中国宏桥(1378.HK)2025年中期策略会速递:公司价值或迎来重估

华泰证券
06 Jun

6 月4 日中国宏桥(1378.HK)出席了我们组织的2025 年中期策略会,会上公司主要介绍了其控股公司宏创控股拟对宏拓实业收购和电解铝能源成本下降等情况,并阐述了对铝价长期维持乐观。公司高分红属性突出,作为铝行业龙头,我们维持买入评级。旗下核心资产计划重组,公司价值有望迎来二次重估根据公告,中国宏桥控股公司宏创控股拟向宏拓实业的九名股东发行股份以购买宏拓实业100%股权,交易对价约635.18...

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