智通财经APP获悉，江西铜业股份(00358)午后跌近4%，截至发稿，跌3.11%，报36.8港元，成交额5.58港元。
消息面上，12月19日左右，智利矿业公司安托法加斯塔和国内某头部铜冶炼厂达成协议，将2026年铜精矿加工精炼费用Benchmark分别定为0美元/吨和0美分/磅，低于2025年的21.25美元/吨和2.125美分/磅。国信证券表示，零加工费具有很强的警示意义，可能促使相关部门出台铜冶炼行业“反内卷”措施，行业远期格局有望向好。
花旗发布研究报告，预计江西铜业股份明年铜冶炼业务毛利将同比下降，长期冶炼及精炼业务也面临下行压力。不过，因铜、金及硫酸价格有望提高，公司明年整体毛利或上升。花旗将江西铜业H股目标价从27.9港元提升至39.8港元，维持“买入”评级。
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