紫金(02899.HK)H股年內累漲116% 較A股溢價曾創紀錄高
隨著黃金價格不斷上漲,紫金礦業(02899.HK)H股今年累漲約116%,超過了其A股累計86%的漲幅,扭轉了多年來其H股較A股低水的局面,意味紫金礦業不斷擴張的全球業務已使其備受投資者關注。
據《彭博》匯編的數據,本周早些時候,紫金礦業H股對A股的溢價曾達到創紀錄的6.6%。
近期上漲推動紫金礦業市值本周超過1,000億美元,從而和力拓、必和必拓等礦業巨頭並肩而立。分析師認為,紫金礦業股價仍有上漲空間。
花旗集團分析師Jack Shang說,由於黃金和銅價的市場情緒依然樂觀,紫金礦業應該還有更大的上漲空間。紫金黃金國際(02259.HK)的IPO對紫金礦業來說是個好兆頭,因為境外上市為公司收購海外資產和擴大生產提供了更大的靈活性。
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