投资亮点首次覆盖中国宏桥(01378)给予跑赢行业评级,目标价23.62 港元,基于P/E 估值法,对应2025 年8.0x 市盈率。理由如下:布局上下游一体化绿色产业链的铝业龙头。公司是全球第二大电解铝和氧化铝龙头企业,已形成电力—铝土矿—氧化铝—原铝—铝加工—再生铝生产及销售的上下游全产业链运营格局。公司以高质量绿色发展为战略纲要,通过优化能源结构、推动绿色能源项目、发展循环经济三大方向全面...
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