智通财经APP获悉，中国宏桥(01378)盘中涨超6%，截至发稿，涨5.74%，报26.52港元，成交额5.65亿港元。
消息面上，当地时间9月11日，伦敦基本金属全线上涨，LME期铝涨2.06%报2679.00美元/吨。国信期货指出，CME“美联储观察”(FedWatch)工具显示，市场几乎笃定美联储将在9月17日会议结束时降息25个基点，同时50个基点降息的概率也有所上升。降息预期持续走强，美元走弱，利多铝价。此外，随着下游需求逐渐回暖，以及市场对于旺季的预期，宏观与基本面有望逐渐形成共振，给予铝价进一步上涨的驱动力。
申万宏源指出，中国宏桥是一体化优势明显的电解铝生产企业，海外铝土矿资源布局领先氧化铝及电力自给率高，在国内铝土矿对外依存度不断提升背景下，叠加动力煤价格低位运行，公司成本优势突出。考虑公司权益产能提升将增厚利润，另外国内电解铝产能逼近天花板，供需新格局下铝价预期上行。民生证券表示，9月联储降息明确，铝产能达到天花板，长期价值可期。
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