8月26日，五矿资源盘中上涨3.85%，报9.58港元，成交额6838.65万港元。
消息面上，公司8月24日发布公告确认，秘鲁Las Bambas矿区及选矿厂已于8月21日恢复营运，此前因8月18日发生的致命事故暂停运营两日。该矿年产铜约41万吨，占全球铜供应约2%，复产消除了市场对供应中断的担忧。叠加铜价持续处于历史高位区间（LME铜期货突破14,000美元关口），矿端供给收紧逻辑延续，大摩此前维持公司"增持"评级及11.7港元目标价，认为Las Bambas产量有望达全年指引上限（38至40万吨），产量及成本改善将推动盈利增长。
（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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