异动解读|中国有色矿业盘中上涨3.49%,伦铜续创新高叠加可转债融资落地扩产预期强化

行情直击
Sep 09

9月9日,中国有色矿业盘中上涨3.49%,报17.78港元/股,成交额2.53亿港元。

消息面上,伦铜近日创下历史新高,铜矿板块持续走强。供给端,国际铜业研究组织数据显示,上半年全球铜矿产量下降1.1%,摩根士丹利预计全球铜矿产量或出现自2017年以来首次年度下滑,供需格局趋紧支撑铜价中枢上移。公司层面,3亿美元零息可转换债券已于9月2日完成发行,净额约3.005亿美元将用于赞比亚卢安夏28号竖井硫化矿项目,机构测算公司中远期矿产铜产能有望增加19.3万吨。此外,公司上半年股东应占利润同比增长64.68%至4.34亿美元,毛利率提升至42.4%,业绩高增进一步巩固市场信心。

(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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