异动解读 | 南方铜业盘中大涨5.06%,受铜价触及两周高点及地缘政治缓和预期推动

异动解读
Apr 02

南方铜业(SCCO)今日盘中股价大幅上涨5.06%,表现显著强于大盘。

消息面上,铜价今日显著走强,伦敦金属交易所(LME)基准铜价一度触及每公吨12,492.50美元,创下3月18日以来的两周新高。铜价上涨的主要驱动力来自于市场对伊朗战争即将结束的希望,这一地缘政治缓和的预期提振了工业金属的需求前景。

作为对基础金属价格敏感的矿业公司,南方铜业的股价随之受到提振。同期,其他主要铜矿商如自由港麦克莫兰、力拓及必和必拓等股价也普遍上涨,反映出整个板块受到铜价走强的带动。

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