异动解读｜洛阳钼业盘中上涨3.24%，厄尔尼诺扰动铜矿供给预期升温

行情直击08-05

8月5日，洛阳钼业盘中上涨3.24%，报17.51港元，成交额3501.98万港元。

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"一淹一渴"双线冲击——南美洲智利、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。在铜矿供需格局由紧平衡转向短缺的背景下，气候扰动边际效应或被放大。洛阳钼业作为全球铜钴龙头，其刚果（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，预计2029年投产。此前公司预告上半年归母净利润155亿至165亿元，同比增长79%-90%，铜金属产量同比增长约9.73%。

（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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