佳鑫国际资源(03858)今日盘中出现大幅下跌，跌幅达5.16%，引起市场关注。
消息面上，近期国内钨精矿现货价格出现阶段性回落，同时市场持货方有获利兑现出货的行为，加之废钨回收资源增多，短期内导致现货市场流通量增加，供应氛围略显宽松。这些因素共同对相关企业的股价构成了短期压力。
不过，从行业长期格局来看，全球钨矿新增产能有限，供需缺口依然存在，整体供应偏紧的格局并未发生根本性改变。佳鑫国际资源此前披露的年度业绩已实现扭亏为盈，全年利润达3.05亿港元，并预计本年度钨产量将增长至约9000吨，公司未来增长路径明确。
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