五矿资源(01208)今日盘中股价大涨5.26%,引发市场广泛关注。分析人士指出,该公司可能会因金属资源价格进入上行周期而获益。
五矿资源是一家专注于开发和经营矿产资源的跨国企业。其旗舰矿山LasBambas铜矿是全球前十大铜矿之一,2024年产铜32.3万吨,预计2025年产量将增至40万吨。铜价上涨将大幅提振该公司的利润。
此外,五矿资源最新收购了英美资源集团在巴西的镍业务资产。虽然目前该镍业务每年产量仅4万吨,但公司计划到2030年将产量提升至15万吨以上。随着新能源汽车行业的发展,镍的需求将持续增长,为五矿资源的镍业务带来机遇。
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