港股异动 | 中国大冶有色金属(00661)再涨近25% 精矿加工费持续低位 铜冶炼行业或迎来反内卷

智通财经
Oct 09, 2025

智通财经APP获悉,中国大冶有色金属(00661)再涨近25%,近九个交易日累计涨幅已超144%。截至发稿,涨19.82%,报0.133港元,成交额3355.06万港元。

消息面上,近日,中国有色金属工业协会铜业分会第三届理事会第五次会议在河北雄安新区召开。铜冶炼行业“内卷式”竞争导致铜精矿加工费持续低位的问题是此次会议中代表反馈最集中的问题,也是行业当下最突出的问题。中国大冶有色金属上半年收入减少超10%,主要由于受国内外冶炼产能集中加速释放和铜精矿供应紧张的双向作用,冶炼加工费持续低位运行,及企业产品产量减少。

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