港股異動丨中國宏橋升超6%再創新高 市值超1200億港元 全球氧化鋁供應短缺
中國宏橋(1378.HK)延續強勢行情,盤中一度升超6%,報13港元再度刷新上市高價,年內股價更是翻逾一倍,目前總市值超1200億港元。大摩最新報吿指,全球有590萬噸氧化鋁供應受阻,相等於扣除中國後全球供應約一成。基於中國需更多進口,全球氧化鋁市場進一步受制約,中國及全球氧化鋁供應更為緊張,氧化鋁價格更長時間高企。該行上調中國宏橋目標價至15.1港元,維持“增持”投資評級。

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