智通财经APP获悉，佳鑫国际资源(03858)涨超6%，截至发稿，涨6.36%，报33.76港元，成交额9864.41万港元。
消息面上，据中钨在线，自2025年3月以来，中国钨价呈现持续攀升态势，8月份出现阶段性暴涨，至9月上旬达到历史峰值并实现主要钨制品价格年内翻番。中钨在线指出，截至2025年9月底，尽管有一定幅度的回落，但65%黑钨精矿价格从年初的14.3万元/标吨快速上升，至9月上旬突破28.8万元/标吨峰值后，回落至27.1万元/标吨，仍较年初上涨约89.5%。
招商证券指出，佳鑫国际资源核心资产为巴库塔钨矿，为全球最大露天钨矿，在单体钨矿中拥有全球最大的设计钨矿产能。公司核心资产目前已投产，未来仍有增产预期，受益钨价上行，公司利润有望高速增长。该行指出，截至今年上半年，巴库塔钨矿拥有资源量107.5 百万吨钨矿石，品位0.211%，含22.7万吨 WO₃，储量为68.4 百万吨钨矿石，品位0.206%，含 14.08 万吨 WO₃。
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