智通财经APP获悉，佳鑫国际资源(03858)涨超8%，截至发稿，涨7.87%，报33.16港元，成交额2458.78万港元。
消息面上，据中钨在线，11月25日，随着市场供需双方博弈加剧，钨价总体高位震荡运行。65%黑钨精矿价格报33.4万元/标吨，较年初涨133.6%；65%白钨精矿价格报33.3万元/标吨，较年初涨134.5%。国元证券认为，从供给端来看，近年全球储量逐步增加，我国实施开采总量控制，未来我国钨供给持续趋紧；从需求端来看，下游需求多点开花，有望持续引领钨需求的增长。未来钨行业的供需格局的改善或支撑钨价保持高位运行。招商证券此前指，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。
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