异动解读 | 铜供应紧张预期推动铜价上涨，洛阳钼业(03993)盘中大涨7.32%

异动解读05-22

洛阳钼业(03993)今日盘中大涨7.32%，成为港股市场关注的焦点之一。

消息面上，智利国家铜业公司(Codelco)近期一项内部审计发现，其近2.7万吨铜被错误归类为成品，导致2025年实际铜产量跌至1998年以来最低水平，这动摇了市场对这家全球最大铜矿商之一的复苏预期。与此同时，自由港再度推迟印尼项目复产进度并下调产量指引，进一步加剧了全球铜矿供应紧张的预期。中信证券研究指出，供需逻辑坚实及宏观压制减弱，有望推动铜价站稳高位并冲击前高，看好铜板块的配置机遇。

受全球铜供应紧张预期及铜价走强前景的提振，港股铜业股午后集体上扬，洛阳钼业作为相关标的，股价随之大幅攀升。

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