异动解读 | 五矿资源(01208.HK)拟2030年扩大巴西镍业产量至15万吨,刺激股价大涨5.04%

异动解读
Mar 07, 2025

五矿资源(01208)今日盘中股价大涨5.04%,引发市场高度关注。

该上市公司在业绩发布会上透露重磅利好消息:公司董事长徐基清表示,未来将持续扩大巴西镍业的产能规模。预计若巴西镍资源量获得进一步夯实,公司到2030年左右可将现有约4万吨的镍产量大幅提升至15万吨以上水平。为实现此目标,公司将在未来数年内投入大量资金用于绿地项目的规划、审批、建设及营运;同时积极寻求与国内外合作伙伴的合作,推进项目顺利实施。

五矿资源巴西镍业产能扩张的乐观规划和决心,增强了市场对公司长远发展前景的信心。预期公司在可持续能源和新能源车电池材料等热点领域将进一步受益,推动盈利能力持续提升,从而刺激了当日股价走强。

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