港股異動 | 洛陽鉬業跌逾7% 2019年淨利同比預虧56.86%-63.33%
格隆匯1月29日丨洛陽鉬業(3993.HK)現報3.01港元,跌7.38%,暫成交4351萬港元,最新總市值650億港元。洛陽鉬業上週曾發公告稱,預計2019年實現歸屬於上市公司股東的淨利潤17億元-20億元,同比減少26.36億元-29.36億元,下降幅度為56.86%~63.33%。雖然公司收購的全球第三大基本金屬貿易商IXM於2019年7月24日完成交割並納入合併報表,對公司2019年度業績有一定增厚,但公司以鈷、鎢為代表的主要產品市場價格同比大幅下降是造成業績下滑的主要原因。洛陽鉬業是全球最大的鉬鎢生產商之一,2019年度累漲21.23%,2020年迄今已累跌近10%。中信證券曾指,嘉能可Mutanda礦關停,2020年鈷上游原料供應預計偏緊,鈷行業供需格局改善趨勢確立,價格階段性下跌不改中長期上行趨勢,看好鈷板塊配置價值。
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