金吾财讯 | 中国宏桥(01378)股价高位运行，截至发稿，涨3.44%，报32.44港元，成交额4.08亿港元。汇丰研究发布月度大宗商品研究报告，指出需求强劲与供应紧张令基本金属价格保持强势，考虑到市场供需平衡紧绌，价格可能存在进一步上行风险。在中国材料板块中，该行最看好铝；在当前宏观背景下，亦看好黄金；同时对建筑材料长期前景持正面看法。汇丰研究指，展望明年铝业基本面趋向坚实，加上中国的产能上限限制国内供应增长，海外新增供应依然温和，预料分别按年增长0.5%及3%，相应将2026及2027年铝价预测上调，上海期货交易所铝价预测料达每吨22,000元及23,000元人民币。该行目前在中国材料板块中偏好铝业股，预计低库存及4,500万吨产能上限将为铝价提供良好支持。
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