异动解读 | 佳鑫国际资源盘中大涨5.66%,业绩扭亏为盈与钨矿产能扩张预期提振股价

异动解读
Apr 20

佳鑫国际资源(03858)今日盘中大涨5.66%,引起了市场的广泛关注。

消息面上,公司此前披露的年度业绩显示成功扭亏为盈,全年实现利润3.05亿港元。公司的收入全部来源于白钨精矿业务,自启动商业生产后,运营表现稳健。

此外,机构分析指出,随着公司产能持续爬坡和运营优化,成本结构有望进一步改善。预计本年度产量将显著增长,且后续二期抛废项目投运后,年产量有望稳定在较高水平,为未来增长提供明确路径。同时,从行业格局看,全球钨矿新增产能有限,供需缺口依然存在,整体供应偏紧的长期格局未变,这为公司的核心产品提供了有利的市场环境。

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