Group 1 - China Hongqiao (01378) shares rose over 4%, reaching a historical high of 39.16 HKD, with a trading volume of 440 million HKD [1] - Tightening supply and other factors are supporting the rise in aluminum prices, with major banks predicting higher prices [1] - Goldman Sachs raised its LME aluminum price forecast for the first half of 2026 from 2,575 USD per ton to 3,150 USD per ton [1] Group 2 - Citigroup's annual commodity outlook report indicates that under its "bull market scenario," aluminum prices could approach 4,000 USD per ton [1] - Jefferies reported that China Hongqiao will be a major beneficiary of rising aluminum prices, reaffirming its "buy" rating and raising the target price from 34.1 HKD to 43.8 HKD [1] - The company is recognized as one of the leading aluminum producers globally, with strong cost competitiveness, ranking in the top tier of China's aluminum production cost curve [1]
港股异动 | 中国宏桥(01378)涨超4%创新高 多家大行看好铝价上行 公司将成主要受益者