异动解读|中国有色矿业盘中下跌3.25%,铜板块再度走弱叠加可转债发行持续消化

行情直击
Sep 02

9月2日,中国有色矿业盘中下跌3.25%,报16.0港元/股,成交额1487.11万港元,回吐前一交易日涨幅。铜板块整体承压,同行业江西铜业股份跌2.85%、金浔资源跌2.13%,板块呈普跌态势。

消息面上,尽管公司中期业绩亮眼——上半年股东应占利润4.34亿美元,同比增长64.68%,毛利率由32.6%提升至42.4%,经营现金净额10.43亿美元同比增长98.3%,但市场仍在消化此前3亿美元零息可转债发行的潜在摊薄影响。行业层面,机构指出下半年铜矿供应面临较大不确定性,加工费跌至负值区间,冶炼厂利润受到挤压;同时下游追高意愿不足,消费表现一般,短期铜价承压拖累板块表现。

(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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