智通财经APP获悉，佳鑫国际资源(03858)涨近5%，截至发稿，涨4.71%，报55.55港元，成交额1436.4万港元。
消息面上，周一，美国钨金属生产商The Elmet Group Co. 宣布，美国战争部承诺投资公司4.5亿美元，以加速ELMT的制造能力。ELMT表示，这项投资将用于提升公司在美生产的钨能力，并增强采矿和加工能力。值得注意的是，由于钨原料供应趋紧，全球各国和企业当下正争相寻找长期和短期替代供应来源。
根据央视财经，两年时间，国际市场钨产业链中间产品价格上涨约9倍。近期，美国、英国、越南、津巴布韦等国相继调整钨相关政策，全球钨资源争夺正在升温。国投证券国际此前指，公司为港股市场上纯粹的钨精矿标的，受益于上半年钨精矿平均售价的提升和产量的增加，公司上半年归母净利润同期扭亏为盈，实现快速增长。
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