金吾财讯 | 秘鲁大选或制约市场供应支撑铜价，五矿资源(01208)涨10.43%领升铜矿股，其余概念股中，江西铜业股份(00358)涨6.64%，洛阳钼业(03993)涨5.26%，中国有色矿业(01258)涨4.4%，紫金矿业(02899)涨3.58%。据媒体报道，五矿资源行政总裁赵晶今日在业绩电话会议上表示，秘鲁明年4月份的总统选举可能会干扰公司旗舰矿山拉斯班巴斯铜矿的生产。赵晶表示，他预计选举期间发生抗议活动的风险会上升，并说公司必须留出一些空间以应对突发情况。上个月，道路封堵导致该矿的半成品铜运输中断，公司仍在清理库存。赵晶表示，政府尚未解决最近的冲突，2025年下半年可能会发生更多抗议活动。然而，五矿资源维持该矿今年的产量目标，介于36万至40万吨之间。
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