智通财经APP获悉，中国中冶(01618)涨超7%，截至发稿，涨7.27%，报2.36港元，成交额1.18亿港元。
消息面上，矿业巨头Freeport McMoRan印尼子公司Grasberg矿山近期发生致命泥石流事故，推动全球铜价大幅上涨并引发供应链担忧。这座全球第二大铜矿因事故暂停生产，公司已启动不可抗力条款，预计2026年铜金产量或骤降35%。据财通证券，中国中冶巴基斯坦锡亚迪克铜矿铜资源量378万吨，2025年上半年巴基斯坦相关审批程序已全部申请并基本获批，国内相关审批程序正在进行，公司将持续推进项目开发前期各项工作；阿富汗艾娜克铜矿是世界上已探明但尚未开发的特大型铜矿床之一，目前项目整体资源量达1236万吨。
中信建投证券近期研报指出，公司铜矿开发进展积极有望获重估。铜金属价格长期受供需缺口、短期受美联储降息预期影响有望进入上涨周期，公司持有的多个海外在产矿山估值将迎来重估。公司持有的阿富汗艾娜克铜矿重启前期工作进展积极，配套水电站已进入建设阶段，购入的巴基斯坦锡亚迪克铜矿项目储量经勘探有所增加，前期工作积极推进，两铜矿有望带来丰厚的净利润。
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