洛阳钼业涨近5% 战略金属价格中枢显著上移 公司布局金矿有望带来新利润增长点

智通财经
Jun 04, 2025

洛阳钼业(03993)涨近5%,截至发稿,涨4.83%,报6.73港元,成交额2.56亿港元。消息面上,中信建投指出,钼钨价格持续上涨,重视战略金属投资机遇。年初至今,锑、铋、钨、钼等战略金属价格轮番表现。近年来,一众战略小金属价格中枢呈显著上移态势,主要原因在于资源稀缺性及供给刚性日益凸显、需求端受益于新能源、新材料、制造业升级、军工等发展,叠加关键矿产资源已成为各国博弈的新“战场”,中信建投...

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