异动解读｜佳鑫国际资源盘中上涨5.8%，钨价企稳回升预期叠加美国重建供应链利好延续

行情直击06-03

6月3日，佳鑫国际资源盘中上涨5.8%，报93.95港元/股，成交额1.23亿港元。

消息面上，国内钨价在短期大跌后已现企稳迹象，截至5月29日达41.6万元/吨，产业链各环节挺价情绪升温，市场出现试探性报涨行为。中金研报指出，钨的战略属性日益增强，供给偏紧格局不变，钨价有望企稳回升。与此同时，美国正加速重建本土钨供应链，军工弹药高强度消耗推动钨等关键原材料需求长期维持高位。公司全部收入由巴库塔所产白钨精矿贡献，直接受益于钨价走势，此前与PMF签署备忘录拟拓展哈萨克斯坦矿产资源开发的中亚布局预期亦持续发酵。

（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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