港股異動丨鋁業股集體上漲 中國宏橋漲超5%創新高 中國鋁業漲3.4%
港股鋁業股集體拉昇,其中,中國宏橋漲超5%創歷史新高,中國鋁業漲3.4%,俄鋁漲2%,興發鋁業、榮陽實業跟漲。消息上,中國宏橋發佈公告,宏創控股的股東已於6月9日舉行的股東大會中批準收購宏拓實業。華泰證券指出,宏拓實業爲中國宏橋旗下國內核心資產所屬主體,其擁有電解鋁年產能646萬噸及氧化鋁年覈準產能1900萬噸。本次資產重組有利於提升公司資產證券化水平及市場影響力,疊加公司24年較大幅度提升分紅比例至60%以上,高分紅比例優勢下,公司整體價值有望迎來重估。此外,美國總統唐納德·特朗普此前宣佈將鋁和鋼鐵的進口關稅提高至50%後,美國鋁和鋼鐵期貨價格迅速上漲。據悉,美國有近一半的鋁產品依賴進口。

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