港股異動丨五礦資源(1208.HK)漲4.29% 近期銅價表現強勢
格隆匯6月3日丨五礦資源(1208.HK)漲4.29%,報1.46港元,總市值117.7億港元。近期銅價表現強勢,隔夜內外盤銅價分別站上45000元及5500美元,刷新了今年3月10日以來的新高。宏觀方面,全球啟動復工,5月全球製造業PMI環比大幅回升,中國5月財新制造業PMI回升至擴張區間,帶動宏觀情緒回暖。供需方面,目前原料供應仍然偏緊,海外礦山在5月下旬已恢復生產,從船期考慮預計6月中下旬進口銅精礦到貨增多。5月下游消費旺盛,5月汽車銷售同比增長11.7%,電線電纜企業開工率高達100%,家電出口增多。

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