异动解读｜佳鑫国际资源盘中上涨5.41%，供给受限叠加头部钨企上调采购报价提振

行情直击08-07

8月7日，佳鑫国际资源盘中上涨5.41%，报62.35港元，成交额1.18亿港元。

消息面上，头部钨企上调8月上半月长单采购报价，国内钨价企稳后再现涨价迹象，海外溢价率创历史新高。供给端受限叠加AI算力、高端装备等新兴需求结构性增长，中金预测全球钨供需缺口将达2.3万吨，钨价中枢有望维持高位。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。

（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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