智通财经APP获悉，中国宏桥(01378)午后涨超5%，高见20.3港元，再创历史新高。截至发稿，涨3.74%，报19.98港元，成交额5.59亿港元。
消息面上，中国宏桥近日发布公告称，2025年上半年净利润预计同比增加35%左右。中泰证券指出，2024上半年公司实现净利润100亿元，预计25年上半年实现净利润135亿元。假设25年上半年少数股东权益比例持平于24年上半年，预计25年上半年公司实现归母净利润124亿，业绩超预期，主要由于公司各项成本控制较好。
瑞银发布研报称，将中国宏桥目标价从16.5港元上调至21.0港元，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。此外，汇丰发布研报，将中国宏桥目标价从18.5港元上调至20.6港元，维持“买入”评级。
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