HudBay Minerals Inc（HBM）今日盘中大幅上涨5.03%，引发市场关注。
消息面上，公司公布的二季度财报显示，调整后每股收益为0.28美元，超出FactSet一致预期的0.26美元，业绩表现强劲。与此同时，花旗近期发布研报，维持铜价年底目标每吨15000美元不变，指出全球矿山供应持续承压，废料供应对高价反应疲软，供需结构性偏紧格局延续，为铜矿企业带来利好预期。
此外，公司基本面亦有积极进展。HudBay Minerals此前已获得秘鲁Constancia选矿厂产能扩至年处理3400万吨矿石的监管批准，并完成对Arizona Sonoran的收购，预计至2030年铜年产量将翻倍至超过25万吨，产能释放逻辑进一步兑现，增强了市场对公司长期增长潜力的信心。
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