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港股異動 | 五礦資源盤中飆升逾28% 股價重上3港元大關 機構看好其業績增長
格隆匯 04-14 15:33
格隆匯4月14日丨有色金屬股集體上升,其中五礦資源(1208.HK)午後一度飆升逾28%,股價重回3港元上方,並創下10個月新高價,總市值265億港元。華泰證券認為,預計隨着Chalcobamba礦坑和Kinsevere擴建項目啟動,Las Bambas(LB)和Kinsevere 的中長期C1成本或將趨於平穩。同時產量增長有望與銅價上升週期共振;受基本面支撐,銅價上行週期或於2024年開啟。預計公司將從2023年開始逐漸步入盈利增長期。此前,澳洲的礦山也恢復了生產。

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