异动解读 | 铜价创历史新高,中国有色矿业盘中大涨5.45%

异动解读
Mar 26

周三盘中,中国有色矿业(01258)股价大涨5.45%,引起市场广泛关注。该股此轮上涨主要受益于全球铜价走强以及行业前景看好。

据报道,COMEX铜期货价格于本周二飙升至每磅5.2285美元的历史新高,突破了去年5月创下的高点。自今年年初以来,COMEX铜期货主力合约已累计上涨约30%。与此同时,市场预期美国可能在年底前对铜加征25%的进口关税,这一消息进一步推高了铜价。

分析人士指出,铜需求有望持续增长。摩根大通预测,到2025年,铜需求将继续上升,价格也可能攀升至新高。作为主要的铜生产商之一,中国有色矿业有望从这一行业趋势中受益。投资者对公司未来的盈利前景持乐观态度,推动其股价上涨。

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