Core Viewpoint - Innovation Industry (02788) has seen a significant stock price increase, reaching a new high, driven by favorable market conditions in the aluminum sector [1] Group 1: Stock Performance - Innovation Industry's stock rose over 11% during trading, peaking at 23.4 HKD, marking a new listing high [1] - As of the latest update, the stock is up 5.3%, trading at 21.84 HKD with a transaction volume of 88.41 million HKD [1] Group 2: Market Conditions - LME aluminum prices have surpassed 3000 USD, reaching the highest level since 2022 [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] Group 3: Company Strategy - Guolian Minsheng Securities highlights Innovation Industry's integrated layout in energy, alumina, and electrolytic aluminum, with production concentrated in Inner Mongolia where energy costs are advantageous [1] - The company is expanding its electrolytic aluminum capacity overseas in Saudi Arabia, positioning itself as a rare player in the industry with potential growth in electrolytic aluminum production [1]
创新实业涨超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