金吾财讯 | 金川国际(02362)早盘涨近15%，截至发稿，涨11.11%，报0.6港元，成交额5046.37万港元。消息面上，2月24日，刚果民主共和国表示将暂停钴出口四个月，以控制国际市场上的供过于求。中信证券表示，测算此举或影响刚果（金）2025年7万吨的钴出口量，或将带动全球钴市场供应在短期内转为短缺，推动钴价企稳反弹。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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