异动解读 | 中国有色矿业盘中大涨7.76%,中期业绩亮眼铜价上涨助推股价

异动解读
Sep 02, 2025

中国有色矿业(01258)今日盘中大涨7.76%,延续近期强劲上涨势头。自公司发布中期业绩以来,累计涨幅已超过22%,显示投资者对公司前景充满信心。

业绩方面,中国有色矿业上半年表现亮眼。公司实现净利润3.713亿美元,同比增长22.5%;公司拥有人应占利润2.633亿美元,同比增长20.2%。业绩改善主要得益于国际铜价上涨,以及公司自有矿山生产的粗铜、阳极铜和阴极铜产销量同比增加。

分析人士看好中国有色矿业的发展前景。国信证券指出,公司作为全球领先的铜生产商,深耕赞比亚和刚果(金)市场多年,在矿山资源开发方面具有优势。公司正在进行铜增储上产和对外并购,有望充分享受铜价上涨带来的利润弹性。鉴于公司的增长潜力和行业领先的分红率,国信证券维持对中国有色矿业的"优于大市"评级。

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