异动解读|必和必拓公司盘中上涨3.01%,埃斯孔迪达铜矿停产叠加罢工投票推升供给溢价

行情直击
Sep 30

9月30日,必和必拓公司盘中上涨3.01%,报87.37美元/股,成交额7302.58万美元。同日多种金属与采矿板块整体走强,力拓涨2.51%、泰克资源涨3.59%。

消息面上,必和必拓旗下全球最大铜矿——智利埃斯孔迪达铜矿此前因致命工伤事故全面停产,公司虽已评估"逐步恢复"采矿作业方案,但尚未给出明确复产时间表。与此同时,代表约1020名主管及员工的二号工会于9月28日至30日就公司最终薪酬方案进行罢工投票,工会领导层已一致拒绝该方案并呼吁成员支持罢工。埃斯孔迪达年产铜逾百万吨,占全球产量约5%。叠加自由港格拉斯伯格铜矿复产不及预期、全球铜精矿TC持续深度负值,矿端供给紧张格局进一步强化,COMEX期铜近期连创历史新高,为必和必拓股价提供支撑。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10