异动解读｜洛阳钼业开盘上涨3.44%，铜库存去化超预期叠加钼价涨至近三年高点

行情直击07-22 09:21

7月22日，洛阳钼业开盘上涨3.44%，报17.14港元，成交额1028.4万港元。消息面上，铜业股近日全线走高，库存去化速度超出市场预期，供需紧张逻辑正在逐步兑现，有色金属板块做多情绪延续。同时，钼价高位运行达近三年高点，"以钼代钨"推动钼材料战略属性提升，对公司钼钨业务形成直接利好。

基本面方面，公司此前披露上半年归母净利润预计155亿至165亿元，同比增长79%至90%，铜产品量价双升及巴西金矿并表为业绩核心驱动。美银证券维持公司"买入"评级，目标价22港元，看好铜价韧性与产量增长。

（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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