中国宏桥（01378）盘中涨超4% ，截至发稿，股价上涨2.41%，现报24.62港元，成交额4.91亿港元。
市场供应担忧带动伦铝连日走高。挪威海德鲁公司旗下阿鲁诺特氧化铝精炼厂受天然气供给危机冲击，暂时将产能削减五成。海德鲁2025年年报显示，阿鲁诺特工厂是全球规模领先的氧化铝精炼厂，设计年产能为630万吨。此外，因迅速达成重启霍尔木兹海峡协议的前景愈发渺茫，加剧了市场对中东供应在可预见的未来仍将受限的担忧。
东吴证券认为，考虑公司海内外铝产业链布局较为清晰、分红比例常年位于铝产业链公司前列，因此首次覆盖给予公司“买入”评级。该行指出，公司铝全产业链布局稳步推进，上中下游协同发展驱动公司业绩提升。上游方面，公司具备全球化铝土矿和氧化铝的供应链，中游以山东和云南电解铝厂为核心，具备电解铝年产能646万吨。下游方面，公司具备规划再生铝年产能70万吨，目前建成40万吨。
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