华泰证券：量升本降驱动盈利大幅改善中国宏桥(01378)目标价10港元

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智通财经APP获悉，华泰证券发布研究报告称，维持中国宏桥(01378)“买入”评级，2024-26E EPS预测为1.27/1.51/1.45元，目标价10港元。公司2023年归母净利润同比大幅增加31.7%至114.6亿元，受益于煤炭及预焙阳极等原材料价格的下行，铝合金产品单吨毛利同比改善20.7%。该行预计短期内云南地区电解铝复产预期将对铝价构成一定压力，但中长期电解铝行业的产能硬性限制以及...

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华泰证券：量升本降驱动盈利大幅改善 中国宏桥(01378)目标价10港元

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华泰证券：量升本降驱动盈利大幅改善中国宏桥(01378)目标价10港元