南方财经投资快报记者 张颖国
紫金矿业近期强势出圈，点燃了125万持仓投资者的热情，短短10余个交易日内，公司市值暴涨近2000亿元。截至记者发稿时，紫金矿业A股涨3.98%，报33.48元，H股同步走高。7月以来，其A股累计涨幅超33%，H股涨幅超27%，上涨势头十分迅猛。
股价暴涨的核心底气来自史上最强半年业绩预告。7月9日，紫金矿业披露业绩预告：预计2026年上半年归母净利润达391亿元，同比大增68%，扣非净利润同比飙升75%。二季度业绩持续稳健增长，扣非净利润达194亿元，实现5%的环比正增长，盈利能力再创新高。
公司产能全面释放，上半年矿产金、矿产银产量大幅增长，铜产量保持稳定。更关键的是，锂业务正式成为第三增长极，实现规模化创收。此外，受国际金价持续走高影响，黄金业务毛利首次超越铜业务，成为公司第一利润支柱，多矿种协同发展格局成型。
多家头部券商看好后续行情。中金公司指出，锂行业高景气叠加新能源、储能需求爆发，公司锂业务将重塑估值。中银证券分析，地缘冲突、央行购金等多重利好支撑金价上行，资源板块长期价值凸显。
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