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　　佳鑫国际资源（03858）早盘一度涨超9%，截至发稿，股价上涨6.58%，现报113.40港元，成交额4.66亿港元。

　　近两周，黑钨精矿价格下跌4.30%至100.10万元/吨，仲钨酸铵价格下跌1.98%至148.50万元/吨。兴业证券指出，钨价高位运行格局未发生根本变化，战略资源价值持续凸显。该行指出，军工、半导体领域高端需求刚性十足，钨合金作为穿甲弹、高超音速导弹耐热部件的核心材料，若中东冲突持续时间较长，或将催化钨军工需求增长。

　　公开资料显示，佳鑫国际资源核心资产为位于哈萨克的巴库塔钨矿。公司年报显示，2025年收入10.63亿港元；本公司股东应占年内利润3.05亿港元，同比扭亏为盈。集团于上一年度并未产生任何收入。于2025年4月开始商业生产后，集团于本年度内产生收入10.63亿港元，来自于销售钨精矿。

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