异动解读|五矿资源盘中下跌3.47%,铜价冲高回落叠加有色板块普跌

行情直击
Aug 31

8月31日,五矿资源盘中下跌3.47%,报9.245港元,成交额3657.1万港元。消息面上,近期铜价在冲高后出现回落,LME铜库存结束此前连续42日下降转为回升,国内电解铜社会库存亦环比增加,挤仓逻辑消退令铜价承压,沪铜、伦铜上周均出现冲高回落走势。

所在多种金属与采矿行业整体走弱,紫金矿业跌4.44%、洛阳钼业跌3.79%、万国黄金集团跌4.36%,板块普跌反映市场对铜价短期回调及库存回升的担忧。尽管公司上半年归母净利润8.07亿美元同比增长164%、铜产量达26.65万吨创近年同期新高,且Las Bambas矿区已于8月21日恢复运营,基本面未有重大不利变化,本次回调更多受行业情绪及铜价波动拖累。

(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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