异动解读|五矿资源盘中上涨3.84%,锌精矿销售协议签订叠加铜库存持续去化

行情直击
Sep 08

9月8日,五矿资源盘中上涨3.84%,报9.455港元,成交额1518.33万港元。

消息面上,公司9月7日连发多项公告:一是旗下附属公司与五矿北亚签订Dugald River锌精矿销售协议,锁定2027及2028年销售安排,合并年度上限2.5亿美元,进一步稳固矿山至市场的供应链条;二是附属公司Minera Las Bambas获工商银行(亚洲)及交通银行授出3.5亿美元三年期循环融资,充实运营资金。

行业层面,全球铜矿产量上半年下降1.1%,摩根士丹利预计全年产量或现2017年以来首次下滑。国内铜社会库存已降至历史低位,上周环比减少18.81%,库存去化与供给收紧形成共振,铜价维持高位运行。多家机构维持对公司"买入"评级,花旗目标价11.2港元,开源证券预计公司铜总产能至2028年将提升至约61万吨。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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