7月29日，HudBay Minerals盘中上涨5.1%，报22.89美元/股，成交额1.1亿美元。
消息面上，公司当日盘前公布第二季度财报，调整后每股收益0.28美元，超出FactSet一致预期的0.26美元。同时，花旗近日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。
基本面方面，公司此前已获秘鲁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年铜年产量翻倍至超25万吨，产能释放逻辑进一步兑现。
HudBay Minerals是一家综合矿业公司，主要生产铜精矿（含铜、金、银）及锌金属，资产分布于北美和南美。
（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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