花旗发表研究报告指,虽然投资者对下半年铝需求感到担心,但相信中国铝产能利用率已处于高位、新增供应有限以及铝库存处于低水平,将支持铝价保持强劲,认为中国宏桥将受惠于铝价高企,看好其强劲的盈利前景及具吸引力的股息回报,继续列其为行业首选股。花旗预测中国宏桥将继续迎来估值重估,将目标价由21港元上调至25.2港元,评级“买入”,并将其2025至2027年盈利预测分别上调6%、7%及7%至238亿、267亿及284亿元,以反映更高的氧化铝价格及更低的成本预测。
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