异动解读｜洛阳钼业盘中下跌3.07%，刚果（金）精矿禁令影响有限共识延续，获利盘持续回吐

行情直击08-11 10:11

8月11日，洛阳钼业盘中下跌3.07%，报18.31港元，成交额1.23亿港元。

消息面上，此前受刚果（金）禁止铜钴精矿出口消息刺激，公司股价在8月5日至7日连续大涨。但瑞银随后发布研报指出，禁令对洛阳钼业影响不大并维持"买入"评级——公司在刚果（金）TFM及KFM两大矿山产品为阴极铜和氢氧化钴，不属于精矿范畴，且该国逾85%铜出口已以精炼形式输出。多家机构确认实际供给冲击有限，前期乐观情绪消退，股价延续获利回吐走势。同行业个股亦普遍走弱，紫金矿业跌2.82%、万国黄金集团跌3.39%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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