异动解读｜五矿资源盘中上涨3.63%，铜价高位运行叠加矿端供给收紧逻辑延续

行情直击08-28

8月28日，五矿资源盘中上涨3.63%，报9.685港元，成交额1.26亿港元。

消息面上，近期铜价持续处于历史高位区间运行，LME三个月期铜8月初突破14,000美元/吨关口，沪铜主力合约报107,900元/吨附近。铜精矿加工费（TC）跌至-174美元/吨历史极端负值，矿端供给刚性收紧构成铜价核心支撑。公司旗下Las Bambas矿区此前因事故短暂停产后已于8月21日恢复运营，供应扰动不确定性消除。叠加"金九银十"旺季预期升温、国内电解铜社库持续去化，多重因素共振推升铜板块走强。大摩维持公司"增持"评级及11.7港元目标价，开源证券首予"买入"评级，看好铜产量释放驱动中期增长。

（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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