智通财经APP获悉, 洛阳钼业(03993)涨超3%,截至发稿,涨3.11%,报5.64港元,成交额2963.25万港元。
消息面上,洛阳钼业1月6日晚公布2024年度主要产品产量,铜金属、钴金属全年产量分别为65.02万吨、11.42万吨,同比分别增长55%、106%。钼金属全年产量为1.54万吨,同比减少2%;钨金属全年产量为8288吨,同比增长4%。铌金属全年产量为10024吨,同比增长5%;磷肥全年产量为118万吨,同比增长1%。
民生证券指出,公司产量全面完成年度生产计划。公司铜、钴、钼、钨、铌产量均超过2024产量指引上限。由于24Q1TFM混合矿还未满产,以Q4产量年化来看,公司铜年生产能力或可达到68-70万吨,主要得益于刚果(金)TFM 和KFM两座世界级铜矿山的加持。公司制定了未来5年规划和产量目标,目前正在积极推进扩产计划,TKM和TFM有望持续放量。
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