8月28日，五矿资源盘中上涨3.63%，报9.685港元，成交额1.26亿港元。
消息面上，近期铜价持续处于历史高位区间运行，LME三个月期铜8月初突破14,000美元/吨关口，沪铜主力合约报107,900元/吨附近。铜精矿加工费（TC）跌至-174美元/吨历史极端负值，矿端供给刚性收紧构成铜价核心支撑。公司旗下Las Bambas矿区此前因事故短暂停产后已于8月21日恢复运营，供应扰动不确定性消除。叠加"金九银十"旺季预期升温、国内电解铜社库持续去化，多重因素共振推升铜板块走强。大摩维持公司"增持"评级及11.7港元目标价，开源证券首予"买入"评级，看好铜产量释放驱动中期增长。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.