江西铜业股份（00358）盘中涨超5%，截至发稿，股价上涨3.76%，现报39.74港元，成交额4.43亿港元。
受刚果（金）禁止铜精矿出口影响，全球铜价再次刷新历史高点。花旗表示，对未来数周铜价前景持建设性看法，该行认为中国现货市场出现实物收紧迹象，预期铜价在未来三个月内将触及每吨14，500美元，年底目标价为每吨1.5万美元。该行估算，铜价每上升10%，江西铜业2026年纯利将增加8%。
值得注意的是，江西铜业计划分拆子公司江铜铜箔赴港上市计划，将于8月7日召开临时股东大会，审议分拆上市相关议案。本次分拆若完成，有助于释放江铜铜箔价值，优化公司结构。
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