研报掘金丨民生证券:维持洛阳钼业“推荐”评级,积极推进扩产计划

格隆汇
07 Jan

格隆汇1月7日|民生证券研报指出,洛阳钼业(603993.SH)产量全面完成年度生产计划。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。维持“推荐”评级。

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