智通财经APP获悉，中国宏桥(01378)早盘涨近4%，截至发稿，涨2.75%，报26.14港元，成交额4.71亿港元。
消息面上，中国宏桥持续回购股份。公告显示，10月14日，公司斥资759.41万港元回购30万股。华鑫证券发布研报称，公司上半年耗资26亿港元，回购1.87亿股。反映了董事会及管理团队对公司长远策略及增长充满了信心。
值得注意的是，10月21日，世纪铝业公告其Grundartangi铝冶炼厂故障减产，涉及产能20万吨，产量减少约三分之二，约占全球产能的0.3%。此前，8月，南拓32公告其Mozal铝冶炼厂由于电力供应问题或于2026年3月停产保养，涉及产能50万吨。
中信证券发布研报称，Mozal停产概率较高，或有成为铝行业Cobre Panama时刻的潜力。供给约束持续强化，扰动抬头苗头初现，该行持续看好铝板块盈利估值齐升行情。国海证券则表示，长期来看，铝行业长期供给增量有限，而需求仍有增长点，行业或将维持景气，维持铝行业“推荐”评级。
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