智通财经APP获悉，中国宏桥(01378)盘中涨超4%，截至发稿，涨3.77%，报12.66港元，成交额3.21亿港元。
消息面上，长江证券指出，中国宏桥作为全球铝产业链一体化强者，拥有庞大氧化铝与电解铝产能，其全流程布局保障经营稳健，灵活管理实现成本领先。未来铝价中枢有望继续上升，叠加供需紧平衡导致铝价波动变小，公司现金盈利空间更进一步打开，高股息长期投资价值脱颖而出，构筑有效安全边际。
去年12月，中国宏桥发布盈喜公告，预计2024财年净利润同比增长约95%。美银指，这意味着2024财年净利润为223亿元人民币，第四季度净利润达到73亿元人民币(环比增长24%)，好于市场预期。假设派息率为55%，2024财年的隐含股息为每股1.3元人民币，或按当前股价计算的股息收益率为12%(2024财年下半年股息收益率大于7%)。
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