洛阳钼业（03993）今日盘中大涨5.17%，引起了市场的广泛关注。
消息面上，霍尔木兹海峡受阻导致中东硫酸供应急剧收缩，国内外硫酸价格快速上涨。由于非洲主要铜冶炼工艺为湿法冶炼，高度依赖硫酸供应，其中刚果（金）近80%的硫酸依赖从中东进口的硫磺，供应链中断加剧了湿法铜减产风险。此外，铜矿端紧缺格局延续，智利、非洲等地区湿法铜供应风险进一步加剧，叠加需求端表现超预期，多重因素共同推升铜价上涨预期，带动洛阳钼业等矿业公司股价持续走强。
洛阳钼业（03993）今日盘中大涨5.17%，引起了市场的广泛关注。
消息面上，霍尔木兹海峡受阻导致中东硫酸供应急剧收缩，国内外硫酸价格快速上涨。由于非洲主要铜冶炼工艺为湿法冶炼，高度依赖硫酸供应，其中刚果（金）近80%的硫酸依赖从中东进口的硫磺，供应链中断加剧了湿法铜减产风险。此外，铜矿端紧缺格局延续，智利、非洲等地区湿法铜供应风险进一步加剧，叠加需求端表现超预期，多重因素共同推升铜价上涨预期，带动洛阳钼业等矿业公司股价持续走强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.