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　　中国宏桥（01378）盘中涨超5%，高见34.26港元，继续刷新历史新高。截至发稿，股价上涨2.90%，报33.34港元，成交额8.36亿港元。

　　美国银行发表研报表示，在全球AI快速发展导致电力需求激增的背景下，凭借显著的电力成本优势、需求端多重增长动力及供给端收紧态势，中国铝业板块具备强劲投资价值。美银将中国宏桥（01378）2026-2030年盈利预测上调5-14%，目标价从35港元上调至38港元，维持“买入”评级。支撑逻辑包括6%-7%的股息收益率、2025年底西芒杜项目投产、股份回购支撑以及2026年9倍市盈率的估值优势。

　　美银在报告中表示，中国铝企的核心竞争力源于显著的电力成本优势。中国电价较印度低20%，较欧美低30%-60%，而铝生产每吨需消耗13500千瓦时的电力，这使得中国铝企较其他地区同行享有每吨1200-3600元人民币（约170-500美元）的成本优势。

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