港股市场今日铝业板块表现亮眼，南山铝业国际（02610）盘中大涨5.02%，引发投资者关注。同时，其他铝业股也纷纷走强，中国宏桥（01378）涨幅高达6.5%，创下历史新高；中国铝业（ACH）涨幅接近5%；俄铝也小幅上涨。
分析人士指出，铝业股集体走强主要受益于行业前景看好。花旗银行最新研报显示，铝业仍是其最看好的行业之一。该行预计，得益于中国年产能上限政策（4520万吨）以及印尼产能增加的可控性，铝供应将持续保持紧张状态，这将有利于铝业毛利长期维持在较高水平。
值得注意的是，花旗银行特别看好中国宏桥的表现，认为该公司将继续受益于铝业毛利的高位维持，并有望获得估值重估。花旗维持中国宏桥"买入"评级，并将目标价从25.2港元大幅上调至36港元。这一积极展望也在一定程度上带动了整个铝业板块的上涨，包括南山铝业国际在内的相关个股均受到资金青睐。
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