异动解读｜洛阳钼业盘中上涨3.57%，厄尔尼诺扰动铜矿供给预期持续发酵

行情直击08-06

8月6日，洛阳钼业盘中上涨3.57%，报19.27港元，成交额1.33亿港元。

消息面上，近日多方报道指出，太平洋正形成可能跻身150年来最强的厄尔尼诺事件，对全球铜矿区构成双线冲击——南美智利、秘鲁面临暴雨洪涝与物流中断风险，非洲南部严重干旱致水电站发电量骤减，铜矿供给收紧预期持续升温。洛阳钼业作为全球铜钴龙头，刚果（金）TFM及KFM两大矿山为主要铜产来源，公司已布局200MW级水电站项目应对能源风险。此外，公司此前披露上半年归母净利润预计155亿至165亿元，同比增长79%至90%，美银证券重申"买入"评级，目标价22港元。

（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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