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　　中国宏桥（01378）盘中涨超6%，月内累计涨幅已超20%。截至发稿，股价上涨5.01%，现报24.32港元，成交额11.34亿港元。

　　电解铝社会库存在6月传统需求淡季持续去化至100.7万吨。中泰证券认为，社会库存去化印证铝供需格局，分红高企强化股息防御。南京证券认为，目前国内铝社会库存进入去库存趋势，下游开工旺季传导顺利。

　　值得注意的是，中国宏桥上半年净利润预计同比增长约39%。华泰证券表示，在当前市场情绪相对悲观氛围下，我们仍然维持此前公司高分红属性下被市场明显低估的观点，同时国内电解铝产能天花板约束仍在，叠加海外高成本产能对铝价形成支撑，后续价格维持高位或将持续支撑公司业绩与分红延续亮眼表现。

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