港股异动 | 铜业股涨幅居前中报预喜点燃市场信心地缘局势反复扰动铜价维持高位震荡

智通财经

Jul 14

智通财经APP获悉，铜业股涨幅居前，截至发稿，江西铜业股份(00358)涨6.88%，报32.3港元；洛阳钼业(03993)涨6.33%，报15.8港元；五矿资源(01208)涨6.08%，报7.5港元；中国有色矿业(01258)涨5.26%，报12.4港元；紫金矿业(02899)涨3.86%，报30.68港元。

消息面上，近日，洛阳钼业发布业绩盈喜预告，美银证券指出，预计2026年上半年归属股东净利润为155亿至165亿元，同比增长79%至90%。按此推算，第二季净利润约77亿至87亿元，同比增长64%至85%，环比增长0%至13%，表现优于市场预期。同时，该行看好公司看好铜价韧性、产量增长及估值吸引。中信证券指出，全球铜矿资本开支长期不足，叠加新能源转型带来的结构性需求增量，铜价中长期上行趋势明确，国内铜铝龙头企业盈利弹性值得关注。

华源证券表示，在地缘局势和美联储加息预期反复扰动下，铜价维持高位震荡。短期重点关注美国CPI数据。中长期看，铜矿资本开支不足，供给端扰动频发，铜矿供需格局或将由紧平衡转向短缺，铜价中长期有望上行。长江证券认为，美联储加息预期缓和叠加库存持续去化，铜铝商品中期胜率显著提升，尤其在美伊冲突若彻底结束、降息通道重启背景下，板块估值修复弹性可期。

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