9月1日，五矿资源盘中上涨3.52%，报9.56港元，成交额8473.48万港元。
消息面上，铜价经历上周冲高回落后出现反弹修复，矿端供给紧缺的核心逻辑并未改变。铜精矿加工费持续处于-182美元/吨历史极端负值区间，冶炼厂原料采购困难加剧，国内冶炼厂产量低于预期水平，矿端供应刚性收紧构成铜价中期支撑。公司旗下全球前十大铜矿Las Bambas此前因事故短暂停产后已于8月21日恢复运营，供应扰动不确定性消除。上半年公司业绩创纪录，收入45.40亿美元同比增长61%，归母净利润8.07亿美元同比增长164%，铜产量达26.65万吨。所在有色板块同步回暖，万国黄金集团涨5.16%、洛阳钼业涨1.79%、紫金矿业涨1.26%。
（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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