智通财经APP获悉，五矿资源(01208)再涨近5%，截至发稿，涨4.59%，报4.79港元，成交额7157.26万港元。
消息面上，五矿资源公布中期业绩，上半年收入为28.17亿美元，同比增长47%；公司权益持有人应占溢利3.4亿美元，同比增长1511%。收入增长主要由于销量增加及商品价格上涨。利润增长主要得益于旗下三座铜矿的铜产量全面提升、铜、金、银、锌市场价格上扬，以及LasBambas单位成本下降。
中银国际发布研报称，预计公司2025年下半年净利润将按半年增长4%。保守假设其铜产量按半年下降10%，其中Las Bambas的铜产量根据其全年指引中点预计，按半年下降20%。公司在6月和7月初因采矿相关的道路封锁后，于指引中留有足够缓冲空间。若营运不再出现中断，该矿全年产量可望超过40万吨。
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