港股異動 | 五礦資源(1208.HK)續漲5.9% 機構指公司股價有望繼續補漲
格隆匯11月24日丨五礦資源(1208.HK)延續近期強勢,盤中最高見3.24港元再創階段新高,現報3.21港元,漲幅5.94%,最新總市值258.8億港元,月內累計漲幅逾75%。中金公司指,近期銅價表現強勁,建議投資者重點關注五礦資源H股,此前公司價值被低估,對應2021年P/E僅10倍左右,作為彈性較大的銅礦標的,認為公司有望在目前銅價持續上漲和市場積極預期明年海外經濟復甦背景下享受估值重估,股價有望繼續補漲。大和研報表示,由於有利的供應和需求穩定因素,倫敦金屬交易所(LME)銅現貨價格突破7000美元/噸。由於中國需求穩定增長,銅價可能會維持在每噸7000美元的高位,直到明年下半年新礦投入運營為止。

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