智通财经APP获悉，佳鑫国际资源(03858)午后涨超7%，截至发稿，涨6.98%，报39.22港元，成交额5350.1万港元。
消息面上，钨板块三季报超市场预期。厦门钨业近日发布的财报显示，第三季度公司归母净利润为8.1亿元，同比增长109.85%；中钨高新业绩公告显示，第三季度公司扣非净利润为2.97亿元，同比上升725.45%。公开资料显示，佳鑫国际资源是扎根于哈萨克斯坦的钨矿公司，专注于开发集团的巴库塔钨矿项目。
华源证券指出，近两周，黑钨精矿价格上涨3.73%至27.80万元/吨，仲钨酸铵价格上涨3.70%至40.60万元/吨。供给端，钨精矿开采指标缩减，矿山普遍放缓生产节奏，行业流通继续收紧为主。需求端，国内需求基本保持稳定，刚需采购为主。10月下半月，各主流企业公布长单价格，其中55%黑钨精矿长单价格多在27.3万元/标吨附近，支撑价格高位震荡。
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