异动解读|五矿资源盘中上涨3.06%,Las Bambas运输走廊封锁风险缓解叠加铜业板块回暖延续反弹

行情直击
May 22

5月22日,五矿资源盘中上涨3.06%,报9.1港元,成交额1913.96万港元,延续前一交易日反弹走势。

消息面上,五矿资源旗下秘鲁Las Bambas铜矿近日与当地Challhuahuacho社区签署谅解备忘录,后者承诺避免封锁南部采矿走廊,该走廊是Las Bambas铜精矿及物资运输的重要通道,此前社区封锁曾多次导致货运暂停甚至矿山停产。协议有效缓解了长期运营风险。同时,公司旗下KCM亦与Huaye及五矿二十三冶博茨瓦纳签订地下采矿服务协议,确保多个矿区获得持续技术支持。行业层面,基于供应扰动压力增强及AI浪潮催生铜消费增量,铜业股整体扬升,板块内力勤资源涨4.54%,佳鑫国际资源涨2.6%,洛阳钼业涨2.36%,呈现回暖态势。

(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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