异动解读｜佳鑫国际资源盘中上涨5.77%，钨价再现涨价迹象叠加地缘风险提振估值

行情直击08-06

8月6日，佳鑫国际资源盘中上涨5.77%，报60.8港元，成交额8846.15万港元。

消息面上，国内钨价在7月下跌企稳后再次出现涨价迹象，海外溢价率创历史新高，地缘风险进一步带来钨价弹性，钨价中枢面临再次抬高可能。公司层面，上半年权益持有人应占利润约14.5亿至15.5亿港元，同比扭亏为盈；下半年推出最多2亿港元股份回购计划，7月已回购15万股。瑞银首予公司"买入"评级，目标价88.7港元，预计随着第二阶段投产，2027及2028年产量将分别提升至1.11万吨及1.17万吨，毛利率有望升至77%。中金预测全球钨供需缺口将达2.3万吨，量价齐升逻辑持续强化。

（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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