tw&edition=fundamental","pubTime":"2026-01-29 16:15","pubTimestamp":1769674517,"startTime":"0","endTime":"0","summary":"01月29日, 创新实业股价跌6.84%,报收26.96元,成交金额1.6亿元,换手率0.28%,振幅7.53%,量比1.05。创新实业今日主力资金净流出2101.2万元,上一交易日主力净流入1469.7万元。该股近5个交易日上涨2.12%,主力资金累计净流出2292.5万元;近20日主力资金累计净流出3785.6万元,其中净流出天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129161636a6bac93a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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创新实业股价跌2.14%,报收27.38元,成交金额1.6亿元,换手率0.29%,振幅6.08%,量比1.41。创新实业今日主力资金净流出700.7万元,连续5日净流出,上一交易日主力净流出16.1万元。该股近5个交易日上涨4.48%,主力资金累计净流出1763.5万元;近20日主力资金累计净流出2991.1万元,其中净流出天数为12日。该股主力净额占比0.01%,港股市场排名2389/2708。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127162519a6b225bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171357768_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171357768_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1499029/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1499029/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2543165471.USD","BK1109","LU0211977185.USD","HK0000252160.HKD","BK1188","01364","HK0000500386.USD","LU0082770016.USD","LU0593848301.USD","02259","BK1184","BK1233","LU2488822045.USD","02718","LU0348767384.USD","BK1161","02656","06600","03696","02617","BK1119","BK1175","LU0348766576.USD","BK1141","02097","LU0620787316.HKD","LU2213484517.USD","02610","BK1198","BK1214","HK0000252152.HKD","LU0082770016.SGD","BK1124","00100","02590","BK1197","07618","BK1170","BK1616","LU0164939612.USD","02788","09973","BK1587","SGXZ62798434.SGD","BK1117","01828","SGXZ86797644.SGD","BK1183","LU0274383008.USD","BK1191"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1108206619","title":"港股異動 | 鋁業股集體走強,俄鋁大漲近13%,年內漲幅近40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108206619","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108206619?lang=zh_tw&edition=fundamental","pubTime":"2026-01-26 15:22","pubTimestamp":1769412120,"startTime":"0","endTime":"0","summary":"港股铝业股集体走强。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/9f403b79887bd2f90ec6336c96ff7923","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/9f403b79887bd2f90ec6336c96ff7923"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1fc103ed44b25c1d0a5c747abe1ef4ae","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02788","01378","00486","00098","02600"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2606298735","title":"港股異動 | 鋁業股再度走高 花旗預計鋁將出現結構性短缺 機構看好電解鋁紅利屬性","url":"https://stock-news.laohu8.com/highlight/detail?id=2606298735","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606298735?lang=zh_tw&edition=fundamental","pubTime":"2026-01-26 11:30","pubTimestamp":1769398232,"startTime":"0","endTime":"0","summary":"消息面上,花旗近日发布报告称,铝市场的结构性牛市正在形成,国内铝需求的“前置”与复苏为2026年初的铝消费提供增量支撑。同时,基本面从供应约束到结构性短缺,花旗预计2026年出现6.1万吨的小幅结构性缺口, 并将铝价0-3个月目标价从2950美元/吨上调至3400美元/吨。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1397186.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0950373646.USD","LU0572939691.SGD","BK1513","LU1770034418.SGD","LU0307460666.USD","BK1500","BK4504","LU1251922891.USD","LU1166156734.SGD","IE00BSNM7G36.USD","LU0287142896.SGD","LU0106831901.USD","LU2360032135.SGD","LU1162221912.USD","LU2456880835.USD","LU1244550577.SGD","LU0264606111.USD","LU1224709979.USD","LU0162691827.USD","BK4585","BK1170","LU0737861699.HKD","LU0130517989.USD","LU0823431563.USD","BK1594","01378","LU0173614495.USD","02788","LU2125154935.USD","LU0572940350.SGD","BK1175","LU0170899867.USD","LU0588546209.SGD","LU1244550494.USD","LU0702159699.USD","SG9999001093.SGD","LU1303224171.USD","LU1267930227.SGD","BK4566","LU0215049551.USD","BK4534","LU0128525689.USD","LU0359201612.USD","LU1366192091.USD","LU0477156953.USD","00486","LU0072461881.USD","LU0130102774.USD","LU0320765646.SGD","LU0359202008.SGD","02600","LU0469268626.HKD","LU1244550221.USD","LU2236285917.USD","LU0310800965.SGD","LU0648001328.SGD","LU0980610538.SGD","BK4588","LU0052756011.USD","LU1023057109.AUD","LU2417539215.USD","BK1592","BK4559","LU0098860793.USD","LU1791807156.HKD","LU2462157665.USD","LU0359201885.HKD","LU0823431647.USD","LU1668664300.SGD","LU1719994722.HKD","LU2125154778.USD","601600","LU1201861249.SGD","BK4207","BK1568"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2605636894","title":"國信證券:首次覆蓋創新實業(02788)給予「優於大市」評級 海外項目助力產能高增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2605636894","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605636894?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 15:20","pubTimestamp":1769066455,"startTime":"0","endTime":"0","summary":"公司成立于2012年,十几年间在蒙东霍林河建成6330MW燃煤自备电机组和78.8万吨电解铝产能,在山东滨州建成300万吨氧化铝产能,于2025年11月在港交所上市。公司将在沙特建设50万吨电解铝公司凭借下游深加工业务优势,成功在沙特落地铝产业链项目,一期50万吨电解铝预计2027年左右投产。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396081.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0276","02788","BK0183","BK1175","BK1170","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2605434171","title":"【券商聚焦】國信證券首予創新實業(02788)「優於大市」評級 指公司充分享受鋁價上漲所帶來的利潤彈性","url":"https://stock-news.laohu8.com/highlight/detail?id=2605434171","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605434171?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 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南山鋁業國際(02610)漲12.73% 機構指鋁價有望持續創出新高 噸鋁利潤有望進一步走闊","url":"https://stock-news.laohu8.com/highlight/detail?id=2604690150","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604690150?lang=zh_tw&edition=fundamental","pubTime":"2026-01-19 11:07","pubTimestamp":1768792030,"startTime":"0","endTime":"0","summary":"金吾财讯 | 铝业股普涨,截至发稿,南山铝业国际 涨12.73%,荣阳实业涨12.23%,创新实业涨2.50%,中国宏桥涨0.85%。该机构认为,电解铝供需缺口持续扩大,叠加全球积极的财政和货币政策共振,铝价有望持续创出新高;考虑成本侧有望维持低位,吨铝利润有望随着铝价上行进一步走阔。按照当前价格,电解铝公司2026年平均估值中枢仍压在10倍附近,该机构认为在涨价过程中具备较大向上重估空间,板块有望迎来戴维斯双击。","market":"other","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1973468","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1251922891.USD","LU1303224171.USD","LU0264606111.USD","LU0572939691.SGD","BK1594","02610","LU0359202008.SGD","01378","LU0359201885.HKD","LU0588546209.SGD","BK1500","LU1023057109.AUD","BK1170","LU1224709979.USD","02078","LU0359201612.USD","LU0702159699.USD","02788","LU1166156734.SGD","BK1592","LU1770034418.SGD","LU0469268626.HKD","LU0173614495.USD","BK1175","LU0572940350.SGD","LU1719994722.HKD","LU0287142896.SGD","SG9999001093.SGD","LU0737861699.HKD","LU0307460666.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2604941663","title":"創新集團國際化戰略取得重大突破——攜手沙特公共投資基金共建全球領先鋁產業綜合體","url":"https://stock-news.laohu8.com/highlight/detail?id=2604941663","media":"中国有色金属报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604941663?lang=zh_tw&edition=fundamental","pubTime":"2026-01-16 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| 創新實業(02788)再漲近8% 機構看好26上半年電解鋁板塊公司利潤進一步走闊","url":"https://stock-news.laohu8.com/highlight/detail?id=2603953868","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603953868?lang=zh_tw&edition=fundamental","pubTime":"2026-01-16 10:17","pubTimestamp":1768529820,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,创新实业再涨近8%,截至发稿,涨6%,报26.84港元,成交额2873.71万港元。消息面上,2026年以来,电解铝价格大幅上涨。在此预期下,我们持续看好26H1电解铝板块公司利润进一步走阔。值得注意的是,2025年3月,创新实业规划与创新集团、创新新材等共同投资沙特红海铝产业链综合项目。公司走向海外在沙特扩张电解铝产能,我们认为公司将成为行业内稀有的有电解铝增量的标的。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1393676.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1170","BK1175","02788"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2603622284","title":"創新實業01月14日獲主力加倉311.3萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2603622284","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603622284?lang=zh_tw&edition=fundamental","pubTime":"2026-01-14 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