【小摩：对铜矿股维持正面看法 续列紫金矿业(02899.HK)为首选】智通财经APP获悉，摩根大通发布研报称，刚果(金)发布铜精矿和钴精矿出口禁令，认为虽然五矿资源(01208.HK) 、紫金矿业(02899.HK)及洛阳钼业(03993.HK)在刚果(金)的资产分别占其2026年预测铜产量约14%、25%及100%，但相信政策实际影响有限，因今次禁令针对铜精矿出口，而相关企业在刚果(金)的主要资产均具备整合冶炼产能，主要产品为阳极铜、粗铜及阴极铜而非精矿。
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