金吾财讯 | 铝业股普升，中国铝业(02600)高开2.76%，报10.78港元，盘前成交额544.5万港元；中国宏桥(01378)高开2.07%，报31.5港元，盘前成交额697.73万港元。汇丰研究发表研究报告指，展望明年中国铝行业基本面转强，下游需求持续增长，潜在供应短缺会成为市场关注重点，预期中国产能维持4,500万吨上限，全球新增产能则依然有限，在电动车行业发展及电网投资的支持下，中国需求维持稳固，来自建筑行业的拖累预期减弱，预料2026年铝价将按年增长6%，并存在上行风险，继续列铝业股为中国材料板块的首选。该机构对中国宏桥及中国铝业给予“买入”评级，目标价分别由34.4港元及11.4港元，上调至37.4港元及12.3港元。
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