异动解读|HudBay Minerals盘中上涨5.15%,铜矿板块持续走强叠加产能扩张利好

行情直击
Aug 21

8月21日,HudBay Minerals盘中上涨5.15%,报29.61美元/股,成交额1025.35万美元。消息面上,多种金属与采矿板块持续走强,泰克资源涨3.54%、必和必拓涨2.69%、力拓涨2.33%,铜矿股集体上行带动HBM表现。

基本面方面,公司二季度调整后每股收益0.28美元,超出市场预期的0.26美元;此前获秘鲁监管批准将Constancia选矿厂年处理能力从3100万吨提升至3400万吨,并完成对Arizona Sonoran的收购,预计到2030年铜年产量翻倍至超25万吨。高盛指出电网、新能源及数据中心驱动下铜需求增速将持续超过矿产供应,行业中长期景气度向好。

(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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