智通财经APP获悉，花旗发布研报，重申对中国宏桥(01378)“买入”评级，并维持首要推荐。在中国宏桥发布子公司山东宏桥三季度业绩报告后，花旗认为山东宏桥的强劲表现意味着该公司将迎来又一个强劲的季度。
10 月 30 日，中国宏桥(01378)公布了其主要子公司山东宏桥的三季度财务业绩。山东宏桥取得营业总收入1169.26亿元，同比增加6.23%;前九个月净利润194亿元，同比增加23%。第三季度净利润为 69 亿元人民币，同比增长 17%，环比增长 13%(未重新调整)。花旗预计季度环比净利润增长主要是由于铝和氧化铝价格的上涨，以及雨季期间电价的降低。山东宏桥净利润占自 2023 年以来中国宏桥净利润的 78%至 107%，主要调整了少数股东权益、海外业务(包括氧化铝和铝土矿)以及与可转换债券相关的公允价值损失。
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