港股异动 | 金川国际(02362)现跌近4% 前9个月铜产量下滑2%销量下滑3% 铜价近期有所回落

智通财经
13 Nov 2024

智通财经APP获悉,金川国际(02362)现跌近4%,截至发稿,跌3.7%,报0.52港元,成交额1174.71万港元。

消息面上,金川国际公布9月止九个月营运数据,采矿业务生产铜47,183吨,同比减少2%;生产钴735吨,同比减少56%,主要因入矿品位下降以及钴的市场价格持续下跌。期内,采矿业务出售铜41,368吨,同比减少约3%,主要由于铜生产量减少;出售钴1,318吨,同比增加24%,主要因为集团期间积极去库存。

此外,特朗普在大选中获胜,带动美元持续走强,并引起大宗商品价格动荡,铜、金等有色金属短期均有所回调。东莞证券指出,铜铝等金属供给端短缺预期仍存,但工业金属消费旺季成色略显不足,关注国家政策进一步发力以及下游企业备货情况。

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