开源证券:电解铝权益产能提高增厚中国宏桥(01378.HK)利润 回购股份彰显发展信心 维持“买入”评级

智通财经
Aug 25
【开源证券:电解铝权益产能提高增厚中国宏桥(01378.HK)利润 回购股份彰显发展信心 维持“买入”评级】智通财经APP获悉,开源证券发布研报称,中国宏桥(01378.HK)2025H1实现营收810.39亿元,同比+8.48%;归母净利润123.61亿元,同比+35.02%,主要系2025H1氧化铝、电解铝价格同比均有所上涨。考虑到公司2025年电解铝权益产能的提升以及铝价高位运行,预计公司2025~2027年实现归母公司净利润242.59、267.39、291.86亿元,同比+8.43%、+10.22%、+9.15%,EPS分别为2.56、2.82、3.07元/股。该行维持公司“买入”评级。

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