7月27日，佳鑫国际资源盘中上涨5.27%，报57.9港元，成交额1.14亿港元。
消息面上，钨供需格局有望改善，大行看好公司产量提升提振毛利率。此前瑞银首次给予公司"买入"评级，目标价88.7港元，对应预测市盈率约12倍。瑞银预测公司今年精矿产量为8600吨，随着第二阶段投产，产量将逐步提升至1.11万吨及1.17万吨，毛利率有望升至77%。此外，公司上半年预计实现股东应占利润约14.5亿至15.5亿港元，同比大幅扭亏，并推出下半年最高2亿港元股份回购计划。据机构预测，全球钨供需缺口将达2.3万吨，当前钨价下行空间有限。
佳鑫国际资源是一家主要从事钨矿开采业务的投资控股公司，专注于钨矿的勘探、开发及开采。
（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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