【券商聚焦】广发证券维持中国宏桥“买入”评级指铝价上涨带来利润弹性_老虎社区_美港股上老虎

【券商聚焦】广发证券维持中国宏桥“买入”评级指铝价上涨带来利润弹性

金吾财讯02-11

（原标题：【券商聚焦】广发证券维持中国宏桥(01378)“买入”评级指铝价上涨带来利润弹性）金吾财讯|广发证券发布研报指，中国宏桥(01378.HK)受益于铝价上涨将获得显著利润弹性。电解铝需求改善背景下供给强约束突出，预计2026年沪铝期货均价达24117元/吨（含税）。公司拥有645.9万吨电解铝产能，产销持稳且成本下降，预计2026年归母净利润可达327.4亿元。该行预计公司2025-...

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