港股异动 | 中国宏桥(01378)盘中涨超5% 大摩对铝价前景仍保持乐观

智通财经
Nov 25, 2025

智通财经APP获悉,中国宏桥(01378)盘中涨超5%,截至发稿,涨3.91%,报30.82港元,成交额9.4亿港元。

摩根士丹利最新研报显示,该行认为铝业的前景已有所改善,这得益于储能系统带来的需求远超其预期,以及电力问题带来的供应挑战。因此,大摩目前预计中国宏桥盈利将有更大的增长空间。在此基础上,大摩将中国宏桥目标价从30.6港元上调至44.7港元,并重申为首选股与“增持”评级。

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