Core Viewpoint - Innovation Industry (02788) has seen a price increase of nearly 4% in intraday trading, currently up 3.65% at HKD 23.88, with a trading volume of HKD 9.7744 million. The company has been included in the Hang Seng Composite Index as of December 31, 2025, which will take effect on March 9, 2026, expanding its investor base through the Stock Connect program [1]. Group 1 - The inclusion in the Hang Seng Composite Index is expected to broaden the investor base for Innovation Industry, with potential inclusion in the Stock Connect program by March 2023 [1]. - Innovation Industry currently possesses a cost advantage in electricity, and the commissioning of self-supplied wind and solar power sources in 2026-27 will further reduce production costs [1]. - The company is expanding its electrolytic aluminum capacity through a joint venture in Saudi Arabia, supported by new investments from the Saudi Public Investment Fund, which is expected to ensure project execution progress [1]. Group 2 - The tight supply of electrolytic aluminum is anticipated to provide strong support for aluminum prices, with estimates indicating that a 1% increase in electrolytic aluminum prices could lead to a 2.5% increase in Innovation Industry's profits in 2026 [1].
创新实业盘中涨近4% 公司有望成为港股通标的 此前于沙特新建电解铝产能