智通财经APP获悉，五矿资源(01208)现涨近7%，截至发稿，涨6.61%，报2.74港元，成交额3975.57万港元。
消息面上，五矿资源旗下位于秘鲁的Las Bambas矿场成功获得了环境监管部门Senace的批准，将斥资66亿美元进行全面的升级改造。据悉，整个升级改造项目将分为两个阶段进行。此次升级改造项目将使Las Bambas矿场的运营时间延长六年，至2039年。
汇丰此前指出，五矿资源第三季的生产改善超出预期，因此对其明年盈利增长更为乐观。长远而言，该行相信集团的增长来自Chalcobamba、Kinsevere及Khoemacau的产能扩充。然而，近期的营运改善已反映在股价之中，铜价较预期疲弱或任何新的营运问题均可能构成下行风险。此外，由于预计明年铜的供应量上升，加上铜价上涨导致需求增长放缓，因此对铜价持较审慎态度。
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