异动解读|洛阳钼业盘中上涨3.52%,铜价看多预期支撑资源股表现

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10月16日,洛阳钼业盘中上涨3.52%,报14.69港元,成交额3.28亿港元。

消息面上,机构近期继续看多铜价,认为美国铜关税预期、低库存及铜精矿TC下行将支撑铜价,对铜资源股情绪形成提振。

公开信息显示,市场近期关注铜市场供给偏紧,机构指出国内电解铜社会库存仍处低位,铜精矿加工费持续回落;公司基本面方面,其上半年实现营业收入1353.2亿元,同比增长42.78%,归母净利润161.52亿元,同比增长86.27%,下一次财报披露时间为10月23日。

(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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