比优集团:港股矿业板块的隐形“钼铜小王子”

投资界
Oct 21

资本市场 近期对 比优集团 (09893.HK)的关注持续上升,与公司股价表现相呼应。近两个月,该集团股价随着国际金、 铜 价格的急升而起舞,涨幅超30%,大幅跑赢恒指走势。市场无疑对该集团的“民爆+矿山”双轮驱动模式已有所了解;但鲜少有人留意,集团依托旗下西藏天仁项目蕴藏的 钼 铜资源,正悄然显露出其“钼铜小王子”的潜力。眼下钼价与铜价持续上行、行业供需格局偏紧,集团核心钼资源与铜资源的价值尚未...

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