异动解读|中国宏桥盘中下跌3.43%,铝板块延续调整铝价预测下修压制估值

行情直击
Jul 09

7月9日,中国宏桥盘中下跌3.43%,报20.22港元/股,成交额9078.9万港元。铝板块整体延续弱势,同行业中国铝业跌2.23%,创新实业跌3.44%,南山铝业国际跌1.03%。

消息面上,瑞银近日将中国宏桥目标价由46.1港元下调至36.8港元,并下调今明两年盈利预测分别达13%及24%,主要因铝价预测下修至23000元/吨和22500元/吨。此前铝价自5月的24000-25000元/吨急跌至22000元/吨水平,市场对中国电解铝超产及印尼产能加速释放的担忧持续压制板块情绪。尽管多家机构维持"买入"评级,认为悲观预期已过度定价,但短期盈利预期下修仍对股价形成压力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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