智通财经APP获悉，中国宏桥(01378)涨超3%，截至发稿，涨2.81%，报16.08港元，成交额3.98亿港元。
消息面上，中国宏桥近期发布年度业绩，收入1561.69亿元人民币，同比增加16.87%；净利润223.72亿元，同比增加95.21%。基本每股收益2.36 元，同比增长95.2%。拟派末期息102港仙，连中期息全年共派161港仙，增派98港仙。花旗研报指出，维持中国宏桥为其首选股，目标价从15港元上调至21港元，评级为“买入”。该行指出，铝行业因产能限制，周期性减弱，利润率有望长期维持高位，中国宏桥有望从中受益。
花旗认为，铝行业的周期性减弱主要由于供应增量有限，且中国实施了产能上限政策。由于高能耗和碳达峰政策的影响，预计未来几年中国的铝产能上限政策将持续。截至2025年2月底，中国铝总产能为4467万吨，运营产能为4362万吨，运营率高达97.6%。考虑到增量产能有限且运营率已处于高位，预计未来铝供应将保持紧张，支撑铝价长期保持高位。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.