智通财经APP获悉，中国宏桥(01378)早盘涨超3%，高见19.34再创历史新高。截至发稿，涨3.76%，报19.32港元，成交额2.02亿港元。
消息面上，7月16日，汇丰发布了最新的对中国铝行业的研报，维持对中国宏桥的“买入”评级，将中国宏桥的目标价从18.5港元提升至20.6港元。瑞银近日也表示，维持对中国宏桥的“买入”评级，并将目标价从16.5港元上调至21.0港元。
瑞银在研报中指出，上调中国宏桥目标价的原因包括铝价前景强劲，2025年全年氧化铝和铝含税均价预估分别上调至2832元/吨、17699元/吨，该公司盈利有望保持稳健；派息率较高，约60%以上；更多投资人开始参考股息率进行投资，尤其是在保险基金开始买入之后。
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