异动解读|南方铜业盘中上涨4.23%,多家投行上调铜价预期叠加板块联动

行情直击
Jul 21

7月21日,南方铜业盘中上涨4.23%,报180.61美元/股,成交额2253.27万美元。

消息面上,近期国际多家投行统一上调铜价中长期预期,机构预计全球铜市结构性缺口将自2027年起逐年扩大,长期铜价有望触及每吨17,000美元,铜行业板块整体走强。板块内个股联动明显,麦克莫兰铜金涨3.62%,TREKOR METALS涨5.35%,Ero Copper涨5.47%。此外,公司此前已向美国SEC注册普通股及多类债务证券用于未来发行,为长期扩张项目储备资金,秘鲁蒂亚玛丽亚铜矿项目维持2027年底投产计划,进一步强化市场对其产能增长的预期。

(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