智通财经APP获悉，佳鑫国际资源(03858)涨超5%，截至发稿，涨5.74%，报58.05港元，成交额7892.62万港元。
消息面上，津巴布韦即刻起禁止锑与钨的出口，这是该国政府推动矿业企业在本土开展更多矿产精炼加工的举措之一。国金证券认为，供给端，钨矿供给弹性受限，矿端约束持续强化；需求端，下游硬质合金、钨材等需求稳增，叠加出口管制背景下钨战略资源属性不断强化，钨价中枢有望进一步上行。
今年上半年，佳鑫国际资源实现收入27.03亿港元，同比增加2039.9%；归母净利润15.38亿港元，同比扭亏为盈；派中期股息每股1.87港元。期内集团实现65%白钨精矿产量4000余吨，得益于该期间内钨精矿价格的增长，公司业绩有着较为显著的增长。
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