异动解读|中国有色矿业盘中上涨3.08%,中期业绩强劲叠加前期回调后估值修复

行情直击
Sep 01

9月1日,中国有色矿业盘中上涨3.08%,报17.07港元/股,成交额4654.09万港元,在前一交易日下跌3.09%后出现回弹。

消息面上,公司此前发布的中期业绩表现亮眼,上半年股东应占利润4.34亿美元,同比增长64.68%;收益22.61亿美元,同比增加29.09%;毛利率由32.6%提升至42.4%;经营现金净额达10.43亿美元,同比增长98.3%,基本面稳健。此外,公司于8月27日公告拟发行3亿美元零息可转债,初始转换价22.18港元/股,较当时收盘价溢价29%,全部转股仅占已发行股本约2.72%,稀释压力有限。经过前期市场对可转债发行的消化及铜板块回调,当前股价已逐步企稳修复。铜板块中,江西铜业股份涨1.12%,金浔资源涨1.1%。

(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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