港股異動丨五礦資源(1208.HK)逆勢漲5.66% 機構紛紛看好銅價預期
格隆匯9月21日丨五礦資源(1208.HK)逆勢漲5.66%,報2.24港元,股價創約2個月來新高,最新總市值180.6億港元。滬銅主力合約今日收報52160元/噸,維持在近兩年來的高位。惠譽最新研報對2020年銅價的預測從3月份的5900美元/噸上調至6000美元/噸。該公司預計,從長期來看,由於電力、建築和汽車行業需求增加導致銅市場持續短缺,銅價將保持高位。瑞信此前上調五礦資源評級,由“中性”升至“跑贏大市”,目標價由1.6港元上調至2.9港元,並調升集團今年至2022年盈利預測分別67%、334%及33%,以反映更高的銅價預測。該行預期,中國經濟活動逐漸恢復,強勁的金屬需求會令價格在下半年提高。

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