异动解读|五矿资源盘中上涨3.14%,铜矿股集体反弹修复前日跌幅,矿端供给紧缺逻辑延续

行情直击
Sep 03

9月3日,五矿资源盘中上涨3.14%,报9.4港元,成交额4446.37万港元。

消息面上,铜矿板块在前一交易日因中东局势骤然升级引发的集体重挫后出现反弹修复,所在多种金属与采矿板块整体回暖,万国黄金集团涨6.73%、力勤资源涨3.59%、洛阳钼业涨2.3%。矿端供给紧缺的核心逻辑并未改变,全球铜矿干扰率处于历史高位,初步预估铜矿供应增速仅1%,冶炼端面临历史极低TC/RCs水平。公司上半年业绩创纪录,收入45.40亿美元同比增长61%,归母净利润8.07亿美元同比增长164%,多家投行维持买入评级。

(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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