智通财经APP获悉,金川国际(02362)涨超12%,截至发稿,涨12.12%,报0.74港元,成交额1.85亿港元。
消息面上,2月24日,全球最大钴供应国刚果(金)宣布暂停钴出口四个月,以应对国际市场供应过剩导致的钴价持续低迷。据中信证券测算,此举或影响6.7万吨的钴供应量,或将带动全球钴矿供应在2025年转为短缺,推动钴价持续反弹。根据SMM价格显示,截至3月14日,钴系各产品价格均实现大幅上涨。其中,硫酸钴、氯化钴、钴中间品的十几日的累计涨幅均大于80%。
据了解,金川国际及其附属公司主要从事于刚果(金)及赞比亚开采有色金属,主要为铜及钴。铜钴价格变动是影响公司业绩的主要因素。此前该公司发布业绩预告,预期2024年取得综合股东应占亏损不多于500万美元,而2023年综合股东应占亏损约1200万美元。值得注意的是,该公司此前宣布拟先旧后新折让近14%配股,净筹约3.89亿港元。
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