智通财经APP获悉，中国宏桥(01378)午后涨超4%，高见28.96港元，继续刷新历史新高。截至发稿，涨4.04%，报28.84港元，成交额5.66亿港元。
华泰证券发布研报称，测算全球原铝在2025-2026年供需缺口分别为-59.1万吨和-84.3万吨，供需缺口在26年或进一步扩大，根据历史供需数据与价格的关系，预期26年全球LME铝价或突破3200美金/吨以上。同时由于国内供给硬约束下，供需矛盾更大，因此预期26年内外盘价差有望较大幅度收窄，国内铝价表现或更为强势。
天风证券则表示，在供需格局持续趋紧的背景下，电解铝行业的吨铝盈利显著改善，且高利润有望延续，电解铝企业盈利同步改善；同时国内供应天花板的限制下，电解铝企业资本开支高峰落幕，以中国宏桥为代表的龙头已逐步实施稳定分红，今年电解板行业整体提升分红的趋势也很明显。 该行认为，当前电解铝股票逐步从传统的强周期品，转型为“上有价格弹性，下有分红支撑”的优质稀缺资产。
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