异动解读 | 江西铜业股份盘中大跌7.02%,铜业股普遍下跌

异动解读
Oct 28

10月28日,港股铜业股普遍下跌,其中江西铜业股份(00358)表现最为疲软,盘中大跌7.02%。截至14:58,该股报32.84港元。

消息面上,伦敦金属交易所(LME)铜价出现下跌,最新报价为10918.5美元/吨,跌幅达1%。分析师认为,尽管长期来看铜供需可能趋紧,但短期内市场对铜需求放缓的担忧仍在持续。此外,江西铜业股份今日将举行董事会会议,审议第三季度业绩,这可能也引发了市场的谨慎情绪。

值得注意的是,铜业股整体承压,五矿资源(01208)跌4.99%,中国有色矿业(01258)跌3.93%,洛阳钼业(03993)跌2.41%。行业内普遍下跌反映出投资者对铜业前景的担忧情绪。然而,长期来看,随着全球经济复苏和新能源产业发展,铜需求有望保持增长,投资者仍需密切关注行业动态和公司业绩表现。

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