智通财经APP获悉，中国宏桥(01378)再涨近7%，截至发稿，涨5.71%，报29.24港元，成交额4.77亿港元。
消息面上，海外电解铝近期出现减产事件。10月21日，世纪铝业旗下Grundartangi铝厂故障减产，本次影响时间预计为6个月以上；莫桑比克Mozal铝厂或将于2026年3月转入停产维护状态。据华泰证券测算，2026年全球电解铝整体供需缺口或进一步扩大至80万吨水平，明年全球LME铝价有望上行至3200美元/吨以上。
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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