异动解读｜佳鑫国际资源盘中上涨5.28%，全球钨资源争夺升温叠加供给端约束持续强化

行情直击09-15

9月15日，佳鑫国际资源盘中上涨5.28%，报55.85港元，成交额1811.02万港元，逆势领涨多种金属与采矿板块。

消息面上，全球钨资源争夺正在升温，钨价两年飙涨9倍。此前津巴布韦宣布即刻禁止锑与钨出口，矿端约束持续强化。机构指出，供给端钨矿弹性受限，需求端硬质合金、AI PCB微钻及六氟化钨等新兴需求快速增长，钨价中枢有望进一步上行。公司上半年实现收入27.03亿港元，同比增长2039.9%，归母净利润15.38亿港元，同比大幅扭亏为盈，65%白钨精矿产量逾4000吨。瑞银首予公司"买入"评级，目标价88.7港元，预计随着二期投产，产量将持续提升。

（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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