文 | 陈明一 近期，韩国股民的海外投资偏好引发市场关注。 据中国基金报，来自韩国证券存托结算院（KSD）旗下SEIBro的数据显示，以成交额计，今年以来截至 7月17日，中国位列韩国股民最喜爱的海外市场第二名，仅次于美国。 值得关注的是，截至7月18日，过去一个月，韩国股民净买入金额排名前10的港股，中国宏桥集团 （HK:01378）以187.83万美元入围。 2024年，中国宏桥集团实现销售收入1561.7亿元、毛利421.6亿元。尤其中国宏桥去年净利大增95%，连 续两年股息率超过10%，过去5年股价上涨超过6倍，间接打破了外界对铝行业"重资产、低利润"的刻板 印象。 如果以时间为线，自去年以来，中国宏桥集团在世界产业资本的舞台上可谓异常活跃：2024年10月，中 国宏桥集团首次参与"香港ESG报告大奖"，斩获"优秀新力军奖"和"卓越碳中和嘉许奖"；2025年2月， 入选《2024胡润中国500强》；7月，集团董事会主席兼行政总裁张波登上"2025福布斯中国最佳CEO榜 单"，成为铝行业的唯一上榜者。 事实上，ESG相关奖项的获得，也印证了中国宏桥集团近年来坚持绿色转型战略的正确。 以水电铝为例，中国宏 ...

Core Viewpoint - Zhongfu Industrial (600595.SH) is a pioneer in the green, intelligent, and digital transformation of the domestic aluminum industry, particularly focusing on green development through initiatives like 500,000 tons/year of green low-carbon hydropower aluminum and distributed photovoltaic projects [1][2] Group 1: Project Developments - The company’s subsidiary, Sichuan Zhongfu, signed an investment cooperation agreement with Penghui Energy to build a large-scale user-side energy storage project in Guangyuan Economic and Technological Development Zone, which includes a first phase of 100MW/400MWh and a second phase of 300MW/600MWh [1] - The first phase will become the largest user-side energy storage project in the country, significantly enhancing both companies' brand influence and market voice in the green energy sector [1] Group 2: Policy and Market Impact - Recent national and provincial policies supporting new energy and storage development will enhance the peak-shaving capacity of the North Sichuan power grid, alleviating power shortages during peak summer periods and ensuring stable energy supply for the company’s aluminum production [2] - The project aligns with local government policies and has received strong support, indicating a promising outlook for the company’s energy supply stability in Guangyuan [2] Group 3: Future Collaborations and Innovations - Sichuan Zhongfu and Penghui Energy will collaborate on solid-state battery research and efficient discharge technology for traditional storage, aiming to create a second growth curve while accumulating low-carbon technologies and developing low-carbon products [2] - The company is also advancing another integrated source-grid-load-storage project in Henan, which is set to install approximately 22.98MWp of photovoltaic capacity by the end of May 2025 [2]