摩根士丹利发表研究报告指出，中国宏桥凭借其稳健的铝价、与同行相比的成本竞争力、一体化的业务链及位于非洲几内亚铁矿石项目的盈利贡献，可支持该股重新评级，重申对该股“增持”评级，目标价从18.5港元上调至24.8港元，仍视该公司为行业首选。 大摩全球商品团队认为，随着年底临近，铝价有上行空间，因中国需求增加导致供需平衡倾向短缺。中国政府产能限制、美国进口增加、美元走弱且库存处于低位料带来进一步支持。较高的铝价应有助于提升冶炼厂的利润率，为宏桥带来稳固的盈利。中国宏桥股息支付比率从2018年的32%增至2024年的约63%，意味着股息收益率达8%至9%，优于同行平均4%，吸引了投资者。
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