长江证券：铝属于新消费金属需求增量极具韧性推荐关注中国宏桥(01378)

智通财经网2025-07-04

智通财经APP获悉，长江证券发布研报称，碳酸锂、稀土和特钢展现极强爆发性。随着全球经济结构性分化，中国宏桥(01378)作为传统金属龙头穿越周期波动，表现中枢持续稳中有升。中国宏桥2019年以来屡创新高，最高涨幅达577%，6年实现近6倍涨幅，2024ROE约26%。该行指出，资源投资开采周期长+海外诸多扰动，推升资源品质点ROE高出制造业一倍。电解铝供给核心在于电力，铝属于地产经济溢出的新的消费...

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长江证券：铝属于新消费金属 需求增量极具韧性 推荐关注中国宏桥(01378)

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长江证券：铝属于新消费金属需求增量极具韧性推荐关注中国宏桥(01378)