港股异动 | 江西铜业股份涨超9%再破顶,公司近期收购SolGold全部股权,明年精炼铜产量有望削减

智通财经
Dec 31, 2025

12月31日,江西铜业股份盘中涨超9%,高见44.62港元,再创上市新高。

消息面上,江西铜业股份宣布,其全资附属江铜香港投资将以全现金收购索尔黄金(SolGold plc)全部已发行及将要发行之普通股股本,基于公告日期已发行之索尔黄金股份总数及已授出之购股权(惟江铜香港投资已持有的索尔黄金股份除外)计算,江铜香港投资根据收购事项将可能支付之最高总对价将不超过7.64亿英镑。收购事项的完成仍须待索尔黄金股东批准,并须满足或豁免其他条件。

值得注意的是,国家发改委12月26日发表以《大力推动传统产业优化提升》为题的文章,提及强化氧化铝与铜冶炼产业的管理及优化布局,并鼓励氧化铝及铜冶炼大型骨干企业实施兼并重组。大摩认为,更低的年度铜精矿加工费/提炼费价格和长期合同精矿量可能意味着2026年精炼铜产量削减。这些因素结合需求仍较为稳固,应支撑铜价在高位波动,有利于紫金矿业洛阳钼业五矿资源以及江西铜业。

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