智通财经APP获悉，佳鑫国际资源(03858)午后涨超6%，截至发稿，涨5.9%，报66.4港元，成交额1.58亿港元。
消息面上，佳鑫国际资源将于8月24日召开董事会审议中期业绩。公司此前发布盈喜，预计上半年权益持有人应占利润净额约14.5亿至15.5亿港元，同比大幅扭亏，主要由于去年同期刚启动商业化投产，投产时间不足2月；本期期内钨精矿平均售价大幅上涨。
东方证券指出，当前国内钨精矿价格自3月百万元高点回落逾六成后，已在八月逐步企稳，头部企业长单采购价环比小幅上调。展望下半年，硬质合金、切削刀具随9-10月制造业旺季临近有望回暖，且随着海外刀具厂商再次密集涨价，中国高端刀具性价比快速回升，下游需求有望在旺季得到释放，或催化反弹行情。
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