中国有色矿业(01258)今日盘中大涨5.22%，引起了市场的广泛关注。
消息面上，近期铜价稳步回暖，LME铜价已重回13000美元/吨上方。同时，铜库存自3月中旬以来快速去化，显示出需求的韧性。此外，中东冲突加剧了铜矿供应的不确定性，表现为成本上升和潜在的减产担忧，预计2026年铜供应紧张局面可能加剧。
券商分析指出，经历一季度调整后，铜板块估值处于有色金属细分板块中的最低水平，配置性价比显著提升。随着国内需求稳步向上以及供应端扰动再起，铜板块基本面叙事回归，有望在第二季度重回市场配置主线，这提振了市场对相关矿业公司的信心。
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