6月22日，洛阳钼业盘中上涨3.07%，报19.45港元/股，成交额6.88亿港元。
消息面上，"以钼代钨"技术催化持续发酵，SK海力士已完成375层NAND闪存生产验证，首次使用钼材料替代传统钨材料制作字线，三星、长江存储等厂商同步跟进，行业测算半导体钼材料需求至2030年有望从当前约10吨增至80吨。洛阳钼业作为全球前七大钼生产商，被市场视为直接受益标的。此外，LME铜价近期升至逾一周高点，中信证券指出后续铜价有望冲击15000美元/吨，铜板块配置性价比凸显。公司此前因连续急涨后获利回吐一度回调，当前股价呈现企稳修复态势。
（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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