异动解读｜江西铜业股份盘中上涨3.36%，铜库存降至年内新低叠加上半年盈喜持续提振

行情直击08-06

8月6日，江西铜业股份盘中上涨3.36%，报39.16港元，成交额9965.65万港元。

消息面上，铜矿供给端刚性持续强化，上期所铜库存已降至6.9万吨，年内去化超11万吨，创年内新低，供需紧张格局进一步确认。公司此前发布盈喜公告，预计上半年归母净利润75.5亿至85亿元，同比增长80.86%至103.61%，基本面表现强劲。美银证券维持"买入"评级，指出虽然现货加工费已跌至负值区间，但短期对公司盈利影响可控。此外，公司拟分拆子公司江铜铜箔赴港上市，8月7日将召开股东会审议，资本运作持续推进。下次财报审议定于8月25日。

（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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