异动解读|中国有色矿业盘中上涨3.63%,铜矿供给持续收紧叠加中期业绩大增

行情直击
Aug 05

8月5日,中国有色矿业盘中上涨3.63%,报15.56港元,成交额1859.23万港元。

消息面上,全球铜矿供给端扰动持续加剧。智利二季度铜产量同比下降7.7%,创2007年以来同期最低值,作为全球铜供给核心来源,智利减产直接收紧全球铜矿基本面。此外,铜精矿加工费(TC)持续刷新历史低位,冶炼企业主动增产空间受限。公司此前发布盈喜公告,预计上半年股东应占利润约4.20亿美元,同比增长约60%,主要受益于国际铜价上涨及硫酸价格上涨。机构指出,铜矿资本开支不足,供需格局或由紧平衡转向短缺,铜价中长期有望上行。

中国有色矿业主要从事铜钴金属勘探、采矿、选矿、湿法冶炼、火法冶炼,及阴极铜、粗铜及阳极铜、铜钴合金、氢氧化钴及硫酸的销售业务。

(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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