港股异动 | 中国宏桥(01378)涨超4% 供应短缺格局将支撑铝价公司高比例分红回报投资者_老虎社区_美港股上老虎

港股异动 | 中国宏桥(01378)涨超4% 供应短缺格局将支撑铝价公司高比例分红回报投资者

智通财经02-16

智通财经APP获悉，中国宏桥(01378)涨超4%，截至发稿，涨4.32%，报36.74港元，成交额2.08亿港元。消息面上，招银国际认为，鉴于全球铝供应短缺格局将在2026至2027年持续，叠加铝价上行与铝土矿价格下行的双重利好，上调中国宏桥盈利预测，并将其目标价从39港元升至45港元，维持“买入”评级。招银国际指出，当前中国原铝产能利用率已接近政策上限的99%，同时海外新增产能释放有限，这将...

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The supply shortage pattern will support aluminum price companies' high proportion of dividends to return investors","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VT":1.5,"VXUS":1.5,"01378":1.5},"content_text":"智通财经APP获悉，中国宏桥(01378)涨超4%，截至发稿，涨4.32%，报36.74港元，成交额2.08亿港元。消息面上，招银国际认为，鉴于全球铝供应短缺格局将在2026至2027年持续，叠加铝价上行与铝土矿价格下行的双重利好，上调中国宏桥盈利预测，并将其目标价从39港元升至45港元，维持“买入”评级。招银国际指出，当前中国原铝产能利用率已接近政策上限的99%，同时海外新增产能释放有限，这将支撑全球铝市维持短缺状态，预计2026年铝均价同比上涨15%。此外，从盈利表现来看，中国宏桥2025年核心净利润预计达262.62亿元，同比增长7%；2026年净利润增速将加快至34%，主要驱动力来自铝价上涨。国信证券指出，公司是全球铝产业头部企业，拥有1900万吨氧化铝产能和646万吨电解铝产能，是全球第二大铝生产商。公司坚持高比例分红，于2025年5月公告未来三年（2025-2027年）股东回报规划：公司发展阶段属成熟期且无重大资金支出安排的，进行利润分配时，现金分红在本次利润分配中所占比例最低应达到80%。公司分红比例在铝行业是最高水平。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}