异动解读 | 中国中冶股价盘中大涨5%,二季度业绩边际改善

异动解读
Sep 03, 2025

9月3日早盘,中国中冶(01618.HK)股价出现显著上涨,盘中大涨5.06%,报2.490港元。这一涨幅引起了市场的广泛关注。

分析人士指出,中国中冶股价上涨可能与公司近期发布的二季度业绩报告有关。根据国盛证券的分析,中国中冶第二季度业绩出现边际改善。具体来看,公司第二季度归母净利润同比增长1%,较第一季度的同比下降40%有明显好转。这一改善主要得益于毛利率的提升以及减值损失的减少。

此外,市场对中国中冶的矿产资源价值也存在重估预期。考虑到公司在基建和矿产资源领域的优势地位,投资者对其未来发展前景保持乐观。同时,公司子公司中国五冶集团有限公司最新中标的一个3.35亿元的项目,虽然金额相对较小,但也反映了公司在工程承包领域的持续业务拓展。这些因素综合作用,推动了中国中冶股价的上涨。

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