智通财经APP获悉，江西铜业股份(00358)现跌超4%，截至发稿，跌3.91%，报30港元，成交额2.62亿港元。
消息面上，江西铜业此前发布业绩，公司第三季度营业收入1390.88亿元，同比增长14.09%；净利润18.49亿元，同比增长35.2%；扣非归母净利润19.1亿元，同比增长94.7%。三季度公司毛利润40.8亿元，环比下降11亿元，主因铜精矿冶炼加工费下滑。
国信证券发布研报称，全球铜精矿供应愈加紧张。当前长单加工费和现货加工费劈叉，现货加工费在-40美元/吨以下，长单加工费在21美元/吨。冶炼厂全部使用长单盈利尚可，如果使用部分现货，冶炼利润就会受到影响。对于江西铜业而言，2025年阴极铜产量目标237万吨，前三季度产量估计180万吨，四季度生产压力不大。另外公司可以一定程度上灵活选择铜精矿、冷料的使用配比，预计四季度加工费压力不会显著增加。
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