铜精矿加工费低位
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港股异动 | 中国大冶有色金属(00661)再涨近25% 精矿加工费持续低位 铜冶炼行业或迎来反内卷
Xin Lang Cai Jing· 2025-10-09 06:01
消息面上,近日,中国有色金属工业协会铜业分会第三届理事会第五次会议在河北雄安新区召开。铜冶 炼行业"内卷式"竞争导致铜精矿加工费持续低位的问题是此次会议中代表反馈最集中的问题,也是行业 当下最突出的问题。中国大冶有色金属上半年收入减少超10%,主要由于受国内外冶炼产能集中加速释 放和铜精矿供应紧张的双向作用,冶炼加工费持续低位运行,及企业产品产量减少。 来源:智通财经网 中国大冶有色金属(00661)再涨近25%,近九个交易日累计涨幅已超144%。截至发稿,涨19.82%,报 0.133港元,成交额3355.06万港元。 ...
中国大冶有色金属再涨近25% 精矿加工费持续低位 铜冶炼行业或迎来反内卷
Zhi Tong Cai Jing· 2025-10-09 05:53
Core Viewpoint - China Dajie Nonferrous Metals (00661) has seen a significant stock price increase of nearly 25%, with a cumulative rise of over 144% in the past nine trading days, indicating strong market interest and volatility in the sector [1] Company Summary - As of the latest report, the stock price is at 0.133 HKD, with a trading volume of 33.55 million HKD [1] - The company experienced a revenue decline of over 10% in the first half of the year, attributed to the dual impact of accelerated release of domestic and foreign smelting capacity and tight copper concentrate supply [1] - The processing fees for copper concentrate have remained at low levels, which has negatively affected the company's financial performance [1] Industry Summary - The recent meeting of the Copper Industry Association highlighted the issue of "involution" competition within the copper smelting industry, which has led to persistently low processing fees for copper concentrates [1] - The tight supply of copper concentrates and reduced production output are currently the most prominent challenges facing the industry [1]