盤中異動 | 江西銅業股份盤中下跌5%,報於13.9港元
2022年3月8日9時38分,江西銅業股份(HK00358)盤中下跌5%,報於13.9港元,成交額達1537.23萬港元,換手率達到0.01%。
3月2日訊,3月2日瑞銀髮表報告,估計未來幾周資源股板塊的表現將出現波動,俄羅斯和烏克蘭戰事將在戰爭、制裁及俄羅斯銀行被逐出SWIFT期間造成商品供應中斷。另一方面,中國的煤炭、鋁和鋼鐵等供應可能會恢復,並且可能會超過冬季結束後的需求恢復速度,戰事持久將對全球能源和金屬供應產生更實質性的影響,但中國貿易商似乎並不十分擔心制裁和俄羅斯被禁用SWIFT對國內煤炭、鋁和鋼鐵供需的影響。該行認爲,隨着需求中斷,電池材料和金屬供應可能會持續緊張。瑞銀表示,最看淡“沽售”個股是兗礦能源(1171.HK)、中國鋁業(2600.HK)、江西銅業(0358.HK)和洛陽鉬業(3993.HK)。在最近幾個月的回調之後,瑞銀相對看好恩捷股份(002812.SZ)和贛鋒鋰業(1772.HK),認爲其基本面依然強勁。
2月23日,瑞銀:維持江西銅業股份(00358)“沽售”評級,目標價12港元。1月25日,瑞銀:重申江西銅業股份(00358)“沽售”評級,目標價12港元。
最新的財務數據顯示,公司於2021年3季度,營業收入1104.62億人民幣,淨利潤15.83億人民幣;營業收入同比增加38.29%,毛利潤同比增加9.85%,淨利潤同比增加64.61%。
盈立趨勢長盈模型最近一次交易信號,2022年2月9日出現關注信號,觸發價格爲13.84港元(信號僅供參考)。
uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。
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