Core Viewpoint - Innovation Industry (02788) has seen a significant stock price increase, reaching a new high of 23.4 HKD, driven by favorable market conditions in the aluminum sector [1] Group 1: Company Performance - Innovation Industry's stock rose over 11% during trading, with a current price of 21.84 HKD and a trading volume of 88.41 million HKD [1] - The company is expanding its electrolytic aluminum production capacity in Saudi Arabia, positioning itself as a rare player in the industry with potential growth in electrolytic aluminum output [1] Group 2: Industry Insights - LME aluminum prices have surpassed 3000 USD, marking the highest level since 2022, indicating strong market demand [1] - According to Shenwan Hongyuan, domestic electrolytic aluminum capacity is expected to peak by 2026, while global production growth may fall short of market expectations due to supply chain disruptions [1] - Guolian Minsheng Securities highlights the integrated layout of Innovation Industry in energy, alumina, and electrolytic aluminum, with production located in Inner Mongolia, where energy costs are advantageous [1]
港股异动 | 创新实业(02788)涨超11%创新高 国际铝价持续攀升 公司为稀有的有电解铝增量的标的