异动解读|五矿资源盘中上涨3.19%,矿业板块整体走强叠加Las Bambas停产影响有限

行情直击
Aug 20

8月20日,五矿资源盘中上涨3.19%,报9.37港元,成交额1.14亿港元。

消息面上,公司秘鲁Las Bambas矿区8月18日发生安全事故致2人死亡、3人受伤,矿区已暂停营运,但公司预计自8月21日起逐步恢复运作,且公告明确本次事故未造成重大资产损失或重大财务影响,全年产量指引未作调整。市场对停产冲击的担忧缓解,股价企稳反弹。同日矿业板块整体走强,紫金矿业涨7.51%、洛阳钼业涨4.85%,板块联动提供上行支撑。此外,公司8月11日公布的创纪录中期业绩(上半年收入45.4亿美元同比增61%、净利润同比大增164%)及多家大行上调目标价的基本面利好仍在持续发酵。

(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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