智通财经APP获悉，美银证券发布研报称，考虑到中国电价较印度低20%，较美国及欧洲低出介乎30%至60%，认为中国铝业公司在电力成本上具显著优势，每吨生产成本或低1,200至3,600元人民币。目前海外市场正面对电力短缺及电价上升的困境，而中国电力供应量充足，该行预期未来几年相关成本优势将扩大，目前中国铝供应已达4,500万吨的上限，相信全球高成本生产将为中国铝价提供支持，并推动企业2025至2027年利润率进一步扩张。
美银证券将中国宏桥(01378)2026至2030年盈利预测上调5%至14%，目标价从35港元升至38港元，重申“买入”评级。另外，该行亦将中国铝业(02600)今明两年盈利预测上调1%及27%，目标价由10港元升至11.9港元，亦重申“买入”评级，预期在赋能人工智能及数据中心发展主题下，铝业板块估值具吸引力。
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