金吾财讯 | 港股铜业股走高，截至发稿，洛阳钼业（03993）涨3.18%，中国有色矿业（01258）涨2.80%，万国黄金集团（03939）涨1.58%，五矿资源（01208）涨0.64%，紫金矿业（02899）涨0.62%。消息面上，平安证券新近研究指出，基本面来看，截至8.20国内铜社会库存达13.44万吨。截至8.20，LME铜库存达23.86万吨。据SMM，8月21日进口铜精矿指数报-182.14美元/吨，加工费下行加速，全球铜资源瓶颈预计仍将持续。库存方面，国内库存降至历史同期低位水平，铜库存与资源端收紧逻辑共振。需求方面，长期AI带动下，铜需求增速预期维持高位，基本面格局加速向好，铜价中枢有望进一步抬升。中信建投证表示，上周LME铜挤仓随着交仓的进行宣告本轮挤仓结束，但LME仍旧维持BACK结构凸显了库存紧张的现状，铜价保留着刷新历史价格新高的动能。另外，铜权益仅计价10w铜价10倍出头的PE提供了优异的赔率。
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