佳鑫国际资源(03858)今日盘中股价大幅上涨17.02%，引起了市场的广泛关注。
消息面上，公司发布了年度业绩报告，期内实现收入10.63亿港元，利润达到3.05亿港元，成功实现同比扭亏为盈。自2025年4月启动商业生产及销售后，公司全年生产白钨精矿5008吨，销售4879吨，经营状况显著改善。
此外，公司对未来产量增长持乐观预期，预计2026年产量能增长至9000吨左右。随着二期抛废项目在2027年投运，设计年处理能力将达到495万吨/年，完全达产后年产量将稳定在1.3万吨以上。同时，行业分析指出，近期钨价回调更多系贸易商获利了结，并非基本面出现拐点，在海外加大战略备库的背景下，钨的供需基本面迎来强共振，为相关公司提供了良好的发展环境。
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