港股异动 | 金川国际(02362)涨近6% 刚果(金)暂停出口钴有望提振钴价 公司优质铜钴矿投产可期

智通财经
26 Feb

智通财经APP获悉,金川国际(02362)涨近6%,截至发稿,涨5.88%,报0.54港元,成交额1153.08万港元。

消息面上,据新华财经消息,刚果(金)有关部门2月24日宣布,该国决定暂停钴出口四个月,以应对全球钴市场供应过剩的局面,这项措施自2月22日生效。据悉,刚果(金)是全球钴矿资源最丰富的国家,其钴储量和产量均占据全球七成以上的份额。中信证券认为,如果刚果(金)的钴出口禁令严格实施,全球钴市场在短期内或将转为短缺,钴价有望企稳反弹。

据悉,金川国际及其附属公司主要从事于刚果(金)及赞比亚开采有色金属,主要为铜及钴;及于香港进行矿产品及金属产品贸易。铜钴价格变动是影响公司业绩的主要因素。中邮证券此前指,根据相关报道,Musonoi矿山投产后可带来3.8 万吨铜产量和0.78 万吨钴产能,是公司未来主要增长动力。

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