异动解读｜五矿资源盘中上涨3.07%，大摩维持增持叠加Q2产量达标成本下调

行情直击07-23

7月23日，五矿资源盘中上涨3.07%，报8.73港元，成交额6614.53万港元。

消息面上，摩根士丹利7月22日发布研报，维持五矿资源"增持"评级，目标价11.7港元，认为下半年各矿山运营将趋稳，Las Bambas产量有望达全年指引上限。此前7月21日，公司发布Q2生产报告：铜总产量13.78万吨，环比增长8%；维持全年五座矿山产量指引不变，同时下调三座矿山C1现金成本区间；旗下Khoemacau铜矿识别出年产能扩张潜力高达20万吨铜精矿含铜，基本面利好持续释放。

（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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