港股异动 | 佳鑫国际资源(03858)再涨超7% 总市值已近350亿港元 钨产业链核心产品价格继续上涨

智通财经
Jan 19

智通财经APP获悉,佳鑫国际资源(03858)再涨超7%,截至发稿,涨4.93%,报74.5港元,成交额3170.19万港元,总市值已近350亿港元。

消息面上,据中钨在线1月16日最新监测数据,钨产业链核心产品价格继续上涨,再创新高。其中,65%黑钨精矿价格突破50万元大关,报51万元/标吨,较年初涨10.87%;国内APT(仲钨酸铵)价格报75万元/吨,较年初涨11.94%;且钨粉价格突破1200元,报价1210元/公斤,较年初涨12.04%。

智通财经APP在《钨价强势突破50万元大关,佳鑫国际资源(03858)年内市值或有望升至千亿?》中指出,从2025年到2027年,佳鑫国际资源的归母净利润或有超10倍的增长幅度,佳鑫国际资源也由此切换为成长股,鉴于其业绩的高爆发性以及纯钨矿标的的稀缺性,若给予其2026年30倍的估值,对应佳鑫国际资源2026年市值或有望升至千亿级别,较当前市值仍有3倍的成长空间。

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