智通财经APP获悉，招银国际发布研报称，首次覆盖创新实业(02788)并给予“买入”评级，目标价32港元。该行认为创新实业有望于今年3月被纳入港股通，这将进一步拓宽其投资者基础。
成本方面，公司当前已具备电力成本优势，而2026-27年陆续投运的风电与光伏自备电源将进一步降低生产成本。增长方面，创新实业在目前通过合资公司在沙特新建电解铝产能，公司获得了沙特公共投资基金的新一轮投资后，相信项目执行进度将有所保障。行业层面，该行认为电解铝供应紧缺将为铝价提供强劲支撑。该行测算，电解铝价格每上涨1%，创新实业2026年盈利将随之增加2.5%。
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