异动解读｜南方铜业盘中下跌3.96%，中金下调评级至中性指铜价上行空间有限

行情直击07-28

7月28日，南方铜业盘中下跌3.96%，报173.565美元/股，成交额1624.85万美元。

消息面上，中金公司近日将南方铜业评级从"买入"下调至"中性"，维持目标价180.70美元，对应12.9倍EV/EBITDA及21.9倍市盈率。下调理由包括：当前估值已反映高铜价及项目推进利好，风险收益比趋于均衡；铜价接近历史高位，矿山复产有望缓解供应风险，铜价进一步上行需新催化剂；其他铜矿龙头生产恢复后公司相对估值溢价可能收窄。铜行业整体承压，麦克莫兰铜金跌3.4%、Ero Copper跌3.4%、TREKOR METALS跌4.43%。

（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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