智通财经APP获悉，创新实业(02788)涨超7%，截至发稿，涨7.03%，报25.28港元，成交额5.2亿港元。
消息面上，上交所、深交所发布公告称，港股通标的证券名单发生调整并自3月9日起生效。其中，创新实业获纳入港股通名单。值得关注的是，中东局势已致电解铝减产，巴林铝业此前宣布遭遇不可抗力，仍在生产但无法发运；挪威能源企业海德鲁也宣布，因卡塔尔天然气短缺，海德鲁参股企业卡塔尔铝业已开始对其铝生产线实施有序停产。
国信证券此前指，公司凭借下游深加工业务优势，成功在沙特落地铝产业链项目，一期50万吨电解铝预计2027年左右投产。沙特电费低廉，高耗能行业电费仅3.2美分/度，相当于国内新疆燃煤自备电成本，电解铝项目成本优势显著，给公司带来长期成长空间，是电解铝行业稀缺成长标的。
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