Core Viewpoint - Innovation Industry (2788.HK) has seen a significant stock price increase, rising over 8% to reach a new high of 27.6 HKD, with a cumulative increase of over 80% since its listing, and its market capitalization briefly exceeding 57 billion HKD [1] Group 1: Company Overview - Innovation Industry focuses on the upstream of the aluminum industry chain, specifically in alumina refining and electrolytic aluminum smelting [1] - The company has plans to invest in a comprehensive aluminum industry chain project in the Red Sea, Saudi Arabia, in collaboration with Innovation Group and Innovation New Materials [1] Group 2: Industry Insights - Since 2026, the price of electrolytic aluminum has significantly increased, and the overall supply-demand tightness is expected to persist [1] - Despite cautious purchasing sentiment from downstream sectors, the long-term trend indicates a further upward shift in electrolytic aluminum profit margins, suggesting a continuation of the industry's high-profit cycle [1] - Analysts remain optimistic about the profitability of the electrolytic aluminum sector in the first half of 2026 [1]
次新股创新实业涨超8%续创新高，上市以来累计升幅超80%