港股异动 | 佳鑫国际资源(03858)涨超6% 钨矿价格再探28万关口 公司受益钨价上行

智通财经
Oct 24, 2025

智通财经APP获悉,佳鑫国际资源(03858)涨超6%,截至发稿,涨6.1%,报36.88港元,成交额2200.75万港元。

消息面上,据中钨在线,钨精矿市场上,商家惜售态度下市场呈现货紧价俏氛围,价格表现坚挺。65%黑钨精矿价格报28万元/标吨,周环比涨3.3%,较年初涨95.8%。招商证券此前指出,公司核心资产为巴库塔钨矿,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。

值得一提的是,《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出前瞻布局未来产业,推动核聚变能等成为新的经济增长点。光大证券此前指出,钨未来需求有望实现多点开花。展望钨金属的未来需求情况,有数个非常具有潜力的增长点。其中可控核聚变:钨及其合金因其优异的高温性能、抗辐照性能和机械性能,成为核聚变反应堆中关键部件的理想候选材料。

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