异动解读|五矿资源盘中上涨4.06%,铜矿板块反弹叠加百亿融资落地后超跌修复

行情直击
Jul 03

7月3日,五矿资源盘中上涨4.06%,报7.28港元,成交额7484.62万港元。同日多种金属与采矿板块整体走强,洛阳钼业涨6.28%、万国黄金集团涨11.35%。

消息面上,五矿资源于6月下旬密集完成总额超120亿港元的融资组合,包括以每股8.88港元折价约8.8%配售7.06亿股新股净筹约62.53亿港元,以及发行8亿美元零息可换股债券。融资落地后股价一度从配售前的9.74港元跌至6.64港元,跌幅超30%。当前股价距摩根大通首予"增持"评级的目标价13港元仍有较大空间,该行指出公司对铜价具备同行中最高的盈利敏感度,去杠杆进程有望推动盈利转化能力显著增强。此外,公司Khoemacau铜矿扩建项目持续推进,已签署第二份建设协议,基本面支撑逐步释放。

(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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