港股异动 | 中国有色矿业(01258)涨超6%领涨铜业股 铜供应扰动加剧 有望带动价格持续突破
铜业股早盘普涨，截至发稿，中国有色矿业(01258)涨6.28%，报6.77港元；五矿资源(01208)涨4.27%，报3.66港元；洛阳钼业(03993)涨4.76%，报7.49港元；紫金矿业(02899)涨3.17%，报17.6港元。
国投证券发布报告称，赞比亚削减电力供应，中非铜矿带面临产量减量。铜矿减停产事件持续发生，前期减停产的Cobre Panama 和Sossego 铜矿复产预期再度推后。英美制裁俄罗斯金属，限制俄铝铜镍在LME 和CME 的交易。俄铜在LME 库存占比62.1%，限制交仓或带来市场对逼仓风险的担忧。供应端逻辑持续兑现，持续看好铜价在突破后中枢进一步上移。
中金表示，中长期来看，此轮铜价上涨的驱动因素中，需求改善是必要条件，但更大程度上定价了供给端的问题，若供给风险消退，铜价将面临回调风险。但我们提示此轮周期中存在中长期供给风险，如资源保护主义上行、金属流通效率降低、矿山资本开支较低等，叠加全球制造业景气度恢复和电气化中更多的铜需求，中长期内铜价中枢有望上移。
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