异动解读 | 中国宏桥半年业绩增长35%,股价却盘中大跌5.13%

异动解读
Aug 18

8月18日周一盘中,中国宏桥(01378)股价出现大幅下跌,跌幅高达5.13%,引发市场关注。这一走势与公司刚刚公布的中期业绩形成鲜明对比。

根据中国宏桥发布的2025年上半年未经审核业绩报告,公司在截至6月30日的六个月内实现了显著增长。公司拥有人应占溢利达123.61亿元人民币,同比增长35.02%。每股基本盈利为1.314元人民币,相比去年同期的0.966元有明显提升。此外,集团收入也增长至810.39亿元人民币,同比增长10.12%。

尽管财务表现亮眼,中国宏桥的股价却未能获得提振。分析人士指出,这可能与公司宣布不派发中期股息有关。另一个可能的原因是,市场对铝行业的整体前景持谨慎态度,担心需求可能放缓。此外,一些投资者可能选择在利好业绩公布后获利了结,导致股价承压。无论如何,这种股价与业绩背离的现象值得投资者密切关注。

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