紫金矿业,如何凭 “逆周期智慧” 稳住全球矿业巨头地位?

矿业纵横
Jul 31

2025年,矿业圈并不太平。刚果(金)突发矿震,全球第四大铜矿卡莫阿-卡库拉产能骤降,巷道被淹、产量指引下调,震动整个大宗商品市场。国际投行连连下调铜产预期,行业弥漫悲观情绪。但在这场矿业风暴中,紫金矿业(601899.SH/2899.HK)却显得格外“冷静”——不但逆势走高,连中东资本也悄然出手:2025年6月,阿布扎比投资局(ADIA)大举增持紫金股份,用真金白银投票,看中的正是这家中国矿业...

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