11月12日，港股铝业股持续上涨行情，其中，中国宏桥盘中涨超5%创历史新高，中国铝业涨超3%同样刷新阶段新高价，兴发铝业涨2.5%，俄铝涨超1%。
消息上，银河证券指出，中美经贸和谈元首会晤达成重要共识，市场宏观预期与风险偏好有望改善，美联储在四季度持续的降息与可能的停止缩表并开始扩表有望提升市场流动性，这均将有利于铜铝等工业金属大宗商品价格上涨。而海外铜铝龙头企业事故频发对全球供应的扰动也将提升铜铝的价格弹性。2025年四季度铜铝行业业绩增速有望进一步提升。
美银日前报告将中国宏桥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。
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